Instant Lead Response Engine
01 · Lead Web, portal, and sign-call leads are qualified, matched to inventory, and scheduled — in seconds, around the clock. The agent gets a confirmed tour, not another voicemail.
Capture → Qualify → Match inventory → Schedule → Confirm → Hand to agent
Touches: MLS · CRM · Twilio · Calendar
Transaction Coordinator Engine
02 · Transaction Contracts, contingencies, and deadlines are tracked from offer to close — doc gaps surfaced before they delay the closing, stakeholder chase automated.
Contract event → Deadline graph → Gap detect → Stakeholder chase → Closing prep
Touches: DocuSign / Dotloop · MLS · Email · CRM
Maintenance Request Triage
03 · PM Tenant requests get classified by urgency, matched to the right vendor, dispatched, and followed up — with cost and performance tracked across the portfolio.
Receive → Classify → Dispatch → Track → Verify resolution
Touches: AppFolio / Buildium · SMS · Email · Vendor portal
Tenant Communication Engine
04 · PM Rent reminders, lease renewals, notices, and service updates run as orchestrated workflows — consistent voice, multi-channel, every action logged to the tenant file.
Event → Choose channel → Send → Track response → Log to file
Touches: AppFolio / Buildium · Twilio · Email · Portal
Live Market Comps & Analytics
05 · Intel Comparables, absorption, rent rolls, and cap-rate analytics pull from live data — no more stale spreadsheets, no more weekly snapshots.
Pull MLS → Cross-reference → Compute → Surface → Cite
Touches: MLS · Public records · BI · Vector DB
Vendor Performance Scorecard
06 · Operations Cost, response time, repeat-fix rate, and tenant satisfaction tracked per vendor across the portfolio — bad performers stop getting the work.
Tickets ingested → Vendor tagged → Performance scored → Surface to PM → Renew or replace
Touches: PM system · Vendor portal · BI