Real-estate company

A whole brokerage — org chart and all.

Departments, reporting lines and approval gates: agents (or human+AI hybrids) work deals while big decisions sign off up the chain.

Browse ready-made solutions Build it yourself

Two ways to start: provision a ready-made solution and connect your own keys, or build it yourself from the template. Free during beta — see pricing.

In practice

A €450k offer comes in over the weekend. The sales agent works the client, but because it’s above threshold the deal pauses for the broker’s approval. Once signed off, admin files the paperwork and accounting drafts the commission — by Monday it’s all moving.

The team

Positions in the org — each filled by an agent, a person, or both.

COO

Human

Broker

Human + AI

Sales agent

AI agent

Admin

AI agent

Accounting

AI agent

How everyone works together

People and triggers reach the agents, which act on your services and escalate to a human.

How it works

1
A new lead or listing comes in.
2
A sales agent (or their AI half) qualifies and works the client.
3
The broker oversees; deals above a threshold need approval up the chain.
4
Admin processes the paperwork and scheduling.
5
Accounting handles commission, invoice and payment.
6
The COO sees the whole pipeline across departments.

Set it up with prompts

Three ways to build this — pick a variant and type the prompts in order. Each step says which agent to address. A working Real-estate company workspace in minutes.

ONE prompt to the Core Agent sets up the whole brokerage — org, agents, the governed ledger sync and a daily trigger — in about 80 seconds, then it serves a secure connect form per app right in the chat. Verified live end-to-end 2026-07-15. Prefer one click? Activate the ready-made "Real Estate Brokerage" product from the Marketplace instead — it drops in the same integration, its Sync Agent and the syncs for you.

Apps in this variantBoldTrail Back OfficeQuickBooks OnlineBoldTrail CRM

1One prompt — the whole brokerage (⏱ ~80 s, verified)→ Core Agent

Inbox → Core Agent

Set up my residential real estate brokerage workspace, end to end.

Our stack: BoldTrail Back Office for back-office accounting, BoldTrail CRM (kvCore) for leads, and QuickBooks Online for the books.

I want:
1. An org with Operations, Sales and Finance departments.
2. A COO agent who can read all three systems and report with charts; a Bookkeeper in Finance; a Sales Assistant in Sales.
3. The full accounting ledger sync from BoldTrail Back Office into QuickBooks (all transaction types, idempotent).
4. Sensible triggers (a daily ledger sync run).

Set up everything you can right now, then tell me exactly what you still need from me (connections, credentials) — one clear list.

The Core Agent builds the org (departments, positions, reporting lines), creates the COO / Bookkeeper / Sales Assistant, stages the ledger sync with the Integration Agent and schedules the daily run — then replies with a setup checklist plus the exact list of connections it still needs. Our verified run took 77 seconds.

2Connect the apps as the forms arrive→ You (UI)
Same chat — the forms come to you
The Core Agent serves ONE secure connect form at a time (QuickBooks Online, BoldTrail Back Office, BoldTrail CRM) right in the chat — credentials go straight to the vault, never through the model. After the last one it has the Integration Agent finalize the sync: a dry-run Preview first, nothing writes to QuickBooks until you approve, and re-runs add zero duplicates (our live history run posted 344/344 records clean).
3First CEO report (verified)→ COO Agent
Inbox → COO Agent
```
Give me the July CEO snapshot — money in QuickBooks, deals in the back office and leads in the CRM — with the key figures as a chart.
```
A KPI headline plus an on-brand donut (deal status) and a sorted bar (money) — real figures read across all three connected apps.

Make it yours

Skip the build: activate the ready-made "Real Estate Brokerage" product from the Marketplace — one click provisions the integration, its Sync Agent and the syncs.
Rename roles to your reality: add "call the Sales Assistant a Showing Coordinator" — the Core Agent maps words to seats.
Approval gate: add "Deals above $1M need the Managing Broker's approval before any document goes out."

What you get

Deals move faster — agents work clients around the clock

Big decisions still get the broker’s sign-off

The COO sees the whole pipeline without chasing updates

What it connects to

CRMMLS listingssoonDocument handlingAccounting

Available today via Google, HTTP and MCP sources. Items marked soon are on the connector roadmap.

Set this up for your Real-estate company

Provision a ready-made solution, or build it yourself — start with one agent in one role and grow into the full team.

Browse ready-made solutions Build it yourself

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