One place to find the property, client and deal answer.
AI support for real estate agents, buyer's agents and property managers who need faster answers, cleaner follow-ups and better client updates.
The Challenge
The operational drag in real estate teams
Agency work is spread across CRM notes, appraisals, listing packs, contracts, buyer briefs, inspection notes, lease files and inboxes. When a vendor, buyer, landlord or tenant asks a question, the answer is usually there, but finding it takes too long.
Sales agents need campaign updates, buyer feedback, offer history and listing documents. Buyer's agents need client briefs, shortlists, due diligence notes and negotiation records. Property managers need leases, maintenance history, renewals and owner reporting. The workflows differ, but the admin drag is the same.
Leaders need a clearer view across pipeline, campaigns, buyer requirements, rental portfolios and team handoffs. Without a repeatable process, staff keep chasing information, rebuilding reports and relying on memory.
Sound familiar?
- Search across sales, buyer and management files
- Track client and property follow-ups
- Auto-flag key dates and next actions
How We Help
What Veriti does for real estate teams
Search across sales, buyer and management files
Ask a question about a listing, buyer brief, lease, contract, inspection or client file and get an answer your team can check.
Track client and property follow-ups
See the next actions across appraisals, buyer searches, campaigns, renewals, maintenance and owner updates.
Auto-flag key dates and next actions
Surface contract dates, campaign milestones, inspection windows, buyer brief reviews, lease renewals and rent review dates.
Generate vendor, buyer and owner updates
Turn CRM notes, enquiry data, inspection feedback, shortlist progress and property records into updates staff can review before sending.
Find conversations and documents by client, property or deal
Search across emails, notices, applications, contracts, briefs and correspondence using plain language questions.
Try It Yourself
Questions your team could ask tomorrow
No training required. Just type a question in plain English and get an answer your team can check against the underlying file.
Which active buyers match this new listing?
12 active buyers match the suburb, budget and property type. 5 have inspected similar homes in the last 30 days. Shortlist sorted by budget fit, urgency and preferred inspection times.
Reports worth automating
Reports your team can stop assembling by hand
Stop spending hours compiling reports from scattered documents. We automate the assembly. Your team reviews and approves.
Vendor campaign updates
Inspection numbers, enquiry quality, buyer feedback, offer status and recommended next steps compiled for vendor review.
Buyer brief and shortlist reports
Buyer requirements, matched properties, due diligence notes and negotiation progress prepared for buyer's agents and clients.
Appraisal and listing pipeline summaries
Upcoming appraisals, listing opportunities, owners to contact, open tasks and stale opportunities surfaced for agency leaders.
Owner and portfolio reporting
Lease dates, maintenance history, arrears, rent reviews, inspection notes and owner updates assembled from existing records.
Deal and compliance packs
Authorities, contracts, ID checks, disclosures, condition reports and supporting notes organised for internal review.
Frequently asked questions
Yes. The workflows are different, but the problem is similar: important information sits across CRMs, inboxes, folders, contracts, notes and property systems. We map the role-specific workflow first, then build the support around it.
We start by mapping your current CRM, document storage, email process and property management tools. Where integration makes sense, we connect the workflow. Where it does not, we design a lighter process that still reduces manual work.
Yes. Common inputs include contracts, authorities, inspection notes, applications, buyer briefs, appraisal notes, leases, notices, emails, PDFs, spreadsheets and CRM exports. Anything too difficult to read is flagged for manual review rather than guessed at.
Client, buyer, vendor, landlord and tenant information stays in a controlled environment with role-based access. Your data is not used to train AI models. Each team member should only see the client and property information they are authorised to access.
No. The goal is to remove the admin drag around searching, compiling, checking and chasing. Relationship work, negotiation, advice, client trust and final judgement stay with your team.
Setup starts from $3,000 for a focused pilot with your real files. Ongoing costs start from $500 per month for hosting, support and continuous improvements. Most agencies start with one workflow before expanding across sales, buyer advocacy or property management.
See where AI can remove manual work in real estate teams
Take our 2-minute readiness assessment. We'll show you where the biggest time savings are, with no sales pitch and no commitment.