AI that drafts the work.
You decide what goes out.

It has already read your CRM

The assistant answers against your contacts, deals, listings, documents, calendar, and commissions. Tag a record with @ and the answer is about that record, not a general one.

• Ask about pipeline state, stale relationships, or what a lease actually says
• Search your documents and get the passage back with its source cited
• Draft emails, follow-ups, listing copy, and note summaries
• Paste in a screenshot, flyer, or photo of a page and ask about it
• Create tasks, notes, logged interactions, and calendar events
• Live voice for when you are driving between showings

Your listings answer questions at 11pm

A public chat page attached to a listing. It answers from the offering memo and supporting documents you uploaded, and hands anything sensitive back to you with the prospect's details captured.

• Answers from the listing record and its documents, without speculating or inventing numbers
• Ten escalation categories on by default, each one you can turn off
• Your own keywords on top, plus control over what happens to unanswerable questions
• Stays off negotiation, valuation opinions, and seller motivation
• Cannot reach your document library, your other listings, your contacts, or your deals
• Every conversation stored, with filters for what it handled and what escalated

Five specialists working your pipeline

The assistant waits to be asked. Agents run on their own schedule. Acquisition, Deals, Due Diligence, Financing, and Lease Admin each watch a different part of the business and bring you work.

• Acquisition runs your saved searches and queues buyer-matched opportunities
• Deals drafts follow-ups and suggests structures grounded in that deal's own numbers
• Due Diligence tracks deals toward closing and flags gaps and stalls
• Lease Admin watches dates, options, and reconciliation obligations after the close
• Work arrives as action cards with the reasoning and the underlying data attached
• Run any agent on demand, or turn one off, in which case it stops instead of running quietly

Describe it in plain English, review it, turn it on

Agents are ours; automations are yours. Describe a recurring instruction in the workspace builder and get back a recipe with a trigger, a condition, and a set of actions.

• Recipes arrive paused, so you read what one will do before it does anything
• Triggers for new contacts, new call notes, deals gone quiet, and daily checks
• Task creation and interaction logging can run automatically
• Email drafts and calendar actions stay approval-bound, always
• Every action validated against the approved action registry before it executes
• A full audit trail of what ran, when, and why

WhatsApp, SMS, and Claude

The same assistant and the same data, reachable from wherever you happen to be working. A note added from a parking lot is the same note on the deal in the web app.

• Pair your phone number and text the assistant over WhatsApp or SMS
• Ask for status, make changes, dictate what happened on a call
• Long requests run in the background instead of timing out
• A daily brief at a time you choose, which is the part most brokers use every day
• Connect your account to Claude and work against your CRM in any conversation
• Identical approval rules on every channel: it drafts, you send