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Custom AI Agents

AI that doesn't wait to be asked.

ChatGPT answers when you type. An AI agent watches your systems, notices what needs doing, does its one job, and tells your team where they already work. We build them around how your team actually runs.

30 minutes. Bring the job you'd hand off tomorrow.

Your team

Lead Router & Sweeper: New Zillow lead, Routed to Dana. Deadline Watchdog: Appraisal 4 days overdue, Posted in #3310-mesa-ln. Listing Content Agent: Photos delivered, 2210 Juniper, 7 drafts ready. Chief of Staff: 6:30am pulse, Pulse sent. Commission Chaser: Commission check deposited, Accounting chased.

A chatbot answers. An agent works.

An inspection deadline passes overnight.

11:00pm

    A chatbot

    Starts when
    You type something
    Knows your data
    Whatever you paste in
    Does the work
    Tells you what to do
    Remembers your rules
    Not really
    Lives in
    A browser tab

    An AI agent

    Starts when
    Something happens in your systems
    Knows your data
    Live, through a connector
    Does the work
    Does it, then tells you it's done
    Remembers your rules
    Every time
    Lives in
    Slack, your CRM, your inbox

    You don't need a smarter chatbot. You need something watching the stuff nobody has time to watch.

    Every agent we build gets a job description.

    No mystery AI. Each one has one job, one thing it watches, a clear line between what it does alone and what it checks with you first, a place it shows up, and one number it gets judged on. If we can't write the card, we don't build it.

    Deadline Watchdog

    On duty
    The job
    Catches the contract deadlines that slip, and tells you which ones actually matter.
    Watches
    A deadline passing with its task still open
    Does on its own
    Reads the deal, the CRM notes and the texts, then decides if it's a real problem or has a good explanation
    Checks with you first
    Nothing. It only posts. Your TC decides what to do.
    Works in
    Slack, in the deal's channel
    Moves this number
    Deadlines missed per month
    • One job. Not ten.
    • What wakes it up
    • Its authority
    • Your line, not ours
    • Where your team sees it
    • How you judge it

    Meet the team.

    One featured agent from each department. Every one is clickable.

    Deadline Watchdog

    Plain reminders for the routine dates. Real judgment when one slips.

    Deadline Watchdog

    On duty
    The job
    Catches the contract deadlines that slip, and tells you which ones actually matter.
    Watches
    A deadline passing with its task still open
    Does on its own
    Reads the deal, the CRM notes and the texts, then decides if it's a real problem or has a good explanation
    Checks with you first
    Nothing. It only posts. Your TC decides what to do.
    Works in
    Slack, in the deal's channel
    Moves this number
    Deadlines missed per month
    Showing Deadline Watchdog from Transaction Management

    Deadline Watchdog

    Sample data

    1What happened

    Appraisal was due 4 days ago.

    Task still open. 3310 Mesa Ln.

    2What the agent checked

    • Read the transaction (not yet)
    • Read the CRM notes (not yet)
    • Checked lender contact: none since last Tuesday (not yet)
    • Close date: 9 days out (not yet)

    3What it did

    Press Run it to see the call.

    Sample data. The real one runs on your systems with your field names.
    See all 3 Transaction Management agents

    Or go straight to a department

    Leads & Database

    Thousands of past clients and old leads sitting in the database with nobody talking to them.

    Featured agent: Lead Router & Sweeper

    See all 3 agents

    Transaction Management

    Deal updates run days behind what actually happened.

    Featured agent: Deadline Watchdog

    See all 3 agents

    Listing Marketing

    Hours of marketing per listing, all of it waiting on one or two people.

    Featured agent: Listing Content Agent

    See all 3 agents

    Leadership & Reporting

    Every question means logging into three systems and doing the math by hand.

    Featured agent: Chief of Staff

    See all 3 agents

    Back Office & Admin

    Commission paperwork that sits unanswered for weeks while agents ask where their money is.

    Featured agent: Commission Chaser

    See all 3 agents

    Built for real teams.

    • A loan document reader that pulls the numbers off funded loan paperwork and calculates loan officer comp for a lending team.

    • A lead router on its sixth version, routing every lead on rules the team set.

    • A Follow Up Boss health audit, run on a team's real account and real numbers.

    • Recruiting emails read by AI and filed straight into a brokerage's recruiting CRM.

    • A contract reader that fills a team's pending form off the signed contract.

    Your first agent, live in one month.

    It starts with discovery, because that's where we figure out which job is worth handing off first.

    1. Week 1

      Discovery

      We map your systems and how work actually moves through your team, find where the hours go, and pick the one job worth handing off first. You leave with the agent's job description, the systems it needs, and a fixed price for the build.

      Job description

      • The job
      • Watches
      • Does on its own
      • Checks with you first
      • Works in
      • Moves this number
    2. Week 2

      Connect

      We build or reuse the connectors so the agent can see your real data. How connectors work

    3. Week 3

      Shadow mode

      It runs next to your team on real data and shows what it would have done, before it's allowed to do anything.

    4. Week 4

      Clock it in

      It goes live where your team works, and we start tracking the one number on its card.

    One month from kickoff to your first agent on the clock. The second one is faster, because discovery already mapped your systems.

    Your rules. Every time.

    You approve what goes out

    Anything client-facing waits for a person until you say otherwise.

    Everything is logged

    Every action it takes leaves a record you can check.

    It fails safe

    If something's off, it stops and tells a person instead of guessing.

    You own it

    It's built on your systems and your data, not rented from us.

    Frequently asked questions

    No. ChatGPT waits for a question. An agent is triggered by events in your systems and works whether anyone is looking or not. It can use Claude or ChatGPT under the hood, but the job, the connection and the rules are what we build.

    Only the things on its job description. Everything else waits for a person. You decide where that line is, and you can move it later.

    No. Agents work inside the tools you already run: Follow Up Boss, Sisu, Dotloop, Slack, Gmail and more.

    It's built to stop and flag instead of guess, and every new agent runs in shadow mode before it touches anything real.

    One month from kickoff. Discovery takes the first week, then we connect your systems, test it in shadow mode, and put it on the clock.

    Every agent starts with discovery. We map your systems, pick the job, write the job description, and give you a fixed price for the build before anything gets built. No guessing at a number on a call.

    You can build a prompt. What's hard is the connection to your real data, the triggers, the guardrails, and keeping it working when your systems change. That's the part we do. If you'd rather start from something proven, our Software Solutions are yours to change.

    What's the one job you'd hand off tomorrow?

    Bring it to a 30-minute call. We'll tell you if an agent is the right fit and what discovery would look like for your team. If a simple automation does the job, we'll tell you that too.

    Your first agent, live in one month.

    Book a consult

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