The AI operating system
built for operators.

Cold call from ISA — three-way handoff. ISA connects Marc live. Call recording reviewed, contact details transferred. Bot logs the new seller contact automatically — no manual CRM entry needed.

Marc calls the seller. Listens, qualifies, books the appointment. Hangs up and dictates call notes directly into the bot — seller pain points, motivation, property details, timeline. CRM updated in under 2 minutes. No spreadsheet opened.

Co-listing call with Liz Walters. Marc debriefs the conversation and aligns on strategy. Gets off the call and prompts the bot to set the calendar invite — location, purpose, both agents added. Done in 30 seconds.

Pre-appointment research — automated. Bot pulls MLS comps, deed history, income/operating cost breakdown from seller disclosures, internet pricing estimates, and event potential analysis for the property (wedding venue, broker evening event). All organized in one folder before Marc leaves the office.

Post-appointment — in the car. Marc and Liz debrief out loud. Marc speaks notes into the bot — impressions, seller objections, next steps, content ideas from walking the rooms. Bot creates a shared working document and adds Liz as co-editor via email. No document ever opened manually.

By 7pm that evening. The working doc already contains: deed research and property history, local sales stats and pricing model estimates, event rental opportunity brainstorm, photography and marketing content list, and open questions for the second appointment. Marc contributed by voice throughout the afternoon. Nothing was typed.

Mastermind with Liz. They analyze comps live. The bot builds the CMA and listing presentation in real time during the discussion. End of meeting: two deliverables ready — a corporate CMA and a bot-driven listing presentation. Both ready to walk in with.

Second appointment — listing won. Presentation delivered. Bot logs post-appt notes. Marc and Liz run a coordinated follow-up game. Verbal yes secured 7 days from first introduction.

Under agreement — operations take over. Smoke cert, fire cert, vendor list, TC follow-ups, pit meter at Beverly Water Dept, commission disbursement issue flagged by CB operations, PR inquiry from Northshore Magazine — every thread tracked, every open item surfaced every morning. Nothing handled late.

Referral from New York. Paul Pace (Go Asset Inc., Hauppauge NY) refers the estate of Alexander Reichelt — a condemned property in probate. Marc has never been to Boscawen. First prompt to the bot: "Find me locksmiths near Boscawen, NH." Bot returns options. Marc books one and drives out. Condemned and probate complexity fully flagged from day one.

On-site with the locksmith — access secured. Marc walks the property and speaks into his phone — dictating a full property analysis in real time. Room by room. Condition notes, size estimates, income potential, repair needs, opportunity observations. None of it typed.

Photos taken and uploaded to Google Drive. Bot organizes them into a labeled folder — property name, date, categorized. Marc carries on with his day. No manual sorting. No renaming files.

Back at the desk by 5pm. Waiting in the folder: a complete written property assessment from the on-site dictation, the organized photo set, an AVM and value analysis, a seller-facing report, and buyer-facing marketing materials. Marc reviewed. Nothing left to build.

Marketing launched. Property reports shared with the seller and prospective buyers. Posted to Facebook groups. Bot managed the outbound. 4 offers in under 5 days.

Multi-party close — no dropped threads. Estate admin Richard Reichelt, title company Erin Fiffield, buyer's attorney Paul Pace, CB Deal Operations, managing broker Chrissy Soucy — all tracked. Commission disbursement issue surfaced and escalated before it became a closing delay.