Everything you need to run your real estate business

Buyer Workflow

A comprehensive, phase-by-phase buyer process that walks you through exactly what to do, say, and send at every stage of a transaction.

• →Step 00 — Market Context: Prepare current market stats before any buyer consultation. Know your absorption rate, median price, and average days on market cold.
• →Step 01 — Lead Intake: Capture buyer goals, timeline, budget, and motivation. Document everything in a consistent intake form that feeds into your contact directory.
• →Step 02 — Pre-Approval Coordination: Send pre-approval referral emails to your trusted lenders directly from the AI Email Studio. Track status in the transaction log.
• →Step 03 — Buyer Paperwork: Agency agreement, buyer rep disclosure, and showing agreement. Built-in checklist so nothing gets missed before the first showing.
• →Step 04 — Home Search: Saved search setup, showing schedule coordination, and feedback tracking. Notes template for each showing.
• →Step 05 — Writing Offers: Competitive offer strategy guidance. AI drafts your offer cover letter with your client's story and motivation.
• →Step 06 — Negotiation: Counter-offer strategy, escalation clauses, and concession tracking. Negotiation counter email template included.
• →Step 07 — Under Contract: Immediately send the Under Contract announcement email. Timeline tracker activates for all critical dates.
• →Step 08 — Due Diligence: Inspection scheduling email template. Inspection report review checklist. Repair negotiation tracking.
• →Step 09 — Closing Prep: Final walkthrough scheduling, utility transfer reminders, moving checklist for buyers.
• →Step 10 — Closing: Closing day checklist, wire fraud warning talking points, key handoff documentation.
• →Step 11 — Post-Close: 30/60/90-day check-in reminders. Review request template. Referral ask timing guide.
• →Step 12 — Transaction Archive: Every deal auto-archives with all contacts, dates, and notes preserved in your transaction log.

• →Step 01 — Pre-Listing Consultation: CMA preparation notes, seller motivation intake, pricing strategy framework. Go into every listing appointment prepared.
• →Step 02 — Listing Paperwork: Listing agreement checklist, disclosure packages, seller net sheet. All documents tracked in one place.
• →Step 03 — Listing Prep & Marketing: Photography coordination, MLS input sheet, listing description notes. AI helps draft your property remarks.
• →Step 04 — Active Listing Management: Showing feedback aggregation, price reduction decision framework, days-on-market tracking.
• →Step 05 — Offer Review: Multiple offer comparison template, net proceeds calculator notes, seller decision framework.
• →Step 06 — Under Contract: Title file open email template fires immediately. All party contact info captured — buyer agent, title, lender.
• →Step 07 — Due Diligence & Repairs: Repair request tracking, seller response templates, inspection objection guidance.
• →Step 08 — Closing: Seller closing checklist, proceeds wiring instructions review, possession coordination notes.

Seller Workflow

A disciplined seller process that positions you as an expert from the first listing appointment through the final closing.

AI Email Studio

Stop staring at a blank email. Every template is personalized with your name, brokerage, client names, and contact information — generated instantly by Claude AI.

• →Under Contract — Announces the accepted offer to all parties. Includes timeline milestones, lender contact, title contact, and next steps.
• →Title File Open — Notifies the title company to open the file. Includes all party contacts, property address, and contract details.
• →Offer Strategy — Pre-offer consultation email explaining your competitive strategy to buyers. Market context, terms recommendations, escalation guidance.
• →Pre-Approval Referral — Warm introduction email to your preferred lenders. Uses your stored lender contacts from the directory automatically.
• →Inspection Scheduling — Coordinates inspection timing with your go-to inspector. Your inspector's contact info auto-populates from your directory.
• →Accepted Offer — Buyer notification that their offer was accepted. Celebratory tone with next-steps clarity and timeline overview.
• →Negotiation Counter — Professional counter-offer communication to the other agent. Calm, firm, and relationship-preserving tone.
• →Pre-Closing — Final week checklist email to buyers or sellers. Utility transfers, final walkthrough scheduling, wire fraud warning.

• →Paste any MLS export — CSV, tab-delimited, or raw text — and the AI parses it without requiring a specific format.
• →Automatically extracts median sales price, average days on market, list-to-sale price ratio, and active inventory count.
• →Segments data by price tier so you can speak intelligently about the $300K–$400K range vs. $500K+ in the same market.
• →Output is formatted for immediate use in buyer consultations, listing presentations, and social media market updates.

Market Data Updater

Stop manually formatting market stats. Paste raw MLS export data and the AI extracts and organizes median price, days on market, and active inventory by price tier.

Transaction Log

A clean, fast transaction tracker that keeps every deal organized. Add, edit, and close transactions — available on every device you own.

• →Log every transaction with address, sale price, side (buyer or seller), status, closing date, client name, and free-form notes.
• →Full CRUD — create, edit, update, and close transactions with a simple interface designed for speed, not complexity.
• →Cloud sync via Supabase means your transaction history is always up to date across desktop, tablet, and mobile.
• →Filter by status (active, under contract, closed) or search by client name or address to find any deal instantly.

• →Store contacts by category: lenders, title companies, inspectors, attorneys, contractors, and other vendors.
• →Each contact includes name, company, phone, email, and a notes field for things like "ask for the rush order discount."
• →When you generate an email in the AI Studio, the relevant contacts are automatically pulled in — inspector name in the inspection email, lender name in the pre-approval email.
• →Build your vendor network over time and share context with your clients confidently, knowing the right contact info is always accurate.

Contact Directory

Store your key contacts once and never manually type a phone number or email address into a template again. The directory feeds directly into the AI Email Studio.