What we do
We build practical workflow fixes to give back 10-15 hours per week to your team.
Jumpstart Sprint (entry-level)
In 7 days, we remove your #1 bottleneck with one live workflow.
Custom builds
Scale into multi-workflow systems, dashboards, and reliability upgrades.
Built on your stack
We integrate with your current tools. No rip-and-replace.
What we are (and aren't)
- Not: a generic chatbot
- Not: a rip-and-replace platform
- Are: a focused build with measurable operational impact
Who we help
Built for teams where deals depend on coordination, documentation, and follow-up.
Good fit
- Industries: Real Estate & Finance
- Primary focus: CRE Brokerages; CRE Mortgage Brokerages & Lenders
- Work style: High-volume, process-heavy deal ops
- Firm size: 5-50 employees; sweet spot is 8-30
- Revenue range: $1.5M-$50M+
- Decision-maker: Founder, CEO, Managing Director, or Principal who can approve $3K without a committee
Not a fit if...
- No CRM or active tech stack is in place yet.
- The team is not ready to give access to the tools the workflow depends on.
- 50+ employees with multi-department needs should start with Custom Builds instead of the Sprint.
Common bottlenecks we eliminate
Every firm has a different #1 bottleneck. These are the most common.
Document collection & follow-up
Less chasing, fewer missing items, faster to ready.
Pipeline / status visibility
Clear status, fewer missed follow-ups.
Deal onboarding / intake
Fast, consistent intake that doesn't live in inboxes.
Underwriting / info gathering
Less time assembling packages and tracking conditions.
Reporting / stakeholder updates
Automate repetitive reporting and status updates.
Coordination across people
Clear next steps so fewer tasks fall through.
Outcomes that matter
Other common wins: weekly reporting in minutes, first response under 5 minutes, and fewer stage-stuck deals.
Integrations we build on
Zero rip-and-replace. Built on your existing tools.
See the Jumpstart Sprint
One bottleneck. Seven days. A live workflow your team can actually use.
Jumpstart Sprint
One selected workflow deployed in 7 days.
$2,999 flat
- Beta founding rate.
- Full payment via Stripe before Day 1.
- 30-day risk-free guarantee tied to agreed acceptance criteria.
End-to-end build
- Built on your current stack.
- Tested for edge cases.
- Deployed to production.
Training & handoff
- 60-minute recorded training.
- SOP and admin runbook.
- Handoff checklist.
Adoption support
- Week-2 email support.
- Up to 2 hours.
- For delivered workflow only.
What success looks like
- The bottleneck is no longer blocking deals.
- Less time spent on follow-up and admin.
- Clearer status and faster deal movement.
Custom builds
Scaling across your operation.
When teams choose custom:
- They need multiple workflows in one system.
- They need stronger reliability and visibility.
- They want cleaner reporting and handoffs.
- Their process is too custom for out-of-box tools.
What custom includes:
- Multi-workflow automations across the deal lifecycle.
- Document collection and update workflows.
- Pipeline dashboards and status normalization.
- Reliability hardening and manual fallback paths.
- SOPs, training, runbooks, and access controls.
How it works:
We start with one high-impact workflow. If it delivers, we expand and compound the savings.
Flagship Partnership
For larger firms looking for a deeper strategic relationship across operations, automation, and growth systems.
Book a call with our founder
In 15 minutes, we identify your biggest bottleneck and best next step.
Sprint builds are $2,999 flat with a 30-day risk-free guarantee.