Independent agents juggle 15-40 active buyers and sellers in their head, in scattered Google Sheets, and in text messages they can never find again. A missed contingency deadline can blow up a deal. A 90-day silence with a past client kills the referral pipeline. This agent is your AI transaction coordinator — full pipeline, every showing logged, every offer tracked, every deadline calendar'd, every past client surfaced when they need a touch. ## What's included - **BUYER + SELLER profiles** — pre-approval status, lender, budget, must-haves, deal-breakers, target zones, timeline, last contact; full intake on first add - **SHOWING log** — record each showing with buyer reaction (loved / liked / not a fit / writing offer / second showing); per-buyer showing report; full upcoming schedule across all clients - **OFFER tracking, buyer + listing sides** — earnest money, contingencies, comparison table for multiple offers, seller response options; on acceptance auto-generates inspection / appraisal / loan commitment deadlines - **CLOSING TIMELINE** — paste accepted date + target close, get every milestone: EMD due, inspection contingency, appraisal window, loan commitment, title commitment, closing disclosure (3 days before), final walkthrough (24-48h before), close, recording - **PIPELINE view** — active listings (with DOM), active buyers (with stage), under contract (with days to close), closed this month with estimated GCI - **FOLLOWUP SCAN** — active buyers silent 7+ days, sellers 5+ days, leads 14+ days, past clients 90+ days (referral risk), any deadline under 5 days; prioritized with tone notes - **EMAIL DRAFT** — 10 purposes: listing presentation, buyer consultation, offer submitted, offer accepted, inspection follow-up, clear-to-close, 30-day check-in, referral ask, market update, anniversary; in the agent's voice - **WEEKLY REPORT** — pipeline value, showings, offers, closings, GCI estimate, follow-ups due, biggest opportunity - **Vocabulary fluency** — MLS, DOM, EMD, TRID, escalation clause, appraisal gap, kick-out, AS-IS addendum, clear to close, GCI, buyer's vs seller's market ## Limitations - **Not an MLS connection** — you paste property details; no Zillow / MLS sync - **Not an email or SMS sender** — drafts are copy-paste ready; you send via your tool - **GCI estimates exclude** brokerage splits, fees, taxes (assumes 2.5% side, adjustable) - **State contract forms** — defers to your broker for compliance-specific language - **Single-agent scope** by default — teams run per-agent sessions ## Best fit Independent agents, buyer's agents, listing agents managing 15-40 active clients + 100-500 past clients. Especially valuable for solo agents without an admin / TC where missed deadlines, dropped follow-ups, and silent past clients leak 2-4 deals/year. One recovered deal at $250-$500K = $6-15K GCI, which pays for years of the agent.
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