How can AI help a real estate team or a property manager? Real estate and property. See what an audit finds.

1. The paperwork

   “Every owner wants an update on their unit, and I’m writing each one by hand on Sunday night.”

   1. Simplest stepAn update written once, each owner’s name filled in.
   2. A step furtherOwner emails read, with a reply drafted in your voice.
   3. The fullestOne screen for your owners, tenants and vendors, built for you.

2. How customers find you

   “Landlords looking for a manager nearby find the big companies and never hear about us.”

   1. Simplest stepA review ask to happy owners at the right moment.
   2. A step furtherYour listing and website fixed so nearby landlords find you.
   3. The fullestNearby rental owners found, with a letter to each you approve.

3. How they reach you

   “A tenant texts me about a leak on Saturday night, and the owner hears about it before I do.”

   1. Simplest stepA text back right away, so the tenant knows it’s seen.
   2. A step furtherLeaks and lockouts flagged and sent to you at once.
   3. The fullestYour line answered after hours, the details sent to you.

1. How they reach you

   “Every closing, the agent, the lender, the buyer and the seller all email me the same question.”

   1. Simplest stepYour day on one page each morning: who wrote and who is waiting.
   2. A step furtherYour inbox read, the ones that need you on top, a reply drafted.
   3. The fullestOne status update per closing, drafted for everyone on the file.

2. Past customers

   “An agent sends us a closing, it goes perfectly, and her next one goes somewhere else.”

   1. Simplest stepA personal thank-you to the agent after every closing.
   2. A step furtherA check-in to agents who haven’t sent a file in a while.
   3. The fullestEvery agent and lender on a steady schedule, in your words.

3. How customers find you

   “Agents new to the area don’t know our name, and I couldn’t tell you who they are.”

   1. Simplest stepA list of agents new to your area, each one looked into.
   2. A step furtherA first note to each, written for them, approved by you.
   3. The fullestInvitations to your agent event, with reminders before the day.

1. How customers find you

   “By the time a good house is listed, every investor in the county has already made an offer.”

   1. Simplest stepA list of owners who fit what you buy, the best ones profiled.
   2. A step furtherNew matches each morning, with the numbers already run.
   3. The fullestA letter to each owner, names filled in, mailed when you approve.

2. Follow-up

   “A seller told me to try her again after the holidays, and I found the note in June.”

   1. Simplest stepTheir name on your morning page the day you promised to call.
   2. A step furtherA friendly note in your name while they decide.
   3. The fullestEvery seller who said not yet, followed up until they answer.

3. The paperwork

   “I’m up at midnight building a spreadsheet for a house I’ll probably pass on.”

   1. Simplest stepThe rent, repair and resale math done for you on each house.
   2. A step furtherThe inspection report read for you, on one page.
   3. The fullestA clean deal sheet for each house, every offer on one record.

We also built a product for real estate investors: Investor Desk

1. How they reach you

   “Every time the pool closes, I answer the same question from every owner, one email at a time.”

   1. Simplest stepOne notice to every owner, each name filled in.
   2. A step furtherEach owner’s reply answered in your drafts, ready to send.
   3. The fullestOwner questions answered by text and chat, day and night.

2. The paperwork

   “The engineer’s report is thick, and the board wants to know what it says before Thursday’s meeting.”

   1. Simplest stepThe report on one page, with the questions worth asking.
   2. A step furtherContractor bids for the job laid side by side.
   3. The fullestEvery report, bid and set of minutes in one place you can ask.

3. Booking

   “The clubhouse is booked in a binder at the front desk, and both families showed up for the same Saturday.”

   1. Simplest stepOwners book the clubhouse themselves from any phone.
   2. A step furtherA reminder the day before, with the clubhouse rules.
   3. The fullestClubhouse, guest suite and elevator move-ins on one calendar.