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The managed AI service

Fifteen working solutions across five pillars.

Every tier includes every solution below. All 15 working solutions across all five pillars are part of the managed AI service from day one — whether you're on Minimum, Pro, or RMD. The tier you pick determines who operates the department (you, our team alongside you, or a fractional marketing department on your behalf) — not which solutions you get.

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PILLAR 01

Marketing & Brand

Consistent presence is the hardest part of being a real estate professional. Marketing & Brand is the engine that makes you reliably visible without turning you into a content creator.

Included from day one

01Voice-Trained Content Engine

The problem. AI writing tools all sound the same — flat, vague, "professional," and a little bit off. Use them long enough, your buyers can spot it. Your voice is what makes you you; the moment a follow-up doesn't sound like you wrote it, trust leaks.

What it does. During onboarding we feed the engine your last twelve months of sent email, your top-performing social posts, your listing descriptions, and a few voice recordings of you talking about real estate. The engine learns the rhythm, the words you use, the words you never use, the way you open and close. From then on every post, caption, market update, neighborhood profile, and follow-up draft sounds like you wrote it — because functionally, you trained it.

What it's not. Not a one-time prompt-engineering trick. Not "let me give the AI my brand guidelines." It's an actual learned model of your written voice, retrained quarterly as your writing evolves. The output is yours, even when you didn't write it.

Weekly

02Local Market Brief

The problem. Every Realtor says they're a local expert. Almost none of them have anything to show for it — no weekly recap, no neighborhood data, no chart, no number. When a buyer or seller asks "how's the market?" the honest answer is "uh, it depends" — and you've just lost a point of authority.

What it does. Every Monday at 7 AM the system pulls your zip codes' MLS activity from the prior week — new listings, price changes, pendings, closings, average days on market, median price movement — and renders a weekly Local Market Brief branded to you. Sent as an email to your sphere, posted to your social, embedded on your MLS-connected website. Auto-includes a "Search homes in [neighborhood]" widget pointing at your live MLS feed.

What it's not. Not a generic "market update" wire-service that twenty other agents in your zip are also sending. It's your brief, your zip codes, your photo, your voice on the takeaway. Your sphere reads one of these — they don't need to read anybody else's.

Triggered on new listing

03Listing Launch Kit

The problem. Every new listing is six pieces of marketing that should ship the same day — a landing page, social carousel, Reel script, neighborhood pitch, email blast, and a paid-ad creative. You ship one of them, maybe two. The rest sit in your "to-do" pile while the listing goes stale.

What it does. The moment your listing hits MLS, the system pulls the address, beds/baths/price, photos, and listing remarks. From that it generates the landing page (built on one of your twenty MLS-ready templates), the social carousel, the Reel script, the listing-specific email blast, and a 30-second video walkthrough script — all in your voice, branded to you, ready to post the same day. You approve, it ships.

What it's not. Not a generic "AI listing description generator." Not a template farm. It writes in your voice, against your templates, on your domain, with your photo. The output is your marketing — just produced in 5 minutes instead of 5 days.

PILLAR 02

Sales & Lead Management

Speed-to-lead is the cheapest competitive moat in real estate. Sales & Lead Management is the always-on side of your business — answering every inbound, working every buyer, activating every past relationship.

24/7

04Cadence — 60-Second Lead Response

The problem. NAR's research has shown for years that the vast majority of homebuyers go with the first agent to respond to their inquiry. Between showings, closings, and family dinners — that first responder isn't always you. Every inbound lead that hits your voicemail is a commission walking down the street to the agent who picked up.

What it does. Cadence is your 24/7 AI receptionist. Every inbound — buyer call, web form, Zillow lead, Realtor lead, Facebook DM, referral text — gets a personalized response in under 60 seconds. Cadence answers the phone warmly, qualifies the buyer against your active listings, books the showing onto your calendar, captures their wishlist, and updates your CRM. You get a Slack/text alert when something's hot. Voice on phone, chat on website, same brain.

What it's not. Not a chatbot that says "an agent will call you back." Not a virtual receptionist that clocks out at 5 PM. Not a lead-form auto-responder. It's a live, conversational receptionist that books real meetings on a real calendar — 24/7/365.

Continuous

05Buyer Wishlist + Saved Search Loop

The problem. A buyer tells you on Tuesday they want a 3-bed in Maple Grove under $475k with a yard. You write it down somewhere. By Friday you've worked four other deals, and when a perfect match hits MLS Sunday morning, you don't remember to send it. The buyer finds it themselves and calls the listing agent.

What it does. On first contact (call, text, web form), Cadence captures the buyer's wishlist — price range, beds/baths, neighborhoods, must-haves, deal-breakers, timing. The wishlist becomes a continuous saved search against your live MLS feed (IDX for active listings, VOW depth where your MLS allows). The moment a new listing matches, the buyer gets a text from your number, in your voice: "Hey Sarah — 1429 Oak Lane just hit, 3-bed Maple Grove, $469k, fenced yard. Want me to set up a showing?" You get a notification too, so you can jump in on the conversation if you want.

What it's not. Not "saved searches in a portal" that buyers have to remember to log in and check. The match comes to them, in your voice, from your number — looks like you texted them at 8 AM on a Sunday because you remembered.

Continuous

06Sphere Activation Engine

The problem. Your sphere — past clients, friends, family, the guy at church — is statistically your highest-converting source of business. They know you, they trust you, they remember you. Until they don't. Twelve months go by, they buy with someone else, and you find out from Facebook.

What it does. The system imports your sphere from your CRM, phone contacts, and email — annotates each person with what you know about them (birthday, anniversary, home purchase date, kids' names if you've mentioned them), and runs a continuous activation loop. Birthday text from your number on their birthday. Home anniversary message at year 1, 3, 5, 10. "Your neighborhood is moving" check-in when comparable sales close in their zip. Refi opportunity alerts when their loan-to-value crosses a threshold.

What it's not. Not a mass email blast to your whole database every Tuesday. Each touch is personalized, in your voice, sent at the right moment for that specific person. They never know it was automated — because functionally, it isn't. You wrote the playbook; the system just remembered to send it.

PILLAR 03

Transactions

Between ratified contract and closing, there are forty to sixty things that have to happen on time. Transactions is the operating system that runs the deal — quietly, in the background, escalating to you only when judgment is required.

Per-file orchestration

07Contract-to-Close Pipeline

The problem. Between ratified contract and closing there are forty to sixty distinct things that have to happen on time. Earnest money. Inspection scheduling. Repair negotiation. Loan milestones. Appraisal. Insurance binder. Title clearance. HOA docs. Disclosures. Walkthrough. The TC tracks most of it. You're supposed to track the rest. Something slips and it's your phone that rings.

What it does. The moment a contract is ratified, the system spins up the file: every deadline pulled from the contract, every contingency calendared, every vendor task (inspector, lender, title, photographer) scheduled, every disclosure tagged, every party notified. You see the pipeline as a visual board — green/yellow/red per task. When something's at risk (lender hasn't ordered the appraisal, inspection contingency expires Friday and there's no report yet), you get a push alert before it becomes a fire.

What it's not. Not a replacement for your TC. Not a project-management dashboard you have to maintain. It's a live operating system for the deal — the TC works inside it, you supervise it, your clients benefit from it without ever seeing it.

Daily

08Compliance Sentinel

The problem. Your broker can pull your file on any random Tuesday and find: a missing signature on page 4 of the disclosure, an expired contingency removal, a TCPA consent that wasn't logged before a text went out, a Fair Housing flag in an old listing description. The fine is yours. The damaged reputation is yours. And nine times out of ten, you didn't even know it was wrong.

What it does. The Sentinel scans every active file daily — every contract, every disclosure, every text, every email, every listing — against compliance rules: missing signatures, expired contingencies, untimely disclosures, Fair Housing language, TCPA consent gaps, brokerage-policy violations. Flags get a severity rating (red = fix today, yellow = fix this week, blue = informational). Each flag includes the rule it tripped, the recommended fix, and a one-click action.

What it's not. Not a replacement for your broker's compliance team. Not legal advice. It's an early-warning system that surfaces what the broker would surface — earlier, with context, with a fix attached.

Per-deal coordination

09Vendor Concierge

The problem. Every transaction has a small army of vendors — title, lender, inspector, photographer, stager, contractor, escrow, insurance. Coordinating them is a hidden second job. The inspector says Tuesday. The photographer says Wednesday. The lender wants the appraisal scheduled by Friday. You're texting six people from your car between showings, trying not to drop anything.

What it does. The Concierge holds your vendor network in one view per deal. Each vendor has a status (scheduled, in progress, done, blocked) and a next-action. When a milestone hits — contract ratified, earnest money cleared, contingency removed — the right vendors get the right notification at the right time, automatically. Buyer and seller get parallel update emails in your voice ("Inspection is scheduled for Thursday at 2 PM. We'll have the report Friday.").

What it's not. Not a vendor directory or a referral network. You bring your vendors; the system coordinates them. Your relationships, your rates — just less manual orchestration.

PILLAR 04

Client Relationships

Past-client repeat-and-referral business is the most profitable revenue in real estate, and the easiest to lose. Client Relationships is the long game — the system that remembers everybody you've ever helped, every year, forever.

Annually, on closing anniversary

10Annual Equity Report

The problem. Every past buyer of yours is now sitting on an asset that's appreciated significantly since you sold it to them. They're thinking about a refi, a HELOC, a move-up, an investment property. They don't know what their house is worth. You haven't talked to them in 18 months. They Google their address and the top result is Zillow. Zillow has their attention; you don't.

What it does. On the anniversary of each past client's closing, the system generates a personalized Annual Equity Report — current estimated home value, neighborhood appreciation since they bought, equity gained, refinance-opportunity flag if interest rates make it interesting, "comparable homes that sold this year" gallery. Branded to you, with your photo, your phone, your CTA. Delivered as a polished email plus a linked landing page on their anniversary day.

What it's not. Not a Zillow Zestimate they can pull themselves. Not a market-data wire. It's a personalized financial story about their home, their equity, their options — delivered by you, on their anniversary, every single year, automatically.

Continuous

11Lifecycle Touch System

The problem. The agents who keep clients for life have a system. Birthday cards. Anniversary notes. "Saw your old neighborhood on the news" texts. Refi check-ins when rates drop. Real-estate-season nudges in March and September. The rest of us intend to do it, do it for the top 10 clients, and lose the long tail.

What it does. The Lifecycle Touch System runs every past client and sphere contact through a personalized calendar of touches: birthday text from your number, closing-anniversary "you've been in the house X years" note, market-shift "your neighborhood is up Y%" alert, refi-opportunity flag when their LTV crosses a threshold, real-estate-season "thinking of moving this spring?" check-in, holiday note in their preferred format. Each touch is personalized — never bulk, never generic, always in your voice.

What it's not. Not a mass-mailing blast. Not a generic "happy birthday" template hitting 500 inboxes at the same time. Each touch is personalized to the person, sent at the right moment, in your voice. Quality at scale.

Inbox triage

12Your-Voice Reply Engine

The problem. Inbox zero is a fantasy. You wake up to 40 new emails, 20 texts, 8 Facebook DMs, and 12 Instagram comments. Most of them deserve a thoughtful reply. None of them get one. You either reply in two-word stubs that feel cold, or you don't reply at all. Both lose you trust over time.

What it does. The Reply Engine reads every inbound message — email, text, DM, comment — and drafts a reply in your voice, Fair-Housing-aware, compliance-checked, and tailored to the specific person and conversation history. The draft lands in a one-touch approval queue on your phone. You read it, hit "send" (or edit + send), and move on. Inbox to empty in 15 minutes a day instead of 90.

What it's not. Not an auto-responder. Not "AI sent this for you" — every reply gets your approval before it goes out. Functionally, you wrote it; the engine just did the typing.

PILLAR 05

Intelligence

A real business is run on numbers, not vibes. Intelligence is the layer that pulls your entire operation into a single clear picture — the Monday brief, the ad-hoc question, the always-on dashboard.

Weekly, Monday 7 AM

13Monday Brief

The problem. Monday morning is a sprint. You have a pipeline of 14 deals, 6 active buyers, 3 listings going up this week, a sphere of 400 past clients, and a calendar of showings, calls, and a closing on Thursday. You start the week reactive — answering whatever email is loudest — instead of focused on what actually matters this week.

What it does. Every Monday at 7 AM, you get a one-page brief: this week's pipeline status, deals at risk (and why), GCI forecast for the month, top 3 priorities for today, listings hitting market this week, past clients to touch, and one "you should probably know" callout. Plain English. Strong opinions. Five minutes to read.

What it's not. Not a CRM dashboard you have to log into. Not a vague "weekly summary." It's a real opinion in your inbox, generated from your data, ready to drive your week.

On-demand

14Ask Your Book

The problem. Your CRM has the answers. You don't have the time or the SQL skills to ask the questions. "Which lead source ROI'd best last quarter?" requires three reports, a spreadsheet, and an hour. By the time you have the answer you've forgotten why you asked.

What it does. Ask Your Book is a chat interface against your entire business — CRM contacts, transactions, leads, marketing spend, MLS activity, market data. You type a question in plain English, you get a real answer in 30 seconds with the underlying numbers, the chart if it helps, and the source pull. "What's my sphere GCI last 12 months?" "Which neighborhoods are my buyers most often asking about?" "Are my homes selling faster than the market average?" "What's my conversion rate on Zillow vs. Facebook leads?" All answerable. All in 30 seconds.

What it's not. Not a BI tool you have to configure. Not a spreadsheet. It's a conversation with your own business, in plain English, with real numbers — every time you have a question.

Always-on dashboard

15Agent Profile View

The problem. You want to know — really know — how your business is doing. Where the time goes. What's working. What's leaking. Brokerages give you a year-end recap; the rest of the year, you're guessing. Most agents fly blind for 11 months and find out in January that they're 30% behind plan.

What it does. The Agent Profile View is your internal performance and tactical-planning dashboard. Real numbers: GCI YTD, pipeline projected close, days-on-market vs. market, lead-source ROI, conversion rates by source, response-time averages, listing-to-close ratios, sphere touch coverage, transaction count by side. Real comparisons: you vs. your own last year, you vs. the local market, you vs. the brokerage. Real next-actions: "Your Zillow lead conversion dropped 40% in the last 30 days — investigate." "You haven't touched 84 sphere contacts in 12 months — start the lifecycle sequence."

What it's not. Not a vanity dashboard. Not a "you closed 12 deals this year" recap. It's a working instrument — the thing you check Monday morning, Wednesday afternoon, and any time you're about to make a decision that costs money or time.

Beyond the bundle

Standalone products and add-ons we also offer.

Not every agent is ready for a full managed department. These are pieces of the system available on their own — useful as a starting point or as a focused add-on.

Cadence — standalone

Just the AI receptionist. Voice on phone and chat on site, qualifying and booking in your voice. Deployed in 7 days. Available as a stand-alone product if you don't need the full department yet.

See Cadence →

Listing Accelerator

The listing-launch kit, the listing video script, the per-listing weekly social content, and MLS data integration — offered as an add-on for agents who already have a marketing system but want the listing piece automated.

Inquire →

MLS Data & Search — IDX + VOW

Optional add-on at every tier — never bundled. We source your live MLS feed as your authorized technology vendor, powering both public IDX search and a registered-client VOW portal (sold & off-market depth where your MLS permits). Per-feed and MLS fees are passed through at cost and vary by market. Quoted at onboarding once we know your MLS.

How it works →

See it work

Three of these solutions, live.

Reading about a system isn't the same as watching one run. We've packaged three of the fifteen solutions as interactive demos you can poke at directly — Cadence answering a buyer call in 60 seconds, the Contract-to-Close pipeline orchestrating a deal, and a real Monday Brief.

Open the Live Demos →
Ready to see what fits

Compare tiers side-by-side, or talk it through with us.

The pricing page lays out which pillars and solutions unlock at each tier. If you'd rather sketch out what your business actually needs first, the phone number and email on the contact page reach a real human.

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