Built for your estate and short sale files For agents who handle probate, divorce and short sales

Every signer, every court date, tracked with care.

Tess tracks every person who must sign, the court dates and the lender approval. Sofia answers with patience and never asks why someone is selling.

Book a demo See a day

Sample data in every screen.

All signers named3 of 3 · Estate file
Lender approval inShort sale · 412 Palm Ave
Sofia AI front deskHugo AI assistantIvy AI marketer
What changes

What changes for probate and short sale agents.

Tap a teammate. Real screens, sample data.

Sofia · AI front desk

Hard calls, handled gently.

Before

A family member calls about a parent’s home and gets voicemail.

With Sofia

Sofia answers, takes only what they want to share, and books a time with the agent.

  • Never asks why they are selling
  • English and Spanish
  • Warm transfer to the agent
Meet Sofia
RealtyMind calls screen on desktop, sample data
The same screen on a phone
Hugo · AI assistant

Every signer, accounted for.

Before

One missing signature can stop a closing.

With Hugo

Hugo lists who still has to sign and drafts a gentle reminder for the agent to send.

  • Signers listed on every file
  • Gentle, spaced-out follow-ups
  • Attorney contact kept on file
Meet Hugo
RealtyMind deals screen on desktop, sample data
The same screen on a phone
Ivy · AI marketer

Listings that protect privacy.

Before

An ad that mentions an estate or a divorce can hurt the family.

With Ivy

Ivy writes about the home itself. Probate, divorce or short sale stays out unless the seller says yes in writing.

  • Fair housing check first
  • Brokerage name on every ad
  • Big sends wait for your OK
Meet Ivy
RealtyMind writer screen on desktop, sample data
The same screen on a phone
Example · One estate sale, one month.The court date was set. Every signer was ready.
7:50PM

A family member calls.

Sofia listens and books a time with the agent.

SofiaAI front deskLive
CallerWe need to sell my mother’s house for the estate. I don’t know where to start.
SofiaI’m sorry for your loss. Our agent handles estate sales and can walk you through it. Would Thursday at 4 work for a call?
Call booked
9:30PM

A call in Spanish.

Same answer, in Spanish.

SofiaAI front deskLive
Caller¿Pueden ayudarnos a vender la casa de mi padre?
SofiaSí. Nuestro agente le explica cada paso. ¿Le parece una llamada el jueves?
Answered in Spanish
8:15AM

The lender approves the short sale.

Tess updates every date and tells the agent.

HugoAI assistantNow
LenderShort sale approval letter attached. Good through December 15.
HugoGot it. Closing is set for December 10, inside the approval. The buyer and title are updated.
Lender approval in
12:30PM

Listing post, done.

Ivy writes about the home and checks it first.

IvyAI marketerNow
IvyPost is ready. No mention of the estate. Brokerage name added.
YouPost it.
Posted
What you keep

Your number. Your brand. Your data.

(305) 555-0100
Same number

Your number

Keep the number your clients already have.

Bayfront Realty

Your brand

Brokerage name and voice on every message.

export.csv

Your data

Files, signers and court dates are yours. Export any time.

Compliance built in

The rules are in the product.

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

Fair housing check on every AI-written listing and adFair Housing Act
No steering: no answers about school quality, safety or who lives thereFair Housing Act
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 recordedFlorida all-party consent
Quiet hours by default: 9 AM to 7 PM, 2 tries a dayTighter than Florida's 8 AM to 8 PM, 3 calls
Brokerage name on every ad, text and emailAdvertising rules

How compliance works

How you start

Start with your open files.

1
Week 1: connect the line

Bring in your estate and short sale files.

2
Weeks 2 to 4: measure

Missed dates and missing signatures, against the month before.

30
Day 30: decide

Add more files, or walk away.

Terms are set with each office.

Book a demo

For your estate and short sale files. No slides, just the product.

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

Questions

For probate and short sale agents.

Still wondering? Ask on the call.

Does Sofia ask why they are selling?

Never. She takes only what the caller wants to share and gets them to the agent.

Does it give legal advice?

No. Legal and tax questions go to the agent and the family’s attorney.

Will an ad mention the estate or the divorce?

Not unless the seller says yes in writing. Ivy writes about the home itself.

What does it cost?

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

Start with one file. Bring the rest.

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

Book a demo Watch the 2 min story