Real estate workflow demo

Lead follow-up and deal room command desk

Open-house leads Offer timeline Client thread

Turn a scattered sales day into a reviewed priority board.

Load safe sample leads, showing notes, CRM follow-up rows, an offer timeline, inspection tasks, and a client email thread. The workflow ranks urgent follow-ups, finds deal-room gaps, drafts updates, and keeps agent judgment visible.

Morning transaction sweep 0 ready

Creates draft follow-ups and task notes from synthetic data. Nothing sends, recommends, negotiates, or changes a file.

0hot leads
0deal gaps
0agent review
0approved

Source stack

Where the work starts

Synthetic deal room

Lead and deal queue

Follow-ups with source trails

Not run

Agent review gate

Select a queue item

Waiting

Run the deal review, then open a lead or transaction task to inspect source evidence, draft wording, and the approval controls.

Follow-up proof

One open-house row to one reviewed message

  1. SourceThe open-house lead says Maya Chen visited Maple Row, has pre-approval, and wants school-zone details before the weekend.
  2. SystemThe workflow marks same-day follow-up, links the showing note, and drafts a short message for agent review.
  3. ReviewThe agent edits tone and removes market advice, offer strategy, or pricing guidance before approval.
  4. ResultThe desk ends with a priority lead board, deal-room tasks, and client updates that are ready for human approval.