01
Contact workspace
One continuous memory for every call, text, motivation signal, task, follow-up, and next action.
Voice · SMS · CRM Hygiene · Nurture
The operating team
13 specialists. One shared deal.
Each contact has a front-line AI and continuous memory. Specialists join when the deal needs them, but nobody starts from zero or loses the history.
Three surfaces. One operating system.
The dashboard follows how real deals actually move.
Each surface gives the operator the right level of context and keeps attention on the outputs and decisions that move the deal.
02
Property command center
The property becomes a shared workspace where specialists analyze the opportunity and advance the deal.
Marketing · GetsYou Intelligence · Negotiation · GetsYou Sign · GetsYou Transactions · Buyer
03
Operations overview
The system identifies what needs attention and moves work between contacts and properties.
Acquisitions Manager · GetsYou Hermes
Direct Mail lives where acquisition begins.Campaign planning belongs in the acquisition surface, then seller responses enter the same shared contact memory.
Property agents assemble
One property calls in the specialists it needs.
Each specialist joins with the same seller story, does one defined job, and leaves its output in the property command center.
Property command center0 / 7 specialists joined
Active opportunity
21•• Cedar Hollow Road
Dallas, TX · Single-family · Maya R.
ARV range$372K–$389K
Repairs$42K
Offer path$255K
Seller memory attached · Evidence updating
Verified inputsDone
IntelligenceDone
MarketingWorking
NegotiationNeeds you
SignWorking
TransactionsNeeds review
BuyerWorking
One context layer
13 specialists. Nobody starts from zero.
The seller's story does not get handed off as a summary in a separate note. It stays attached to the deal as each specialist joins, produces work, and asks for judgment.
Shared deal contextMaya R. · 21•• Cedar HollowConversation → property → decision → execution
VoiceLead Desk
SMSLead Desk
CRM HygieneLead Desk
NurtureLead Desk
Property MarketingDeal Intelligence
IntelligenceDeal Intelligence
NegotiationDeal Intelligence
SignExecution
TransactionsExecution
BuyerExecution
Direct MailExecution
Acquisitions ManagerManagement
HermesManagement
What customers see
Real outputs, agent states, approval controls, and deal progress.
What stays behind the scenes
The mechanics that produce, coordinate, and protect the work.
Meet the operating team
Understand the team first. Inspect the specialists second.
Five useful answers for every agent: when it joins, what it produces, where the output lives, and when it asks for approval.
Lead Desk
Voice AI
Shared context
01
When it joins
The moment a seller calls or a lead needs a live conversation.
02
The job it performs
Handles live seller conversations and turns spoken details into structured deal context.
03
What it produces
Transcript, motivation, property facts, sentiment, and next action.
04
Where you see it
Contact workspace
05
When it asks you
A transfer, exception, or decision needs an operator.
Live, assisted, and activation-stage capabilities are mapped honestly during the walkthrough.
Offer approved
The commitment becomes a closing plan.
Approved terms move forward with the evidence, property facts, and seller context already attached.Property command center21•• Cedar Hollow
Current output
Approved · 2 minutes agoOffer packet
$255,000 · Cash · 14-day close
Seller context attachedDone
Property evidence attachedDone
Next accountable actionWorking
External commitments still wait for your approval
Full deal execution
Approval turns into accountable work.
01 · Offer approved
The commitment becomes a closing plan.
Approved terms move forward with the evidence, property facts, and seller context already attached.Property command center21•• Cedar Hollow
Current output
Approved · 2 minutes agoOffer packet
$255,000 · Cash · 14-day close
Seller context attachedDone
Property evidence attachedDone
Next accountable actionWorking
External commitments still wait for your approval
02 · Documents prepared
The agreement arrives ready for review.
The closing packet is assembled from the approved terms and stops before anything is issued externally.Property command center21•• Cedar Hollow
Current output
Needs reviewSignature packet
Agreement · Addenda · Assignment
Seller context attachedDone
Property evidence attachedDone
Next accountable actionWorking
External commitments still wait for your approval
03 · Closing coordinated
Every deadline has an owner before it becomes a fire drill.
Title, signatures, access, and closing milestones stay visible while routine coordination keeps moving.Property command center21•• Cedar Hollow
Current output
4 milestones activeClosing timeline
Title open · Inspection set · Funding tracked
Seller context attachedDone
Property evidence attachedDone
Next accountable actionWorking
External commitments still wait for your approval
04 · Disposition begins
The buyer workflow starts with the full deal understood.
The completed property packet becomes a focused shortlist and a clear outreach decision, without another handoff meeting.Property command center21•• Cedar Hollow
Current output
31 buyers matchedBuyer shortlist
12 priority · 19 secondary · Ready for approval
Seller context attachedDone
Property evidence attachedDone
Next accountable actionWorking
External commitments still wait for your approval
TEAM 01
Lead Desk
Contact workspace
One continuous memory for every call, text, motivation signal, task, follow-up, and next action.
Lead Desk
Voice
- When it joins
- When a seller calls or an approved campaign places a call.
- Job
- Hold the conversation and understand the seller.
- Produces
- Transcript, motivation, timeline, condition, and next action.
- Where it appears
- Contact workspace and call timeline.
When it asks for approval
Transfers or escalates when your rules call for a person.
Lead Desk
SMS
- When it joins
- When a seller texts or a conversation needs an approved text follow-up.
- Job
- Continue the conversation without losing the call history.
- Produces
- Qualified replies, answers, appointment context, and escalation notes.
- Where it appears
- The same contact thread and shared memory.
When it asks for approval
Parks sensitive or outbound actions for review.
Lead Desk
CRM Hygiene
- When it joins
- When contact data or pipeline state becomes incomplete or stale.
- Job
- Keep the record usable and the next action visible.
- Produces
- Clean fields, corrected stages, flags, and a focused attention list.
- Where it appears
- Contact record and operations overview.
When it asks for approval
Raises ambiguous changes instead of guessing.
Lead Desk
Nurture
- When it joins
- When the seller is real but not ready to move today.
- Job
- Keep the relationship warm from the same history.
- Produces
- A follow-up plan, prepared touches, and re-engagement signals.
- Where it appears
- Contact timeline and follow-up queue.
When it asks for approval
External messages follow your approval and campaign rules.
TEAM 02
Deal Intelligence
Property command center
The property becomes a shared workspace where specialists analyze the evidence and prepare the decision.
Deal Intelligence
Property Marketing
- When it joins
- When a property needs investor- or buyer-facing presentation.
- Job
- Turn known property facts into usable marketing material.
- Produces
- Property summary, listing copy, and channel-ready drafts.
- Where it appears
- Property command center and approved campaign assets.
When it asks for approval
Nothing publishes externally without the operator’s approval.
Deal Intelligence
GetsYou Intelligence
- When it joins
- When the property has enough evidence to evaluate possible exits.
- Job
- Compare deal paths and identify where the economics break.
- Produces
- Exit scenarios, assumptions, returns, and risk flags.
- Where it appears
- GetsYou Intelligence panel and decision packet.
When it asks for approval
The operator chooses the strategy and commitment.
Deal Intelligence
Negotiation
- When it joins
- When the evidence supports a real offer conversation.
- Job
- Prepare the structure, rationale, and next seller conversation.
- Produces
- Offer options, counter preparation, and talking points.
- Where it appears
- Offer workspace beside the seller and property context.
When it asks for approval
Price and terms remain a human decision.
TEAM 03
Execution
Closing + campaign workspaces
Approved decisions become documents, deadlines, disposition work, and acquisition campaigns without losing context.
Execution
GetsYou Sign
- When it joins
- After the operator approves the agreement path and document set.
- Job
- Prepare approved templates with the current record facts.
- Produces
- Signature-ready agreement packet and audit trail.
- Where it appears
- GetsYou Sign inside the property command center.
When it asks for approval
Documents stop for review before they are issued externally.
Execution
GetsYou Transactions
- When it joins
- When a deal enters execution.
- Job
- Keep owners, milestones, files, and blockers visible through close.
- Produces
- Closing timeline, accountable tasks, reminders, and exception flags.
- Where it appears
- Execution rail and deal timeline.
When it asks for approval
Material changes and external commitments return to the operator.
Execution
Buyer / Disposition
- When it joins
- When an approved deal is ready for buyer matching.
- Job
- Prepare a focused buyer path from the complete property packet.
- Produces
- Matched groups, shortlist, and outreach package.
- Where it appears
- Disposition panel in the property workspace.
When it asks for approval
The operator approves outreach and buyer selection.
Execution
Direct Mail
- When it joins
- When the operator starts an acquisition campaign.
- Job
- Prepare the right creative and audience plan for the campaign.
- Produces
- Audience segments, mail variants, and performance view.
- Where it appears
- Campaign and acquisition workspace—not the contact or property page.
When it asks for approval
List, creative, spend, and launch remain controlled by the operator.
TEAM 04
Management
Operations overview
The system identifies what needs attention and moves work between contacts and properties while the operator keeps judgment.
Management
Acquisitions Manager
- When it joins
- When work across the pipeline needs to be prioritized.
- Job
- Turn many agent states into a short operator attention list.
- Produces
- Ranked decisions, stalled-deal flags, and recommended next moves.
- Where it appears
- Operations overview and daily attention queue.
When it asks for approval
Recommendations stay recommendations until the operator decides.
Management
GetsYou Hermes
- When it joins
- Whenever a handoff or scheduled workflow is due.
- Job
- Keep context moving to the right specialist at the right time.
- Produces
- Visible state changes, ownership, and escalation requests.
- Where it appears
- Agent status, timeline events, and operations overview.
When it asks for approval
External actions honor the same approval boundaries across the system.
Show the control room, not the engine room
You see the work, state, evidence, and approvals.
The product makes outcomes and control visible. Internal instructions, routing logic, formulas, infrastructure, and fallback chains stay private.
- Real, redacted outputs
- Agent state and ownership
- Evidence and confidence
- Human approval controls
- One timeline across the deal
Bring one real workflow
See when every specialist joins—and when the system stops for you.
A 20-minute walkthrough follows one seller from conversation to closing plan with your approval rules in view.