Your knowledge. A faster first draft.
Turn your notes and activity into useful first drafts for seller updates, buyer summaries, and follow-ups. Explore a reporting workflow that keeps your expertise—and your final review—in control.
Help agents do the work that matters
Useful assistance starts with your information. Draft the update, check the facts, add your professional perspective, and share when it is ready.
01 / Sellers
Summarize showings, inquiries, buyer feedback, and the next actions you have recorded.
Preview a seller update →
02 / Buyers
Bring properties toured, client preferences, questions, and agreed next steps into a readable recap.
Preview a buyer summary →
03 / Follow-ups
Prepare a first draft after an appointment or check-in, then personalize the details and tone before using it.
Explore the drafting workflow →
04 / Organization
Turn a set of supplied notes into a clearer list of outstanding questions and tasks for your review.
See the connected workspace →
Platform preview. Screens and workflows are illustrative; availability, feature inclusion, support coverage, and any additional fees must be confirmed before affiliation.
A professional workflow, with you in control
01 / Source
Use recorded activity and supplied facts. Do not substitute generated text for verified market data or approved transaction information.
02 / Review
Check names, dates, figures, wording, and next steps. You decide whether the draft accurately represents the client’s situation.
03 / Share
Personalize the update and choose when to share it. The demonstration never sends a message automatically.
Clear expectations
No. The Client Report Studio uses a local template to demonstrate the workflow. It does not call an AI model, connect an MLS or CRM, or send data to a server.
AI should not invent comparable sales, valuations, market statistics, legal conclusions, or property facts. A production workflow needs verified data sources and professional review.
AI provider, feature availability, data handling, permissions, usage limits, and any additional fees must be confirmed before rollout.
Zero split. Real support. More freedom.
$180/month + $250 per transaction. 0% brokerage commission split.
