What we ship.
Each engagement is scoped to one workflow. Named tools. A trained owner. A system in production.
Lead intake and qualification
Inbound forms, ad campaigns, and partner referrals collide with a tired round-robin. We replace it with a scoring agent that reads each lead, enriches against your CRM, and pages the right agent in Slack.
Build: 4 to 6 weeks. Pilot: one office or one campaign.
Tools we typically reach for: HubSpot or Salesforce, Clay, OpenAI, n8n or Zapier.
Deal screening and IC memo drafts
OMs land in a folder. A worker pulls the rent roll, T-12, and submarket comps into a structured object. A second worker drafts the screening memo against your template. Analyst opens, edits, and ships.
Build: 6 to 8 weeks. Pilot: one strategy or one fund.
Tools we typically reach for: Claude, Argus or Excel, Snowflake or BigQuery, Hex.
Resident operations copilot
Maintenance triage, work-order routing, vendor follow-up, resident comms in your voice. Triage handles the noise so the regional team focuses on the exceptions.
Build: 6 to 8 weeks. Pilot: one region or one property type.
Tools we typically reach for: AppFolio or Yardi, Twilio, OpenAI, Retell.
AI workflow audit
Two-week diagnostic. We map every recurring workflow, score by ROI and fit, and produce a prioritized backlog with named tools and a build estimate per item. No retainer required.
Deliverable: a written audit and a 30-minute review session.