AI-Powered Deal Operations for Real Estate Teams.
The Problem
Real estate deals are slowed down not by the negotiation, but by the paperwork, data entry, and follow-ups around them.
- Intake forms arrive incomplete, missing financial proof or deal details.
- Brokers retype information into spreadsheets, CRMs, and emails.
- Contracts must be drafted manually, eating hours of time.
- Deadlines (escrow, feasibility, inspection) slip through the cracks.
- Commission splits are calculated in back-and-forth email threads.
- Client updates and marketing content are often an afterthought.
For small-to-mid-sized brokerages, this admin drag is devastating. Deals don’t die from lack of buyers or sellers—they die from lack of speed, missed follow-ups, and overworked brokers.
The Solution
We’ve built a Real Estate Automated ERP System: a complete operating hub that automates the entire lifecycle of a deal. From first lead → to intake → to contracts → to closing → to commissions and content, the system handles the repetitive admin so brokers can focus on closing deals.
How the System Works (Linear Flow)
1. Lead Capture
- A new lead is logged in the Leads Portal.
- The system automatically sends the correct Buyer or Seller intake form. Or Agent Fills in the information through the form. (Depends on team preference)
Automation: Intake Form to Client
2. Intake Insight Agent
- Client submits intake with all information.
- Insight parses the data, runs checks, and generates a profile: Summary + Recommended next steps.