AI for assistants & tcs
Run more files with fewer late nights.
- Deadlines scattered across emails and PDFs
- The same status emails, over and over
- Agents who don't see how much you do
Step 1 · Free tools, yours to keep
Take these first.
Piece 03
Deal timeline builder
Fixes: Missed deadlines and scattered dates. Type in the contract dates and get every deadline, ready to paste anywhere.
Piece 05Follow-up sequences
Fixes: Leads going cold. Text and email sequences for new leads, cold leads and past clients, written to sound human.
Piece 04The free CRM
Fixes: Paying for a CRM you barely use. The spreadsheet CRM Dylan rebuilt his business on: stages, sources, households, anniversaries.
Piece 01The prompt pack
Fixes: Starting from a blank chat. 25 copy-paste prompts for listings, leads, deals and marketing.
Step 2 · The Ramp, adjusted for you
Seven days, ten minutes each
- Day 1: Teach AI who you areDescribe how you work with your agents and which systems you use for files and e-signatures.
- Day 2: Write a listing description, then check itNo listing? Use this on a closing summary email instead: paste the deal facts and ask for a clear, friendly status update for the buyer.
- Day 3: Turn messy notes into follow-upsUse notes from open files instead: who's waiting on what. Ask for status texts to the agent and the lender.
Starter Kit prompts for you
Copy, fill in, paste
- Contract to timelineTurn an executed contract into every date and task.
- Repair request from an inspection reportPull the real issues out of a 60-page report.
- Status update for everyone on the dealOne message, every party, every week.
- Clear the inboxWorks with email connected in Claude, ChatGPT or Gemini, in read-only mode.
- Turn a repeated task into a checklistBuild SOPs from how you actually work.
Step 3 · Every weekday
Recent stories that matter to assistants & tcs
- Turn sales call notes into follow-up emailsOct 27, 2026 · Post-showing and post-call follow-up is where deals are won, and AI can draft it in seconds as long as you check every promise against the facts.
- Agent Image's SiteAI turns agent websites into answer enginesOct 26, 2026 · Consumers increasingly expect to ask questions instead of clicking menus. A site that answers and pre-qualifies can make your website a real lead source again.
- Reader's scheduled Claude agent updates a living doc weeklyOct 26, 2026 · The same pattern can produce a weekly seller update with showings, feedback and market stats that runs without you remembering to do it.
- Anthropic files to go public as ANTOct 26, 2026 · Not a tool to use today, but it signals Claude is a long-term business platform worth learning. The 'who is liable for an agent's actions' question applies to your business too.
Step 4 · When you want it all in one place
Lockbox
Every checklist, email template and workflow kit, plus recordings of the transaction-focused calls.
$5/month founding price
Get the Digest, set for assistants & tcs.
Free every weekday at 7 AM ET. The Ramp and Starter Kit open right away.