Real Estate OS

A brokerage operating layer, shipped in honest stages.

Real Estate OS starts with the parts that are already useful: the Voice layer, the CRM Kernel, routing, consent-aware follow-up, and clean audit trails. Deeper brokerage intelligence is application-reviewed and lands behind a staged rollout, not a public pricing promise.

01 · Available now

Voice layer plus CRM Kernel for real inbound brokerage calls.

Available now means the operating substrate: call answer, lead capture, consent-aware SMS follow-up, structured notes, task creation, role-aware routing, and audit records that can sync into the CRM you already use.
Voice layer
Answers inbound calls and captures structured lead context
Available now
CRM Kernel
Contacts, leads, tasks, calls, messages, and audit events
Available now
Routing rules
Role-aware owner assignment and next-action queueing
Available now
Available now
  • Lead capture
    Name, number, intent, urgency
  • CRM sync
    Structured note and next action
  • SMS consent
    Opt-in recorded before follow-up
  • Audit trail
    Every route and task has provenance
02 · Coming next

Real-estate workflows that sit on top of the core record.

Coming next is the vertical package: listing inquiry packets, action queue ranking, call QA, agent coaching, and source attribution. These features extend the CRM Kernel rather than replacing an existing brokerage CRM.
Listing inquiry packets
MLS context, buyer intent, and showing handoff
Coming next
Agent scorecards
Speed-to-lead, follow-up completion, and coaching notes
Coming next
Owner dashboard
Brokerage-wide source, pipeline, and commission visibility
Coming next
Coming next
  • Listing inquiry workflow
    Property context and showing intent
  • Action Queue
    Ranked follow-up for agents and ISAs
  • Call QA
    Coaching notes and missed-field review
  • Source attribution
    Portal, sign, referral, campaign
03 · Long-term platform

Brokerage intelligence once the operating data is stable.

The long-term Real Estate OS is owner-grade intelligence: office performance, source quality, deal snapshots, commission visibility, and market context. It ships only when the web product and QA evidence prove the workflow.
Market intelligence
Comparable sales, neighborhood context, and objection support
Long-term
Commission snapshots
Deal, deposit, split, and owner rollup views
Long-term
Native field workflows
Agent and owner mobile surfaces after web validation
Long-term
Long-term platform
  • Brokerage intelligence
    Office and team operating views
  • Deposit and deal snapshots
    Owner commission visibility
  • Market packets
    Comparable context per inquiry
  • Native mobile loops
    Field workflows after web proof
04 · Brokerage workflow map

From call capture to owner visibility without pretending the full OS is live today.

W3 expands the Real Estate OS page around the actual brokerage workflow: Lead capture, Routing, Call QA and coaching, Agent performance, Attribution, Deal and commission visibility, and Mobile workflow. Each item is labeled against Available now, Coming next, or Long-term platform so the page stays commercially useful without overstating parity.
MeetIndi
truthful product visual
Brokerage operating record
Lead captureCaller need recorded
RoutingISA queue
Call QAReview needed
AttributionSource retained
CommissionVisibility planned

Illustrative product model, not customer data. No fake customers, no fake logos, and no unsupported production screenshots.

Representative workflow model, not a customer screenshot

Real estate workflows
  • Lead capture
    Inbound call to qualified record
  • Routing
    Queue, agent, ISA, manager scopes
  • Call QA and coaching
    Review, scorecard, note, follow-up
  • Agent performance
    Response time and follow-through
  • Attribution
    Portal, sign, referral, campaign
  • Deal and commission visibility
    Owner-grade snapshots when live
  • Mobile workflow
    Field CRM path after web proof
Application-reviewed

Why the Real Estate OS path is not self-serve yet.

Brokerages vary by team structure, CRM, routing model, consent policy, and data quality. The public website can collect a Voice activation request, but Real Estate OS needs an application-reviewed setup so the promised workflows match what is actually live.

That boundary keeps the page honest: Voice activation is reviewed, Real Estate OS is staged, and long-term platform features remain visibly separate from what is available now.