One connected system for repetitive brokerage work
Reduce the manual work around emails, CIMs, financials, and buyer follow-up without giving up broker control.
The same working context can carry from the inbox to the CIM to the buyer package, so the next step starts with the right facts instead of a blank page.
- Draft replies with deal context already in view
- Prepare redacted, review-ready financial packages for buyers
- Turn transcripts and valuation support into usable deal materials
Nothing is sent automatically. The broker reviews before anything goes out.
Where brokerage offices lose time
These are the places where brokerage offices lose time, responsiveness, and confidence before a deal should ever get stuck.
- 01Important emails still disappear into the day
Buyer follow-up, seller requests, and internal coordination all compete for attention when every reply has to be built from scratch.
- 02CIMs and financials keep restarting the same work
The office already has the facts somewhere, but they still get re-entered into CIMs, buyer replies, and spreadsheets over and over.
- 03Sharing documents safely slows the office down
Buyers need answers fast, but sensitive financials still need review, redaction, and a controlled response before they should leave the office.
- 04Transcripts and valuation context get stranded
Call recordings, banker questions, tax returns, and buyer history often live in separate places, so each next step begins with avoidable cleanup.
How the work stays connected
This is not a set of separate tools. The same deal context carries from one task to the next so the office spends less time restating what it already knows.
It identifies which emails actually need a response and drafts replies with the right CIM details and prior buyer context already in view.
Use the same deal context to draft and refine CIMs faster, with more consistent first drafts across the office.
Financials can be pulled from email, storage, or CRM, redacted automatically, and prepared with a draft outbound response for broker review.
Phone and video recordings become usable transcripts that can be referenced later instead of getting lost after the call.
P&Ls, bank statements, and tax returns can be converted into structured spreadsheets with likely SDE adjustments flagged for review.
Review stays with the broker before anything goes out
The system can prepare the work, but the office keeps control over what gets shared.
- Draft replies are reviewed before sending
- Redactions can be checked before buyers receive a file
- Financial context, transcripts, and prior questions stay attached to the deal as it moves forward
That means the office can move faster without pretending review does not matter.
Use credits where the office feels the bottleneck
Credits give teams a simple way to apply the system across email drafting, CIM support, document preparation, and valuation work without paying by page.
No fixed fees. Use credits as needed at $4 per credit.
Includes a $400 monthly plan, then $3 per credit after the included rate limit.
Contact us for details on office-wide rollout, controls, and pricing.
Products working together across the deal
These are the products behind the workflows already in use.
They are meant to feel like one connected system, not five disconnected apps. The same deal context can carry from the inbox to the CIM to the buyer package and back again.
Identifies which emails actually need a response and drafts replies using the relevant CIM and prior buyer interactions.
Helps draft and refine CIMs so first drafts arrive faster and stay more consistent across the office.
Loads financials from email, storage, or CRM, applies redactions, and prepares a reviewed outbound response for buyers.
Turns phone or video recordings into transcripts that can be searched later or reused in deal materials.
Converts P&Ls, bank statements, and tax returns into structured spreadsheets and flags likely SDE adjustments for broker review.
Want to see how this would fit your office?
Closed beta is currently full. Join the waitlist and we will reach out when the next round opens.
Email is the simplest way to join the waitlist and tell us which parts of your brokerage workflow matter most to your team.
Tell us your workflow bottleneck and we will follow up when the next closed beta slots open.