Roofing
$450,000
Roofing company
Exclusive · perpetual · full operating record
Your leads, files and work orders are the work AI is learning to do.
A brokerage or property manager generates a steady stream of small decisions: the lead that went quiet, the contract that needed three addenda, the work order that needed a second vendor. AI products for leasing, transactions and property operations learn from exactly that. We take an anonymized summary of your records to several of them at once, and you choose the license.
Small commission on close. Nothing up front.
Usually held in
- Follow Up Boss
- BoldTrail (kvCORE)
- Dotloop
- SkySlope
- AppFolio
- Yardi
- Buildium
- Gmail (Google Workspace)
- RingCentral
What buyers pay for in real estate.
Buyers value records that show a decision and what came of it more than they value finished paperwork. These are the parts of your record they look for.
Lead follow-up with outcomes
Texts, emails and call notes from first inquiry through nurture, each tied to what the lead did: booked a showing, signed, went quiet.
Transaction files and timelines
Contracts, addenda, inspection responses and repair negotiations, with the dates that show how a deal moved from offer to close.
Work orders and dispatch
Maintenance requests, how they were triaged, which vendor was sent and how each one closed.
Leasing conversations
Inquiries, tour scheduling and application questions across text, email and phone, matched to whether a lease was signed.
Renewals and delinquency communication
Renewal offers, rent reminders and payment-plan conversations, with resident identities removed. You can leave delinquency out entirely if you prefer.
Pipeline stages and handoffs
How work moves between inside sales, agents and transaction coordinators: stage changes, task follow-through and handoffs.
Systems that hold it and what to watch for.
This is where the record usually lives. Where we've written a data guide for a system, its card links to it, with steps to find out how much you have.
- Follow Up BossReal estate CRMRead the data guide
- BoldTrail (kvCORE)Real estate CRM
- DotloopTransaction managementRead the data guide
- SkySlopeTransaction managementRead the data guide
- AppFolioProperty managementRead the data guide
- YardiProperty managementRead the data guide
- BuildiumProperty management
- Gmail (Google Workspace)EmailRead the data guide
- RingCentralCalls, texts and contact centerRingCentral keeps automatic call recordings for 90 days, so older calls may already be gone. Export what you have now.Read the data guide
Who buys it and what they do with it.
We describe buyers by category and don't publish their names. Each one is qualified and under NDA before seeing your summary, and when they bid you see every offer side by side, with exclusivity, term and payment next to the price.
Proptech and property-management AI
Companies building assistants for residential operators: maintenance triage, resident messaging, renewals.
Leasing and lead-conversion assistants
Software that answers prospects, books tours and follows up on leads. Real inquiries show them the odd questions and the places people drop off.
Transaction-coordinator agents
Tools that chase documents, deadlines and signatures across a deal. They need complete transaction timelines, including the ones that went sideways.
AI labs building agents
Labs that want long, messy, multi-party workflows: an inbox, a CRM, a signing tool and a calendar all touching the same deal.
What a package looks like to a buyer.
Before anyone signs, a buyer sees a summary shaped like this one. It is built from rounded ranges: no name, no website, no people, no addresses.
The numbers in this example are made up. Yours come from your intake and the review call, and you read the summary before any buyer does.
See the full processExample package · Real estate
Illustrative- Sector
- Residential brokerage with property management
- Region
- Mid-Atlantic US
- History
- 7+ years, continuous
- Record
- ~25K leads with outcomes, ~2.8K transactions, ~14K work orders
- Mix
- ~70% sales, ~30% property management
- In scope
- Lead follow-up, transaction timelines, work orders, leasing messages
- Left out
- MLS data, screening and credit reports, protected-class fields
What stays out by default.
Some records aren't yours to license, and some shouldn't leave the building. Intake and the review call bring these up early. The main ones for this industry are below.
MLS listing data and photos
Listing data and photos come to you through your MLS, under its rules and data license, so they usually aren't yours to license to anyone else. They stay out unless the MLS itself authorizes more.
Tenant screening and credit reports
Screening and credit reports on applicants and tenants are consumer reports under the Fair Credit Reporting Act, which limits who may get them and why (15 U.S.C. 1681b). They are excluded by default, along with HR, financing and health material.
Fair-housing protected attributes
Fields that record characteristics protected under fair-housing law (42 U.S.C. 3604), such as race, religion, disability or familial status, are left out of scope. A buyer gets how the work was done, not who the people were.
Consumer identities
Names, phone numbers, emails and addresses of buyers, sellers and residents are removed before delivery under the license. We broker a company's operating records, never lists or profiles of consumers.
This is not legal advice. Whether a record can be licensed depends on your contracts, your software terms and how it was collected, and your counsel should review any license before you sign. The rules named on this page are linked under Sources.
Licenses in our network closed by buyers, not by us.
Recent licenses of operating records, closed by buyers in our network. They come from trades and services businesses, not real estate, so read them as a sense of the market and nothing more.
Construction
$300,000
General contractor
Exclusive · 24-month term · full operating record
Solar
$275,000
Solar company
Exclusive · 18-month term · full operating record
Marketing
$110,000
Agency with global clients
Exclusive · 24-month term · full operating record
Licenses closed by buyers in our network, shown to describe the market. They are not deals thedata.broker brokered and not a forecast of what your record will bring. Every record is priced on its own.
Real estate questions worth settling early.
More in Answers, or ask us on a call after your intake.
It depends on your agent agreements and how the CRM accounts are set up. In many brokerages the company controls leads and conversations; in others, agents own their books. Intake asks whether you own the records, the review call goes through how your agent agreements and CRM accounts are set up, and the license is scoped to what you can grant. This is not legal advice.
Because the listing data and photos come to you through the MLS, under its rules and data license, so they usually aren't yours to license to anyone else. Your own notes, messages and transaction files are a different thing, and those can be in scope. This is not legal advice.
Resident names, contact details and unit numbers are removed before delivery under the license, and screening and credit reports are excluded by default. Delinquency conversations can be offered with identifiers removed, or left out if you prefer.
No. Either side can stand alone as a package. A brokerage with years of CRM and transaction history and a property manager with years of work orders and leasing messages are different packages with different buyers.
They can. Some states require all parties to agree to a recording, such as California (Penal Code §632), and a lead's opt-in to marketing texts may not cover this use. Intake asks whether you record calls and how callers are told, the review call covers texts, and a license can use redacted transcripts instead of audio. This is not legal advice; ask your counsel about your own notices.
We are paid a small commission out of a deal that closes. If nothing closes, you owe nothing. You keep ownership of your records and keep using them.
Sources
Primary sources for the rules this page names. Summaries above are not legal advice.
Not quite your business?
See every industry we take on, the business functions buyers ask for, and which records need special handling.