AI for the people building, selling, and managing buildings.
Residential brokerage, general contracting, property management, development. We build the intake, document, and follow-up workflows that match how your business actually closes deals.
29 named workflow automations across brokerage, GC, property management, and development
Pick the firm shape closest to yours
Each card opens a playbook built for a firm shaped like yours — with real workflows and a number on the outcome.
Residential Brokerage
10-200 agent brokerage. Lead distribution + transaction coordination + agent retention is the entire operation.
$2-5M/yr in additional GCI to the brokerage and its agents.
General Contractor
Commercial or high-end residential GC, $5-100M annual volume. Bid + project management + sub coordination + closeout. Margin is fragile.
~$150-400k/yr in capacity + working-capital benefits at a $30M GC.
Property Management Company
Residential or commercial property management, 200-5,000 units. Maintenance request triage + leasing + rent collection is the operational spine.
~$200-450k/yr in saved labor + measurable retention improvement.
Real Estate Developer
Residential, mixed-use, or commercial developer. Project pipeline + investor reporting + entitlement coordination + GC oversight is the work.
~$150-300k/yr in capacity for a developer with a $300M portfolio.
The work that's eating your team
You know what's broken. Here are the parts the system can run without you.
Speed-to-lead determines conversion
9-21x lift in conversion from responding within 5 minutes vs 30+ minutes. Most brokerages take 30+. AI responds in 90 seconds.
Coordination across 30+ external parties
Subs, vendors, lenders, inspectors, designers, brokers, residents. The job is orchestration. AI is purpose-built for orchestration.
Document collection eats project margin
GCs spend a quarter of PM time chasing documents. Developers spend principal time chasing reports from consultants. AI chases on schedule and surfaces only stuck items.
Maintenance request triage is the resident-experience driver
How fast a maintenance request gets dispatched determines retention more than rent. AI dispatches in 60 seconds.
Investor + owner reporting is calendar-driven and labor-intensive
Monthly owner statements, quarterly LP letters, weekly construction updates. AI drafts on cadence; principal edits.
Insurance / COI / license expirations creep up
Subs go uninsured. Property licenses lapse. AI tracks every expiration and re-requests on schedule.
What we run for real estate & construction teams
Named workflows, not categories. Expand a group to see exactly what each one does and where it slots into your stack.
Lead capture & conversion
4 workflows30-50% lift in lead-to-conversionClosing the gap between lead generation and lead engagement.
Lead capture & conversion
4 workflows30-50% lift in lead-to-conversionClosing the gap between lead generation and lead engagement.
Lead intake & 5-minute speed-to-lead
LiveInbound lead from any channel triggers a qualifying SMS within 90 seconds. Response routes the lead to the right agent / leasing agent / sales rep with full context.
NervousBrainHandsLead webhookLead routing to agent
LiveRoutes qualified leads to the right agent based on geography, property type, capacity, and active engagement level. Round-robin within tier where appropriate.
BrainMemoryLead qualifiedLeasing inquiry pipeline
LiveProperty management: inbound rental inquiries get qualified, toured (self-guided where supported), application-collected, screened, all within hours.
BrainHandsLeasing inquiry webhookLong-term nurture sequences
LiveNot-yet-ready leads (3-12 months out) enter a structured nurture cadence with property updates, market reports, and check-ins until they're ready.
NervousBrainHandsLead classified 'not yet'
Transaction & project coordination
5 workflowsLive tracking of every milestone and external dependency.
Transaction & project coordination
5 workflowsLive tracking of every milestone and external dependency.
Transaction coordination orchestrator
LiveBrokerage: contract-to-close milestones tracked from email + DocuSign + lender activity. Reminders to clients + agents on inspection contingencies, earnest money, closing prep.
BrainMemoryHandsContract executedProject document orchestrator
LiveGC / developer: inbound documents from consultants/subs/designers auto-filed against the right project + phase + responsible party. Missing items flagged.
BrainMemoryEyesDocument receivedRFI tracker & router
LiveGC: inbound RFI parsed, routed to the right sub, tracked through resolution with deadline and escalation.
BrainMemoryHandsRFI submittedSubmittal log automator
LiveGC: submittal log maintained automatically from email + project document inbox; flags overdue submittals; routes received submittals for review.
BrainMemorySubmittal receivedClosing prep sequence
LiveBrokerage: 14-day-out, 7-day, 3-day, 1-day reminders to all parties (buyer, seller, lender, title, agents) with party-specific actions and document collection.
NervousHandsClosing scheduled
Property & maintenance operations
4 workflowsThe 24/7 layer behind every resident interaction.
Property & maintenance operations
4 workflowsThe 24/7 layer behind every resident interaction.
Maintenance request triage & dispatch
LiveInbound request → AI classifies emergency vs standard, identifies right vendor, sends dispatch with property/unit/access + resident contact, coordinates scheduling, follows up after.
BrainMemoryHandsMaintenance request webhook60-80% dispatch latency reductionVendor performance tracker
LiveTracks per-vendor response time, completion rate, resident-satisfaction signals. Surfaces underperforming vendors for review.
MemoryHandsWork order completedInsurance / COI tracker
LiveTracks every vendor + sub COI expiration; auto-requests renewals 30/15/7 days out; flags lapsed coverage.
NervousMemoryHandsDaily cronMove-in / move-out coordinator
LiveProperty mgmt: orchestrates move-in/move-out sequence (key handoff, walkthrough, condition documentation, deposit return).
BrainHandsMove date scheduled
Financial operations
4 workflowsRent collection, draws, payment apps, and reporting on cadence.
Financial operations
4 workflowsRent collection, draws, payment apps, and reporting on cadence.
Rent collection orchestrator
LiveProperty mgmt: rent reminders, late notices, payment plan negotiations, escalation to delinquency. Per-state rule library.
NervousBrainHandsMonthly cronPayment app reconciler
LiveGC: payment app received → reconciled against schedule of values + retention + completion percentage; variances flagged for PM review.
BrainMemoryEyesPayment app receivedDraw package assembler
LiveDeveloper: assembles draw package from GC payment apps + lender requirements + project budget; queues for principal review.
BrainMemoryDraw cycle eventOwner monthly report generator
LiveProperty mgmt: monthly owner statements with rent collection, expenses, vacancy, maintenance summary, and net distribution.
BrainMemoryHandsMonth-end cron
Pipeline, bid, and document automation
6 workflowsSales pipeline + bid response + closeout document handling.
Pipeline, bid, and document automation
6 workflowsSales pipeline + bid response + closeout document handling.
Bid invitation triage
LiveGC: inbound bid invitations classified by fit, scored, queued for estimator review with summary of scope + delivery date + competition.
BrainMemoryBid invitation receivedBuyer-rep agreement generator
LiveBrokerage: from buyer profile + chosen agent, generates buyer-representation agreement with the brokerage's preferred terms.
BrainHandsBuyer engagedCloseout document collection
LiveGC: project approaching substantial completion → closeout package per sub generated, requests sent, follow-ups orchestrated, received items filed.
BrainNervousHandsProject status flag200-400 PM hours/year savedLP / investor report generator
LiveDeveloper: quarterly LP letter drafted from per-asset status + financials + market commentary; queued for principal review.
BrainMemoryQuarter-end + 10d cronEntitlement deadline tracker
LiveDeveloper: tracks every entitlement deadline (permit, hearing, public comment, condition) with assigned owner and escalation.
NervousMemoryDaily cronProject pipeline dashboard
LiveLive view of every project's phase, milestones, capital committed, returns to date.
MemoryHandsDaily refresh
What the first 6 months look like
We ship in phases, each with a measurable success criterion before the next phase begins.
Weeks 1-4
Foundation: lead capture + maintenance request triage
- Lead intake + speed-to-lead live
- Lead routing to agents live
- Maintenance request triage + dispatch live
By end of Phase 1, no lead waits more than 90 seconds for first contact and no maintenance request waits more than 60 seconds for triage.
Weeks 5-12
Coordination: transactions + projects + tenant operations
- Transaction coordination orchestrator live
- Project document orchestrator live (GC)
- RFI tracker live (GC)
By end of Phase 2, every active deal/project/property has a live document + milestone view replacing the spreadsheet that's always out of date.
Weeks 13-20
Financial cycles + reporting
- Rent collection orchestrator live (PM)
- Payment app reconciler live (GC)
- Owner monthly reports live (PM)
By end of Phase 3, all monthly + quarterly reporting cycles run on cadence with principal/owner review reduced to edits, not assembly.
Weeks 21-26
Sales pipeline + closeout discipline
- Bid invitation triage live (GC)
- Closeout document collection live (GC)
- Long-term nurture sequences live (brokerage)
By end of Phase 4, closeout cycles compress 30-50%, bid response capacity increases without hiring, and long-term lead nurture stops being the partner's personal task.
What the AI is allowed to do, and what it isn't
AI handles the structured operations layer. Humans decide anything that creates a binding obligation, a tenancy decision, or a regulatory filing.
Real estate licensing rules (state-by-state)
Each state has different rules on agent communications, broker supervision, and disclosure requirements. AI-generated client comms must comply.
Real estate licensing rules (state-by-state)
Each state has different rules on agent communications, broker supervision, and disclosure requirements. AI-generated client comms must comply.
- Per-state communication template review
- Broker oversight dashboard for AI-generated client comms
- Disclosure language baked into automated communications
Boundary: AI never represents itself as a licensed agent. Every client communication routes through a licensed agent.
Fair Housing Act / state fair housing laws
Lead qualification, leasing inquiry handling, and tenant communications are subject to fair housing law. Any disparate-impact pattern is a problem.
Fair Housing Act / state fair housing laws
Lead qualification, leasing inquiry handling, and tenant communications are subject to fair housing law. Any disparate-impact pattern is a problem.
- Lead qualification scripts reviewed for protected-class neutrality
- Audit trail of every applicant decision with reasoning
- Periodic statistical review for disparate impact
Boundary: AI never makes a final accept/reject decision on a rental application.
GLBA + state privacy laws (lender data, applicant data)
Lender + applicant data triggers GLBA and various state privacy obligations.
GLBA + state privacy laws (lender data, applicant data)
Lender + applicant data triggers GLBA and various state privacy obligations.
- Encrypted at rest + in transit
- Per-engagement access controls
- Data minimization in automated workflows
OSHA + state contractor licensing (GC)
GC operations have safety and licensing obligations that interact with sub onboarding and document collection.
OSHA + state contractor licensing (GC)
GC operations have safety and licensing obligations that interact with sub onboarding and document collection.
- Contractor license verification before sub onboarding
- Safety document tracking + expiration alerts
Pick one. Run it for a quarter. Prove it.
Real, measurable pilots with explicit success criteria, so the answer at the end is "yes, kept" or "no, scrapped" — not "maybe."
Speed-to-lead pilot (brokerage)
Connect 1-2 lead sources + the qualifier + agent routing for 30 days.
Success criteria
- ·Median first-response under 90 seconds
- ·Conversion lift ≥30%
- ·Agent satisfaction with lead quality
Maintenance triage pilot (PM)
Connect maintenance request channels + vendor dispatch for one property of 200-500 units.
Success criteria
- ·Dispatch latency under 60 seconds
- ·Resident complaints down 40%+
- ·Vendor response time tracked end-to-end
Closeout document collection pilot (GC)
Pick the next 2-3 projects approaching closeout.
Success criteria
- ·Closeout cycle time reduced 30-50%
- ·Retention release accelerated 15-30 days
- ·PM time on closeout reduced 60%+
We extend your stack, we don't replace it
Your systems of record stay. We plug into them and become the connective tissue between the tools you already pay for.
Get the firm-shaped automation map
Tell us your firm size, primary practice (brokerage / GC / PM / developer), and the workflow that costs you the most operations time. We'll come back with a written map of which 5-7 automations matter first and what the first 90 days would change.