Real estate. Mortgage. Recruiting. One system that turns every closing into the next 5 opportunities — automatically.
Your CRM tracks buyers. Your LOS tracks loans. Your recruiting pipeline is a spreadsheet. Your content ideas are in your notes app. Nothing talks to anything.
Closings happen. Follow-ups don't. Referrals, reviews, recruit conversations, content — all left on the table.
CRM, LOS, spreadsheets, notes. Every tool is a silo. Nothing tells you what to do next across all three engines.
You're manually copying data between systems, chasing follow-ups, and trying to remember who needs a call. That's not scaling — that's surviving.
Log a closing and TCB OS generates 5 pre-scripted follow-up actions — a referral ask, a review request, a recruit DM, a content brief, and a SaaS demo invite. Every time.
Client name, deal type, other agent info. 60 seconds.
Referral ask, review request, recruit DM, content brief, SaaS demo — all with scripts.
Every script is personalized and ready. Tap, copy, paste into your texts or DMs.
Prospects, leads, clients, recruits — all tracked with next-action dates and urgency flags.
Every morning, your AI chief of staff reads your live data and tells you exactly who to call and what to say.
10-KPI activity tracker. Know your production score by 9am every day. Tap + to log. Numbers update instantly.
Every closing → 5 auto-generated actions with personalized scripts. The moat no other CRM has.
One deal. RE commission + lender side + referral fee + override. All tracked. Total revenue per deal.
Claude reads your live pipeline, prospects, and leads every morning. Tells you the top 5 priorities for the day.
Every new lead gets an auto-generated follow-up script. Respond in under 5 minutes. Track response time.
Track every touch on every producer you're recruiting. Scripts for each step. Sequences advance automatically.
Lease renewal alerts. Relist reminders. Anniversary follow-ups. Set it once, never miss a past client again.
Every closing becomes a content brief. 1 Loom → 15 distribution pieces. Your content machine on autopilot.
Leads from BoldTrail and Arrive auto-import into your queue with personalized response scripts pre-loaded.
90 days free for founding members. No credit card. Cancel anytime.
"I've been in real estate for 12 years and never had a system that connected my deals, my lending, AND my recruiting in one place. This is what I've been waiting for."
"The 5 Opportunities Engine alone is worth it. I logged my last closing and had a referral text, a Google review request, and a recruit DM ready in 30 seconds."
"I built this because I needed it. Every feature solves a problem I hit this week in my own business. This isn't a CRM — it's how I run three engines at once."
Join founding members who are already tracking deals, recruiting producers, and closing more — all from one screen.
No credit card. No commitment. Cancel anytime.
Reggie reads every signup personally and texts within 60 seconds.