Built for your team For loan officers and lenders

Cleaner files. Closings on time.

When the agent's file is clean and every date is tracked, loans close on schedule. Share RealtyMind with the agents you work with.

Join the pilot See the agent side

RealtyMind is in private pilot. Sample data in every screen.

Appraisal due in 3 daysBuyer, agent and lender reminded
Statements uploadedLender notified
Tess AI transaction coordinatorLeo AI assistant

Plain and simple. Nobody is paid for referrals. Not you, not us. Lenders in the pre-approval hand-off pay a flat listing fee only, never per lead or per loan, and the buyer always picks the lender (RESPA Section 8).

What changes

What changes for the agents you work with.

Better-run deals close on time. Here is what your agents get.

Tess · AI transaction coordinator

Every date tracked, every document chased.

Before

You find out the buyer never sent statements the week of closing.

With Tess

Tess builds the timeline from the contract and chases every document.

  • Appraisal and financing dates set from the contract
  • Buyer reminders before you have to ask
  • Missing items flagged early
Meet Tess
RealtyMind transaction screen on desktop, sample data
The same screen on a phone
Tess · AI transaction coordinator

The buyer picks. Always.

Before

Lead lists sold per name.

With Tess

Buyers pick a lender or keep their own. We pass contact details only with their OK.

  • We never take loan applications
  • We never pull credit
  • Flat listing fee only, never per lead or loan
Meet Tess
RealtyMind lenders screen on desktop, sample data
The same screen on a phone
Leo · AI assistant

Fewer "where are we?" calls.

Before

Agents call you for every date.

With Leo

Agents ask Leo for dates and status, inside RealtyMind.

  • Contingency dates on demand
  • Status updates for the agent
  • Your time goes to the loan
Meet Leo
RealtyMind deals screen on desktop, sample data
The same screen on a phone
Example · One file, start to close.What the deal looks like from your side when the agent runs on RealtyMind.
9:00AM

Appraisal is coming up.

Tess reminds the buyer, agent and lender before the date sneaks up.

TessAI transaction coordinatorNow
TessAppraisal due in 3 days. Reminder sent to buyer, agent and lender.
Reminders sent
2:15PM

Documents arrive.

The buyer uploads in the portal. Everyone who needs it gets notified.

TessAI transaction coordinatorNow
BuyerUploaded my bank statements.
TessGot them. Agent and lender notified.
Document received
6:45PM

The agent checks a date.

The agent asks Leo instead of calling the loan officer.

LeoAI assistantNow
AgentWhen does financing contingency end on Coral Way?
LeoFriday 11/13/2026. The lender has the updated statements.
No phone tag
10:00AM

Closing day, on time.

Clean file, on-time closing, review request sent.

TessAI transaction coordinatorNow
TessClosed on time. File complete for broker review.
Closed
What you keep

Yours stays yours.

Lender ALender BTheir own

The buyer picks

Buyers choose any lender they want, including their own.

No referral fees

Flat fee only

Lenders in the hand-off pay a flat listing fee. Never per lead or per loan.

Your relationships

Your agents stay your agents. We just keep their files clean.

Compliance built in

The rules are in the product.

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

Lenders pay a flat fee only, never per lead or loan. The buyer always picksRESPA Section 8
We never take loan applications or pull creditLicensed lenders do
Partners are never paid for referralsRESPA Section 8
The AI says every call is recordedFlorida all-party consent
AI calls and texts only to people who opted in. STOP works right awayTCPA, FCC rules on AI voices
State forms only from a licensed forms providerLicensed forms

How compliance works

The small ask

Share it with your agents.

1
15 minutes

See what the agent side looks like and how the hand-off works.

2
Forward a short note

Plain, editable, under your name. No tracking on your side.

3
Agents join the free pilot

If they want it. Nothing changes for you except cleaner files.

Nobody is paid for referrals.

Join the pilot

For your team. No slides, just the product.

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

Questions

For loan officers.

Still wondering? Ask on the call.

Do I get paid if my agents sign up?

No. Nobody is paid for referrals. Partners never get paid or get anything of value for sending agents.

How does the pre-approval hand-off work?

The buyer picks a lender from the partner list or keeps their own. With the buyer's OK, we pass their contact details. The lender does the pre-approval.

Do you take applications or pull credit?

Never. Licensed lenders do that.

How are lenders in the hand-off charged?

A flat listing fee only, never per lead or per loan. Pricing is announced at launch.

Better-run deals close on time.

Fifteen minutes to see the agent side. Then share it if it helps.

Join the pilot Watch the 2 min story