Command Centers
Pipeline state, lead status, missing docs, referral activity, and next-best actions in one operating view.
The Real Problem
Most businesses do not have an AI problem. They have an operations problem.
AI only works when the business has context, memory, rules, triggers, and a path to action.
- 1Leads enter one system, follow-up lives in another, and nobody trusts the pipeline view.
- 2Emails, attachments, tasks, and client notes require repeated manual translation.
- 3Client communication depends on memory instead of reliable stage-based triggers.
- 4Useful business knowledge never becomes reusable infrastructure.
What Gets Built
Automation systems that connect the work, not isolated AI experiments.
Each build starts with a business process and ends with a workflow that can be measured, monitored, and improved.
Borrower Portals
Personalized calculators, rates, property intelligence, refinance tools, and stage-specific client resources.
Realtor Intelligence
Property reports, comp analysis, rental analysis, market data, and branded delivery workflows.
Inbox + Document Routing
Classify messages, extract attachments, update databases, create tasks, and escalate exceptions.
AI Video Systems
Record-to-email workflows with transcript, summary, tracking, unsubscribe handling, and engagement dashboards.
Local AI Stacks
Self-hosted n8n, Postgres, vector databases, Ollama, Docker, and model routing for controlled workflows.
Operator Proof
Built first inside a real mortgage and real estate business.
The strongest proof is not a demo prompt. It is production systems that already handle portals, rates, property data, email, video, guidelines, and workflow orchestration.
Personalized prequalification tools
Per-borrower calculators with FHA/conventional scenarios, DTI constraints, live rates, property search, and tri-source valuation.
Post-close relationship engine
Payoff simulator, refinance analyzer, rate feed, AVM, local market updates, property reports, auth, API, and database backend.
Property intelligence reports
50+ node workflow using property APIs, comps, rent analysis, inventory, flood, census, rates, and loan-limit enrichment.
Mortgage knowledge and action layer
AI assistant connected to tools, reminders, Gmail, Notion, scenarios, property data, rates, and guideline retrieval.
Ways To Work
Start with a tight audit, then build only what has obvious operational value.
Automation Audit
$750+Map the workflow and rank opportunities by ROI and risk.
- Workflow map
- Tool inventory
- 30-day plan
14-Day Sprint
$3.5K+Build one painful workflow end to end.
- One automation
- Testing
- Basic runbook
Operating System
$12K+Connect CRM, inbox, docs, dashboards, AI, and action triggers.
- Multi-system build
- Database design
- Monitoring
Managed Ops
$1.5K/mo+Keep automations alive, monitored, improved, and documented.
- Monthly sprint
- Fixes
- Reporting
First 30 Days
Launch sequence for turning the portfolio into revenue.
Package Proof
Record short sanitized demos of the portals, RealtorEDGE, video workflow, and MortiAI stack.
Publish Site
Ship the first website, booking page, service menu, and audit offer.
Direct Outreach
Contact mortgage and real estate operators with a practical audit offer and proof examples.
Convert Sprints
Turn the best audits into focused 14-day builds, then into managed automation retainers.
Start with the workflow that leaks the most money or time.
The audit maps your systems, finds the highest-value automation opportunities, and gives you a build plan you can execute whether or not we keep working together.