Platform Overview
Your Deal Master coordinates
a team across every stage
A senior AI agent who watches every deal and puts a roster of specialists to work — across deal pipeline, email triage, contract review, MLS sync, and approvals. You stay in the seat that matters: approving anything outbound, anything that costs money, anything that touches your license.
01
Deal Management & Pipeline
Every transaction in one place — from prospect through closing. Track parties, documents, milestones, and financials across your entire office with role-based access.
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Full Deal Lifecycle
Prospect → active → under contract → closing → closed. Every status change tracked with audit history.
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Party & Document Tracking
Buyers, sellers, lenders, inspectors, title companies — all linked to the deal with uploaded documents organized by category.
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Milestone & Deadline Monitoring
Inspection, appraisal, financing, title, closing — AI agents flag deadlines at 7, 3, and 1 day out.
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Client Portal
Generate magic-link access for buyers and sellers. Clients see their deal timeline, status updates, FAQs, and weekly reports.
Deal Pipeline
2100 Valley Center Rd
Belgrade · $375K
18 Jackrabbit Ln
Big Sky · $1.2M
1247 Bridger Creek
Bozeman · $485K
412 Oak Ave
Bozeman · $415K
845 Main St
Bozeman · $625K
700 S Willson Ave
Bozeman · $550K
3200 Sourdough Rd
Bozeman · $725K
PeakListings AI
AI Real Estate Assistant
Write an MLS description for 1247 Bridger Creek Rd. 4 bed, 3 bath ranch on 2.3 acres. Updated kitchen, mountain views, wraparound deck.
Welcome to Montana living at its finest. This beautifully updated 4-bedroom, 3-bath ranch sits on 2.3 private acres with panoramic Bridger Range views that take your breath away every morning.
The heart of this home is the recently renovated kitchen featuring granite countertops, modern appliances, and an open-concept layout that flows naturally into the living area. Step outside to the wraparound deck — your new favorite spot for Montana sunsets.
Just minutes from downtown Bozeman, enjoy the perfect blend of rural tranquility and urban convenience.
02
Your Deal Master & Its Roster
The Deal Master is your senior hire — it watches every active deal and delegates to a roster of specialists for email, contracts, market analysis, and deal operations. Each agent adapts to how you work and acts within the approval boundaries you set.
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Contract Review & Compliance
Two-pass clause extraction and risk analysis on purchase agreements. Checks against Montana contract norms and flags missing contingencies.
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Email & Communication Agents
Classify incoming mail, draft context-aware replies, extract action items, and auto-respond to common FAQs.
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Market & Listing Intelligence
CMA generation, comp-based pricing, listing copywriting, social content, buyer matching, and rural property disclosure checks.
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Deal Operations
Deal coordination, deadline watch, vendor assignment, document intake, showing debrief, and morning briefing — orchestrated automatically.
03
Email & Communications Hub
Connect your Gmail or Outlook account and let AI handle the triage. Emails are classified, linked to deals, and surfaced with draft replies — so you spend less time in your inbox.
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Gmail & Outlook OAuth
Native OAuth integration for both providers. Connect multiple accounts per user with encrypted credential storage.
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AI Email Classification
Incoming messages are automatically classified as deal-related, lead, personal, or marketing — then linked to the right transaction.
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Context-Aware Drafting
AI drafts replies with deal context, adjustable tone (formal, friendly, urgent, brief), and one-click send.
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Action Item Extraction
Agent surfaces tasks, deadlines, and follow-ups from email threads so nothing falls through the cracks.
Daily Briefing
Monday, May 5 · Auto-generated at 6:00 AM
Inspection deadline today — 845 Main St
Buyer requesting 3-day extension. Draft response ready for review.
Counter-offer expires at 5 PM — 1247 Bridger Creek Rd
$485K offer, seller countered at $495K. Buyer's agent hasn't responded.
Today's Schedule
Showing — 412 Oak Ave
Buyer: Johnson family
Listing presentation — New client
3BR ranch, Gallatin Gateway
Closing — 3200 Sourdough Rd
$725K · Title company: First American
Team pipeline review
Weekly standup with office
4 new listings hit the Bozeman MLS overnight. 2 price reductions in your watch areas. Inventory remains tight — buyer clients may want to move quickly on 3BR+ homes under $500K.
Market Intelligence
Gallatin County · Last 90 days
Median Price
$625K
+8.2% YoY
Avg DOM
34
-12 days
$/Sq Ft
$312
+2.1%
Inventory
248
-12% YoY
Median Price Trend
Bozeman 59715 inventory is down 12% YoY while median prices rose 8.2%. Properties under $500K are moving 40% faster than the market average.
Recommend listing within 3% of comparable median for fastest sale. The absorption rate suggests a seller's market through Q3.
Top Comparables
1180 Boylan Rd
2450 Spring Creek
891 Story Mill Rd
04
MLS Integration & Listings
Ingest listings from RESO-compliant MLS feeds and IDX sources. Automatic field mapping, photo sync, and status tracking keep your listing data current without manual entry.
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RESO Web API Adapter
OData-compliant query layer with automatic field mapping, pagination, and incremental sync.
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Photo & Media Sync
Automatic photo ingestion and ordering. High-res originals and web-optimized variants.
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Status Tracking
Listing status changes — active, pending, sold, withdrawn — tracked with full audit history.
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Market Intelligence
AI-generated CMA reports, comp-based pricing analysis, and neighborhood trend data tailored to Montana markets.
05
Admin & Compliance
Role-based access, audit trails, AI trace monitoring, and data quality tools — built for offices that need to demonstrate compliance and control costs.
Audit Trails
Every action logged with who, what, and when. Full accountability across your office.
Role-Based Access
Row-level security ensures agents only see their own data. Granular permissions for agents, managers, and admins.
AI Trace Monitoring
Inspect every agent run — prompts, outputs, token usage, and cost tracking across your whole team.
Data Quality
Automated data quality scoring, field completeness tracking, and validation dashboards for your listing and deal data.
See the platform in action
Book a 20-minute walkthrough tailored to your office's workflow. No commitment required.