Today's call: Sarah Mitchell
finished a renovation
11:02
PDF
68 pages→Ramirez
5 high14 med
Inspections, explained
Every finding ranked and priced in about a minute.
Solves: 70-page reports that scare buyersSee it parse ↑
For real estate agents
It does the follow‑up. You get the referrals.
For every client, before, during and after closing. It keeps your homeowners coming back, and tells you when to engage.
Why now
Fewer deals. Older buyers. Eleven years between them.
The market has made each client worth more and each transaction rarer. The agents who win the next listing are the ones still useful in year six.
3.99Mannual sales pace, Sept 2026, under 4M for three years
6.86%30-year rate, up from 6.35% a year ago
21%first-time buyer share, a record low; median age 40
11 yrsmedian time in the home before selling, a record high
91%would use their agent again
15%of buyers did
29%of sellers did
Intent at closing. Gone by the time it matters.Nothing useful happens in between, so the client forgets. With 300 past clients moving every 11 years, about 27 sell each year: at 29% that is 8 listings, at 91% it is 25. The difference is what you do in the years with no transaction to talk about.
Sources: NAR 2025 Profile of Home Buyers and Sellers; NAR existing-home sales, September 2026.
Before, during and after closing
One record from the offer on. Signals for the next eleven years.
Before closingUnder contract
Inspection read, ranked, priced
Two pros matched to each finding
Buyer questions answered from the report
Closing weekHand-over
The record transfers to the new owner, your name on it
Systems, appliances, warranties captured at the walk-through
Welcome note drafted, path to HomeCert started
After closingYears one to eleven
Daily recall checks and warranty reminders, from you
Milestones, points and the seal keep them coming back
Signals tell you the day to call
The signalsWhat the record notices, and what the assistant does with it
Renovation permit closedToday's call, with talking points
Neighbor listedNote drafted; CMA offered
Asked the house "what could we sell for?"Routed to you, same day
Warranty expiring in 30 daysReminder sent in your name
Recall matchOwner notified; you are cc'd
HomeCert earnedCongratulations drafted; share card
Closing anniversaryNote drafted, once a year
Big system past its lifePros matched before it fails
One touch per client per 30 days at most, and never between 8 pm and 8 am. You approve every one.
Built for the agent
Morgan's Tuesday, with the busywork gone.
Five moments from one day. Morgan is a composite agent; every screen is the product.
ME
Morgan Ellis · agent, Indianapolis north side11 years in · 38 closings last year · 312 past clients she has not spoken to since closing
7:30 amNeeds your OK
Example data. Follow-up queued overnight, waiting for your approval.
10:15 amAt showings, the inspection gets read
Example data. Findings ranked and priced.
12:40 pmOne call, picked for you
Sarah just finished a renovation. Three talking points, one of which is a listing two doors down.
9:41
Today's call
SMSarah MitchellClient since 2019 · 4412 Fall Creek DrHomeCert 9 of 10
Why todayKitchen renovation permit closed Oct 12. First contact since.
Talking points
1Ask how the kitchen turned out; she posted photos Sunday.
2The renovation receipt is her last milestone. Snap it, she earns the seal.
34418, two doors down, listed last week at $610K.
CallTextSkip
Next pick: tomorrow, 9 am. One a day, never more.TodayClientsHomesDraftsMe
3:00 pmThe listing packet, ready
MLS facts, a description and the document bundle, pulled from the home's own record.
8:45 pmThe house answers. You are not texted.
Example data. A document question is answered from the file. A price question comes to you, tomorrow.
Example data
Inspections, explained
The report goes in. Ranked findings come out.
Upload the report. Every page is read, every finding is ranked and priced, and the note to your client is drafted.
1 · Upload
The PDF from any inspector. Photos and captions included.
2 · Read, liveNothing urgent yet. You will get one push when it is done.
9:41
Ramirez ResidenceReading the inspection
Page 41 of 68Crawl space section3 high · 8 med · 9 low so far
Found so far20
!
Improperly installed support columnCrawl space · p. 41 · High · $300–$1.2K
!
Damaged foundation block at rearCrawl space · p. 39 · High · $300–$1.5K
·
GFCI outlet missing, garageElectrical · p. 27 · Medium · $150–$300
·
Downspout discharges at foundationExterior · p. 12 · Low · $40–$120
TodayClientsHomesDraftsMe
Findings appear as pages are read. One push when it finishes.
3 · Ranked and priced
A score, the must-knows with cost ranges, and the note ready for your OK.
Example data
What it solves
Six headaches, handled.
SM
Call Sarah Mitchell
CallFinished a renovation
JP
John & Priya
this week7-year mark
Who to call today
One call a day, picked from your whole sphere.
Solves: past clients who forget you
Is the water heater under warranty?
Yes, until March 2034. Rheem.pdf
Client questions, answered
The home's own records answer, then hand off to you.
Solves: 10 pm texts about the furnace
Carrier furnace2021
Serial8X41-22
Warrantyto Aug 2029
Paperwork, filed from a photo
Snap a label or receipt. The AI reads and files it.
Solves: the kitchen drawer of manuals
Recall on your dishwasherBosch SHX model in your kitchen. Free repair available.
Roof warranty renews in 30 daysGAF · 1268 Brookside Ln
Recalls and renewals, caught
Every appliance checked against new recalls daily.
Solves: recalls nobody hears about
MLS facts
Description
Doc bundle
Listing packet ready2 min
Listings, prepped
The home's record becomes MLS-ready facts and documents.
Solves: the week-before-listing scramble
RF
Ramirez Familytext · 1268 Brookside Ln
Inspection parsedHi Ramirez Family! Your HomeCert for 1268 Brookside Ln is ready. Roof and mechanicals look great. The crawl space needs attention before winter, roughly $1.1K–$6.7K. Want two foundation pros I trust? – Morgan
✓ Texted with their HomeCert link.
Approve, don't type
It drafts. You decide.
Consent firstOpted-in clients only
Never pushy1 touch per 30 days
Fair-housing scanOn every draft
Quiet hoursNo 10 pm texts
The home's own AI
Clients ask the house. You stay in the loop.
Who replaced our roof?
Hoosier Roofing, June 2023. GAF warranty to 2047. Invoice.pdf
What could we sell for?
MESent to Morgan Ellis, your agent.
While you were at showingsToday
Reading the Mitchell inspection
page 41 of 68
now
Note to the Ramirez Family
needs your OK
Filed a furnace warranty from a photo
Bishop Residence
10:47
Recall check on 85 homes
0 matches
09:15
What your clients get
A free home record, with your name on it.
They getPaperwork filed from photos, daily recall checks, warranty reminders
They earnThe HomeCert seal, which goes on the listing when they sell
You getAgent of record on every reminder and answer, for as long as they own it
You avoidThe 10 pm furnace text, and the client who lists with a magnet
Example data