Built for your estate and short sale files For probate and short sale agents

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 deskTess AI transaction coordinatorIvy 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, Spanish and Portuguese
  • Warm transfer to the agent
Meet Sofia
RealtyMind calls screen on desktop, sample data
The same screen on a phone
Tess · AI transaction coordinator

Every signer, accounted for.

Before

One missing signature can stop a closing.

With Tess

Tess lists who still has to sign, tracks the court and lender dates, and drafts a gentle reminder for the agent to send.

  • Signers listed on every file
  • Court and lender dates on the timeline
  • Attorney contact kept on file
Meet Tess
RealtyMind transactions 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. The reason for the 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.
10:20AM

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
1:15PM

One signer is still missing.

Tess drafts a gentle reminder for the agent to send.

TessAI transaction coordinatorNow
Tess2 of 3 heirs have signed. A short, gentle reminder for James is drafted.
AgentSend it.
Reminder sent
3:40PM

The lender approves the short sale.

Tess updates every date and tells the agent.

TessAI transaction coordinatorNow
LenderShort sale approval letter attached. Good through December 15.
TessGot it. Closing is set for December 10, inside the approval. Broker review on December 8. Buyer and title updated.
Lender approval in
5:30PM

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
Compliance built in

The rules are in the product.

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

The reason for the sale stays private unless the seller says yes in writingSeller privacy
No legal or tax advice from the AIThe family attorney answers those
Broker review before a file closesBrokerage supervision
Fair housing check on every AI-written listing and adFair 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 recordedState recording-consent laws, like Florida's

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 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.

Can it track who has authority to sign?

Yes. Tess keeps the letters of administration and any court order on the file, and lists every signer they name.

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?

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