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

OrbiLattice helps investors and wholesalers clean up seller lists, check public records, spot missing information, decide the next best follow-up, and record what happened afterward without automatic outreach.
Start with deal analysis, client follow-up, open and closed deal tracking, document coordination, list cleanup, or buyer and capital matching.
Messy list to trusted next step workflow
Source proof stays visible
Review before CRM changes
Approved next steps
Example flow. Coverage varies by source; unresolved gaps stay in review.
Role paths for real estate operators
Source proof included
Record outcomes manually

From messy list to trusted next step

OrbiLattice helps you clean up lists, check public records, review conflicts, and approve the next follow-up before your CRM changes.
1
Collect
Bring in a list or source
Upload seller leads, buyer sheets, public records, provider exports, or CRM history.
Seller and buyer listsPublic-record sourcesCRM imports
2
Explain
Review what changed
See owner names, property addresses, sale history, missing fields, duplicates, and conflicts before updates move.
Source proofMissing data flagsDuplicate and conflict review
3
Propose
Choose the next step
Mission Control turns reviewed records into follow-up, deal review, buyer criteria, or research tasks.
Seller follow-upDeal reviewBuyer criteria updates
4
Approve
Approve before changes
Decision Console shows the proof, deal math, and risk before your team approves the action.
Approve, reject, or skipCRM and pipeline updatesRecord of what changed
Built around review before changes, not blind automation
Public records, CRM history, buyer sheets, property data, documents, and AI-prepared drafts stay tied to source proof, visible gaps, approval gates, and a record of what changed.

The Single Platform for Real Estate Intelligence

Move from source intake to seller action, property math, pipeline handoff, and buyer context while keeping approval gates visible.
Open Operating Map

Bring messy market inputs into one review flow

Start with public records, spreadsheets, source lists, or CRM history, then move records into a sourced review queue instead of another disconnected import.
Source intake
List cleanup
Seller signal review
Daily Review Queue

Mission Control shows who needs attention next.

Mission Control gives your team a daily review queue for follow-ups, deal risks, list cleanup, and buyer matching. When an item needs judgment, Decision Console shows the proof, deal math, and risk before anyone approves the change. After the action, operators can record what happened and see the suggested follow-up.

Confidence-Weighted Transparency

OrbiLattice shows more context when the next step is uncertain. Strong evidence can move faster; conflicted or incomplete information stays in review.
High
Ready to review (Strong sources)
  • ✓ Sources align
  • ✓ Action can be approved
  • ✓ Audit context included
Example: Approve buyer match
Mixed
Review needed (Some gaps)
  • ⚡ Conflicts surfaced
  • ⚡ Operator sees alternatives
  • ⚡ Edit before changes
Example: Compare ARV sources
Low
Hold for judgment (Missing context)
  • ⚠️ Missing data called out
  • ⚠️ Multiple options presented
  • ⚠️ Human decision required
Example: Resolve owner conflict
❌ Traditional CRMs (Data-First)
1. Show property details2. Agent figures out what to do3. Multiple clicks to prepare the next action4. Generic recommendations5. Result: the operator rebuilds context by hand
✓ Mission Control (Action-First)
1. Show prioritized actions2. Proof embedded in review cards3. Approve, edit, schedule, or reject4. Keeps evidence and audit context attached5. Result: follow-ups, updates, and outcome checks ready for review

🔗 Intelligence Fabric: Connected Insights Across Your Business

Mission Control doesn't just show isolated data points. It connects documents, properties, contacts, deals, and tasks so the next action carries its source context.
📄 Document Intelligence: Technical Cross-Linking
Upload a contract or list, then review the linked property, owner, deal, and task context before updates move forward:
• Property Intelligence API: getPropertyIntelligenceWithDocuments()• Deal Health Indicators: Contract risk scores on deal cards• Lead Review: Qualification evidence attached to follow-up work• Review Task Queue: High-risk clauses → approval tasks
🎯 8+ Intelligence Sources: Real Implementation
Every review item can pull context from product surfaces already in the app:
• AI Strategic Recommendations (MissionControlAggregator)• Lead Opportunity Scoring (LeadIntelligenceService + docs)• Investment Calculator Analysis (6 calculator types)• Task & Deadline Tracking (queued from docs for review)• Deal Health Monitoring (computed from contracts + activity)• Property Market Intelligence (connected enrichment + market context)• Note AI Insights (contextual analysis)• Document Risk Assessment (risk factors with source notes)

📄 Document Intelligence: The Glue That Connects Everything

Document Intelligence connecting property intel, lead review, Mission Control, task queue, and deal pipeline
What You'll See in the Demo:
📄 Document UploadUpload contract → AI drafts risk notes for review
🎯 Priority FeedHigh-risk items surface first with source context
🔗 Intelligence FabricOne review item links contacts, deals, and tasks
⚡ One-Click ActionsApprove analysis → queue tasks → keep the change history
🤝 Warm IntroductionsAI ranks who can open doors fastest
🕸 Network HealthSee strong vs at-risk connections with supporting context
🚨 At-Risk AlertsProactive signals before relationships degrade
🧭 Path FinderMulti-hop warm route to any target contact

📊 Traditional CRM vs. Mission Control

See how Mission Control transforms real estate workflows from reactive data management to proactive intelligence orchestration.
FeatureTraditional CRMMission Control
Data OrganizationSiloed by entity typeConnected Intelligence Fabric
Insight DiscoveryManual reportsQueued by priority for review
Decision ContextRebuilt manuallyPackaged with sources
Cross-Entity LinkingManual lookupsAutomatic with one-click navigation
Document IntelligenceStatic file storageActive risk notes + review tasks
Lead ScoringRules-basedAI + document qualification
Deal HealthManual trackingAuto-computed from documents + activity
Relationship IntroductionsNone / Manual outreachRanked warm paths + suggested messages
Network HealthInvisible until failureReal-time strength + risk factors
At-Risk RelationshipsReactive after silenceEarly decay detection with alerts
Path DiscoveryManual research & guessworkMulti-hop optimal connection mapping

🏗️ Technical Architecture: Not Just Features, Real Engineering

This isn't marketing fluff—it's actual technical implementation that makes Mission Control possible.

🤖

Connected AI Tools
Specialized AI for documents, properties, CRM, calculators, market data, and workflows. Each surface contributes context to the review it can support.

📊

Confidence-Weighted UI
Strong evidence gets a shorter review path. Conflicts and missing data trigger fuller explanation before action.

🔗

Intelligence Fabric
One document analysis can propose updates to properties, deals, leads, and tasks while keeping the operator in the approval loop.
Real API Endpoints, Not Just Screenshots
getPropertyIntelligenceWithDocuments()
Returns property data + contract risks in one call
MissionControlAggregator
Combines 8+ intelligence sources by priority
DocumentContextService
Enriches AI analysis with business context
realTimeSyncService
WebSocket coordination across components

Review Queues That Reduce Manual Guesswork

Mission Control does not promise a universal time-saved number. It concentrates the manual review work that slows investors and wholesalers down: documents, lead priority, deal health, and follow-up tasks.

Docs

Document Review
Manual contract analysisRisk notes and missing terms queued for approval

Leads

Lead Prioritization
Manual scoring and researchSource-backed priority and motivation cues

Deals

Deal Health Checks
Manual status trackingHealth checks tied to documents and activity

Tasks

Task Management
Manual task creation and trackingFollow-up work prepared with context attached
Outcome: less context rebuilding before action
Review items keep sources, confidence, missing data, and approval controls together.

Human-Approved Workflow, Not Blind Automation

Manual CRM workflow:
1. Find the latest contract or lead list2. Read through records manually3. Research missing clauses or owner context4. Update contact and deal records5. Create follow-up tasks from memory
Mission Control workflow:
1. Import the list, contract, or deal notes2. Mission Control shows the review item with sources and gaps3. Review the explanation, missing data, and proposed action4. Approve, edit, schedule, or reject before updates move forward5. Record the manual outcome and review the suggested follow-up
Result: approval-ready follow-ups with context attached and the operator still accountable.
Explainable AI

See the 'Why' Behind Every AI Decision

Every recommendation should show the sources, confidence, missing data, and reasoning trail before an operator approves outreach, matching, documents, or pipeline changes.
Confidence‑Weighted AI
Persistent AI Workspace
Source Attribution
Approval Gates
Missing Data Flags
Reasoning Trails
❌Traditional "Black Box" AI
"This lead is hot" (why?)"AI suggests sending this property" (based on what?)"High confidence match" (how was this calculated?)Result: operators rebuild the evidence before trusting the recommendation
✓OrbiLattice Explainable AI
"Score based on: source freshness, owner signals, deal math, and buyer fit""Property matches because: geography, budget, asset type, and stated criteria align""Confidence reflects aligned sources, recent activity, and missing-data status"Result: faster review with evidence visible before action

🔍 Built-In Transparency Layer

Factor Breakdown
Visual charts showing how each factor (location, price, timing) contributed to the score
Decision Tree
Step-by-step reasoning path from input data to final recommendation
Confidence Scores
Confidence, data sources, and reasoning history where the workflow has enough context
Source Attribution
Data points carry source, freshness, confidence, or user-entered context where available
Example: Property Recommendation Explanation
AI Recommendation: Review 123 Oak Street for a buyer match
Confidence: strong source alignment • Generated: demo example
Why This Property Matches:
• Location Preference: aligned — Near the saved Riverside District search area• Price Range: aligned — Listing price fits his saved pre-qual range• Property Features: aligned — 3 bed / 2.5 bath matches his "must-have" filter criteria• Timing: review soon — New listing and recent buyer activity
Historical Pattern Analysis:
The packet can show recent buyer activity, saved criteria, and prior engagement so the operator can decide whether the match is worth outreach.
AI-Generated Action Plan:
1. Draft Property Alert — Include the sources and match reasons for review2. Attach CMA — Add supporting deal math when available3. Follow-Up Timing — Queue a suggested follow-up cadence for operator approval
Operator check: approve, edit, or reject the outreach before any message is sent.
Analyze Your First ListChoose Your Workflow Path
Find Your Workflow

Choose the path that matches your real estate work

Pick a role and a job. The selector returns approved public routes only: command-center workflow, product pages, pricing paths, workflow packs, or guided pilot language.
Who are you closest to?
What should the system help with first?
Recommended path
Focus on seller list intake, deal math, buyer matching, and approved follow-up.
Best first step
Opportunity Engine
Turn messy records, public sources, and CRM history into reviewable packets.
Core module
Lead Engine
Review how sourced lead records, context, and next actions fit together.
Try a bounded job
Review workflow packs
Use a capped one-time path when you want proof around one job first.
Best first step
Opportunity Engine
Turn messy records, public sources, and CRM history into reviewable packets. Stay on this page to compare paths, or open the full product/workflow page when you are ready for details.
View workflow
Public routes only
No CRM data access
No generated claims

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.

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.
Join Design Partner PilotRead the technical brief