Our AI agents work as a coordinated team to automate critical real estate transaction workflows with exceptional precision and reliability. Led by Cassy for quality assurance, our specialized agents handle everything from document processing (Iris) and communication (Mia, Ria, and Florian) to financial operations (Kosha) and web navigation (Rex), achieving automation rates of up to 99%.
They can be flexibly combined and reorganized into customized workflows, adapting to any unique business process or requirement. Each AI agent is meticulously designed to handle specific aspects of the workflow, allowing real estate professionals to focus on what matters most – building meaningful relationships with their clients and growing their business.
Identifies potential issues proactively and ensures that workflows run error-free
Checks leasing restrictions in HOA documents against information provided over the phone and email
Checks address, closing date, and seller’s details in HOA/Utilities/ Liens/Mortgage Payoff files against the client-provided information
Confirms the amount spent on every transaction (credit cards, checks, transfers) matches the invoice
Iris
Document Processing
Extracts data from unstructured legal and property documents with exceptional accuracy and efficiency.
Extracts data from Rules & Regulations, like leasing restrictions, architectural guidelines, investor restrictions, pet restrictions, and everything else useful to an owner or tenant
Numbers from invoices and balances
Mia
Email Operations
Understands and exchanges emails with counterparties, ensuring smooth and expedited follow-ups.
Emails to acquire real estate documents
Emails to confirm different aspects of a real estate transaction or property
Emails to get seller authorizations, tenant onboarding, etc
Ria
Customer Support
Provides constant updates to clients and answers any transaction and property-level questions
Updates clients on the progress and timelines of any of their transactions or properties, ensuring full transparency and giving clients a feeling of control
Florian
Call Operations
Makes and receives phone calls to and from clients and all counterparties (HOAs, municipalities, Lenders, and more), handling multiple languages, interactive voice response, and voicemail.
Call to HOAs to confirm outstanding balances, order documents, onboard buyers
Calls to municipalities to identify code and permit violations
Calls to Lenders to acquire Mortgage Payoffs
Kosha
Financial Operations
Handles payments, invoices, and financial records, completing all financial tasks within real estate workflow.
Automatically generate unique credit card for every transaction or property, making reconciliation a breeze
Generate and send checks or Stripe payment links
Generate invoices for work performed
Nina
Counterparty Discovery
Identifies and stores information for all counterparties involved in real estate transactions.
Identifies the HOA and the Property Manager, including information on how to acquire documents or how to navigate the interaction
Generate invoices for work performed
Rex
Web Navigation
Navigates websites and handles tasks like filling out forms, uploading documents, and placing orders. It does not require pre-training on a specific website and can navigate schema changes.
Confirms onboarding processes from reading HOA websites
Navigates HOA website to submit document requests or tenant onboarding forms
Downloads documents from HOA websites, county websites
Workflow
Example
Here’s is an example of how our AI agents work together to revolutionize HOA document acquisition: Nina first identifies the correct HOA and determines the optimal path for obtaining documents – whether through website ordering (handled by Rex with Kosha’s virtual credit card), email requests (managed by Mia), or phone calls (executed by Florian), and Kosha handling check payments when needed. Once documents arrive, Rex downloads them, Iris extracts critical data, and Kosha prepares the invoice before Ria updates the client.
This seamless automation eliminates the tedious back-and-forth that typically bogs down escrow and processing teams, freeing them from chasing HOAs and paperwork to focus on what truly matters – building meaningful relationships with their clients and always closing on time. The entire process is overseen by Cassy, our quality assurance agent, ensuring 99.99% accuracy and consistent, on-time delivery.