You're the agent, the TC, and the CRM. Pick one.

Selling is the job. Everything else eats the week.

The lead went cold before you called back.

A new inquiry lands during a showing. By the time you're back in the car, they've talked to two other agents.

Every file runs through one person.

You or your TC. Inspection, appraisal, financing, title, closing: every deadline lives in one inbox and one head, on top of selling.

“Any update?” all day.

Buyers and sellers hear from you when they ask. So they ask. Often.

Your CRM is a graveyard.

Updating it is a second job, so the notes live in your phone and the database goes stale.

Past clients get a form letter, or nothing.

Your CRM sends the birthday email. Nobody writes the note that sounds like you, and that note is what earns the referral.

Your agents don't log anything.

Calls, showings, and promises live in everyone's phone, so you can't see who dropped a follow-up until a client tells you.

Four jobs an assistant can draft

Transaction Coordinator Assistant

The deadline checklist and client updates for the agent to approve. Flags wire instructions and never confirms them. Never sends anything to a client without the agent's approval. Reviewer: The agent on the deal. Measure: Contract deadlines met without a scramble.

New Lead Responder

A reply within minutes that answers the basics and offers times to talk. Never quotes a price or promises a date. Reviewer: Whoever owns new clients. Measure: Time from inquiry to first reply.

Personal Assistant

Your day on one screen: showings, deadlines, and who to call back. Your voice note after a showing becomes CRM notes and a follow-up text. Nothing sends and no record changes until you approve it. Never books, cancels, or replies for you without your OK. Reviewer: You. Measure: Follow-ups sent the same day as the showing.

Past Client Follow-Up Assistant

A personal check-in written from your notes on that client, for you to send. Never gives a home value or a price opinion. Never messages anyone who asked not to be contacted. Reviewer: The agent who closed the deal. Measure: Past clients contacted each quarter, and the referrals they send.

Under contract to closed, with every deadline tracked.

It works from your contract and your checklist. It drafts every reminder and update, and you or your coordinator approve them.

Contract signed

It pulls the dates from the contract and builds the checklist. You confirm each date before any reminder goes out.

Deadlines tracked

Earnest money, inspection, appraisal, financing, title, and closing, each with a reminder ahead of it.

Clients updated

Buyers and sellers get a plain-English update at each milestone, once you approve it.

Paperwork chased

Missing signatures and documents get a reminder that says exactly what's needed.

Wires flagged

Any message about wiring money goes to a person. It never confirms wire instructions.

The apps your deals already run on.

Follow Up Boss, HighLevel Location, DocuSign, Dropbox Sign, Matterport, Canva, Facebook, Instagram, Meta Ads, Mailchimp, Quo (formerly OpenPhone), Calendly, Google Calendar, Gmail, Google Drive, Google Maps, Zoom.

These are picks from the October 21, 2026 catalog snapshot. We verify the required actions, permissions and your subscription before promising a connection.

A brokerage we've built for.

Explore the workflow

Map the work before implementing it.

The free Snapshot helps choose one workflow. The paid Diagnostic documents the current process, baseline, ownership, decisions and proposed scope. Nothing is built during the Diagnostic. Implementation requires a separate written scope.

AI Operations Snapshot: Free. AI Operations Diagnostic: $1,000 once for 1 week, documents only; no implementation is included. Partnership Tiers: Direct Advisory at $2,500/month with 4 engineering hours a month; Strategic Partner at $4,500/month with 8 engineering hours a month; Fractional Product Lead at $7,500/month with 15 engineering hours a month. Each tier has a 3-month commitment and no onboarding fee. Sprint Add-Ons cost extra and require an active Partnership Tier.

It renews for another 3 months at the same price unless you give 30 days' notice before it ends. Renewal reminders and written notice follow the agreement. Licenses, hosting and AI usage are billed separately by the relevant vendors.

Questions owners ask first

Will it replace my transaction coordinator?

No. It drafts the reminders and updates, so your coordinator spends their time on the exceptions. No coordinator? It does the tracking you're doing now, and you approve what goes out.

Does it work with my CRM?

We start with the tools you already pay for. In the Diagnostic we check what your CRM and transaction software can connect to, and tell you plainly if something won't work.

What about client privacy and wire fraud?

Each AI employee sees only what its job needs, and a person approves anything that goes to a client. Messages about wiring money go to a person, and the AI never confirms wire instructions.

What's the personal assistant?

An AI employee for your own day. It sends a morning brief of showings, deadlines, and call-backs, and turns your voice notes into CRM updates and follow-up drafts. Nothing sends without your OK.

What happens first?

The Diagnostic documents one workflow, its baseline, responsibilities and proposed scope. Nothing is implemented during the Diagnostic. Implementation is scoped separately through current Partnership Tier capacity and Sprint Add-Ons.