For Real Estate founders
AI program manager for small real estate firms
Keep clients, listings-related deals and paperwork in one record with follow-ups drafted for approval. A relationship record, not a listing system.
Where it slips
In a real estate business run by its owner, these are the gaps that cost money:
- A buyer or seller enquiry gets one reply and then drifts.
- Documents are sent and nobody knows if they were opened.
- Past clients are not followed up when a renewal or referral is due.
A week with dpaperwork
An example week. The details change with your setup.
- Reads. Open deals in the Pipeline, documents you sent and whether they were opened, and Gmail threads with each client.
- Drafts. A check-in for the enquiry that went quiet and a reminder on the document nobody opened.
- You approve. Each draft waits in your Inbox. You accept, edit or reject.
What the setup call configures
- Import clients and open deals.
- Set Pipeline stages from enquiry to closed.
- Connect Gmail and your calendar, and write a Playbook for quiet enquiries.
What it does not do
- It is not a listing, MLS or property-management system.
- It does not handle payments or escrow.