Do it yourself
Included
With the audit
- Every step names the tool, the setup and who owns it
- Your team builds on its own schedule
- Come back for any piece later
Ai for real estate teams
Your team knows the work. Let’s take the busywork off it.
I work with the businesses behind every closing. I watch how your team actually works, write a plan for where Ai fits, then either hand it to you or build it with you.
Pick your industry
Same method. Your workflows.
What I’d build
New-home sales teams
For sales managers, sales counselors and marketing.
- Follow-up drafts in each counselor’s voice after every visit
- Buyer comparisons and payment breakdowns in minutes
- Incentive and quick move-in campaigns built from your rate sheet
- A weekly pipeline summary for the sales manager
Systems I work around
Salesforce, Lasso, your inventory and incentive sheets
Guardrail
Builder partners: see buyer routing ↗
A Fair Housing check on every marketing piece.
What I’d build
Brokerages & teams
For brokers, agents, transaction coordinators and recruiting.
- Listing launch kits: description, social and email in one pass
- Transaction checklists with deadline reminders
- Lead follow-up in the agent’s voice, approved before it sends
- An onboarding guide new agents can ask questions
Systems I work around
Follow Up Boss, kvCORE, Lofty, Dotloop, SkySlope
Guardrail
Fair Housing and MLS rules built into every listing workflow.
What I’d build
Property management
For owners, property managers, leasing and maintenance coordinators.
- Maintenance requests sorted by urgency, with a reply drafted
- Monthly owner reports written from your numbers
- Renewal and move-out notices drafted on schedule
- Vacancy listings and showing follow-up
Systems I work around
AppFolio, Buildium, Yardi, Rent Manager
Guardrail
Screening and notices stay consistent and Fair Housing compliant. A person approves anything legal.
What I’d build
Real estate law firms
For attorneys, paralegals and closing staff.
- Contract summaries and issue checklists for attorney review
- Client status updates at every milestone
- Intake answers turned into a one-page matter brief
- Closing document checklists by deal type
Systems I work around
Clio, PracticePanther, your document templates
Guardrail
Built around client confidentiality and the Florida Bar’s guidance on Ai. An attorney reviews every output.
What I’d build
Title & escrow companies
For closers, processors, examiners and business development.
- Order intake pulled into one file summary
- Plain-language commitment summaries for agents and buyers
- Closing status updates to agents, lenders and buyers
- A curative tracker with follow-up drafts
Systems I work around
Qualia, SoftPro, RamQuest, ResWare
Guardrail
Ai never sends or changes wiring instructions. Wire details stay inside your verified process.
What I’d build
Mortgage & insurance
For loan officers, processors and insurance agents.
- Loan status updates borrowers and agents actually read
- Document checklists by loan type, with follow-up
- Past-client alerts when rates or premiums move
- Quote comparisons explained in plain language
Systems I work around
Encompass, Arive, your agency management system or CRM
Guardrail
Rate and advertising language goes through your compliance review. Nothing quotes a rate on its own.
How it starts
I see the work before I touch it.
The audit happens remotely and takes about two weeks. Nobody has to stop working for it.
- Conversation
A short chat below: your team, your software, and what’s slow.
- Workflow capture
One person doing the work and one managing it run Scribe for a day. Then a 45-minute call each covers the parts that never touch a screen.
- Consult call
60 minutes. What I saw, what’s worth automating, and what isn’t.
- The plan
Workflows, tools, IT approvals, order and effort, in writing. I walk you through it.
- You decide
Run it yourself, or have me build it. Either way, the plan is yours.
The offers
Start with the plan. Then choose.
Start here
Team Audit
$2,500
Remote · about 2 weeks · credited in full toward a Team Day booked within 30 days
I find where Ai saves your team real hours and where it isn’t worth it, then write the plan to get there.
- Intake review
- Scribe capture from two people, plus a 45-minute walkthrough call with each
- 60-minute consult call
- Written implementation plan: workflows, tools, IT approvals, order, effort
- Plan walkthrough call
After the plan, you choose
Build Block
$1,200
4 hours · remote · after any audit
- One item from your plan, built with you
- Use within 30 days
- Recording + written summary
- Book as many as you need
Team Day
$7,500
Team Audit included · up to 10 people + manager
- I build your team’s setup from the audit before the day
- One full day on site across three tracks
- Everyone leaves with it running
- Playbook + recording
Team Day + Architecture
$15,000
Up to 10 people · +$750 each additional
- Everything in Team Day
- A walkthrough with every team member, setups by role
- Your CRM or core system connected once IT signs off
- 2 weeks of build + 30-day check-in
Multiple offices or divisions?Architecture across every location, train-the-trainer, quarterly refresh. From $25K, custom quote.
$15,000Team Day + Architecture
The Team Day
Two weeks remote. One day in the room.
Before (remote)
- Kickoff call. Goals, which tools IT allows, and who runs Scribe.
- Workflow capture. Scribe for a day, plus the two walkthrough calls.
- I build your setup. A shared team workspace with assistants and templates for the workflows I saw, written in your voice.
The day (on site)
- Manager briefing. What I saw and what I built.
- Sign in. Everyone joins the team workspace. Sample data until your policy allows real data.
- Track 01, the daily work. Follow-up, recaps, summaries, checklists.
- Working lunch. One stuck file from your team, worked through live.
- Track 02, clients and marketing. Updates, campaigns, email and social.
- Track 03, your systems. Map the gaps in your CRM or core software. Write the integration spec.
- Show and tell. Each person shows one thing they built.
- Handoff. Playbook, recording, next steps.
Questions
What leaders ask first.
What tools do you set us up on?
Claude is the main assistant, with Perplexity for research. If your company already licenses ChatGPT Enterprise or Microsoft Copilot, I build on those instead. Nothing gets installed unless your IT team has approved it.
Is Scribe safe to run on client files?
Scribe records what’s on screen, so we agree on it with IT first. Sensitive fields get blurred, or the capture runs on sample records. You see every recording before I do anything with it.
Do we need the audit before a Team Day?
The Team Day already includes it. Book the audit alone if you want the plan first. It’s credited in full if you book a Team Day within 30 days.
Will you run our customer service or marketing?
No. Strategy, brand and compliance stay with your team. I set up the tools that carry them out faster and in your voice, and a person approves every message before a client sees it.
Working on your own?
The individual Ai Audit is $1,500 and built for one person’s business.
Start the conversation
Tell me about your team.
Not an application. A short conversation about your team, the software you run, and what’s slow. Type it or say it.
- Company email only. Personal addresses aren’t accepted
- Come back any time: your details are remembered on this device, and you can start another conversation
- I read every conversation myself and follow up within 48 hours
If it’s a fit, we start with a 20-minute scoping call, then a written proposal. The Team Audit is paid up front. For a Team Day, a 50% deposit holds the date and the balance is due on the day. Travel outside South Florida and the Treasure Coast is quoted with the proposal.