Your AI team · 15 specialists

One team. Shared context.

Calls, texts, CRM upkeep, and follow-up stay connected around each contact. Our catalog also includes real estate specialists and managed orchestration; each profile explains where it applies.

Find your workflow fit Explore the shared lead tools

Lead Desk

Contact workspace

Deal Intelligence

Property command center

Execution

Closing + campaign workspaces

Management

Operations overview

What applies to your business

Shared lead tools. Specialists with a clear scope.

Start with the lead workflow. Add the specialist jobs your business actually needs; availability depends on your plan and configuration.

Shared lead workflow

Voice, SMS, CRM Hygiene, and Nurture connect response, follow-up, and handoff around the contact.

Real estate workflow

Property analysis, offers, agreement preparation, closing, buyer matching, and acquisition campaigns serve investment teams.

Managed orchestration

GetsYou Hermes coordinates supported workflows agreed during managed onboarding. Scope and approval rules are confirmed with your team.

Real estate example · Synthetic data

The journey below illustrates our property workflow, from seller conversation to buyer handoff. It shows the real estate specialists working together around one property.

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.

Contact workspace

One continuous memory for every call, text, motivation signal, task, follow-up, and next action.

Voice · SMS · CRM Hygiene · Nurture

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

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

15 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

When it joins

The moment a seller calls or a lead needs a live conversation.

The job it performs

Handles live seller conversations and turns spoken details into structured deal context.

What it produces

Transcript, motivation, property facts, sentiment, and next action.

Where you see it

Contact workspace

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

Offer packet

Approved · 2 minutes ago

$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

Offer packet

Approved · 2 minutes ago

$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

Signature packet

Needs review

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

Closing timeline

4 milestones active

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

Buyer shortlist

31 buyers matched

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.

Shared lead workflow

Voice

When it joins: When an inquiry arrives by phone or an approved campaign places a call.
Job: Answer questions, understand the request, and capture the next step.
Produces: Conversation history, request details, timing, 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.

Shared lead workflow

SMS

When it joins: When a contact texts or a conversation needs a permitted 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

Follows consent and configured sending rules; escalates when a person is needed.

Shared lead workflow

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.

Shared lead workflow

Nurture

When it joins: When an interested contact is not ready to take the next step 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.

Shared lead workflow

Lead Manager AI

When it joins: When an authorized live lead arrives or an eligible follow-up becomes due.
Job: Coordinate response, retries, reminders, and handoff recovery.
Produces: A current next step with ownership and stop conditions.
Where it appears: Contact workspace and follow-up queue.

When it asks for approval

Imports stay quiet; outreach follows channel, consent, and human-ownership rules.

Shared lead workflow

Lead Concierge

When it joins: When an enrolled owner has open lead questions to answer.
Job: Ask by text and record the owner's confirmed answers.
Produces: Scoped questions, verified CRM updates, notes, and reminders.
Where it appears: Your dedicated concierge text thread and Settings update history.

When it asks for approval

Registered texting and recipient consent are required; consequential changes wait for explicit confirmation.

TEAM 02

Deal Intelligence

Property command center

The property becomes a shared workspace where specialists analyze the evidence and prepare the decision.

Real estate workflow

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.

Real estate workflow

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.

Real estate workflow

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.

Real estate workflow

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.

Real estate workflow

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.

Real estate workflow

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.

Real estate workflow

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.

Real estate workflow

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.

Managed orchestration

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.

Your team stays in control

You see the work, state, evidence, and approvals.

See what happened, what needs attention, and who owns the next step. Your configured rules define when routine work can proceed and when a person needs to decide.

Real, redacted outputs
Agent state and ownership
Evidence and confidence
Human approval controls
Connected contact history

Bring one real workflow

See when every specialist joins—and when the system stops for you.

Bring a lead workflow to a 30-minute walkthrough. We will show the tools that fit your business, the plan they belong to, and where your team takes over.

Book your walkthrough See team packaging