Workspace · Automation & AI

AI that does the work, not just the talking.

Every lead answered in seconds and qualified with the questions you'd ask. Then an assistant that reads your pipeline, drafts the follow-up, builds the net sheet and files the paperwork, because it was designed into the data rather than bolted onto a CRM later.

Part of Workspace, included with Pro. Anything outside that, like your own intake logic or a workflow only your brokerage has, is an AI project, scoped and quoted separately.

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One night with it on.

What actually happens between a 2am inquiry and your 9am call.

2:07 AM A lead comes in Someone inquires on a listing from their couch. Your automation replies in seconds by text and email, natural and specific, in your tone.
2:11 AM Qualified while you sleep The assistant asks what you would ask: timeline, financing, area. The answers are logged on the contact’s timeline in your CRM.
7:30 AM Your daily list is ready The 2am lead is at the top with a summary of the whole conversation. You know their budget and their neighborhood before your first coffee.
9:12 AM You make one call Not a cold call. A briefed conversation with someone who already got a helpful, immediate response. That is what speed-to-lead actually buys you.

Not just the first reply.

Answering a lead fast is the part everyone demos. The rest of it is where the hours actually go, and it is the reason the AI had to be designed into the data model rather than added to a CRM afterwards.

An assistant that can work Ask it what is on today, who has gone quiet, or what a seller nets at asking. Then have it draft the follow-up, build the net sheet, assemble the presentation and log the call.
Inside the automations AI steps sit alongside the rule-based ones, so a sequence can decide what to say rather than only when to send it.
On the documents An executed contract gets read and its dates become your deadlines. File review tells you what is missing before your broker does.
On your website The chat widget answers visitors in your voice, trained on your business, and hands you the conversation already qualified.
In your own AI tools A native MCP server means Claude and anything else you use can work against your workspace directly, under your own key.
Approval-first, by default Everything drafts for your approval until you decide otherwise. You can loosen that per automation once you trust it, and never have to.

Connect your own AI tools · AI on transactions · What Pro includes

The follow-up, in detail.

Drip campaigns and action plans Multi-step sequences you build once and enrol people into: a new-lead nurture, a listing-consultation plan, a post-closing follow-up. Steps send an email or text, create a task or a call, wait, alert you, or hand off to AI.
Watchers that act on their own The half nobody sets up manually: a lead sitting untouched, a hot lead gone quiet, new listings matching a saved search, a price drop or rise, a listing changing status, a transaction needing attention, a closing week arriving, a birthday or home anniversary coming up.
Written in plain English Every automation describes itself in a sentence, so you can read what a flow does without opening the builder. Editable, and pausable per contact or globally.
Transaction workflows From accepted offer to close: dates, tasks, reminders, and client updates generated automatically. Nothing lives only in someone’s head.
Re-engaging your old database Your past leads are worth money. Polite, automated check-ins surface the ones who are back in the market.
You stay in control Every automation is visible, editable, and easy to pause, per lead or globally. You set the rules and the tone.
Every conversation logged AI conversations land on the contact timeline in the CRM, so you always know exactly what was said on your behalf.
Sounds like you Tuned to your voice and your market, not a generic bot. Your clients should never feel handed off.

Automation with an off switch.

You can see and change everything the system does. Every sequence is editable, every AI conversation is logged in the CRM, and any automation can be paused.

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