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.

The $1,000 Diagnostic delivers all seven documents, then one agreed live workflow. Continue with a month-to-month Partnership Tier at $2,500, $4,500 or $7,500, with a written scope around your next outcome.

Practical workflow guides

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

Most agents coordinate their own deals, update their own CRM, and answer every “any news?” text themselves. AI employees take the first pass at all of it. You approve what goes out.

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.

Browse the full integrations catalog →

A brokerage we've built for.

Custom software & AI workflows18%–22%close rate, up from ~4% on MLS inquiries

Look Up Realty

On AFH Rentals, Washington's adult family home owners and operators find each other in one place.

Read the use case Business operations & strategy1operating model across three revenue lines

Look Up Realty

Three revenue lines now read as one business, with one client journey.

Read the use case

Explore the workflow

Speed to lead workflow

How fast should you reply to a new lead? What the research says, and how an AI employee replies at once and drafts each follow-up for you to approve.

Explore →

Lead nurturing workflow

How many times should you follow up, and how do you win back old leads and ask for reviews? An AI employee drafts each message for you to approve.

Explore →

Client onboarding workflow

How do you onboard a new client? The steps, a checklist and the questions to ask first, and how an AI employee drafts each step for you to approve.

Explore →

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. The documents come first, followed by one agreed live workflow. Continue with a scoped month-to-month partnership if it fits.

AI Operations Snapshot: Free. AI Operations Diagnostic: $1,000 once, seven documents followed by one agreed live workflow. Partnership Tiers: Direct Advisory at $2,500 a month; Strategic Partner at $4,500 a month; Fractional Product Lead at $7,500 a month. All three are month-to-month. AI employees, custom builds, workflows, automations, training and advisory are examples of work within an agreed monthly scope. Choose the next month's tier before the next billing date; there is no separate after-project plan.

Choose the next month's tier or stop before the next billing date. Existing clients retain their signed agreement terms. Your written scope identifies included hosting and AI usage, and any direct third-party charges or extra spend you approve.

Start with a free Snapshot Current scope and terms →

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 $1,000 Diagnostic delivers all seven documents, then one agreed live workflow. Continue with a month-to-month Partnership Tier at $2,500, $4,500 or $7,500, with a written scope around your next outcome.