Built for your investor clients For agents who work with investors

Every new listing, matched to a buy box.

Hugo matches new listings to each investor’s buy box and drafts the note. Tess tracks proof of funds and 1031 day counts.

Book a demo See a day

Sample data in every screen.

Match found3 bed · fix and flip box
Proof of fundsOn file for the offer
Sofia AI front deskHugo AI assistantTess AI transaction coordinatorIvy AI marketer
What changes

What changes for investor agents.

Tap a teammate. Real screens, sample data.

Sofia · AI front desk

Fast answers win deals.

Before

Investors call and text at all hours. Slow replies lose deals.

With Sofia

Sofia answers, saves the buy box and timing, and sends a short buyer agreement before any showing.

  • Every call and text
  • English, Spanish and Portuguese
  • Warm transfer to you
Meet Sofia
RealtyMind calls screen on desktop, sample data
The same screen on a phone
Hugo · AI assistant

Every buy box, watched.

Before

Matching listings to investors is a spreadsheet job.

With Hugo

Hugo matches new listings to each investor and drafts the note for you.

  • Matches each morning
  • Notes drafted, you send
  • Off-market notes stay private
Meet Hugo
RealtyMind deals screen on desktop, sample data
The same screen on a phone
Tess · AI transaction coordinator

1031 days, counted.

Before

Day 45 sneaks up on a 1031 client.

With Tess

Tess counts the 45 and 180 days from the sale date and keeps proof of funds on the file.

  • Day counts on the timeline
  • Proof of funds on file
  • The intermediary confirms
Meet Tess
RealtyMind transactions screen on desktop, sample data
The same screen on a phone
Ivy · AI marketer

Investor emails, no hype.

Before

Investor lists need deals sent fast.

With Ivy

Ivy writes the deal note from the listing facts.

  • No promised returns
  • Brokerage name on every email
  • Big sends wait for your OK
Meet Ivy
RealtyMind writer screen on desktop, sample data
The same screen on a phone
Example · One investor, one day.The best deals go to whoever answers first.
9:10AM

A cash buyer calls.

Sofia takes the buy box and sends a short buyer agreement.

SofiaAI front deskLive
CallerI buy 3 beds under 300 I can fix. Cash. Anything new?
SofiaGot it. I saved your buy box and texted you a short buyer agreement. Your agent sends matches today. How soon can you close?
Buy box saved
11:00AM

A new listing fits.

Hugo finds the match and drafts the note for the agent.

HugoAI assistantNow
HugoNew listing on Elm St fits Carlos’s buy box: 3 bed, under 300. Note drafted.
AgentSend it to him.
Match sent
2:30PM

A 1031 client checks in.

Tess counts the days from the sale date on the deal.

TessAI transaction coordinatorNow
InvestorHow many days do I have left to pick?
TessOn the file, day 45 is December 18. Your agent will confirm with your intermediary.
Day count on file
5:20PM

Deal note, done.

Ivy writes it from the listing facts and checks it first.

IvyAI marketerNow
IvyDeal note is ready. No promised returns. Brokerage name added.
YouSend it.
Sent
Compliance built in

The rules are in the product.

Not a training video. The AI follows these on every call, text and post.

No promised returns, rents or profits in any messageAdvertising rules
No showing booked before a signed buyer agreementNAR and MLS rules since 08/17/2024
We never lend, take loan applications or pull creditLicensed lenders do. The buyer picks
AI calls and texts only to people who opted in. STOP works right awayTCPA, FCC rules on AI voices
The AI says every call is recordedState recording-consent laws, like Florida's
Quiet hours by default: 9 AM to 7 PM in the contact's time zone, 2 tries a dayNever outside your state's limits

How compliance works

How you start

Same start for every kind of deal.

1
What you keep

Your number, your brand and your data stay yours.

2
How you start

Start with one office, then grow.

3
Rules on every deal

Opt-in, recording notice, quiet hours and fair housing.

Pricing is quoted for your office.

Book a demo

For your investor clients. No slides, just the product.

We only reply to you. No calls or texts unless you ask.

Questions

For investor agents.

Still wondering? Ask on the call.

Does it promise returns or rents?

Never. Ivy and Sofia stick to listing facts. No return, rent or profit claims.

Do investors sign a buyer agreement?

Yes. Like every buyer, before any showing. Sofia sends it and Tess files it.

Do you lend or find financing?

No. We never lend. A licensed lender does, and the buyer picks.

Does it handle 1031s?

Tess tracks the 45 and 180 day counts from the sale date. The tax adviser and intermediary confirm.

What does it cost?

Pricing is quoted for your office. Book a demo for a quote.

Start with your investor list. Bring the rest.

Book a demo and see it with your own numbers and lines.

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