Phase 0
Foundations
CRM API access confirmed, Domain developer account opened, PropTrack and Cotality conversations started, consent model designed, design partners signed.
Company
Sequencing
Phase 0
CRM API access confirmed, Domain developer account opened, PropTrack and Cotality conversations started, consent model designed, design partners signed.
Phase 1
Inbound email capture, real-time CRM match, unified contact card. The first demoable product. Requires zero property-data licensing.
Phase 2
Readiness scoring from CRM data alone, then two-way AI conversation over email — with the consent model wired in before a single automated message ships.
Phase 3
Live valuation, ownership tenure and comparables on the contact card. Gated on licensing terms and written confirmation that in-platform enrichment sits inside them.
Phase 4
Bulk import of past clients and a trigger engine — anniversaries, valuation moves, nearby comparable sales — generating personalised market insight per property.
Phase 5
One dashboard across all five engines, with reporting in the terms principals buy on: reactivated leads, deals attributed to farming, time saved per touch.
What already exists
Authentication, email verification and password reset live on Resend. Postgres with Drizzle migrations, TanStack Start app shell.
Full token set — colour, type, spacing, elevation, motion — and a built component layer, not a mockup.
Setup, Identity Resolution, Qualification and Nurture, at fidelity high enough to demo to an agent tomorrow.
Sequenced so the slowest dependency runs in parallel, plus a teardown of how the proven competitor actually works, channel by channel.
The ask
Ask 01
Agents or a small agency willing to pilot early and be blunt about what does and doesn't work in the day-to-day.
Ask 02
Confirmed read/write with one of Agentbox, Rex, VaultRE or LockedOn — Agentbox first, given the largest footprint.
Ask 03
Domain developer account for MVP enrichment; PropTrack and Cotality conversations opened now so they're signable when Phase 3 needs them.
Design partners
We're signing one to three design partners — agents or a small agency willing to pilot early and be blunt about what works. If that sounds like you, the conversation should start this month.
No migration · No new budget line · Consent-native