⚡ Select a client once. Every tool already knows who you're working with.
Step 1 — Add the client to your pipeline
Go to the Prospect tab → fill in their name, type (Buyer/Seller), phone, email, and any property info → tap Add Client.
Step 2 — Activate them
Tap their name in the pipeline list → tap Use in Tools. A green banner appears at the top: 🟢 Active Client: [Name]. That's your signal it's working.
Step 3 — Open any tool
RealtyAssistAI automatically fills in their name, contact info, and property where those fields exist. You don't re-type anything.
Switching clients: Tap a different client → Use in Tools. Fields RealtyAssistAI filled update automatically. Fields you typed manually stay exactly as you left them.
To clear: Tap the green active client banner at the top of any tab.
Which tools auto-fill: Agreement Prep · CMV Report · Follow-Up Sequence · Listing Presentation · Buyer Checklist · Seller Checklist · Qualify a Lead · Call Script · Itinerary · Client Summary
🎯 Prospect — Your Pipeline & Client Memory
Add every client here first. Name, type (Buyer/Seller), phone, email, property address. The pipeline bar tracks deal stages from Prospect → Close. Tap a client → "Use in Tools" to activate them — every tool form will auto-fill with their info. The green banner at the top confirms who is active. Tap it to clear.
📋 Prepare — Before the Showing
Use before appointments. Generate listing descriptions, write buyer prep notes, pull a property summary, or calculate estimated monthly payments. Go into every showing with more info than your client.
🏡 Active — Keep Deals Moving
Draft follow-up emails, answer client questions on the spot, explain contract clauses in plain English, and keep momentum on active transactions. Paste any contract language directly and ask the AI to explain it.
🤝 Offers — Negotiate Smarter
Draft offer letters and counter-offers, explain contingency language to clients, calculate net proceeds, and prep talking points for negotiations. Include price, down payment, financing type, and closing timeline for best results.
🏁 Close — Get to the Table
Generate closing cost breakdowns, create full closing checklists organized by party (buyer, seller, lender, title), draft final client communications, and write post-close follow-ups. Paste it into your transaction system or share directly.
💬 Ask AI — Free-Form Chat
Ask anything. State-specific disclosure rules, market questions, VA loan guidelines, contract language, client scripts, tax calculations — type it or use voice. No form required. The more detail you give, the better the answer.
🗺️ State Selector
The dropdown at the top of the screen. Always set this to the state where your deal is located. RealtyAssistAI knows state-specific tax rules, disclosure requirements, transfer taxes, and forms for all 50 states. Every answer adapts to your selected state.
Sources: NAR state law summaries · State revenue & assessor offices (all 50 states) for transfer tax, disclosure & homestead rules.
🏠 Property Report — Live Data
Pull real AVM values, actual tax records, and recent comps for any address nationwide. Tap Property Report in the quick actions or type the address in Ask AI. No Zillow. No Redfin. No manually cross-referencing county sites.
🔊 Voice Mode
You can talk to RealtyAssistAI. While driving between showings, walking a property, or sitting in your car — tap the mic and ask. No typing required.
🎖️ Military / VA Client Module
Working with active duty or veteran clients? Use the Military / VA tab for PCS timelines, VA loan strategy, BAH income documentation, SCRA protections, disability rating + funding fee calculations, and nearest base detection across 500+ U.S. installations.
📊 Lead Scoring
Score and rank your pipeline so you know which calls to make first. Factors in timeline, motivation, financing status, and more — no spreadsheet needed.
📝 Auto Blog
Your daily work generates content. Property reports, market updates, neighborhood answers — Auto Blog turns your workflow into published, SEO-ready blog posts automatically.
🔢 Usage Counter
The number in the top right (e.g. 12 / 200) shows your monthly AI usage. Each AI response uses one credit. Subscribers get 200 credits/month. Resets on your billing date.
💡 Set your state first. Every answer adapts to your selected state. Forgetting to set it = generic national answers instead of state-specific ones.
💡 Be specific. Instead of "write an offer letter" say "write an offer letter for 123 Main St, $340K, 5% down, conventional, closing in 30 days." More detail = better output.
💡 Paste contract language directly. Copy the exact clause and ask "explain this to my buyer in plain English" — works every time.
💡 Use it in the field. Built for mobile. Pull it up at a showing, in your car, at the closing table. Tap the mic if you don't want to type.
💡 Load a listing URL. In the Dashboard tab, paste any MLS listing or market report URL — the AI reads it and can answer client questions about that specific property instantly.