Built for your files For transaction coordinators

Every date, caught before it slips.

Tess reads the contract, builds the timeline, drafts the chase messages and keeps every party updated. You approve, she does the rest.

Book a demo See a day

Sample data in every screen.

Timeline built14 dates · 123 Bay Rd
Lender updatedLive timeline link sent
Sofia AI front deskHugo AI assistantIvy AI marketer
What changes

What changes for transaction coordinators.

Tap a teammate. Real screens, sample data.

Sofia · AI front desk

The "where are we" calls stop.

Before

Agents, lenders and title call all day for status.

With Sofia

Sofia answers status questions from the file and sends the rest to you.

  • Answers from the file
  • English and Spanish
  • Hands off anything about terms
Meet Sofia
RealtyMind calls screen on desktop, sample data
The same screen on a phone
Hugo · AI assistant

Every morning, a plan.

Before

You build your day from a spreadsheet.

With Hugo

Hugo lists what is due in 3 days and who is holding it up.

  • Due in 3 days, first
  • Late items flagged
  • Every agent kept in the loop
Meet Hugo
RealtyMind deals screen on desktop, sample data
The same screen on a phone
Ivy · AI marketer

Updates that write themselves.

Before

Status emails eat your afternoon.

With Ivy

Ivy drafts the weekly update for every party.

  • One update per party
  • Agent name on every email
  • Nothing sends without your OK
Meet Ivy
RealtyMind writer screen on desktop, sample data
The same screen on a phone
Example · One file, one day.The contract came in at 9. By 9:05 it had a timeline.
7:50PM

A signed contract lands.

Tess reads it and builds every date.

SofiaAI front deskLive
CallerNew contract for 123 Bay Rd attached.
SofiaGot it. 14 dates on the timeline. Inspection ends Friday. Want me to send the timeline to everyone?
Timeline built
9:30PM

A call in Spanish.

Same answer, in Spanish.

SofiaAI front deskLive
Caller¿Cuándo es el cierre?
SofiaEl cierre es el 12 de diciembre. Le envío el calendario completo.
Answered in Spanish
8:15AM

The lender goes quiet.

Tess drafts the chase. You send it.

HugoAI assistantNow
LenderStill waiting on the appraisal.
HugoThanks. Loan approval is due Monday. Can you confirm the appraisal date today?
Lender updated
12:30PM

Weekly updates, done.

One update per party, written from the file.

IvyAI marketerNow
IvyFour updates ready. Dates match the file. Agent names added.
YouSend them.
Sent
What you keep

Your number. Your brand. Your data.

(305) 555-0100
Same number

Your number

Keep the number agents already have.

Bayfront Realty

Your brand

Your name and voice on every message.

export.csv

Your data

Files, dates and documents 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 open files and agents.

2
Weeks 2 to 4: measure

Late items and status calls, against the month before.

30
Day 30: decide

Add more agents, or walk away.

Terms are set with each office.

Book a demo

For your files. No slides, just the product.

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

Questions

For TCs.

Still wondering? Ask on the call.

Do I need a brokerage to use it?

No. You can run files for agents at any brokerage. The broker of each deal still approves what the broker must approve.

Will Tess change a date?

Never on her own. She finds dates and you confirm them.

Can lenders and title see the file?

They get a read-only timeline link: dates and status only, never documents or commission.

What does it cost?

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

Start with your open files. Bring the rest.

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

Book a demo Watch the 2 min story