Real Estate Operations Engine
Dual-vertical AI ops layer for property managers AND real estate brokerages — one component tree, swap the dataset to flip the entire interface (vocabulary, queues, scenarios, vendor pool, drafts). Four flows on one dashboard: maintenance triage with severity classification + ranked causes + recommended vendor + dispatch SMS, late-pay outreach with tone-aware drafts (gentle for first-time, firmer with payment-plan options for chronic, empathetic + hardship-program for recent-job-loss, technical for autopay-failure, escalation-to-notice for ghosting), lease renewal radar with likely-to-renew score + cost-of-vacancy retention math, and an owner monthly digest that reads like a trusted operator wrote it. Audit log captures every drafted / edited / sent / escalated / dispatched / approved action.
A live AI agent picks up, qualifies buyers and sellers, and books a showing. It runs on a real phone line right now.
How it works
1. Pick a vertical, run any flow
Land on the dashboard in Property Management mode by default. Toggle to Brokerage at the top — the entire interface re-keys: tenant becomes lead, lease renewal becomes listing renewal, maintenance ticket becomes showing request, owner report becomes broker activity report. Same components, different vocabulary, persisted in localStorage so a refresh keeps it.
2. AI streams classifications, drafts, and narratives
Click a maintenance scenario — AI severity classification + ranked likely causes + recommended action + work-order draft stream paragraph-by-paragraph. Click a past-due tenant — the message tone shifts to the tenant’s history (Sarah Mitchell first-time-late gets a gentle one-line note with no late fee mentioned; Brandon Cole chronic-late gets a firm message with autopay or split-due-date options; Marcus Reed at 47 days past due with 3 prior touches auto-escalates to an owner-approval gate with a state-compliant Texas 3-day Notice ready to post). Renewal rows show top-3 reasons (rent vs market, maintenance complaints, on-time rate, tenancy length, comparable listings nearby), and clicking a low-score row drafts retention outreach with concession value sized against turnover cost + days-vacant × daily-loss.
3. Owner monthly digest + audit-everything
Generate this month’s report — one-page narrative for the seeded 12-unit Pecan Grove portfolio streams section-by-section: occupancy delta, rent collected vs scheduled, maintenance spend by category with trailing-3-month context, lease activity, top-3-things-needing-owner-attention, 30-day forecast. Written like a trusted operator, not a dashboard dump. Send to owner — audit log entry, sticky right-side drawer captures every action with timestamp + actor, mobile-collapses to a bottom sheet at 375px and below.
60-second Loom
75-90s flow: Property Management dashboard, maintenance scenario picker, click water-leak, AI streams URGENT severity + ranked causes (60% supply-line failure, 25% P-trap) + 4hr SLA + work-order draft, vendor card RapidPlumb Austin 4.9 stars, Dispatch, SMS to vendor + tenant confirmation animations, switch to late-pay, click Brandon Cole (chronic-late), firm draft with autopay/split-due-date streams, switch to Marcus Reed (47 days, 3 touches), escalation banner + drafted Texas 3-day Notice + owner-approval gate, switch to renewals, click low-score row, retention draft with cost-of-vacancy math, switch to owner reports, Generate monthly digest, narrative streams section-by-section, audit log shows 6 entries, toggle to Brokerage, entire dashboard re-keys: Showings / Lead Inactivity / Listing Renewals / Broker Reports, David Ramirez listing escalation with price-reduction Path B, done.
See the dollar impact for your numbers
5 inputs → get hours saved/yr, dollars saved/yr, and payback vs. our $9,990 – $25k range. Results show on this page and the breakdown plus build spec hit your inbox.
Detailed breakdown plus the build-spec PDF have been sent to your email.
Who it’s for
Property managers (single-property to mid-market portfolios) AND real estate brokerages running FollowUpBoss / KvCORE / Sierra / GoHighLevel pipelines — operations leads, brokers-of-record, and asset managers who need triage, follow-up, retention, and owner reporting that moves at LLM speed without losing the human approval gates that keep them out of legal trouble.
Tech under the hood
Frequently asked questions
Property management AND brokerage from one demo — really?
Yes. The architecture is a single-tree dual-vertical: one component tree, two seeded datasets (PM and Brokerage), and a `vertical` discriminator that re-keys every panel and the chrome (sidebar, top-bar, audit drawer). The toggle is component-level, not route-level — flipping it just swaps the in-memory dataset and clears each panel’s selection state. Persisted in localStorage so a refresh keeps the chosen vertical. Every flow runs in both verticals with the right vocabulary swap (tenant ↔ lead, maintenance ticket ↔ showing request, lease renewal ↔ listing renewal, owner report ↔ broker activity report).
Where does the LLM actually live?
The demo streams pre-written paragraphs from the seed (deterministic playback, zero credentials, zero cost). In a real engagement we wire the streaming endpoints to Claude or GPT with a server-side proxy, retrieval over the firm’s prior tickets / leads / leases for tone calibration, and a redaction layer for PII (especially tenant payment history) before any external call.
Does it integrate with AppFolio / Buildium / Yardi / FollowUpBoss / KvCORE / GHL / Stripe?
Not in the demo — out of scope per the brief. In production we wire to the relevant LMS / CRM / payments stack via REST: AppFolio + Buildium + Yardi for property management; FollowUpBoss + KvCORE + Sierra + GoHighLevel for brokerage; Stripe + Plaid for ACH late-pay autopay-retry; Twilio for the actual SMS dispatch; SendGrid for owner emails. Adding a new vendor adapter typically takes 3-5 days.
How does the late-pay tone differentiation work?
Each tenant has a typed payment-history profile (firstTimeLate / chronic / recentJobLoss / autopayFailure / ghosting) and the seed contains a pre-written draftedMessage per profile that demonstrates the tone shift (gentle for first-time, firmer with payment-plan options for chronic, empathetic + hardship-program link for recent-job-loss, technical for autopay-failure, escalation-to-notice for ghosting). The Marcus Reed ghosting profile carries a 47-day past-due flag + 3 prior unanswered touches, which the dashboard auto-routes to the Owner Approval queue with a state-compliant Texas 3-day Notice already drafted. Plug your firm’s voice + state-specific notice templates and you keep the architecture, swap the content.
Want one of these in your business?
We’ll scope, build, and hand off a production-ready system in 3–4 weeks.