Before a client call
Bring together recent correspondence, relevant property records and open questions into a brief with supporting sources.
FOR INDEPENDENT BROKERAGES
Your next team member
could start in your inbox.
Email your agent for a property brief, a client update or meeting preparation. Give it your brokerage’s playbook and approved records, so it can connect the details your team keeps piecing together.
Work through emailConnect your business contextTrain your team
START WHERE INFORMATION KEEPS GETTING LOST
One brokerage. A lot to keep straight.
After a meeting
Turn approved meeting notes into decisions, task owners and a draft follow-up. Keep your team in control of commitments.
When a deal changes hands
Find the current documents and the reason behind earlier decisions. Give the next person the context they need.
YOUR SECOND BRAIN, IN THE FLOW OF WORK
Email it like a remote colleague.
Give it the context to be useful.
Keep working through the tools your team already uses. Your agent brings together approved business knowledge, conversations and the next task.
A teammate you can work with by email.
Send a request in plain English. Your agent can research the question, return a useful brief, and keep the conversation going in the same email thread.
Ask a follow-up without rebuilding the context.
Plan your demoLorecal / example conversation
YOU → YOUR AGENT
Before my afternoon call, what changed on the Harbor project? Find the current brief and anything I need to follow up on.
YOUR AGENT → YOU
The client requested a revised delivery date. The latest brief includes it, but the signed scope still has the previous date. Here are the two records and the approval question to raise.
Client emailProject brief · rev. 3Signed scope
Illustrative conversation with fictional records. Connections vary by agreed scope.
Built from real brokerage work. Our commercial real estate work includes an email-agent workflow, property research and business records. We start with one useful task, then configure the sources, meeting connections and agents your team needs.
For independent brokersTHE BROKERAGE STARTER
Build one useful workflow.
Teach the team to run it.
We map your brokerage’s playbook, prepare an agreed sample of records, configure the first workflow and practice it with your people.
Discuss your scopeBusiness playbook session
Capture people, property and client terminology, approval rules, recurring tasks and what a good answer looks like.
Data and workflow setup
Agree approved sources and hosting. Connect relevant records to one task; test answers and keep evidence attached.
Employee lessons and handoff
Practice emailing the agent, checking sources and correcting context. Receive a workflow guide and agreed follow-through.
A FOCUSED START
A fit for a hands-on broker-owner.
- Your team repeatedly searches the same emails and records
- One operator can help map the workflow and review results
- You can choose a small, approved sample to start
Scope before scale.
We agree the workflow, sources, connections, permissions, hosting, training, support and price in a written proposal. Zoom and MCP connections depend on your tools and access. We measure the agreed task before and after; results vary.
On-site work begins in the Los Angeles basin. Other SoCal visits are arranged around location and scope; remote demos and lessons are available.
Find your first use case