The real estate command center for contacts, deals, data, and next actions.

Start with a seller list or property record, review the evidence, then carry that context into property analysis, deal work, buyer review, and controlled client sharing. You choose what moves forward; Mission Control keeps the next action in view.

Start where the work is
One reviewable workflow

From source row to trusted next step

Evidence stays attached while the operator decides what happens next.

Imported source
Property18 Oak Street
OwnerNeeds review
Follow-upNot selected
Step 1
Bring in the list
Keep each source attached
Step 2
Check the records
Surface gaps and conflicts
Step 3
Review what changed
Nothing updates silently
Step 4
Approve the next step
Act with a record of why
Source proof stays visible
Review before CRM changes
Approved next steps
Example workflow. Coverage varies by source; unresolved gaps stay in review.
Start here

Your first opportunity, not your first tutorial

Two ways in, one destination: a reviewed opportunity you can defend, with the evidence that produced it and the next action you chose.

Keep your research connected to the next step.

Start with supported public records or the property lists you already use. Carry that information into property research, deal analysis and follow-up planning—with source references, visible gaps and review before action. Add optional data services when they fill a specific need.

Coverage and available fields vary by source. Some information requires authorized access, an import or an optional paid service.

Have a list?

Analyze my lead list

  1. 1
    Import a list you are authorized to use — columns map automatically.
  2. 2
    Review what each record actually has: methods present, consent unknown until recorded.
  3. 3
    Save a reviewed opportunity with its evidence attached and one next action selected.
You confirm three things — the import is authorized, the rows to apply, and your own review. Nothing else interrupts.
Starting from zero?

Search public records

  1. 1
    Pick a supported county and see exactly which record types it covers before you commit.
  2. 2
    Run a guided search over assessment, deed, and sale records where coverage exists.
  3. 3
    Promote what you review into the same opportunity workspace your lists feed.
Coverage is shown per record type, per county, with its as-of dates — never a blanket "nationwide data" claim.

One property, connected work

The next task starts with the context you already reviewed.

Move from finding a property to underwriting a deal, running user-configured workflow automation rules for stage tasks, and preparing a buyer or client handoff. You choose what moves forward; nothing here sends a message or publishes a room for you.

Mission Control brings the follow-ups and deal risks back into a daily review queue.

Supporting modules by workload

Add help where your business is stretched

Start with the work you need help with today. Add the next product when your workload calls for it. You can start with any qualified offer; you do not need every product or a bundle.

Lead reviews are piling up

Paid beta

Available to purchase now

Review your lists and supported public records before choosing the next follow-up.

You keep rebuilding property analysis

Paid beta

Available to purchase now

Review property evidence, calculation inputs and a saved analysis together.

Permitted follow-up keeps slipping

Paid beta

Available to purchase now

Prepare campaigns, review the audience and approve sending through your connected account.

More deals mean more coordination

Paid beta

Available to purchase now

Keep selected deals, stages, responsibilities and next steps together.

For selected buyer, seller or lender documents and next steps, see Client Portal: scope and availability.

Calling work is filling your day

Assisted setup

Prepare calling work and review stored calls alongside your records.

Live calling needs qualified setup and contact permissions. No autonomous prospecting is promised.

Meeting requests take repeated admin work

Assisted setup

Review caller-verified requests, then approve scheduling and check message results.

A ready calendar and sender are required. This does not establish live phone answering.

More complex marketing needs? Campaign Hub Plus is not available at beta release. Review ordinary Campaign Hub for its current email workflow.

Compare the work and total cost at your own volume. Sending or delivery alone does not prove replies, appointments or completed deals.

Explorer is free: CRM, imports, and 300 assistant requests a month
Lead Engine adds volume: up to 1,500 reviewed candidates per billing period, hard stop, no silent overage
How results work

See what goes into a result

Connected property context, deterministic deal math, and AI assistance work from the same workspace records — with user-configured workflow rules for repeatable stage tasks and explicit review before outreach or external sharing.

Connected context

See what the source says

Pull supported public records and list imports into one property view showing which source was checked, when it was read, and which fields remain missing. A record can point to a property worth researching; it cannot tell us whether the owner wants to sell.

View a lead review example →

Deterministic calculations

Check the deal math

For supported calculations, numbers you enter or confirm go to a built-in calculator. It applies a listed formula and shows the result, assumptions, and warnings alongside your property context. If a required number is missing, the assistant asks first.

Explore property analysis →

Automation & operator control

Automate routine steps, review external actions

Configure workflow automation rules to trigger bounded stage tasks and deal handoffs automatically from workspace events, while keeping outbound messages, AI drafts, and external portal shares under your direct confirmation.

Meet the AI Assistant →

The calculator repeats the same math for the same numbers, and every workflow step stays linked to its source inputs and execution history so you can check how a result was produced.

Public records

Coverage you can check before you trust it

Most tools quote one coverage number and leave you to find out where it breaks. OrbiLattice separates place resolution, record-type availability, completed rights review, and live-proven retrieval so each claim keeps its own meaning.

Discovered & indexed places

Checking…

county-equivalents resolve by name

Every US county, parish, borough, and independent city, from the Census Bureau 2020 FIPS list. Resolving a place is not the same as having data there, and the app says which you have got.

Supported parcel mapping

Checking…

county-equivalents with verified parcel coverage

Counted only where county membership is verified: an admitted parcel source bound to the county, or a statewide source measured county by county. Parcel availability does not imply deed, sale, owner, or other record coverage.

Reviewed source policies

Checking…

source policies individually rights-reviewed

This counts source policies, not counties. Each carries an individual review date and evidence references. A statewide policy can cover several counties; the broader county-source terms scan is shown separately below.

Verified operational coverage

Checking…

live-proven automated retrieval, by county

Counted only when the source is approved for retrieval, has admitted mapped content, carries a dated county-specific end-to-end receipt, and remains allowed by the retrieval policy.

Coverage is only useful if it turns into leads

Lead derivation reads the county records your workspace has approved, so what you can work is decided by the jurisdictions you add rather than by a data vendor’s footprint.

Leads come from the counties you bring in

Add the jurisdictions you actually work, then derive property leads from those records. Nothing is capped at a vendor’s footprint, and an empty market means it is not ingested yet — not that it holds nothing.

No separate data subscription to get started

Derivation reads the public records your workspace has approved. A licensed vendor extract stays available if you have one, but it is no longer what the feature runs on.

Every lead is a property, with its receipts

A derived lead carries its county, parcel, assessed value, how long the owner has held it, and the date the record was read. It identifies a property, not a person.

The wider county-source terms scan

County-source terms evidence is unavailable until the current inventory can be checked.

A terms receipt is not possession of county records, coverage of every record type, or permission to automate a login or human-verification barrier. Check your county for the recorded terms result and the separately admitted record types.

The limits are part of the product, not the fine print — view receipt dates & methodology

Retrieval follows each source’s reviewed page and run bounds, against a fixed column list and deterministic order.

Owner and mailing-address columns are blocked at the source declaration for sources whose terms exclude them.

Every staged fact keeps its source and the date it was read, so a reviewer can check where a number came from.

Exports are attributed and hash-verifiable, and are gated per source by that source’s redistribution rights.

Pricing paths

Four bundles organized around your work

See how core modules fit together for each real estate workflow, or start with a single self-serve product today.

Start with any self-serve module today — combined bundle checkout is not open yet

Explorer is free to start, and individual modules — Lead Engine, Property Intel, Deal Pipeline, Buyer Network, and Campaign Hub — are available self-serve on the pricing page. The four role bundles below show how modules combine for each workflow; bundle purchase is not available as a single checkout yet.

Power-ups have their own product requirements and availability. Compare them from the pricing guide before choosing additional capabilities.

FAQ

Questions teams ask before switching

Everything from MLS data strategy to agent onboarding. Transparent answers so your legal and operations teams are aligned.

You describe your process in plain English (for example, "Create a wholesale pipeline with 5 stages"), and OrbiLattice drafts the workflow, required documents, and review triggers. You can then refine it visually before the workflow goes live.

OrbiLattice connects AI to approved workspace data and app actions so it can prepare calculators, PDFs, and record updates for review. The important part for operators is that sensitive changes still wait for approval instead of happening in a black box.

Zapier connects apps via simple triggers. OrbiLattice Workflows are built around real estate evidence: repair signals, property math, owner context, and pipeline stage. AI can recommend routing rules and prepare updates, while sensitive changes stay behind approval gates or explicit user-configured rules.

You can start with supported public records or an authorized list import. Coverage and fields vary by source. Where supported, you can connect your own provider credentials or choose optional paid enrichment. Your subscription does not include every external dataset or acquisition charge. Only bring data you are authorized to use; importing a file or connecting an account does not change the provider's restrictions.

Yes. We have one-click importers for Follow Up Boss, kvCORE, and HubSpot. Our AI will even analyze your old workflows and suggest optimizations during the import process.

We use a human-in-the-loop system. Clear, low-risk actions can be queued for faster review or run under explicit user-configured rules. Sensitive outreach, document, pricing, and matching work is flagged for your approval in Mission Control. You always have final say.

Available controls include audit logs, risk flags, approval history, and identity or retention options by plan and configuration. Compliance-sensitive work should still be reviewed by the operator and their legal or brokerage process.