Lead
The first question gets a timely draft.
AI for property and real estate
Keep the deal moving without chasing every loose end yourself.
Workforce AI prepares lead replies, meeting write-ups, document follow-up, tasks, and scheduling communication across property workflows. Agents, brokers, lenders, and property professionals keep the advice, pricing, compliance, and transaction record.
It handles the communication trail. Licensed advice and transaction decisions stay with licensed people.
The deal trailWork trail
A promising conversation should leave a next step, not a mystery.
Meeting
The client conversation is written up
CapturedQuestions, preferences, and promises stay together.
Task
Documents and follow-up get owners
AssignedThe next steps have names and dates.
Draft
The recap waits for review
ReadyConfirmed details become a clear client message.
Pick the business or the workflow
Choose the transaction lane you work in.
Real estate and mortgage share follow-up pressure. Their advice, records, and compliance duties are different.
01AI for real estateSee the brokerage workflow.
Lead response, showing follow-up, meeting notes, and visible next actions.
Best for real estate teams02AI for mortgageSee the borrower workflow.Borrower communication, document follow-up, and a hard line before licensed advice.
Best for mortgage teams03Real-estate follow-upFix the lead and showing follow-up.A focused workflow for faster, reviewable client communication.
Best for agents04Mortgage follow-upKeep borrower next steps visible.Document requests and status communication without invented lending advice.
Best for brokersThe operating pattern
The relationship crosses four communication moments.
Workforce AI preserves context across them. The licensed professional and transaction systems remain authoritative.
Meeting
Preferences, constraints, and commitments are written up.
Documents
Explicit requests become owned follow-up.
Next move
The client recap uses confirmed facts and waits for review.
Inside the product
The loose ends stay visible to the team.
The preview shows the task pattern, not a customer account. In your workspace it runs on the tools you connect and the review rules you set.
dashboard.hireworkforce.ai
EmployeesMeetingsTasksChatImage GeneratorIntegrationsSettings
Tasks
3,250 credits+ New task
Pending Approvals
SofiaEmail
Send revised quote to a client
Drafted from the meeting with the 10% discount. Schedules send for 9:00 AM.
ApproveRejectEdit
MarcusCalendar
Book Friday follow-up
30 minutes, invites the attendees, adds the agenda from the recap.
ApproveRejectEdit
History
A responsible first workflow
Automate the chase. Keep advice and the deal with the professional.
Start with a communication workflow that never requires AI to invent a transaction fact.
Good first candidates
The source conversation is available.
The request, owner, and deadline are clear.
The professional reviews every client-facing claim.
Keep these with a person
Licensed professionals own the advice.
The official system remains authoritative.
Only confirmed facts belong in client communication.
Straight answers
The questions buyers actually ask, answered straight.
Last reviewed July 10, 2026.
Which property businesses fit Workforce AI?
Real estate teams, mortgage brokers, and related small firms with heavy client communication and follow-up.
Does it replace a CRM, LOS, or transaction system?
No. It works around those systems and only performs a system action when that integration and permission are configured.
Where should a property business start?
Start with post-meeting or document follow-up.
Start with the work, not the buzzword
Map one workflow your team repeats every week.
Nine questions, about two minutes. No login and no card.
