The AI-First Real Estate Platform

Built for Investors. Loved by Agents. Engineered for Team-Scale Growth.

Analyze. Execute. Share. Repeat.

Agentic workflows that run CMAs, generate documents, and drive next actions—with explainability and human-in-the-loop control.

🎓 AI That Explains: confidence scores + reasoning trails

🤖 AI That Executes: CMAs, docs, follow-ups in clicks

📤 AI That Shares: branded PDFs + client portals

🤝 AI That Connects: warm intros + deal matching

Integrates with your favorite tools

gmail

slack

hubspot

docusign

calendly

stripe

✓

30-day free trial

🎁

Beta: BETA50 = 50% off 6 months

✓

Cancel anytime

🤯 The Real Pain Points

Stop Losing Deals to Manual Data Entry

Every retype, missed enrichment, and manual CMA costs you time and deals. AI should propose changes—you should approve, not retype.

"Monday morning: 47 new leads in your inbox. By Friday, you've manually scored 200+ leads, copied 50 property addresses into spreadsheets, and spent 6 hours on data entry. Your competitor using OrbiLattice? They clicked one button. AI analyzed all 47 leads overnight, ranked the top 10, pre-filled property data, and generated CMAs. They're already making offers while you're still typing."

Solved: AI Auto-fills

“I retype the same data 5 times”

Copy from MLS to CRM. Manually enter in forms. Re-enter for CMAs. Update across multiple systems. Nothing syncs automatically.

Solved: Instant ATTOM CMA

“CMAs take 30+ minutes”

Manual comp searches. Copy-paste from multiple sources. Format reports. No instant valuations or confidence scores.

Solved: Doc Intelligence

“Documents don’t extract”

PDFs sit unopened. Manual review for every field. No confidence scores. Errors compound without detection.

From Lead to Close: Active Orchestration

See how our 5 Orchestration Loops work together to turn manual tasks into a self-driving money-making machine.

Instant

Capture & Discovery

New lead enters from Zillow, website, or email. The Capture Loop instantly engages.

Auto-capture from any sourceAI initial response0-100 Lead Scoring

Automated

Intelligence & Scoring

The Intelligence Loop analyzes property, market data, and lead intent simultaneously.

Property valuation (AVM)Investment potential checkBuyer intent classification

Smart

Pipeline Orchestration

The Pipeline Loop orchestrates the next steps based on AI score.

High score → Fast trackInvestor → ROI CalculatorSeller → CMA Generation

Done

Active Agent Execution

The Active Agent Loop executes complex tasks: generating docs, pulling comps, scheduling.

Generate branded CMA PDFDraft offer letterSync to Google Calendar

🚀 Powered by 64+ MCP Tools & 71 AI Features

ATTOM 155M+ Properties • Bring Your Own Data Sources • Document Intelligence • DocuSign • OpenAI GPT

The Single Platform for Real Estate Intelligence

From property discovery to deal close—powered by AI that learns your market and automates your workflow

🤖 AI-Powered Property Discovery

Properties That Find Themselves

33 proven search templates + performance metrics + bulk market analysis. AI that knows which strategies work for your market and shows you exactly why.

The Game Changer: AI-First Property Search

Traditional Property Search

20+ confusing filter fields
Users guess what to search
5+ minutes to configure
Empty results = frustration

Result: Most users give up before finding properties

AI Property Discovery

33 proven strategy templates
AI suggests what works for your market
10 seconds to search multiple markets
Performance metrics show conversion rates

Result: Properties find YOU, not the other way around

Data-Driven Template Selection

Performance Metrics

Every template shows real conversion rates from your team's deals

89% conversion rate badge
Deal value tracking
Properties viewed count

Bulk Market Search

Search 3+ markets simultaneously with one click

Parallel market analysis
Side-by-side comparisons
10x productivity boost

AI Template Suggestions

AI analyzes your deal history and suggests optimal strategies

Personalized recommendations
Success pattern learning
Market-specific optimization

33 Battle-Tested Strategy Templates

From fix & flip to BRRRR strategies—each template includes variables, performance data, and AI optimization. See how they're fed into AI, verified with MCP, integrated with calculators, and saved for sharing.

Example 1: Distressed Property Flip

Find properties with high equity, minimal liens, deferred maintenance

AI Workflow

AI analyzes property condition, equity position, and comparable sales to estimate ARV and repair costs

MCP Verification

MCP validates title status, lien searches, permit history, and municipal code violations

Interactive Calculator

Fix & Flip ROI Calculator

Output & Sharing

Generate detailed flip analysis PDF with MAO, ARV, repair budget → save to portal for client/partner review

Example 2: Estate Sale Opportunity

Target probate/estate properties with motivated sellers

AI Workflow

AI identifies estate indicators, ownership duration, and market timing signals

MCP Verification

MCP cross-references probate filings, death records, and title transfers

Interactive Calculator

Cash Offer Calculator

Output & Sharing

Create instant cash offer letter with comps → export to DocuSign for e-signature

Example 1: Multi-Family Value-Add

Properties with below-market rents and 15%+ cap rate potential

AI Workflow

AI compares current vs. market rents, analyzes tenant turnover, and projects stabilized NOI

MCP Verification

MCP verifies rent rolls, lease terms, tenant credit scores, and building code compliance

Interactive Calculator

Cap Rate & Cash-on-Cash Calculator

Output & Sharing

Generate investor package with 10-year cash flow projections → share via client portal

Example 1: Forced Appreciation Play

Buy distressed, rehab, rent, refinance at higher value, repeat

AI Workflow

AI models post-rehab value, rental comps, and refinance feasibility at 75% LTV

MCP Verification

MCP validates appraisal accuracy, contractor licensing, and lender refinance criteria

Interactive Calculator

BRRRR Analysis Calculator

Output & Sharing

Build complete BRRRR workflow doc with timeline, budget, and exit strategy → save to deal folder

Example 1: Quick Flip to Cash Buyer

Distressed properties with 20%+ equity spread for wholesale assignment

AI Workflow

AI calculates wholesale fee based on comparable assignment spreads and buyer demand

MCP Verification

MCP confirms assignable contract terms, buyer pre-qualification, and title insurability

Interactive Calculator

Wholesale Assignment Calculator

Output & Sharing

Generate assignment agreement with buyer/seller details → route for digital signature

🚀 Unified AI Intelligence Hub

Mission Control: Your AI-Powered Command Center

Mission Control transforms your CRM from a passive database into an active intelligence platform that surfaces actionable insights across all your data. Instead of hunting for information, Mission Control brings the right actions to you—when you need them most.

🎯 Confidence-Weighted Transparency

The Game Changer: AI shows MORE explanation when LESS confident. Trust multiplication through progressive disclosure.

94%

High Confidence (90%+)

✓ Minimal explanation
✓ One-click action
✓ Fast decisions

Example: Send school report → 3 seconds

89%

Medium Confidence (70-89%)

⚡ Context shown by default
⚡ Balanced speed + safety
⚡ Quick review

Example: Property match → 8 seconds

72%

Low Confidence (<70%)

⚠️ Full explainability required
⚠️ Multiple options presented
⚠️ Human judgment needed

Example: Email draft → 25 seconds

❌ Traditional CRMs (Data-First)

1. Show property details2. Agent figures out what to do3. Multiple clicks to take action4. Generic recommendations5. Result: 5-10 minutes per decision

✓ Mission Control (Action-First)

1. Show prioritized actions2. Context embedded in action cards3. One-click execution4. Learns YOUR success patterns5. Result: 30 seconds per decision (10x faster)

🔗 Intelligence Fabric: Connected Insights Across Your Business

Mission Control doesn't just show isolated data points—it creates connections between documents, properties, contacts, deals, and tasks. One insight automatically enhances everything else.

📄 Document Intelligence: Technical Cross-Linking

Real API integration, not just features. Upload contract → AI analysis → automatic cross-linking:

• Property Intelligence API: getPropertyIntelligenceWithDocuments()• Deal Health Indicators: Contract risk scores on deal cards• Lead Score Boosting: +25 points for financial qualification• Auto-Task Creation: High-risk clauses → review tasks

🎯 8+ Intelligence Sources: Real Implementation

Every decision enhanced by actual data connections:

• AI Strategic Recommendations (MissionControlAggregator)• Lead Opportunity Scoring (LeadIntelligenceService + docs)• Investment Calculator Analysis (6 calculator types)• Task & Deadline Tracking (auto-generated from docs)• Deal Health Monitoring (computed from contracts + activity)• Property Market Intelligence (ATTOM + FRED economics)• Note AI Insights (contextual analysis)• Document Risk Assessment (95% accuracy scoring)

📄 Document Intelligence: The Glue That Connects Everything

Mission Control Demo - Document Intelligence as the Glue

What You'll See in the Demo:

📄 Document UploadUpload contract → AI analyzes risks instantly

🎯 Priority FeedHigh-risk items surface first with confidence scores

🔗 Intelligence FabricOne insight automatically updates contacts, deals, tasks

⚡ One-Click ActionsApprove analysis → auto-create tasks → boost lead scores

🤝 Warm IntroductionsAI ranks who can open doors fastest

🕸 Network HealthSee strong vs at-risk connections instantly

🚨 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.

Feature	Traditional CRM	Mission Control
Data Organization	Siloed by entity type	Connected Intelligence Fabric
Insight Discovery	Manual reports	Auto-surfaced by priority
Decision Time	10-15 minutes	30 seconds (average)
Cross-Entity Linking	Manual lookups	Automatic with one-click navigation
Document Intelligence	Static file storage	Active risk analysis + auto-tasks
Lead Scoring	Rules-based	AI + document qualification
Deal Health	Manual tracking	Auto-computed from documents + activity
Relationship Introductions	None / Manual outreach	Ranked warm paths + suggested messages
Network Health	Invisible until failure	Real-time strength + risk factors
At-Risk Relationships	Reactive after silence	Early decay detection with alerts
Path Discovery	Manual research & guesswork	Multi-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.

🤖

6 MCP AI Servers

Specialized AI for documents, properties, CRM, calculators, market data, and workflows. Each server fine-tuned for its domain with 95%+ accuracy.

📊

Confidence-Weighted UI

94% confidence = 1-click action. 89% = quick review. 72% = full explanation. Progressive disclosure based on AI certainty levels.

🔗

Intelligence Fabric

One document analysis automatically updates properties, deals, leads, and tasks. Real-time sync across all components via WebSocket coordination.

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

⏱️ Time Savings Per Week (Average Real Estate Agent)

Mission Control doesn't just speed up individual tasks—it transforms your entire workflow, giving you back hours each week for what matters most: selling.

5h

Document Review

Manual contract analysis↓ 30 minutes (90% reduction)

3h

Lead Prioritization

Manual scoring and research↓ 15 minutes (92% reduction)

2h

Deal Health Checks

Manual status tracking↓ 10 minutes (92% reduction)

4h

Task Management

Manual task creation and tracking↓ 20 minutes (92% reduction)

Total: 14 hours saved per week

= 1.75 workdays = 35% more selling time

⚡ Real-World Speed: From 15 Minutes to 30 Seconds

Traditional CRM Workflow (15 minutes):

1. Check email for new contract (2 min)2. Open PDF and read through manually (5 min)3. Research missing clauses online (3 min)4. Update contact record (2 min)5. Create follow-up task (3 min)

Mission Control Workflow (30 seconds):

1. Upload contract in AI chat (5 sec)2. Mission Control shows "High-Risk Contract" (3 sec)3. Click "View Analysis" → see missing clauses (10 sec)4. Click "Approve & Save" → auto-updates everything (12 sec)

Result: 30x faster decisions with complete context and automated follow-ups

🚀 New Feature

AI-Powered Deal Pipelines That Think

Stop using static spreadsheets. Build intelligent pipelines that validate properties, trigger automations, and guide deals to close.

Traditional Pipeline Tools

Manual stage creation (30+ minutes)Static, one-size-fits-all workflowsNo property validationZero AI integrationAgents skip CRM, use spreadsheets

OrbiLattice AI Pipelines

AI generates stages from natural language (2 minutes)8 real estate-specific templates (Listing, BRRRR, Wholesale)Property checks validate ARV, repair budgets, liensMCP tools auto-trigger: Calculator → CMA → Intelligence10x faster setup, 3x higher adoption

AI-Powered Automations

When deals enter 'Analysis' stage, automatically run calculator, generate CMA, and create intelligence report. The system works while you sleep.

Start with Battle-Tested Templates

BRRRR Strategy: 7 templates

Fix & Flip: 8 templates

Wholesale: 8 templates

Cash Flow Rentals: 10 templates

🤝 Network Intelligence That Works For Real Estate

Turn Your Network Into Your Competitive Advantage

Stop guessing who knows who. Our relationship intelligence engine analyzes your network to surface warm introduction paths, identify at-risk relationships, and map the optimal route to any contact—before you ask.

3.2x

Faster Deal Close

+215% ROI

94%

Introduction Success

vs 23% cold

14 days

Early Risk Detection

Before silence

2.7 hops

Avg Path Length

4-min analysis

🔥 The Cold Outreach Problem

❌ Traditional Approach

Manual LinkedIn stalking to find mutual connections
Awkward 'Do you know...?' messages to your network
Cold emails with 2-5% reply rates
Relationships decay silently until deals fall through
No visibility into network health or strength trends

✅ Relationship Intelligence

AI ranks warm introduction paths by strength + recency
Suggested message templates based on relationship context
Multi-hop path discovery: 'You → Sarah → Mike → Target'
Early decay alerts 14 days before relationships go cold
Real-time network health dashboard with strength trends

🎯 Three Game-Changing Capabilities

Warm Introductions

AI analyzes transaction history, email patterns, and deal involvement to rank who can open doors fastest.

Introduction value scoring (0-100)
Path strength + bottleneck analysis
Suggested outreach messages
One-click AI chat integration

Network Health

See your relationship portfolio at a glance: strong connections, emerging opportunities, and decay risks.

Real-time strength metrics
Engagement trend detection
Key connection highlighting
Activity recency scoring

Path Finder

Multi-hop BFS pathfinding to map the optimal warm route to any target contact in your network.

Up to 3-hop path discovery
Strength-weighted routing
Bottleneck identification
Alternative path suggestions

💡 See It In Action

🤝 Warm Introduction Demo

Watch AI rank your best connectors and suggest outreach messages in seconds.

Target: Commercial Property Owner (cold)Best Path: Sarah Martinez (shared 3 deals)Introduction Value: 87/100Path Strength: 92% (last contact 4 days ago)

Suggested Message:

"Hi Sarah, hope the Riverside deal closed smoothly! I'm working with a commercial investor who might be a great fit for your portfolio strategy. Would you be open to a quick intro?"

⚙️ How It Works (Technical Implementation)

Not magic—actual graph algorithms and NLP analysis running on your data.

AI Analysis Engine

NLP on emails, notes, and deal histories
Recency + frequency scoring algorithms
Deal co-involvement weighting (1-3x multiplier)
Temporal decay models for relationship health

Graph Algorithms

Breadth-first search (BFS) for path discovery
Strength-weighted edge traversal
Bottleneck detection (min strength in path)
5-min cache with real-time invalidation

📊 Real Results From Beta Users

3.2x

Faster deal close with warm intros vs cold outreach

94%

Introduction success rate (vs 23% cold email)

68%

Reduction in lost deals from decayed relationships

4 min

Average time from target selection to warm intro path

Ready to Turn Cold Outreach Into Warm Introductions?

Join beta users closing deals 3.2x faster with relationship intelligence that actually works.

No credit card required

14-day free trial

Full feature access

Cancel anytime

The AI-First Real Estate Platform

Built for Investors. Loved by Agents. Engineered for Team-Scale Growth.

Analyze. Execute. Share. Repeat.

Agentic workflows that run CMAs, generate documents, and drive next actions—with explainability and human-in-the-loop control.

🎓 AI That Explains: confidence scores + reasoning trails

🤖 AI That Executes: CMAs, docs, follow-ups in clicks

📤 AI That Shares: branded PDFs + client portals

🤝 AI That Connects: warm intros + deal matching

Integrates with your favorite tools

gmail

slack

hubspot

docusign

calendly

stripe

✓

30-day free trial

🎁

Beta: BETA50 = 50% off 6 months

✓

Cancel anytime

🤯 The Real Pain Points

Stop Losing Deals to Manual Data Entry

Every retype, missed enrichment, and manual CMA costs you time and deals. AI should propose changes—you should approve, not retype.

"Monday morning: 47 new leads in your inbox. By Friday, you've manually scored 200+ leads, copied 50 property addresses into spreadsheets, and spent 6 hours on data entry. Your competitor using OrbiLattice? They clicked one button. AI analyzed all 47 leads overnight, ranked the top 10, pre-filled property data, and generated CMAs. They're already making offers while you're still typing."

Solved: AI Auto-fills

“I retype the same data 5 times”

Copy from MLS to CRM. Manually enter in forms. Re-enter for CMAs. Update across multiple systems. Nothing syncs automatically.

Solved: Instant ATTOM CMA

“CMAs take 30+ minutes”

Manual comp searches. Copy-paste from multiple sources. Format reports. No instant valuations or confidence scores.

Solved: Doc Intelligence

“Documents don’t extract”

PDFs sit unopened. Manual review for every field. No confidence scores. Errors compound without detection.

From Lead to Close: Active Orchestration

See how our 5 Orchestration Loops work together to turn manual tasks into a self-driving money-making machine.

Instant

Capture & Discovery

New lead enters from Zillow, website, or email. The Capture Loop instantly engages.

Auto-capture from any sourceAI initial response0-100 Lead Scoring

Automated

Intelligence & Scoring

The Intelligence Loop analyzes property, market data, and lead intent simultaneously.

Property valuation (AVM)Investment potential checkBuyer intent classification

Smart

Pipeline Orchestration

The Pipeline Loop orchestrates the next steps based on AI score.

High score → Fast trackInvestor → ROI CalculatorSeller → CMA Generation

Done

Active Agent Execution

The Active Agent Loop executes complex tasks: generating docs, pulling comps, scheduling.

Generate branded CMA PDFDraft offer letterSync to Google Calendar

🚀 Powered by 64+ MCP Tools & 71 AI Features

ATTOM 155M+ Properties • Bring Your Own Data Sources • Document Intelligence • DocuSign • OpenAI GPT

🚀 Unified AI Intelligence Hub

Mission Control: Your AI-Powered Command Center

Mission Control transforms your CRM from a passive database into an active intelligence platform that surfaces actionable insights across all your data. Instead of hunting for information, Mission Control brings the right actions to you—when you need them most.

🎯 Confidence-Weighted Transparency

The Game Changer: AI shows MORE explanation when LESS confident. Trust multiplication through progressive disclosure.

94%

High Confidence (90%+)

✓ Minimal explanation
✓ One-click action
✓ Fast decisions

Example: Send school report → 3 seconds

89%

Medium Confidence (70-89%)

⚡ Context shown by default
⚡ Balanced speed + safety
⚡ Quick review

Example: Property match → 8 seconds

72%

Low Confidence (<70%)

⚠️ Full explainability required
⚠️ Multiple options presented
⚠️ Human judgment needed

Example: Email draft → 25 seconds

❌ Traditional CRMs (Data-First)

1. Show property details2. Agent figures out what to do3. Multiple clicks to take action4. Generic recommendations5. Result: 5-10 minutes per decision

✓ Mission Control (Action-First)

1. Show prioritized actions2. Context embedded in action cards3. One-click execution4. Learns YOUR success patterns5. Result: 30 seconds per decision (10x faster)

🔗 Intelligence Fabric: Connected Insights Across Your Business

Mission Control doesn't just show isolated data points—it creates connections between documents, properties, contacts, deals, and tasks. One insight automatically enhances everything else.

📄 Document Intelligence: Technical Cross-Linking

Real API integration, not just features. Upload contract → AI analysis → automatic cross-linking:

🎯 8+ Intelligence Sources: Real Implementation

Every decision enhanced by actual data connections:

📄 Document Intelligence: The Glue That Connects Everything

What You'll See in the Demo:

📄 Document UploadUpload contract → AI analyzes risks instantly

🎯 Priority FeedHigh-risk items surface first with confidence scores

🔗 Intelligence FabricOne insight automatically updates contacts, deals, tasks

⚡ One-Click ActionsApprove analysis → auto-create tasks → boost lead scores

🤝 Warm IntroductionsAI ranks who can open doors fastest

🕸 Network HealthSee strong vs at-risk connections instantly

🚨 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.

Feature	Traditional CRM	Mission Control
Data Organization	Siloed by entity type	Connected Intelligence Fabric
Insight Discovery	Manual reports	Auto-surfaced by priority
Decision Time	10-15 minutes	30 seconds (average)
Cross-Entity Linking	Manual lookups	Automatic with one-click navigation
Document Intelligence	Static file storage	Active risk analysis + auto-tasks
Lead Scoring	Rules-based	AI + document qualification
Deal Health	Manual tracking	Auto-computed from documents + activity
Relationship Introductions	None / Manual outreach	Ranked warm paths + suggested messages
Network Health	Invisible until failure	Real-time strength + risk factors
At-Risk Relationships	Reactive after silence	Early decay detection with alerts
Path Discovery	Manual research & guesswork	Multi-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.

🤖

6 MCP AI Servers

Specialized AI for documents, properties, CRM, calculators, market data, and workflows. Each server fine-tuned for its domain with 95%+ accuracy.

📊

Confidence-Weighted UI

94% confidence = 1-click action. 89% = quick review. 72% = full explanation. Progressive disclosure based on AI certainty levels.

🔗

Intelligence Fabric

One document analysis automatically updates properties, deals, leads, and tasks. Real-time sync across all components via WebSocket coordination.

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

⏱️ Time Savings Per Week (Average Real Estate Agent)

Mission Control doesn't just speed up individual tasks—it transforms your entire workflow, giving you back hours each week for what matters most: selling.

5h

Document Review

Manual contract analysis↓ 30 minutes (90% reduction)

3h

Lead Prioritization

Manual scoring and research↓ 15 minutes (92% reduction)

2h

Deal Health Checks

Manual status tracking↓ 10 minutes (92% reduction)

4h

Task Management

Manual task creation and tracking↓ 20 minutes (92% reduction)

Total: 14 hours saved per week

= 1.75 workdays = 35% more selling time

⚡ Real-World Speed: From 15 Minutes to 30 Seconds

Traditional CRM Workflow (15 minutes):

1. Check email for new contract (2 min)2. Open PDF and read through manually (5 min)3. Research missing clauses online (3 min)4. Update contact record (2 min)5. Create follow-up task (3 min)

Mission Control Workflow (30 seconds):

Result: 30x faster decisions with complete context and automated follow-ups

The Single Platform for Real Estate Intelligence

From property discovery to deal close—powered by AI that learns your market and automates your workflow

🤖 AI-Powered Property Discovery

Properties That Find Themselves

33 proven search templates + performance metrics + bulk market analysis. AI that knows which strategies work for your market and shows you exactly why.

The Game Changer: AI-First Property Search

Traditional Property Search

20+ confusing filter fields
Users guess what to search
5+ minutes to configure
Empty results = frustration

Result: Most users give up before finding properties

AI Property Discovery

33 proven strategy templates
AI suggests what works for your market
10 seconds to search multiple markets
Performance metrics show conversion rates

Result: Properties find YOU, not the other way around

Data-Driven Template Selection

Performance Metrics

Every template shows real conversion rates from your team's deals

89% conversion rate badge
Deal value tracking
Properties viewed count

Bulk Market Search

Search 3+ markets simultaneously with one click

Parallel market analysis
Side-by-side comparisons
10x productivity boost

AI Template Suggestions

AI analyzes your deal history and suggests optimal strategies

Personalized recommendations
Success pattern learning
Market-specific optimization

33 Battle-Tested Strategy Templates

Example 1: Distressed Property Flip

Find properties with high equity, minimal liens, deferred maintenance

AI Workflow

AI analyzes property condition, equity position, and comparable sales to estimate ARV and repair costs

MCP Verification

MCP validates title status, lien searches, permit history, and municipal code violations

Interactive Calculator

Fix & Flip ROI Calculator

Output & Sharing

Generate detailed flip analysis PDF with MAO, ARV, repair budget → save to portal for client/partner review

Example 2: Estate Sale Opportunity

Target probate/estate properties with motivated sellers

AI Workflow

AI identifies estate indicators, ownership duration, and market timing signals

MCP Verification

MCP cross-references probate filings, death records, and title transfers

Interactive Calculator

Cash Offer Calculator

Output & Sharing

Create instant cash offer letter with comps → export to DocuSign for e-signature

Example 1: Multi-Family Value-Add

Properties with below-market rents and 15%+ cap rate potential

AI Workflow

AI compares current vs. market rents, analyzes tenant turnover, and projects stabilized NOI

MCP Verification

MCP verifies rent rolls, lease terms, tenant credit scores, and building code compliance

Interactive Calculator

Cap Rate & Cash-on-Cash Calculator

Output & Sharing

Generate investor package with 10-year cash flow projections → share via client portal

Example 1: Forced Appreciation Play

Buy distressed, rehab, rent, refinance at higher value, repeat

AI Workflow

AI models post-rehab value, rental comps, and refinance feasibility at 75% LTV

MCP Verification

MCP validates appraisal accuracy, contractor licensing, and lender refinance criteria

Interactive Calculator

BRRRR Analysis Calculator

Output & Sharing

Build complete BRRRR workflow doc with timeline, budget, and exit strategy → save to deal folder

Example 1: Quick Flip to Cash Buyer

Distressed properties with 20%+ equity spread for wholesale assignment

AI Workflow

AI calculates wholesale fee based on comparable assignment spreads and buyer demand

MCP Verification

MCP confirms assignable contract terms, buyer pre-qualification, and title insurability

Interactive Calculator

Wholesale Assignment Calculator

Output & Sharing

Generate assignment agreement with buyer/seller details → route for digital signature

🚀 Unified AI Intelligence Hub

Mission Control: Your AI-Powered Command Center

Mission Control transforms your CRM from a passive database into an active intelligence platform that surfaces actionable insights across all your data. Instead of hunting for information, Mission Control brings the right actions to you—when you need them most.

🎯 Confidence-Weighted Transparency

The Game Changer: AI shows MORE explanation when LESS confident. Trust multiplication through progressive disclosure.

94%

High Confidence (90%+)

✓ Minimal explanation
✓ One-click action
✓ Fast decisions

Example: Send school report → 3 seconds

89%

Medium Confidence (70-89%)

⚡ Context shown by default
⚡ Balanced speed + safety
⚡ Quick review

Example: Property match → 8 seconds

72%

Low Confidence (<70%)

⚠️ Full explainability required
⚠️ Multiple options presented
⚠️ Human judgment needed

Example: Email draft → 25 seconds

❌ Traditional CRMs (Data-First)

1. Show property details2. Agent figures out what to do3. Multiple clicks to take action4. Generic recommendations5. Result: 5-10 minutes per decision

✓ Mission Control (Action-First)

1. Show prioritized actions2. Context embedded in action cards3. One-click execution4. Learns YOUR success patterns5. Result: 30 seconds per decision (10x faster)

🔗 Intelligence Fabric: Connected Insights Across Your Business

Mission Control doesn't just show isolated data points—it creates connections between documents, properties, contacts, deals, and tasks. One insight automatically enhances everything else.

📄 Document Intelligence: Technical Cross-Linking

Real API integration, not just features. Upload contract → AI analysis → automatic cross-linking:

🎯 8+ Intelligence Sources: Real Implementation

Every decision enhanced by actual data connections:

📄 Document Intelligence: The Glue That Connects Everything

What You'll See in the Demo:

📄 Document UploadUpload contract → AI analyzes risks instantly

🎯 Priority FeedHigh-risk items surface first with confidence scores

🔗 Intelligence FabricOne insight automatically updates contacts, deals, tasks

⚡ One-Click ActionsApprove analysis → auto-create tasks → boost lead scores

🤝 Warm IntroductionsAI ranks who can open doors fastest

🕸 Network HealthSee strong vs at-risk connections instantly

🚨 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.

Feature	Traditional CRM	Mission Control
Data Organization	Siloed by entity type	Connected Intelligence Fabric
Insight Discovery	Manual reports	Auto-surfaced by priority
Decision Time	10-15 minutes	30 seconds (average)
Cross-Entity Linking	Manual lookups	Automatic with one-click navigation
Document Intelligence	Static file storage	Active risk analysis + auto-tasks
Lead Scoring	Rules-based	AI + document qualification
Deal Health	Manual tracking	Auto-computed from documents + activity
Relationship Introductions	None / Manual outreach	Ranked warm paths + suggested messages
Network Health	Invisible until failure	Real-time strength + risk factors
At-Risk Relationships	Reactive after silence	Early decay detection with alerts
Path Discovery	Manual research & guesswork	Multi-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.

🤖

6 MCP AI Servers

Specialized AI for documents, properties, CRM, calculators, market data, and workflows. Each server fine-tuned for its domain with 95%+ accuracy.

📊

Confidence-Weighted UI

94% confidence = 1-click action. 89% = quick review. 72% = full explanation. Progressive disclosure based on AI certainty levels.

🔗

Intelligence Fabric

One document analysis automatically updates properties, deals, leads, and tasks. Real-time sync across all components via WebSocket coordination.

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

⏱️ Time Savings Per Week (Average Real Estate Agent)

Mission Control doesn't just speed up individual tasks—it transforms your entire workflow, giving you back hours each week for what matters most: selling.

5h

Document Review

Manual contract analysis↓ 30 minutes (90% reduction)

3h

Lead Prioritization

Manual scoring and research↓ 15 minutes (92% reduction)

2h

Deal Health Checks

Manual status tracking↓ 10 minutes (92% reduction)

4h

Task Management

Manual task creation and tracking↓ 20 minutes (92% reduction)

Total: 14 hours saved per week

= 1.75 workdays = 35% more selling time

⚡ Real-World Speed: From 15 Minutes to 30 Seconds

Traditional CRM Workflow (15 minutes):

1. Check email for new contract (2 min)2. Open PDF and read through manually (5 min)3. Research missing clauses online (3 min)4. Update contact record (2 min)5. Create follow-up task (3 min)

Mission Control Workflow (30 seconds):

Result: 30x faster decisions with complete context and automated follow-ups

🚀 New Feature

AI-Powered Deal Pipelines That Think

Stop using static spreadsheets. Build intelligent pipelines that validate properties, trigger automations, and guide deals to close.

Traditional Pipeline Tools

Manual stage creation (30+ minutes)Static, one-size-fits-all workflowsNo property validationZero AI integrationAgents skip CRM, use spreadsheets

OrbiLattice AI Pipelines

AI-Powered Automations

When deals enter 'Analysis' stage, automatically run calculator, generate CMA, and create intelligence report. The system works while you sleep.

Start with Battle-Tested Templates

BRRRR Strategy: 7 templates

Fix & Flip: 8 templates

Wholesale: 8 templates

Cash Flow Rentals: 10 templates

🤝 Network Intelligence That Works For Real Estate

Turn Your Network Into Your Competitive Advantage

Stop guessing who knows who. Our relationship intelligence engine analyzes your network to surface warm introduction paths, identify at-risk relationships, and map the optimal route to any contact—before you ask.

3.2x

Faster Deal Close

+215% ROI

94%

Introduction Success

vs 23% cold

14 days

Early Risk Detection

Before silence

2.7 hops

Avg Path Length

4-min analysis

🔥 The Cold Outreach Problem

❌ Traditional Approach

Manual LinkedIn stalking to find mutual connections
Awkward 'Do you know...?' messages to your network
Cold emails with 2-5% reply rates
Relationships decay silently until deals fall through
No visibility into network health or strength trends

✅ Relationship Intelligence

AI ranks warm introduction paths by strength + recency
Suggested message templates based on relationship context
Multi-hop path discovery: 'You → Sarah → Mike → Target'
Early decay alerts 14 days before relationships go cold
Real-time network health dashboard with strength trends

🎯 Three Game-Changing Capabilities

Warm Introductions

AI analyzes transaction history, email patterns, and deal involvement to rank who can open doors fastest.

Introduction value scoring (0-100)
Path strength + bottleneck analysis
Suggested outreach messages
One-click AI chat integration

Network Health

See your relationship portfolio at a glance: strong connections, emerging opportunities, and decay risks.

Real-time strength metrics
Engagement trend detection
Key connection highlighting
Activity recency scoring

Path Finder

Multi-hop BFS pathfinding to map the optimal warm route to any target contact in your network.

Up to 3-hop path discovery
Strength-weighted routing
Bottleneck identification
Alternative path suggestions

💡 See It In Action

🤝 Warm Introduction Demo

Watch AI rank your best connectors and suggest outreach messages in seconds.

Target: Commercial Property Owner (cold)Best Path: Sarah Martinez (shared 3 deals)Introduction Value: 87/100Path Strength: 92% (last contact 4 days ago)

Suggested Message:

"Hi Sarah, hope the Riverside deal closed smoothly! I'm working with a commercial investor who might be a great fit for your portfolio strategy. Would you be open to a quick intro?"

⚙️ How It Works (Technical Implementation)

Not magic—actual graph algorithms and NLP analysis running on your data.

AI Analysis Engine

NLP on emails, notes, and deal histories
Recency + frequency scoring algorithms
Deal co-involvement weighting (1-3x multiplier)
Temporal decay models for relationship health

Graph Algorithms

Breadth-first search (BFS) for path discovery
Strength-weighted edge traversal
Bottleneck detection (min strength in path)
5-min cache with real-time invalidation

📊 Real Results From Beta Users

3.2x

Faster deal close with warm intros vs cold outreach

94%

Introduction success rate (vs 23% cold email)

68%

Reduction in lost deals from decayed relationships

4 min

Average time from target selection to warm intro path

Ready to Turn Cold Outreach Into Warm Introductions?

Join beta users closing deals 3.2x faster with relationship intelligence that actually works.

No credit card required

14-day free trial

Full feature access

Cancel anytime

⚡ Game Changer

MCP-Native Workflow Orchestration

Zapier for real estate, powered by AI agents. Connect calculators, CMA generation, property intelligence, marketing campaigns, and Opportunity Funnels in visual workflows.

[Visual Workflow Builder Diagram: Trigger → Condition → Action]

Trigger: New Lead

→

AI: Score Lead

→

MCP: Generate CMA

Visual Node Editor

Drag-and-drop interface to build complex logic without writing a single line of code.

64+ MCP Tools

Native integration with calculators, intelligence engines, marketing campaigns, and Opportunity Funnels.

AI Suggestions

AI analyzes your goals and suggests optimal workflow steps to achieve them.

Why OrbiLattice Workflows?

Real estate MCP tools (competitors don't have these)AI-powered suggestions for optimal pathsNative property intelligence integrationExplainable execution with full audit trailsBuilt for Real Estate, Not Generic Tasks

🎓 Our Competitive Moat

See the 'Why' Behind Every AI Decision

Other CRMs say 'trust our AI.' We show our work. Every recommendation includes factor breakdowns, confidence scores, and reasoning trails—built from Phase 3 explainability infrastructure.

Confidence‑Weighted AI

Persistent AI Workspace

Zero Context Loss

1‑Click Actions

Learns Your Patterns

10x Faster Decisions

❌Traditional "Black Box" AI

"This lead has an 87% score" (why?)"AI suggests sending this property" (based on what?)"High confidence match" (how was this calculated?)Result: Agents don't trust AI, fall back to manual work

✓OrbiLattice Explainable AI

"87% based on: 3 showings (40%), budget match (30%), response time (17%)""Property matches because: location preference (92%), price range (88%), bed/bath fit (95%)""High confidence from: 8 similar past matches → 75% conversion rate"Result: 10x faster decisions with full trust

🔍 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

0-100% probability with historical accuracy tracking for each model

Source Attribution

Every data point labeled: ATTOM, FRED, AI-generated, or user-entered

💡 Real Example: Property Recommendation Explanation

AI Recommendation: Send 123 Oak Street to Marcus Chen

Confidence: 94/100 • Generated: 2 minutes ago

Why This Property Matches:

• Location Preference: 92% match — Within 0.8 mi of Marcus's saved "Riverside District" search• Price Range: 88% match — $485K listing fits his $450K-$520K pre-qual range• Property Features: 95% match — 3 bed / 2.5 bath matches his "must-have" filter criteria• Timing: High urgency — New listing (6 hours ago), hot market with 12-day average DOM

Historical Pattern Analysis:

Marcus viewed 8 similar properties in Riverside District over the last 3 weeks. 5 of those resulted in showing requests within 48 hours. Buyers with this engagement pattern in your pipeline convert at 68% within 30 days.

AI-Generated Action Plan:

1. Send Property Alert — Include neighborhood school ratings (89% confidence this increases click-through)2. Attach CMA — Show 3-year appreciation trend for Riverside (he opened this doc on 2 previous listings)3. Follow-Up Timing — Call within 4 hours if no response (his avg. response window is 6 hours)

Expected Outcome: 68% probability of showing request within 48 hours (based on 24 similar scenarios from your last 50 deals)

Start Free Trial

🎉 NEW FEATURE

Transaction Intelligence & Portfolio Lifecycle

AI-powered risk analysis, compliance vetting, and deal probability scoring—plus complete BRRRR investment lifecycle from acquisition to refinance and exit. Automatically available in chat, API, and UI.

0-100 Score

Risk Scoring

AI analyzes transaction data, pricing anomalies, timeline risks, and compliance issues to generate a 0-100 risk score with full explainability.

Pricing anomaly detection
Timeline risk assessment
Compliance flag detection

Interactive Demo

Risk Score72/100

⚠ High risk - requires detailed review

Probability %

Deal Probability

Predictive scoring based on market conditions, buyer/seller behavior, and historical close rates. AI learns from your successful transactions.

Market alignment check
Buyer behavior analysis
Historical pattern matching

Interactive Demo

Close Probability85%

✓ High probability - prioritize this deal

Auto-Vet

Approval Vetting

Automatic compliance review, legal risk assessment, and approval recommendation with detailed reasoning for every decision.

Fair Housing compliance
Legal risk flagging
Approval recommendations

How It Works

1. Automatic Compliance ScreeningEvery transaction automatically checked against Fair Housing Act, RESPA, and state-specific regulations

2. Legal Risk AssessmentAI identifies potential legal issues, contract discrepancies, and missing required disclosures

3. Approval RecommendationClear approve/review/reject recommendation with detailed reasoning and suggested corrections

✓ Full audit trail maintained

🔄 Complete BRRRR Investment Lifecycle

From acquisition to portfolio management, refinance equity extraction, and strategic exit—OrbiLattice manages the complete investment property lifecycle with network intelligence for your next deal.

1. BUY

Property Discovery → Deal Conversion

AI property search
Start deal transaction
Close & promote to portfolio

2. REHAB & RENT

Renovation & Rental Stabilization

Property rehabilitation
Tenant screening & leasing
Cash flow tracking

3. REFINANCE

Equity Extraction & Capital Recycling

One-click refinance initiation
75-80% LTV cash-out
Capital available for next deal

4. EXIT / REPEAT

Strategic Sale or Hold & Repeat

One-click sale transaction
Network intelligence enrichment
Reinvest for portfolio scaling

Network Intelligence: Every transaction enriches relationship data—previous owners from sales history, current ownership, agent contacts, lender relationships—creating warm introduction opportunities for off-market deal sourcing.Learn Portfolio Management →

🚀 Multi-Modal Access: Chat, API & UI

Transaction Intelligence tools are automatically available everywhere—no separate configuration needed

AI Chat Integration

"Analyze transaction ABC-123"
AI automatically calls transaction.generate_intelligence and returns risk scores, probability, and recommendations—all in natural language.

Zero config

Direct API Calls

POST /api/mcp/tools/call
Integrate with your existing workflows via REST API. Batch process up to 10 transactions simultaneously with intelligent caching.

REST + GraphQL

Frontend Component

Click any transaction row
TransactionDetailDialog opens with AI Intelligence tab showing gradient risk cards, probability scores, and explainability factors—beautiful and actionable.

Click-to-view

Automatic Observability

Every MCP tool call is tracked via MCPObservabilityService—no manual logging. View metrics at /api/mcp/observability/metrics for adoption tracking, performance monitoring, and usage analytics.

Automatic metrics collection
Performance tracking
Error rate monitoring
Usage analytics

Production-Ready Quality

Type-safe Zod schemas, comprehensive error handling, intelligent caching (1-hour TTL), and integration with ExplainabilityAI + GuardrailService for audit trails and compliance.

Type-safe with Zod
Intelligent caching
Error handling & retries
Full audit trails

✅ One Switch Covers Chat, API, and UI

Turn on Transaction Intelligence once and every channel lights up. Agents trigger actions from chat, developers tap the same decisions by API, and coordinators see it live in the UI—no duplicate setup, no parallel playbooks, just the same lift you saw with CMA.

Start Free Trial Read Documentation →

🧠 Automated Lead Intelligence

Leads That Find Themselves

Stop entering leads manually. Our AI automatically identifies high-value prospects from property ownership patterns, market activity, and user behavior—then scores them with full explainability.

The Game Changer: Automated Lead Derivation

❌Traditional CRMs

Manually enter every leadHope for form submissionsGeneric scoring (if any)No insight into "why"Result: Miss 80% of opportunities

✓Our Lead Intelligence

Automatically derives leads from property dataMulti-signal scoring (0-100 scale)Explainable AI shows scoring factorsAuto-prioritize hot opportunitiesResult: Never miss a qualified prospect

Four Automated Lead Sources

Property-Owner Leads

Identify potential sellers from ownership patterns in ATTOM data

• High equity ($300K+)• Long-term ownership (5+ years)• Recent renovations• Estate/probate indicators

Buyer/Investor Leads

Detect active buyers from search patterns and platform behavior

• Repeat property searches• CMA requests• High-value filtering• Portfolio behavior

Listing/Public Data

Monitor MLS status changes and public records automatically

• Pre-listing status• FSBO listings• Expired listings• New construction

Skip Trace Enrichment

Batch contact enrichment with multi-provider skip trace integration

• Phone/email discovery• Motivation tag scoring• Priority queue system• AI contact intelligence

Multi-Signal Lead Scoring (0-100)

Every lead scored across 4 dimensions with complete explainability—see exactly why each lead is hot, warm, or cold

Financial Signals

30%

• Equity position• Mortgage status• Loan-to-value ratio• Property value

Behavioral Signals

30%

• Property views• CMA requests• Search frequency• Activity recency

Engagement Signals

20%

• Email opens• Portal visits• SMS responses• Contact frequency

Market Signals

20%

• Days on market• Price growth• Inventory level• Local demand

Automatic Priority Classification

🔥 Hot Leads

80-100

✓ Auto-assign to top agent✓ Call within 24 hours✓ Send personalized CMA

🌤 Warm Leads

50-79

✓ 7-day follow-up sequence✓ Automated CMA delivery✓ Weekly check-in

❄️ Cold Leads

0-49

✓ Monthly newsletter✓ Nurture campaigns✓ Monitor for activity

💡 Real Example: Explainable Lead Scoring

Sarah Johnson - Score: 87/100 (Hot Lead) 🔥

Scoring Breakdown:

• Financial (26/30): $450K equity, 15% LTV, mortgage-free• Behavioral (28/30): 8 property views, 2 CMA requests, active today• Engagement (18/20): 85% email open rate, 3 portal visits this week• Market (15/20): Hot market (18 day DOM), 8% price growth YoY

AI Recommendation:

This lead shows strong buying intent with high financial capacity. Recent activity spike (3 searches this week) combined with solid engagement history suggests immediate opportunity. Action: Call within 24 hours, send personalized CMA for viewed properties.

Learn How It Works

🤖 Your Persistent AI Co-Pilot

AI Workspace: Context That Flows With You

The only CRM where context never gets lost. From lead insight to closed deal, every conversation, note, and task flows seamlessly—like Apple's Handoff, but for your entire real estate workflow.

❌Traditional CRMs: Context Lost

14 clicks across 3 screens to log one client interactionContext disappears when switching between leads/deals10 minutes to create tasks from meeting notesOnly 30% context retention—you forget critical detailsResult: Miss opportunities, duplicate work, client frustration

✓AI Workspace: Zero Context Loss

One click from Mission Control to full workspaceContext enriches as you move through workflow30 seconds to capture via voice note → auto-tasks90%+ context retention—AI remembers everythingResult: 10x faster decisions, never miss a beat

🎯 Context Flows Seamlessly—Never Lost

👤

Lead Page

View client

→

🎯

Mission Control

AI flags priority

→

💬

AI Chat

Get strategy

→

🤖

AI Workspace

Take action

Context enriches at each step—AI knows who you're talking to, what they need, and what's worked before

Four Intelligent Panels That Work Together

Mission Control Handoff

Smart Chat Panel

Continue conversations from Mission Control. AI pre-fills context from linked entities. Ask "What's next for John Smith?"—instant strategy.

Voice-to-Text

AI-Powered Notes

Record voice notes after showings—AI transcribes, extracts contacts/properties, and creates tasks. 10 minutes → 30 seconds.

Auto-Generated

Intelligent Tasks

AI suggests tasks from notes, chat, and behavior patterns. Priority scoring based on your success history. One-click approval.

Unified Activity

Timeline Intelligence

All activity in one stream—chat, notes, tasks, entity updates. AI-generated summaries: "Last week: 3 deals advanced, 2 new leads."

⏱️ The 30-Second Workflow

From insight to action in 30 seconds. Traditional CRMs take 5-10 minutes for the same workflow.