Your inbox, intake and follow-ups, handled.
A lot of an investor’s day is repeating decisions: sorting email, asking the same intake questions, chasing quiet leads, answering the same ten questions. This is a working preview of the system we build to do that for you, while you approve what matters.
Sample data only · fictional company, names and numbersOne screen for what needs a person today. Everything else is already handled, drafted, or waiting on the other side. Tap a number to jump in.
Handled while you were away
- 47 emails sorted and tagged overnight
- 6 acknowledgments sent within 2 min
- 9 repeat questions answered FAQ assistant
- 3 calls booked Thu and Fri
Needs you
- Pat Lee wants to talk about the next deal Draft ready
- Notice from an attorney, lease dispute Urgent
- John Smith, 123 Apple Street: call at 2:30 pm Brief ready
All numbers in this demo are made up to show how it feels. Nothing here is a real result.
Every message gets one category, one priority and one action. Pick an email to see what the system did. Drafts are saved for you to approve; nothing about money, contracts or legal matters is sent on its own.
Try it yourself: paste any message
A short form in plain language. When it’s submitted, the answers land in one record, a booking link goes out, and the follow-up timer starts. Edit the answers and try it.
Record will appear here
Submit the form to see what the system creates: one clean record, a brief for you, and the next steps it sets in motion.
The system tracks every open lead and shows who is due for a nudge. Check-ins stop the moment someone replies, books, or says “not now.” Approve a check-in to see what happens.
| Contact | Where they are | Next step |
|---|
Answers the repeat questions instantly, only from wording you approved. If it isn’t sure, or the person sounds upset or asks about legal, tax or a specific price, it hands off to a person and says so. Try a question, or ask something it shouldn’t answer.
Every person and property in one place, moved along automatically as things happen (a form is submitted, a call is booked). Use the buttons to move a lead forward.
Interactive preview with fictional data. Your version is built around your email, forms, CRM and rules.
One record for everyone who contacts you.
Nothing lives in a silo, so nothing gets asked twice. Each piece is built from a flow in our library and adapted to your business.
Inbox triage and drafts
Sorts every message, flags what’s urgent, and writes draft replies from your approved wording. You edit and send.
Smart intake
A short form for each new seller, tenant or investor. Answers, and details pulled from emails and PDFs, land in one record.
Follow-up engine
Timed check-ins that stop when someone replies, and a daily list of who needs a person.
FAQ assistant
Answers the ten questions you type every week, and hands off cleanly when a question needs judgment.
Lead generation
Captures and qualifies inquiries in minutes, and runs a small, compliant outreach rhythm so new conversations keep coming.
Command center
One screen: hot leads, overdue follow-ups, open intake, and anything flagged for you.
John Smith emails at 7:42 pm.
Here is the same lead, without and with the system.
| Moment | Today | With the system |
|---|---|---|
| 7:42 pm, email arrives | Sits until you read it, maybe tomorrow | Tagged as a seller lead and acknowledged in two minutes |
| Next morning | You write back and ask for the address, timeline and condition | He has answered a short form; you open a one-page brief |
| Day 3, no reply | Nobody notices | A friendly check-in goes out |
| Day 10, “Do you charge fees?” | You type the answer again | The FAQ assistant answers from approved wording |
| Friday | You guess which leads are alive | The command center lists what needs a person |
A person approves what matters.
- Drafts, not surprises. Offers, prices, contract terms and anything legal or financial are never sent automatically.
- Honest outreach. No fake urgency, no promised outcomes, and every message carries an opt-out and your mailing address.
- Clean handoffs. Upset, distressed, legal and “let me talk to a person” messages go straight to you.
- Your accounts, your data. It runs inside the tools you already own, with the minimum access needed.
“It freed up about half of my day, and I estimate my productivity is up at least 50%.”
Ben runs a real estate investment firm. He had lead gen, a CRM, an AI chat and Executive AI for his email set up so he could focus on other things. This is his own estimate, summarized. Individual results vary.
Want this built around your business?
A 30-minute call is enough to map your inbox, intake and follow-up. You’ll get a fixed scope and a start date. Flows start at $750 each, with monthly upkeep available.
Everything in this demo is fictional. Sample Investor Co., all names, addresses and numbers are made up for illustration. Automation does not guarantee any business result, and nothing here is legal, tax or investment advice. Outreach rules (CAN-SPAM, TCPA, state solicitation and securities laws) vary; confirm yours with an attorney. Privacy · Terms