StackPilot app design prototypeLocal / fictional data / review-only

Run the Realtor’s week from one money screen.

The app is built around the one question agents feel every morning: who should I talk to today, why does it matter, and what can AI safely prepare before I approve it?

12money tasks today
5stale relationships
3drafts ready
2vendors to verify

Today Board

Today’s Money List

Prioritized from urgency, relationship value, last touch, appointment timing, and proof/content opportunities. Fictional sample data.

Why this screen wins

It starts with action, not data entry.

A CRM stores names. This board forces every useful relationship into a next action or a parked reason.

AI boundary

Review-only by default.

Drafts do not send. Vendor referrals need verification. Public claims need proof.

Weekly rhythm

Relationship Review

Monday: stale sphere. Daily: hot follow-ups. Friday: proof/content + referral hub cleanup.

Relationship CRM Lite

Every contact needs a job.

Simple enough for solo agents: hot lead, nurture, past client, referral partner, vendor, neighborhood source, or parked.

Maya + Jordan R.Buyer consult
Chris A.Past client
Desert Ridge visitor48h stale
USA Turf GuyVendor verify

AI Draft Desk

Drafts that know why they exist.

Human step: edit in your voice, confirm the context, then send manually if appropriate.

Referral Hub

Trusted local resources become part of the service.

The agent-owned directory for turf, cleaners, movers, inspectors, repair, lenders, insurance, staging, photography, and community helpers.

USA Turf Guy
Artificial turf / low-maintenance yards / West Valley candidateverify
Move-out cleaner
Seller prep / rental turnover / needs proof and service areaverify
Home inspector
Buyer resource / not client-recommended until verifiedblocked

Prep Desk

Turn messy notes into appointment briefs.

Buyer consults, seller consults, showings, listing prep, open-house follow-up, and referral conversations get a source-based brief before the Realtor walks in.

Buyer appointment briefagenda + open questions
Seller prep packetfacts to verify
Open-house follow-up packvisitor segments
Referral conversation preptrusted context

Content + Ad Lab

Use real questions as the source.

MonFAQ post: wait for rates?
TueNeighborhood fit guide
WedPast-client value touch
ThuOpen house follow-up
FriVendor spotlight draft
SatLifestyle Reel hook
SunWeekly proof recap

Calculator Builder

Personalized guide tools.

Safety Wall

The product is proud of what it refuses to do.

Approval gates are visible in the app — not hidden in legal copy. AI can prepare; the Realtor decides.

Client-facing messagehuman review
Public post / ad scriptclaim + policy check
Vendor recommendationverification required
Market/pricing statementsource required
CRM / MLS / transaction changeblocked in MVP

Weekly Relationship Review

Monday money list. Friday trust review.

The habit loop is the moat: small, specific review lists that prevent missed referrals and relationship decay.

Monday

Stale + urgent

Review stale contacts, appointment prep, hot buyers/sellers, and missed promises.

Wednesday

Proof asset

Turn one real client question into a local FAQ, guide section, or follow-up note.

Friday

Relationship audit

Three people to thank, three to help, three to revive, one to stop chasing.

Starter

$39/mo

Today’s Money List, CRM Lite templates, weekly relationship review, follow-up field kit, approval checklist.

Realtor Hub Pro

$89/mo

AI Draft Desk, Referral Hub, Appointment Prep Desk, Local Guide Builder, Content/Ad Lab, Approval Gates.

Team

$249/mo

Team Money List, shared resource library, admin approval lanes, agent scorecards, broker review packet.

Why they pay

Recover one missed opportunity and the subscription pays for itself.

Position around fewer missed follow-ups, warmer past clients, easier appointment prep, and more useful local proof — not magic AI.