AI-assisted real estate workflows

Review-First AI That Shows Its Work

Tools that help review the next step, explain why it fits, queue approval, and record what happened after the action.

🛠️

1

Review Queue

🖥️

Human

Approval

🎯

Clear

Rationale

⚡

Manual

Outcome Capture

Explore AI Assistant Explore AI Tools

AI-Assisted Workflows at Your Fingertips

Every AI-assisted workflow is designed to show the proposed next step, the reason for it, the approval boundary, and the follow-up record.

Natural Language Processing

Ask questions conversationally - no commands needed

Example: "Create a deal for John Smith interested in Denver condos"

Streaming AI Responses

Tool execution with visible progress feedback

Example: See "Analyzing property data..." then reviewed results

Context Awareness

Remembers conversation history and user preferences

Example: Follow-up questions can use previous context

Multi-Modal Output

Combines text, data tables, and interactive components

Example: Property analysis with charts, maps, and recommendations

Lead Scoring (0-100)

AI analyzes engagement, behavior, and financial signals

Example: Score: 86/100 - Hot lead ready for follow-up

Contact Analysis

Relationship insights and opportunity cues

Example: Identifies cross-selling opportunities and engagement gaps

Deal Intelligence

Source-visible review of deal status, risks, and next steps

Example: Evidence-backed deal readout with proposed next steps

Reviewable Workflows

High-scoring leads can queue deal creation for approval

Example: Lead score >=80 queues a deal creation workflow

Cap Rate Calculator

NOI/Property Value analysis with market comparisons

Example: Calculate 7.2% cap rate on $2M property with $144k NOI

NOI Analysis

Net Operating Income with expense breakdown

Example: Detailed expense analysis with market variance reporting

DSCR Calculator

Debt Service Coverage Ratio for loan qualification

Example: DSCR: 1.35 - Strong qualification for $1.2M loan

BRRRR Strategy

Buy-Rehab-Rent-Refinance-Repeat cash flow analysis

Example: Complete cash-on-cash projections with refinance scenarios

Cash-on-Cash Return

Real return metrics for investment evaluation

Example: 15.3% cash-on-cash return with 5-year payback period

Smart Calculator Suggestions

AI recommends best calculator based on your goals

Example: "I want to analyze rental property" → Suggests NOI + Cash-on-Cash

Contract Risk Assessment

AI-assisted identification of legal risks and compliance issues

Example: Risk Score: 75/100 - 3 high-risk clauses identified

Key Terms Extraction

Extraction of prices, dates, contingencies, commissions

Example: Purchase Price: $450,000 | Closing: 2025-09-15 | Commission: 6%

Financial Document Analysis

Borrower qualification and investment potential assessment

Example: Pre-approval: Approved | Max Price: $625,000 | Risk: Low

Business Context Integration

Considers property details, client info, and deal stage

Example: Flags inspection periods too short for 1985-built property

Multi-Document Comparison

Compare terms across multiple contracts or offers

Example: Contract A vs Contract B: $5k price difference, better contingencies

Actionable Recommendations

Specific next steps and negotiation strategies

Example: Recommendation: Request 2-week inspection extension

Property Enrichment Sources

Connected provider, public-record, and imported property context

Example: Property profile with source, freshness, and missing-data context

FRED Economic Integration

Federal Reserve Economic Data for market context

Example: GDP growth, employment rates, housing starts, mortgage rates

Property Intelligence Scoring

AI evaluation of investment potential (0-100 scale)

Example: High opportunity score - review assumptions before action

CMA Generation

Comparative Market Analysis with AI-assisted narrative support

Example: Review comps, assumptions, adjustments, and report narrative before export

Market Trend Analysis

Neighborhood appreciation rates and velocity tracking

Example: 15% YoY appreciation, 23 days on market average

Investment Recommendations

AI-powered buy/sell/hold recommendations with reasoning

Example: Strong Buy: 25% below market value, cash flow positive

Reviewed Record Actions

Typed actions can prepare bounded CRM changes for review

Example: A qualified lead can prepare a bounded deal-creation action

Property Inventory Management

Provider-aware enrichment and listing management

Example: "Add 456 Oak Ave to inventory" -> queued enrichment with source context

Deal Progression Intelligence

Stage-aware task creation and review prompts

Example: Contract signed -> prepares closing-stage task suggestions for review

Multi-Step Workflow Orchestration

Registered actions can be connected into visible, reviewable sequences

Example: Trigger -> condition -> bounded action, with execution history

Reviewed Task Proposals

AI proposes tasks for explicit review before creation

Example: Deal enters Negotiation → Creates due diligence task list

Provider-Aware Actions

Sending actions run only when the required provider is configured and ready

Example: A provider-dependent action stays blocked until readiness checks pass

AI Prospect Simulation

Practice with realistic AI personas representing different lead types

Example: Practice with "Skeptical Seller" or "Motivated Investor" personas

Objection Handling Practice

Practice responses to common objections with AI feedback

Example: "Price is too high" → Practice 5 different response strategies

Scenario Library

20+ pre-built practice scenarios covering cold calls, negotiations, and closings

Example: Cold Call to FSBO, Listing Presentation, Price Reduction Conversation

AI Coaching Feedback

Get review feedback on tone, pacing, and persuasion techniques

Example: Feedback: "Great empathy, try addressing timeline concerns earlier"

Skill Radar & Analytics

Track improvement across 8 core sales competencies over time

Example: Rapport: 92 | Objection Handling: 78 | Closing: 85

Gamification & XP System

Earn XP, unlock achievements, and compete on team leaderboards

Example: Level 12 "Deal Closer" - 2,450 XP - 15 achievements unlocked

Power Dial Mode

Move through contact lists with configurable pacing between calls

Example: Work through approved call queues with pacing, notes, and outcomes tracked

Call Transcription

Calls can be transcribed with searchable text when recording is enabled

Example: Search "interested in property" across reviewed call transcripts

Sentiment Analysis

AI estimates prospect mood during calls with context indicators

Example: Sentiment cue: Prospect engaged, review next step

Post-Call Analysis

AI reviews conversations to identify objection handling gaps and missed opportunities

Example: Missed opportunity: Prospect mentioned timeline urgency at 2:34

In-Call Coaching (Add-On)

Add AI Sales Coaching power-up for objection cues and suggested responses during calls

Example: Coaching panel: "Try addressing their timeline concern now"

Best Time to Call

AI learns optimal call times per contact based on answer history

Example: Suggested window for John: Tuesdays 10-11 AM

Campaign Dialer

Upload lists, set dispositions, track campaign performance

Example: Cold Call Campaign: 247 calls, 32% connect rate, 12 appointments

How AI Actions Stay Reviewable

Specialized AI-assisted tools work together to prepare evidence, next steps, and review context for different real estate jobs.

Property Intelligence Tools

Property enrichment, valuations, comparables, and market analysis

Key Capabilities:

Provider-aware enrichment
Source freshness
Valuation context
Comparable analysis

Calculator Tools

A typed calculator action when its MCP capability is registered

Key Capabilities:

Registration-aware availability
Typed inputs
Bounded calculation
Recorded result metadata

CRM Review Tools

Lead scoring, contact management, deal intelligence

Key Capabilities:

Behavioral analysis
Rule-based scoring review
Relationship insights
Automation triggers

Document Analysis Tools

Contract review, financial document processing, risk assessment

Key Capabilities:

Reviewed extraction
Risk scoring
Terms extraction
Compliance checking

Market Intelligence Tools

FRED economic data, trend forecasting, neighborhood analysis

Key Capabilities:

Economic indicators
Trend forecasting
Market timing
Regional insights

Workflow Tools

Sales-assisted, capability-typed workflow automation

Key Capabilities:

Bounded multi-step workflows
Registered actions
Typed event triggers
Execution history

Why Reviewable AI Matters

🎯

Higher Accuracy

Specialized models for each domain vs. generic AI

⚡

Better Performance

Parallel processing across multiple servers

🔄

Continuous Improvement

Each server can be updated independently

📈

Scalable Architecture

Add new capabilities without affecting existing ones

AI Workflows in Action

See how AI tools prepare reviewable work without taking the operator out of the loop.

Reviewable Workflow Example

📈 Lead Signal → Review → Bounded CRM Action

An illustrative review-first flow. Available steps depend on registered workspace capabilities and entitlement.

👤

New LeadCRM AI

🧠

Score ReviewLead Intelligence

💼

Action ReviewWorkflow

📄

Bounded ChangeTyped Action

⚠️

Run HistoryEvidence

✅

RecommendationsDeal Intelligence

What the Review Packet Prepares:

CRM AI scores the lead based on engagement signals
Workflow Automation prepares only the registered, bounded action selected in the graph
Provider-dependent actions remain blocked until readiness checks pass
Deal Intelligence suggests specific next steps to reduce risk

💰 Investment Analysis Workflow

🏠 Property Intelligence → Calculator AI → Investment Decision

Reviewable investment analysis from property context to operator decision.

🏠

Property DataEnrichment Sources

📊

Market AnalysisFRED Economics

🧮

NOI CalculatorCalculator AI

💵

Cash FlowInvestment AI

⚖️

Risk AssessmentProperty Intelligence

🎯

Final DecisionRecommendation AI

📊 Complete Analysis Results:

Property Intelligence Score: 89/100Exceptional investment opportunity in growing neighborhood

NOI Analysis: $145,200 annual8.2% expense ratio, $36,800 vacancy allowance included

Cash-on-Cash Return: 12.4%After refinance, 4.2-year payback period

Risk Assessment: LowStable market, strong rental demand, below-market purchase price

Ready to Experience AI Workflows?

Explore AI Assistant AI Safety & Governance

AI That Actually Understands Real Estate

Most AI chatbots are generic. Ours is built specifically for real estate professionals.

🤖 Generic AI Chatbots

Basic conversational responses
No real estate knowledge
Cannot access your CRM data
Limited to text responses
No tool integrations
Generic advice only
No workflow automation
Cannot make decisions

🏠 OrbiLattice AI Assistant

20+ specialized real estate tools
Deep industry knowledge & terminology
Full CRM data access & context
Interactive charts, tables, & components
Visible tool execution with streaming results
Expert real estate advice & analysis
Reviewable workflow orchestration
Confidence-weighted decision making

The Difference? Real Estate Intelligence That Works

Explore AI Assistant Compare All Features

AI-Assisted Workflows at Your Fingertips

Every AI-assisted workflow is designed to show the proposed next step, the reason for it, the approval boundary, and the follow-up record.

Natural Language Processing

Ask questions conversationally - no commands needed

Example: "Create a deal for John Smith interested in Denver condos"

Streaming AI Responses

Tool execution with visible progress feedback

Example: See "Analyzing property data..." then reviewed results

Context Awareness

Remembers conversation history and user preferences

Example: Follow-up questions can use previous context

Multi-Modal Output

Combines text, data tables, and interactive components

Example: Property analysis with charts, maps, and recommendations

Lead Scoring (0-100)

AI analyzes engagement, behavior, and financial signals

Example: Score: 86/100 - Hot lead ready for follow-up

Contact Analysis

Relationship insights and opportunity cues

Example: Identifies cross-selling opportunities and engagement gaps

Deal Intelligence

Source-visible review of deal status, risks, and next steps

Example: Evidence-backed deal readout with proposed next steps

Reviewable Workflows

High-scoring leads can queue deal creation for approval

Example: Lead score >=80 queues a deal creation workflow

Cap Rate Calculator

NOI/Property Value analysis with market comparisons

Example: Calculate 7.2% cap rate on $2M property with $144k NOI

NOI Analysis

Net Operating Income with expense breakdown

Example: Detailed expense analysis with market variance reporting

DSCR Calculator

Debt Service Coverage Ratio for loan qualification

Example: DSCR: 1.35 - Strong qualification for $1.2M loan

BRRRR Strategy

Buy-Rehab-Rent-Refinance-Repeat cash flow analysis

Example: Complete cash-on-cash projections with refinance scenarios

Cash-on-Cash Return

Real return metrics for investment evaluation

Example: 15.3% cash-on-cash return with 5-year payback period

Smart Calculator Suggestions

AI recommends best calculator based on your goals

Example: "I want to analyze rental property" → Suggests NOI + Cash-on-Cash

Contract Risk Assessment

AI-assisted identification of legal risks and compliance issues

Example: Risk Score: 75/100 - 3 high-risk clauses identified

Key Terms Extraction

Extraction of prices, dates, contingencies, commissions

Example: Purchase Price: $450,000 | Closing: 2025-09-15 | Commission: 6%

Financial Document Analysis

Borrower qualification and investment potential assessment

Example: Pre-approval: Approved | Max Price: $625,000 | Risk: Low

Business Context Integration

Considers property details, client info, and deal stage

Example: Flags inspection periods too short for 1985-built property

Multi-Document Comparison

Compare terms across multiple contracts or offers

Example: Contract A vs Contract B: $5k price difference, better contingencies

Actionable Recommendations

Specific next steps and negotiation strategies

Example: Recommendation: Request 2-week inspection extension

Property Enrichment Sources

Connected provider, public-record, and imported property context

Example: Property profile with source, freshness, and missing-data context

FRED Economic Integration

Federal Reserve Economic Data for market context

Example: GDP growth, employment rates, housing starts, mortgage rates

Property Intelligence Scoring

AI evaluation of investment potential (0-100 scale)

Example: High opportunity score - review assumptions before action

CMA Generation

Comparative Market Analysis with AI-assisted narrative support

Example: Review comps, assumptions, adjustments, and report narrative before export

Market Trend Analysis

Neighborhood appreciation rates and velocity tracking

Example: 15% YoY appreciation, 23 days on market average

Investment Recommendations

AI-powered buy/sell/hold recommendations with reasoning

Example: Strong Buy: 25% below market value, cash flow positive

Reviewed Record Actions

Typed actions can prepare bounded CRM changes for review

Example: A qualified lead can prepare a bounded deal-creation action

Property Inventory Management

Provider-aware enrichment and listing management

Example: "Add 456 Oak Ave to inventory" -> queued enrichment with source context

Deal Progression Intelligence

Stage-aware task creation and review prompts

Example: Contract signed -> prepares closing-stage task suggestions for review

Multi-Step Workflow Orchestration

Registered actions can be connected into visible, reviewable sequences

Example: Trigger -> condition -> bounded action, with execution history

Reviewed Task Proposals

AI proposes tasks for explicit review before creation

Example: Deal enters Negotiation → Creates due diligence task list

Provider-Aware Actions

Sending actions run only when the required provider is configured and ready

Example: A provider-dependent action stays blocked until readiness checks pass

AI Prospect Simulation

Practice with realistic AI personas representing different lead types

Example: Practice with "Skeptical Seller" or "Motivated Investor" personas

Objection Handling Practice

Practice responses to common objections with AI feedback

Example: "Price is too high" → Practice 5 different response strategies

Scenario Library

20+ pre-built practice scenarios covering cold calls, negotiations, and closings

Example: Cold Call to FSBO, Listing Presentation, Price Reduction Conversation

AI Coaching Feedback

Get review feedback on tone, pacing, and persuasion techniques

Example: Feedback: "Great empathy, try addressing timeline concerns earlier"

Skill Radar & Analytics

Track improvement across 8 core sales competencies over time

Example: Rapport: 92 | Objection Handling: 78 | Closing: 85

Gamification & XP System

Earn XP, unlock achievements, and compete on team leaderboards

Example: Level 12 "Deal Closer" - 2,450 XP - 15 achievements unlocked

Power Dial Mode

Move through contact lists with configurable pacing between calls

Example: Work through approved call queues with pacing, notes, and outcomes tracked

Call Transcription

Calls can be transcribed with searchable text when recording is enabled

Example: Search "interested in property" across reviewed call transcripts

Sentiment Analysis

AI estimates prospect mood during calls with context indicators

Example: Sentiment cue: Prospect engaged, review next step

Post-Call Analysis

AI reviews conversations to identify objection handling gaps and missed opportunities

Example: Missed opportunity: Prospect mentioned timeline urgency at 2:34

In-Call Coaching (Add-On)

Add AI Sales Coaching power-up for objection cues and suggested responses during calls

Example: Coaching panel: "Try addressing their timeline concern now"

Best Time to Call

AI learns optimal call times per contact based on answer history

Example: Suggested window for John: Tuesdays 10-11 AM

Campaign Dialer

Upload lists, set dispositions, track campaign performance

Example: Cold Call Campaign: 247 calls, 32% connect rate, 12 appointments

How AI Actions Stay Reviewable

Specialized AI-assisted tools work together to prepare evidence, next steps, and review context for different real estate jobs.

Property Intelligence Tools

Property enrichment, valuations, comparables, and market analysis

Key Capabilities:

Provider-aware enrichment
Source freshness
Valuation context
Comparable analysis

Calculator Tools

A typed calculator action when its MCP capability is registered

Key Capabilities:

Registration-aware availability
Typed inputs
Bounded calculation
Recorded result metadata

CRM Review Tools

Lead scoring, contact management, deal intelligence

Key Capabilities:

Behavioral analysis
Rule-based scoring review
Relationship insights
Automation triggers

Document Analysis Tools

Contract review, financial document processing, risk assessment

Key Capabilities:

Reviewed extraction
Risk scoring
Terms extraction
Compliance checking

Market Intelligence Tools

FRED economic data, trend forecasting, neighborhood analysis

Key Capabilities:

Economic indicators
Trend forecasting
Market timing
Regional insights

Workflow Tools

Sales-assisted, capability-typed workflow automation

Key Capabilities:

Bounded multi-step workflows
Registered actions
Typed event triggers
Execution history

Why Reviewable AI Matters

🎯

Higher Accuracy

Specialized models for each domain vs. generic AI

⚡

Better Performance

Parallel processing across multiple servers

🔄

Continuous Improvement

Each server can be updated independently

📈

Scalable Architecture

Add new capabilities without affecting existing ones

AI Workflows in Action

See how AI tools prepare reviewable work without taking the operator out of the loop.

Reviewable Workflow Example

📈 Lead Signal → Review → Bounded CRM Action

An illustrative review-first flow. Available steps depend on registered workspace capabilities and entitlement.

👤

New LeadCRM AI

🧠

Score ReviewLead Intelligence

💼

Action ReviewWorkflow

📄

Bounded ChangeTyped Action

⚠️

Run HistoryEvidence

✅

RecommendationsDeal Intelligence

What the Review Packet Prepares:

CRM AI scores the lead based on engagement signals
Workflow Automation prepares only the registered, bounded action selected in the graph
Provider-dependent actions remain blocked until readiness checks pass
Deal Intelligence suggests specific next steps to reduce risk

💰 Investment Analysis Workflow

🏠 Property Intelligence → Calculator AI → Investment Decision

Reviewable investment analysis from property context to operator decision.

🏠

Property DataEnrichment Sources

📊

Market AnalysisFRED Economics

🧮

NOI CalculatorCalculator AI

💵

Cash FlowInvestment AI

⚖️

Risk AssessmentProperty Intelligence

🎯

Final DecisionRecommendation AI

📊 Complete Analysis Results:

Property Intelligence Score: 89/100Exceptional investment opportunity in growing neighborhood

NOI Analysis: $145,200 annual8.2% expense ratio, $36,800 vacancy allowance included

Cash-on-Cash Return: 12.4%After refinance, 4.2-year payback period

Risk Assessment: LowStable market, strong rental demand, below-market purchase price

AI That Actually Understands Real Estate

Most AI chatbots are generic. Ours is built specifically for real estate professionals.

🤖 Generic AI Chatbots

Basic conversational responses
No real estate knowledge
Cannot access your CRM data
Limited to text responses
No tool integrations
Generic advice only
No workflow automation
Cannot make decisions

🏠 OrbiLattice AI Assistant

20+ specialized real estate tools
Deep industry knowledge & terminology
Full CRM data access & context
Interactive charts, tables, & components
Visible tool execution with streaming results
Expert real estate advice & analysis
Reviewable workflow orchestration
Confidence-weighted decision making

Review-First AI That Shows Its Work

Tools that help review the next step, explain why it fits, queue approval, and record what happened after the action.

🛠️

1

🖥️

Human

🎯

Clear

⚡

Manual

AI-Assisted Workflows at Your Fingertips

Every AI-assisted workflow is designed to show the proposed next step, the reason for it, the approval boundary, and the follow-up record.

Enhanced AI ChatConversational AI with 20+ integrated tools4 tools

Enhanced AI Chat

Natural Language Processing

Streaming AI Responses

Context Awareness

Multi-Modal Output

CRM AI ToolsIntelligent lead and contact management4 tools

CRM AI Tools

Lead Scoring (0-100)

Contact Analysis

Deal Intelligence

Reviewable Workflows

Investment CalculatorsCalculator actions when the workspace MCP capability is registered6 tools

Investment Calculators

Cap Rate Calculator

NOI Analysis

DSCR Calculator

BRRRR Strategy

Cash-on-Cash Return

Smart Calculator Suggestions

Document Analysis AIIntelligent contract and financial document processing6 tools

Document Analysis AI

Contract Risk Assessment

Key Terms Extraction

Financial Document Analysis

Business Context Integration

Multi-Document Comparison

Actionable Recommendations

Property IntelligenceSource-backed property context and AI-assisted analysis6 tools

Property Intelligence

Property Enrichment Sources

FRED Economic Integration

Property Intelligence Scoring

CMA Generation

Market Trend Analysis

Investment Recommendations

Workflow AutomationSales-assisted, capability-typed bounded automation6 tools

Workflow Automation

Reviewed Record Actions

Property Inventory Management

Deal Progression Intelligence

Multi-Step Workflow Orchestration

Reviewed Task Proposals

Provider-Aware Actions

AI Role Play TrainingInteractive practice scenarios for sales mastery6 tools

AI Role Play Training

AI Prospect Simulation

Objection Handling Practice

Scenario Library

AI Coaching Feedback

Skill Radar & Analytics

Gamification & XP System

AI-Powered DialerVoice intelligence with transcription and coaching7 tools

AI-Powered Dialer

Power Dial Mode

Call Transcription

Sentiment Analysis

Post-Call Analysis

In-Call Coaching (Add-On)

Best Time to Call

Campaign Dialer

How AI Actions Stay Reviewable

Specialized AI-assisted tools work together to prepare evidence, next steps, and review context for different real estate jobs.

Property Intelligence Tools

Key Capabilities:

Calculator Tools

Key Capabilities:

CRM Review Tools