Follow-up leakage
Leads, open-house visitors, past clients, and referral partners disappear because next actions are scattered.
Not another CRM.
Most CRMs store names. This should run the Realtor’s week: who to help, what to prepare, what to say after review, what proof to build, and which referral partners make the client experience easier.
Content without proof
Agents know local answers but struggle to package them into consistent useful posts, emails, and guides.
Referral chaos
Trades, lenders, inspectors, turf, cleaning, moving, and repair contacts live in memory instead of a client-ready resource hub.
Subscription modules.
Each module is sellable alone, but together they create a weekly operating rhythm that a Realtor can actually stick with.
Today Board
To-dos, callbacks, appointment prep, promises made, overdue follow-ups, and “next best human action.”
Relationship CRM Lite
Simple groups: hot leads, nurture, past clients, referral partners, vendors, neighborhoods. No complicated enterprise CRM feel.
AI Draft Desk
Drafts follow-ups, appointment agendas, buyer/seller prep notes, and content from approved inputs. Stops before send/publish.
Referral Hub
Agent-owned trusted trades/resource directory: turf, cleaners, movers, inspectors, repair, insurance, lending, community helpers. Includes resource cards, request routing, and approval gates.
Calculator + Guide Builder
Personalized local guides, move-up planning worksheets, payment/down-payment explainers, seller net sheet placeholders.
Homeowner Content Engine
Maintenance calendars, vendor spotlight drafts, local guide sections, and past-client value touches routed from approved sources.
Social + Ad Script Lab
Local Reel hooks, carousel outlines, neighborhood/lifestyle pages, FAQ posts, and ad scripts routed from real buyer questions.
MVP screen
The Today Board.
Differentiator
The product is a rhythm, not a database.
- One weekly relationship review.
- One daily next-action board.
- One proof/content artifact from real questions.
- One referral/resource improvement.
- One AI job card with human approval.
Pricing thesis.
Realtors pay when the product feels like it can recover one missed opportunity, keep past clients warm, or create useful local content without becoming a second job.
$29/mo
Today Board, CRM Lite, worksheet packs, simple AI prompt library.
$79/mo
AI Draft Desk, relationship review, content/proof calendar, referral hub, calculators.
$199/mo
Team dashboards, shared referral hub, content library, onboarding/training, admin review gates.
Safety lock
AI prepares. Realtor approves.
No public action leaves the system automatically. Send, publish, contact, claims, paid ads, CRM/MLS/transaction edits, legal/compliance-sensitive language, and referral recommendations require human approval.