AI workflows for real estate,
set up around your objectives.
We configure AI around the objectives you set and connect it to the email, CRM and documents your firm already runs, so your team spends its hours on deals, tenants and owners. We work with brokerages, investment firms, property managers, developers and law firms.
Our AI Chief of Staff.
A working example of what we ship.
Marc answers our phone, handles email and text messages, keeps the calendar and contacts current, and books meetings for the firm. He works inside the same tools our team uses, and written rules decide what he can do on his own and what waits for a person to approve.
Every system we configure for clients comes from this same playbook, set up around your tools, your rules and your voice, so the lease abstraction, deal screening, draws or owner reporting it takes on runs with the same care.
Three things come standard in every system we configure.
We connect the AI to your systems, write the rules it follows with you, and keep a record of everything it does, so your team can trust the output and put its time into deals, tenants and owners.
Reads documents the way your team does
Leases, rent rolls, operating statements, title commitments and offering memorandums are read in full, and every figure it reports comes back with the page it came from.
Works inside the tools you already pay for
Your CRM, email, calendar, document storage, accounting and property management system are connected directly, so results land where your team already works.
A record of every action
Every step is logged with what it read and what it did, so a partner, a lender or your general counsel can review any output and see exactly where it came from.
One agent. One workflow. One trained owner.
Each engagement is scoped to a single workflow. Named tools, signed-off policies, a partner on the hook for every output. We name the build window and the price in the Statement of Work.
Lead intake and qualification
Every inbound form, ad response and partner referral is read, matched against your CRM, scored and sent to the right broker with talking points, so the best leads get a call the same hour.
Deal screening and IC memo drafts
Every offering memorandum that lands in the deal inbox is read, the rent roll, T-12 and submarket comps are pulled into one table, and a screening memo is drafted in your template for the analyst to edit and send to IC.
Offering memorandum drafting
The agent reads the rent roll, the operating statements, the comps and the site facts, fills your OM template, writes the property and submarket narrative in your house voice, and builds the financial summary pages. The broker opens a full draft with a source behind every figure.
Resident operations copilot
Maintenance triage, work order routing, vendor follow-up, after-hours leasing inquiries and owner reporting all run through one system, so the regional team spends its day on the exceptions and the renewal pipeline keeps moving.
Real estate practice agents
Ten workflows we deploy for AmLaw real estate practices: lease abstraction, title and survey review, closing checklist, due diligence, NDA review against playbook, LOI/PSA first draft, estoppel review, loan document review, redline summaries, matter status dashboard.
Project operations agents
Entitlement tracking, RFI and change-order management, draw package coordination, and lender and partnership reporting, so the development manager spends more of the week with partners, lenders and the city.
AI workflow audit
Two-week diagnostic. We map every recurring workflow, score by ROI and fit, and produce a prioritized backlog with named tools, model picks, and a build estimate per item. No retainer required.
The pieces we build and run for a desk.
These are the services that appear in our client briefs. They are built together so they feed each other, and the firm owns every account and every configuration outright.
- CRM AutomationOwners, tenants and pursuits in one record that updates itself from email, calls and documents.
- AI Aided DialersCall lists built from the CRM, the background ready before the dial, the outcome written back.
- Email ProspectingSequences on their own authenticated domain, researched first, every reply routed to the record.
- Website and Private Data RoomA site you own and edit, with a gated room behind it so diligence goes to named parties.
- Social Media ContentBranded posts made from your own listings and activity, queued for approval before anything publishes.
- Scheduled ScrapersOwnership changes, permits and availabilities checked on a schedule and routed to a named person.
- Custom GISMapping and parcel intelligence built for the submarkets your team actually works.
- Small Business ConnectEmail, calendar and to-do list connected to Muse or Claude so the assistant flags what needs you today.
- Tradesperson ConnectSmall Business Connect plus quote handling, with requests in one list and quotes drafted at your rates for your approval.
- AI Office FoundationYour documents in one secure repository, the workspace trained on the deals already closed.
Bespoke advisory and custom agent builds.
If your AI challenge does not look like the six above, we will scope it. Common asks: vendor selection, data infrastructure for AI readiness, board-level AI strategy, turnaround diagnostics on stalled internal AI projects, and full department deployments built around the operating cycle (training, written SOPs, customer support, refinement).
Book a discovery call Email Kevin directlyWhat the engagement feels like from your side.
No discovery purgatory, no junior consultants, no deck at the end. Here is the experience, stage by stage.
The call
You bring one workflow that bleeds time or money. We tell you whether AI moves it — and we tell you when it does not. Either way you leave with a sharper map.
Onboarding and priorities
We onboard your team and your tools — access, data, guardrails — and set priorities together: which workflow goes first, and which number it is being hired to move.
The system goes live
Focused engineering against the SOW, with weekly or bi-weekly working sessions — not status meetings. You watch the workflow run on your real data by mid-build, not at the reveal.
The metric moves
Monthly performance reviews against institutional benchmarks. We tune until the number moves, then hand you a playbook your team can extend without us.
Questions operators actually ask.
The answers we give on discovery calls, written down.
What does a configured AI workflow look like?
It is one recurring job, such as lead intake, lease abstraction or the monthly owner packet, connected to the tools your firm already runs and set up with rules your team approves. It does the repeatable part end to end, your team makes the judgment calls, and every output is logged so anyone can review where it came from.
How long does a typical engagement take?
Every engagement is scoped during discovery, with the timeline written into the Statement of Work. One workflow at a time, end to end: onboarding, connector wiring, agent build, training, and handoff. Each agent goes live the moment it lands. Nothing waits for a full program.
Why Claude over OpenAI or Gemini?
Claude is the strongest agentic model for the long-context, document-heavy work that defines real estate. Opus 5 matches a senior associate on lease abstraction, NDA review, redline summarization, and title commitment review across our blind tests. The Claude Agent SDK gives us native tool use, sub-agent orchestration, and memory primitives that no other vendor matches today. We use other models where they make sense, but Claude is the default.
Who is this for?
B2B real estate operators: brokerages, investment firms, property managers, developers, and real estate law firms. Not consumers. Not individual agents shopping for tools.
Do you work with firms outside the United States?
US-focused today. We work with firms operating across the United States and Canada with workflows that integrate US data sources. International engagements considered case by case.
How do we get started with AI at our firm?
Book a 30 minute discovery call and bring one workflow that bleeds time or money. We tell you whether AI moves it, and we tell you when it does not. If it does, we scope the build, ship it, and train the team that will own it. Most firms start with lead intake, lease abstraction, or collections.
Not sure which engagement fits?
Book thirty minutes with Kevin. We will scope the right starting point for your firm and walk through a working agent end to end.
Book a discovery call