How it works for you
A single workflow that runs every stage of every transaction — from listing intake to completion handoff — without re-keying into five systems, chasing AML by email, or guessing at chain status.
AI handles the listing intake, the AML & ID, the applicant matching, the offer comms, and the chain visibility. Your team goes back to what they do best — winning instructions, advising vendors, building relationships.
12
Typical agency profile
2–12 branches · 18–200 sales/yr · using Reapit, Alto or Jupix
- Single workflow · listing intake → completion handoff
- AI-driven AML, ID & compliance — no email back-and-forth
- Applicant matching from your full active buyer pool
- Real-time chain visibility — see fall-throughs before they happen
- Connected to ClearPath Lend (mortgages) and Transact (conveyancing)
Hartwell & Bray
Northcote
Cedar & Vine
Marsden & Co