Built once.
Deployed in weeks.
Across 52 systems, the same problems kept recurring. We built those properly, once — so your engagement is configuration and integration, not another ground-up build.
- Platforms
- 7 available
- Grouped by
- 5 operating roles
- Time to production
- 3–10 weeks
- Source access
- Available on request
01 / Role
Lead Generation
Getting to the prospect first
Speed to lead decides most of these. The work is closing the gap between a form submission and a human conversation, and qualifying hard enough that agents only get the ones worth their time.
1 platform
Lead Response Engine
Brokerages & Teams
First contact in seconds, qualification before an agent ever picks up.
Leads land from every source into one queue, get engaged immediately by text or voice, and are qualified on budget, timeline, financing, and motivation before routing. Intent signals drive the nurture cadence, so cold leads keep warming instead of decaying in a CRM nobody opens.
What ships with it
- Multi-source intake with duplicate detection
- Instant text and voice first-touch
- Conversational qualification with configurable criteria
- Round-robin and rules-based routing with escalation
- Intent-driven nurture and re-engagement
- Source attribution and speed-to-lead reporting
02 / Role
Operations
Running the work without adding headcount
Where margin quietly disappears. Coordination, dispatch, follow-through, and the dozen small handoffs that each cost ten minutes and happen four hundred times a month.
3 platforms
Transaction Intelligence
Brokerages & Teams
One record per deal, synchronized across every system you already run.
The transaction platform, pre-built. Milestones, documents, parties, tasks, and deadlines live on one record, with contract dates extracted on intake and compliance exceptions aged automatically. We connect it to your CRM, e-sign provider, and MLS during configuration.
What ships with it
- Coordinator console with per-file task queues
- Agent deal view, mobile-first
- Broker compliance dashboard with aging exceptions
- Contract and addendum date extraction
- CRM, e-sign, and MLS connectors
Maintenance Engine
Property Management
Intake on every channel, triaged and dispatched without a coordinator.
Requests arrive by phone, text, portal, or email and land in one schema. Severity and trade are classified against your own ticket history, life-safety categories bypass automation and page a human, and the right vendor is dispatched with photos attached. Status flows back to the tenant on its own.
What ships with it
- Voice, SMS, portal, and email intake adapters
- Severity and trade classification, tuned on your history
- Life-safety guardrail with human escalation
- Vendor dispatch by trade, coverage, and rate card
- Tenant status thread and PM-system sync
Agent Copilot
Brokerages & Teams
Your policies, contracts, and listings — answerable from a phone between showings.
An assistant grounded in your own documents, reachable by text, voice, and inside the CRM. It cites the source for every answer and declines rather than guessing when retrieval comes back thin. Scoped tools handle CRM lookups, scheduling, and document generation, each one logged and reversible.
What ships with it
- SMS and voice line for hands-free use
- In-CRM sidebar for desktop workflows
- Citation view on every answer
- Permission-filtered retrieval per agent
- Broker console showing where answers fall short
03 / Role
Underwriting & Analysis
Deciding faster, and being right more often
Analyst capacity is the constraint, not deal flow. These platforms widen the top of the funnel without loosening the discipline applied to what comes through it.
1 platform
Underwriting Copilot
Investment & Development
OMs, rent rolls, and T-12s into your model, every figure traceable to its source page.
Deal documents are parsed with layout-aware extraction, mapped to your chart of accounts, and populated into your underwriting template — your formulas, not ours. Deals are screened against your codified criteria, and near-misses surface rather than disappearing. Analyst corrections feed the evaluation set.
What ships with it
- PDF and spreadsheet intake with layout-aware parsing
- Side-by-side extraction review against the source
- Population into your existing underwriting model
- Screening scores with written rationale
- Pipeline dashboard by market, sponsor, and stage
04 / Role
Data Infrastructure
The foundation everything else stands on
Nothing above works on data you cannot trust. Feeds reconciled, entities resolved, lineage tracked — so every product and model downstream inherits one version of the truth.
1 platform
Property Data Platform
All segments
Multiple MLSs, normalized into one dataset your apps and models can trust.
RESO Web API replication with change tracking, field mapping to a canonical schema, address standardization, and entity resolution so a listing, a parcel, and a CRM record become one property. Served as read APIs, warehouse tables, and retrieval indexes with lineage tracked throughout.
What ships with it
- Incremental RESO Web API sync per MLS
- Canonical schema with documented field mapping
- Address normalization and entity resolution
- Parcel, permit, and transaction-history enrichment
- Feed health dashboard with staleness alerting
05 / Role
Compliance & Risk
Moving quickly without creating exposure
Document-heavy, deadline-bound, examinable. Automation here pays back fastest and is least forgiving of shortcuts, so every decision carries a confidence score, a reviewer, and an audit trail.
1 platform
Document Abstraction
Title, Escrow & Lending
Commitments and closing packages read, cross-checked, and audit-logged.
Packages are split and typed before extraction is attempted. Every field carries a confidence score and a source citation, values are reconciled across documents, and anything below threshold routes to a named reviewer. Each decision, model version, and reviewer action is written to an immutable log.
What ships with it
- Document classification and package splitting
- Field extraction with confidence and citations
- Cross-document reconciliation and validation
- Review gates with named reviewer assignment
- Append-only audit trail and examination export
/ Which one do I need
A product, or something built for you?
We will tell you which during discovery, and we have no incentive to steer you — the engagements are priced so that either answer works for us.
| Product | Custom build | |
|---|---|---|
| What you get | A platform whose core is already built and running elsewhere, configured to your data and workflow. | A system designed from your workflow up, with no assumptions carried in from anyone else. |
| Time to production | Three to ten weeks, because the engineering is done and the work is integration. | Six to sixteen weeks, because the architecture and the build are both yours. |
| Best when | Your process resembles the industry norm closely enough that configuration reaches it. | Your process is the advantage, and bending it to fit a platform would cost you that edge. |
| What stays yours | Your data, your integrations, your configuration — and full source access on request. | Everything: source, data, infrastructure, documentation, from the first commit. |
/ Standard on every platform
Productized does not mean a black box.
Your infrastructure
Deployed into your cloud accounts wherever the architecture allows, not a tenant on ours.
Your data, exportable
Full export on demand in documented formats. No lock-in through the data layer.
Evaluated before release
Every model-driven feature ships against an evaluation set built from your own records.
Audit trail
Automated decisions logged with model version and the human reviewer, where the workflow requires it.
Configured, not bent
If configuration cannot reach your process, we will say so and quote the custom build instead.
Source access
Available on request. A fair number of clients eventually take a platform in-house, and that is a good outcome.
/ Get a demo
See one running
before you commit.
Tell us which platform fits and we will walk you through a live instance with your own scenario in it — not a scripted demo.
Engagement profile
- First build
- One system, 6–12 weeks, production-ready
- Team
- Senior engineers only — no offshore handoff
- Stack
- TypeScript, Next.js, Postgres, Python, LLM infra
- You keep
- Source, data, infrastructure, documentation