A showing request for 14 Harbor Lane
Mia finds showing times, Sam checks the disclosure packet, Reggie follows up, and Olivia checks the application file. You approve every message.
MiaChief of staff
SamCompliance and checks
ReggieMarketing and growth
OliviaOffice manager
Inquiry
MiaChief of staffA showing request comes in
Maya Chen emails about the listing. Mia checks the calendar and which agents are free.
Inquiry, 14 Harbor Lane
Sam checks
Handoff: Mia to SamMia asks Sam to check the packet before the invite goes out.
SamCompliance and checksSam finds a missing page
Sam compares the disclosure packet with your checklist. He flags what is missing and changes nothing.
Packet check, 14 Harbor Lane
You approve
Handoff: Sam to MiaYou add the HOA rules. Sam passes the packet back to Mia.
MiaChief of staffThe invite waits for you
Send Maya two showing times
WhyBoth agents are free and the packet is complete.
If you approveThe email goes out. The showing goes on the calendar when Maya picks a time.
Follow-up
Handoff: Mia to ReggieAfter Saturday's showing, Mia passes Maya to Reggie for follow-up.
ReggieMarketing and growthReggie drafts the follow-up
Maya agreed to hear from you, so Reggie drafts one note with the application link.
File check
Handoff: Reggie to OliviaMaya applies. Reggie passes the file to Olivia.
OliviaOffice managerOlivia checks the application file
She lists what is in the file and what is missing. She does not score or decide the application.
Application file, Maya Chen
Waits for you
What only you decide
Waiting for you
AI employees do not decide applications or sign for anyone.
- Send Maya the photo ID request (Olivia's draft is ready)
- Decide the application
- Send any lease or signature packet
Whole job
One showing, four AI employees
Done or approvedWaits for you
- Found two showing timesMia · Thursday and Saturday
Done
- Flagged the missing HOA rulesSam
Done
- Added the HOA rules and approved the inviteYou Approved
- Drafted the follow-upReggie · With the application link
Waits for you
- Listed one missing documentOlivia · Photo ID
Waits for you
Every step is logged with who drafted it and who approved it.
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