The Client
A regional real estate group running four brokerages with 180+ agents across MLS systems, a shared CRM, and brokerage-level accounting.
The Challenge
Agents constantly pinged office admins with the same questions: commission splits, listing status, MLS rules, comp pulls, and contract clauses. Admins spent most of the day answering Slack messages instead of supporting closings.
What We Built
Built a unified AI assistant trained on every brokerage's policy docs, contract templates, and commission structures.
Connected the assistant to MLS data, the shared CRM, and accounting so it can answer questions with live, cited sources.
Deployed it inside Slack and as a branded web app, with single sign-on so agents only see what they're allowed to see.
Added weekly review cycles where unanswered questions become new knowledge base entries.
“Our admins finally get to focus on closings instead of answering the same five questions all day.”