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Packages

Pick the package built for the work your team does every week.

Each package is a set of systems we configure around objectives you set. We connect your email, CRM, documents and data to AI, agree on the numbers it is there to move, and hand it over running.

Thirty minutes on Zoom with our principal consultant. Bring the work that takes your team the most hours and leave knowing which package fits and what it would change.

How every package works

Objectives first, then configuration, then a handover your team can run.

The work is setting up your own systems so they reach the targets you care about, and the same three steps sit behind every package.

01

Set the objectives

On the first call we agree on the outcomes the package is there to deliver, such as more owner conversations, a faster month end or more deals screened.

02

Configure your systems

We connect the tools you already pay for, write the rules the AI follows, and test it on your real data with one owner on your side.

03

Hand it over running

Your team gets the accounts, the configuration and a written playbook, and we review the numbers with you each month.

The packages

Six packages, each one aimed at a result you can measure.

Brokerages

Prospecting Package

ObjectiveMore conversations with owners and tenants who are ready to move.

What we configure

  • Your CRM and dialer
  • A sending domain of its own, authenticated
  • Scheduled checks on ownership changes, permits and availabilities
  • Parcel and owner records for the submarkets you cover

What it produces

  • A researched call list every morning with the background attached
  • Email sequences researched before they are written
  • Every call, email and reply written back to the CRM the same minute
Book a 30 minute discovery call
Brokerages and owners

Marketing Package

ObjectiveYour listings and your firm found first and chosen more often.

What we configure

  • A website your team edits by asking for the change
  • Your listing data, rent rolls and operating statements
  • Your brand, voice and social accounts

What it produces

  • A digital showroom that answers questions and books tours
  • Offering memorandums drafted from the rent roll and the T-12
  • Branded posts from your own listings, queued for your approval
Book a 30 minute discovery call
Owners and property managers

Reporting Package

ObjectiveOwners and lenders get accurate reports on schedule, and your team gets its week back.

What we configure

  • Your property management system and accounting exports
  • Unit, lease and inventory data
  • The report formats your owners and lenders already expect

What it produces

  • The monthly owner packet drafted with a source behind every figure
  • Variance notes written in plain language
  • One dashboard with every unit and every open item
Book a 30 minute discovery call
Owners and operators

Asset Management Package

ObjectiveHigher NOI, lower delinquency and renewals started earlier.

What we configure

  • Your leases, rent roll and collections data
  • Resident messages and work orders
  • Renewal and notice dates pulled from every lease

What it produces

  • Collections follow-up that runs every day
  • Maintenance requests triaged and routed to the right vendor
  • A renewal pipeline that opens the conversation months ahead
Book a 30 minute discovery call
Investment firms

Underwriting Package

ObjectiveSee more deals and reach decisions faster with the team you have.

What we configure

  • The inbox where offering memorandums arrive
  • Your rent roll, T-12 and model templates
  • Your screening criteria and IC memo format

What it produces

  • Every OM read and turned into structured data the day it lands
  • A screening memo drafted in your template for the analyst to edit
  • A deal log your team can search and sort
Book a 30 minute discovery call
Developers

Developer Package

ObjectivePre-sell and lease the project while the team stays on the build.

What we configure

  • Your drawing set, elevations and site plan
  • Project milestones, draws and entitlement steps
  • Your lender and partner contact list

What it produces

  • Photorealistic renders made from the drawings
  • A project website with the renders and a data room behind it
  • Entitlement tracking and lender and partner updates drafted on schedule
Services in this package
Book a 30 minute discovery call

Everything we configure belongs to your firm.

Packages combine, so a brokerage often runs Prospecting and Marketing together, and an owner often pairs Reporting with Asset Management. Whichever you start with, your firm keeps every piece.

  • The accounts
  • The configuration
  • The data
  • The playbook
Book a 30 minute discovery call