AI that knows your clients
One-click summaries and draft follow-ups powered by your actual client data.
RealtorOS AI reads your contact timelines, deal activity, and interaction history to generate context-aware summaries and draft follow-up emails. It's not a generic chatbot — it's an assistant that understands the specific relationship between you and each client.
Key Capabilities
Contact Summaries
Click "Summarize" on any contact to get a 2-3 sentence overview of the relationship: what they're looking for, recent interactions, and suggested next steps. Reads the last 50 activities.
Deal Summaries
One-click deal status summary: current stage, recent progress, key milestones, and what needs attention. Uses the last 30 activities on the deal.
Activity Summaries
Summarize individual notes, call logs, meetings, and emails. Turn a lengthy meeting note into a concise one-sentence takeaway.
Draft Follow-Up Emails
AI generates a subject line and email body based on recent activity. The draft pre-fills your email composer so you review, edit, and send through the normal flow. Nothing sent without your approval.
Provider Agnostic
Supports both Anthropic Claude and OpenAI. Configure your preferred provider and API key. Different models for different tasks — fast/cheap for summaries, higher quality for email drafts.
Inline on Every Page
AI buttons appear on contact timelines, deal overviews, and individual activity items. No separate AI page — intelligence is embedded where you already work.
How It Works
Click the Button
AI Summary and Draft Follow-up buttons appear throughout the app — on contact pages, deal pages, and next to individual activities in the timeline.
AI Reads Context
The system gathers relevant data — contact info, recent activities, deal stage, interaction history — and builds a structured prompt for the AI model.
Review & Use
Summaries appear in a modal with a copy button. Email drafts pre-fill the SendEmailDialog. You always review before anything is sent or saved.
Why agents and brokerages choose RealtorOS
Every feature is built specifically for Canadian real estate workflows — not adapted from a generic CRM or bolted on as an afterthought.
Let AI handle the busywork
Spend less time writing updates and more time closing deals. AI Assist is included with every plan.