Lead follow-up, answers from your own documents, file review, reporting, and the repetitive work nobody has time for—built around your rules,
Usually, it starts with one job your team does over and over—answering new leads, reviewing files, finding information, pulling numbers, or preparing the same kind of work
We learn how that job works today, then build AI around your rules, documents, and systems. Together, we decide what it can handle on its own and where a person
You choose, step by step, what can happen automatically and what requires approval. Client communication, contracts, payments, bookings, or other consequential actions can wait for the right person
Hi, is 418 Bayview still available? We’d love to see
It is. I can show it Saturday at 11:00 or 2:30.
2:30, please.
Booking a showing waits for
You’re set for 2:30 on Saturday. Maya will
Responses and decisions can use the approved documents, policies, hours, and guidance you give it.
Sending, booking, changing records, or taking other important actions can wait for approval.
Messages, decisions, approvals, and actions can be logged so your team can see what happened.
These are common starting points. The right project usually comes from a repetitive job that already has clear inputs, rules, and an outcome your
Respond to new inquiries, ask the questions your team would ask, offer the right next step, and hand the conversation to a person with the
Make policies, procedures, market knowledge, past work, and internal reference material searchable in plain English—with the source
Review files against your checklist, flag missing information or conflicting dates, and surface deadlines before
Ask business questions in plain English and pull the answer from the systems where the numbers already live—without manually rebuilding the
Bring production, market, recruiting, or other available data together so your team can spend its time on the people worth a closer look—not
If your team repeats the same process all week, there may be a useful AI project hiding inside it. Show us how the work happens today and we’ll tell you whether automation is practical—and whether
Every project is scoped with you and quoted in writing before
We choose the job, walk through how it works today, and define what a successful result looks like.
Scope, deliverables, price, timeline, data sources, and permitted AI actions are documented before you commit.
We map the rules, inputs, exceptions, approvals, and handoffs with your team.
We test against real examples and edge cases before the system touches live customers or business processes.
We launch with your team, watch how it performs in real use, and refine it where needed. Any ongoing care is priced separately.
Scope, deliverables, timeline, and price are agreed in writing before work begins.
Your data remains yours, and ownership of project-specific code, documentation, and other deliverables is defined clearly in the agreement.
Approvals and handoffs can be built into any step where your team should make the final decision.
You don’t need a Broker & Agent website or Workspace account. We can work around your existing CRM, software, documents, and processes.
You may not need a custom project. Workspace already includes an AI assistant, document answers, automations with approval steps, CRM access from Claude and ChatGPT, and other AI features. If the job you need is already covered, we’ll point you there instead of
It depends on the job. We choose the model and tools based on what the project actually needs—things like accuracy, speed, privacy, cost, document handling,
We explain what we recommend and why before the project starts, and we design the solution so you aren’t unnecessarily locked into
Only where you explicitly choose to let it. During design, we decide which steps can run automatically and which should wait for someone
Actions involving clients, contracts, payments, bookings, or other important changes can require human approval before anything happens. Actions are also logged so your team can see what
Broker & Agent does not use your project data to train AI models. When outside AI services are needed, we choose business-grade services and configurations designed to keep that data out of general model training, and we explain what data goes where before
The project itself is quoted at a fixed price. Ongoing costs—such as AI usage, hosting, data services, or other third-party tools—depend on what the solution uses and how
We estimate those costs before the build starts and list them separately, so you can see what’s one-time and what will continue
Usually, yes. If your CRM provides an API, webhooks, or another reliable way to exchange data, we can often build the AI around the system your
We confirm what your CRM supports during the scoping call and include any integration requirements or limitations in the written quote
No. Custom AI projects can be built around the CRM, software, documents, and processes your
If you do use Workspace, we’ll first check whether its built-in AI, automations, document tools, or integrations already solve the problem. If they do, we’ll point you there instead of
Tell us what you want the system to do, what tools and data you use today, and how the work happens now. We’ll talk it through with you and send a written scope and fixed quote
