Use Case · Role Guide

Turn real estate contacts into relationship assets

Built for real estate pros — agents, brokers, developers. AI analyzes asset size, deal patterns, predicts next buy/sell window.

For people like you

Real estate pros where deal cycles are long (6mo-multi-yr) and relationship maintenance is the work.

5 ways Turn real estate contacts into relationship assets wins

  • AI-estimated asset size, transaction history
  • Next-deal timing prediction (6mo to multi-year)
  • Lifetime value tracking — repeat-deal visibility
  • Public property news matched to client interests
  • Reactivation suggestions for dormant clients

Sample daily workflow

  1. 1

    New lead — scan card, AI estimates asset & history

  2. 2

    Active client — auto-schedule re-contact 6mo post-deal

  3. 3

    Public news → auto-alert clients with matching interests

  4. 4

    1-year mark → auto-generate update + check-in message

  5. 5

    Referral tracking — see which clients bring new leads

FAQ

How is asset size estimated?

Inferred from public signals (title, company, location) — directional estimate, not definitive.

Bring AI into your work

Scan a card and AI analysis, message drafting, and relationship ROI tracking start — tailored for Turn real estate contacts into relationship assets. ✦120 credits free, no monthly fee.

Get started free →

More use cases