In about two weeks on site, we map how your agents, coordinators, and property managers already use AI, where client and tenant data goes, and which marketing steps need a check. You get a written AI policy, an approved tool list, and a roadmap ranked by payoff.
We sit with agents, transaction coordinators, and property managers to see listing prep, lead follow-up, escrow files, and maintenance requests as they really run.
We list every AI feature in your CRM, transaction platform, photo tools, and chat apps, and read each vendor’s data terms.
We trace how listings, ads, and emails get made, and mark where fair housing review, license disclosures, and altered photo notices belong.
A written AI usage policy, an approved tool list, and a ranked roadmap the broker can adopt and every agent can follow.
Every assessment is scoped to your headcount, locations, and tools. Tell us how your business runs and we’ll send a scope and a quote.
A home care agency ran its schedule on a decades-old HIPAA-compliant platform with no API. We audited the office's workflows, budget, and compliance needs, then built two Claude Cowork automations: open-shift scheduling (5 minutes to 39 seconds per household) and HR email drafting (40% less time).
AI audits for small businesses run from about $1,500 to $25,000 in 2026. Here is what drives the price, what you should get for it, and how to avoid overpaying.
A practical guide to writing an AI usage policy your team will actually follow, with a plain-language starter template covering approved tools, data rules, and disclosure.
The broker or owner, an office manager, and a few agents, coordinators, or property managers who do the daily work. We spend short blocks with each person, scheduled around showings and closings.
We ask which tools people use and what they put in them. We never ask for passwords or account access. The goal is a clear picture, not discipline, and most agents share openly once they see the policy approves good tools.
Yes. We check how your site shows up on Google and in AI answers, and whether license details appear where DRE rules expect them. Fixes go on the roadmap.
Yes. The policy covers what agents do under your brokerage name and with brokerage data, which is the part the broker supervises. It leaves the rest of their business to them.