Intelifinity · Real estate · the whole-business journey
Turn your phone sideways for the best view of the journey.
One real estate agency, start to finish, run by a team of AI agents.
Three acts: Sell, Serve, Settle. One fictional business, "Wattle & Co. Property". Every name, number and address is invented; the agent portraits are Intelifinity's own AI agent personas.
Act 1 of 3Sell. From a website visit to a signed agency agreement.Wattle & Co. Property · a fictional sales and rentals agency
01 · The front door
wattleproperty.example · Hills District sales & rentals
Sold well, managed properly.
Sales and property management across the Hills District. A free appraisal in 48 hours, campaigns that report every week, and rentals looked after like our own.
Name
Mobile
Send enquiry
AI agentJack · Sales ManageronlineExample St, Castle Hill. 4 bedrooms, 2 bathrooms, double garage.
Thu 10:00Fri 14:00Just email me
Thu 10:00 works. 12 Example St.
Type a message… · or call the AI phone line
Three ways in, one front door.The contact form, the website chat and the phone line all lead to the same sales agent. It knows the recent sales and books the appraisal on the spot.
02 · A lead, not a message
KW
K. Walsh0400 000 000 · 12 Example St, Castle Hill NSW · new vendor
LeadNewAppraisedProposalListedUnder offerSettled
Details
SourceWebsite chatProperty4-bed · 12 Example StEstimate$1.75–1.95mAppraisalThu 10:00 · TessOwnerJack → Tess
Timeline
Vendor lead created from website chatAI agent Jack · 9:12 am
Qualified : property, timing, recent comparables pulledAI agent Jack · 9:13 am
Appraisal booked Thu 10:00, TessAI agent James · 9:13 am
SMS confirmation sent with the appraisal checklistAI agent Olivia · 9:14 am
Reminder the evening beforeAI agent Olivia · scheduled
AI agentJack · Sales Manager
AI agentJames · Inspections & Scheduling
AI agentOlivia · Customer Follow-up
Mon
Tue
Wed
Thu
Fri
10:00
Norwest · open homeTess
Kellyville · inspectionBen · routine
K. Walsh · appraisalTess · 12 Example St
The CRM fills itself.The chat becomes a vendor with a stage, an owner and a timeline. Every agent step is written down, so anyone in the office can see where the listing is.
03 · The proposal, drafted and approved
Wattle & Co. Property
Listing proposal LP-021812 Example St · Castle Hill · valid 14 days
| Item | Qty | Amount |
|---|---|---|
| Marketing: photography, floorplan, video | 1 | $2,400.00 |
| Portal listings, premium placement, 30 days | 1 | $1,850.00 |
| Signboard & brochures | 1 | $650.00 |
| Auction (auctioneer & campaign) | 1 | $900.00 |
Total incl. GST$5,800.00
Marketing only · commission 1.8% incl. GST payable at settlement · guide $1.75–1.95m from Tess's appraisal
AI agentGrace · Proposals & Pricing
Send this proposal?
Proposal LP-0218 for $5,800 marketing — built from Tess's appraisal and comparables.
Send by email with the agency agreement to sign online.
Follow up in 3 days if there's no reply.
Approve & sendEdit campaignAsk the agents
Your Wattle & Co. proposal — 12 Example St, auction campaignTo K. Walsh · sent 11:42 am by Olivia
Hi Kate, thanks for having Tess through this morning. Your proposal and the agency agreement are attached, with the campaign, the guide and the auction date we discussed.
Accept & sign online✓Sent · email + SMSOlivia · follow-up in 3 days
Nothing goes out unapproved.Grace builds the proposal from the campaign menu and the appraisal. The principal reads it, taps once, and Olivia sends it with the agency agreement to sign.
04 · Listed — and the marketing invoice is already out
wattleproperty.example/sign/LP-0218
Agency agreement · 12 Example St
Auction campaign, $5,800 marketing. Valid until 13 Nov.
Kate Walsh
✓ I accept the agency agreement and terms
Sign & pay marketingCRM · K. Walsh
NewAppraisedProposalListedUnder offerSettled
Listed · auction 22 Nov · signed online 2:05 pm
SENT
Wattle & Co. Property
Invoice INV-0220Marketing · due on receipt
| Description | Amount | |
|---|---|---|
| Marketing package — 12 Example St, auction campaign (LP-0218) | $5,800.00 |
Total incl. GST$5,800.00
Created in Xero by Daniel · pay by card or bank transfer
AI agentDaniel · Bookkeeper
Marketing invoice INV-0220 — $5,800To K. Walsh · sent 2:06 pm
Thanks Kate — you're listed with us. Here's the marketing invoice; photography is booked for Tuesday and the listing goes live Thursday.
Pay $5,800✓Paid · 2:31 pmCard · reconciled in Xero
Sign, invoice, paid.The vendor signs online. The property moves to Listed, Daniel raises the marketing invoice in Xero and sends it, and the payment reconciles itself when it lands.
05 · Photographed, live, open homes set
AI agentNoah · Listings Coordinator
Listing · 12 Example St
PhotosTue · Metro Property MediaPortalsLive Thu · premium placementStatus
PreparedPhotographedLiveOpen home
Campaign
Signboardinstalled WedBrochures100 printedBuyer alertson · 38 matchedAuctionSat 22 Nov · 11:00
SMS · to K. WalshOlivia · Fri 4:10 pm
Hi Kate, the listing is live — 1,240 views in two days. First open home Saturday 10:00; a report follows the same afternoon.
Tue
Wed
Thu
Fri
Sat
9:00
12 Example St · photosNoah · media
Riverside · routineBen · inspection
Bellbird · lease signingBen
Harbour Lane · entryBen · 2 units
Norwest · open homeTess · 9:00
10:00
M. Okafor · appraisalTess
A. Nguyen · 8 Example StBen · hot water
12 Example St · open homeTess · 10:00 · 30 min · brochures
14:00
Castle Hill · buyer call-backsTess
Kellyville · ingoingBen · report
Portal enquiriesJack
Glenhaven · open homeTess · 14:00
AI agentJames · Inspections & Scheduling · booked
Live and scheduled. Noah books the photographer and the portals the moment the marketing is paid, the signboard and brochures follow, and James puts the open homes on the calendar. Olivia tells the vendor by SMS.
Act 2 of 3Serve. A tenant's problem, handled end to end.From a WhatsApp at 7:40 to a closed work order
06 · Every channel
WWhatsApp · 7:40 am
Hot water has stopped working 😬Tenant, 8 Example St. Can someone come today?SSMS · 8:02 am
Can I inspect 12 Example St on Saturday?Buyer, Glenhaven.@Email · 8:15 am
Lease renewal — 14 Harbour LaneLandlord wants +$30/wk.WWebsite · 8:31 am
Enquiry formRental appraisal, Rouse Hill.☎Missed call · 8:40 am
VoicemailTranscribed and logged.Intake · today
Hot water fault — 8 Example StWhatsApp · tenant · urgent
Inspection — 12 Example StSMS · buyer
Lease renewal — 14 Harbour LaneEmail · landlord
Rental appraisalWebsite · Rouse Hill
Missed callTranscript ready
One front door, every channel.WhatsApp, SMS, email, website, phone — every message becomes one intake item, read and tagged the moment it arrives. Tenants, buyers, landlords and vendors all come through the same door.
07 · The agents arrive — and talk
Intake · today
Hot water fault — 8 Example StWhatsApp · tenant · urgent
AI agentLeo · Intake Coordinator
AI agentLeo · Intake CoordinatorInspection — 12 Example StSMS · buyerAI agentJack · Sales Manager
AI agentJack · Sales ManagerLease renewal — 14 Harbour LaneEmail · landlordAI agentGrace · Proposals & Pricing
AI agentGrace · Proposals & PricingRental appraisalWebsite · Rouse HillAI agentJack · Sales Manager
AI agentJack · Sales ManagerMissed callTranscript readyAI agentOlivia · Customer Follow-up
AI agentOlivia · Customer Follow-upHot water fault — 8 Example St · the agents talk
AI agent · Leo · Intake Coordinator
AI agent · James · Inspections & Scheduling
AI agent · Grace · Proposals & Pricing
AI agent · Olivia · Customer Follow-up
A team, not a chatbot. Each specialist owns one part of the day. You can read their reasoning like a chat — who said what, and why.
08 · The human gate
Confirm this plan?
Book Marco (panel plumber) with Ben, today 10:30, 8 Example St.
Send the tenant reply and the landlord notice.
Create work order WO-2231 and the trust-accounting entry.
Approve allChangeAsk the agents
Nothing happens until a person says so.The agents prepare; you decide. One tap approves the whole chain or sends it back with a note.
Wed
Thu · today
Fri
9:00
Riverside · routineBen · inspection
Bellbird · lease signingBen
Harbour Lane · entryBen · 2 units
10:00
M. Okafor · appraisalTess
8 Example St · hot waterMarco (plumber) + Ben · 10:30 · WO-2231
14:00
Kellyville · ingoingBen · report
Portal enquiriesJack
Glenhaven · open homeTess
AI agentJames · Inspections & Scheduling · booked
✓Tenant replied toWhatsApp · 8:06 am
✓Work order createdWO-2231 · Marco · $500 pre-approval
✓Landlord notifiedEmail · 8:07 am · estimate attached
09 · The property manager's phone — a new work order, and what to do about it
8:06Thursday 30 October
WWattle & Co. Property · now
New work order · 10:30 todayHot water fault, 8 Example St (tenant Riley Lee). Plumber Marco booked. Landlord pre-approval $500 on file. Bring the key.Trust account · rent received · 14 Harbour Lane · $780
Next · 10:30 · WO-22318 Example St, Baulkham Hills · tenant R. Lee
20 min · 11 km
Key · office cabinet B · meet Marco 10:30
Landlord pre-approval $500 · on file
Entry notice sent · tenant agreed
Tenant: since 2024 · rent up to date
NavigateCall tenant
AI agentJames · Inspections & Scheduling
The property manager knows before they ask.The moment the plan is approved, Ben's phone shows the work order: where it is, when, who the trade is, what the landlord has approved and what the tenant has been told. Tap Navigate and go.
✓Day replanned around the work orderJames · 10:30 held, routine inspection moved to 14:00
✓Entry notice and approval attachedRuby · tenancy file · landlord pre-approval
✓Tenant told Marco is on the wayWhatsApp · 10:08 am · live ETA link
10 · On site
WO-2231 · Hot water fault8 Example St · 10:30 · Ben + Marco
✓Plumber arrived · 10:26
✓Fault found · element
✓Element replaced · $145
✓Hot water restored
✓Tenant sign-off
Close work order
Saturday · 12 Example St open homeCastle Hill · 10:00 · Tess
✓Signboard & brochures out
✓24 groups through
✓6 contract requests
✓Feedback: $1.8–1.9m
✓Vendor report sent · 2:10 pm
Entry notices, invoices and the condition record filed by Ruby, the trust and compliance agent.
AI agentDaniel · Bookkeeper
AI agentRuby · Trust & Compliance
The work order closes on the phone.The repair, the photos and the tenant's sign-off are captured on site. The moment "Close work order" is tapped, Daniel puts the invoice on the landlord statement and Ruby files the record. Two jobs shown: today's repair and Saturday's open home from Act 1.
✓Invoice added to the landlord statement automaticallyMarco · $325 · within pre-approval
✓Entry notice and condition record filedRuby · attached to the tenancy file
11 · The record — work order done
AN
A. Nguyen0400 000 001 · landlord · 8 Example St, Baulkham Hills · managed since 2024
In progressWork order completeWork order WO-2231
IssueHot water fault · tenant reportTradeMarco · panel plumberOn site10:26 – 10:48Cost$325 · landlord approvedCharged toNovember statementProperty8 Example St
Tenancy on file
Leaseto Mar 2027 · $650/wkNextRoutine inspection · Feb 2027
Timeline
WhatsApp received "Hot water has stopped working"Tenant · 7:40 am
Triaged urgent , panel plumber held for 10:30Leo + James · 7:41 am
Plan approved by Sarah (principal)8:05 am
Tenant confirmed "YES"WhatsApp · 8:09 am
Repair completed , signed on site, 3 photosBen · 10:48 am
Statement updated · $325 · landlord notifiedDaniel · 10:49 am
Survey to send 2 hours after completionOlivia · scheduled
One record, the whole story.Who asked, who decided, who did the work, what it cost and what happens next. The owner can read it like a story. No one has to remember anything.
Every agent step is loggedbeside the human approvals, so the business can always answer "why did that happen?"
Act 3 of 3Settle. Paid, reviewed, remembered.The money, the records and the relationship, closed out
12 · Invoiced, sent, paid
AI agentDaniel · Bookkeeper
PAID
Wattle & Co. Property
Invoice INV-2302A. Nguyen · landlord statement · November
| Description | Qty | Amount |
|---|---|---|
| Hot water repair — 8 Example St (WO-2231) | 1 | $325.00 |
| Management fee — November | 1 | $221.00 |
Total incl. GST$546.00
Xero · from the work order and the trust ledger · deducted from rent 11:32 am · reconciled
November statement — 8 Example St · Wattle & Co.To A. Nguyen · sent 10:49 am
Hi Alex, the hot water was repaired this morning under your pre-approval. The invoice and your November statement are attached; the balance is paid to you Friday.
Pay $546Xero · bank feed
11:32 amCard payment · $546.00Matched toINV-2302 · A. NguyenStatusReconciled · no action needed
Aged receivables
Current$21,40030+ days$0Chasing2 reminders scheduled · Olivia
Money in, books right.Repairs and fees are built from the work orders, placed on the landlord statement and settled from the trust account. Arrears get polite reminders without anyone remembering to chase.
13 · The survey — and the nice words
AI agentOlivia · Customer Follow-up · WhatsApp12:50 pm5 — Fixed the same day and I only had to approve it from my phone. Thank you!
Leave a reviewMaybe later
Done 👍
Google review · posted 1:04 pm
★★★★★
"Our tenant lost hot water in the morning and Wattle & Co. had it fixed by lunch — one message to approve and a statement that explained everything. Great property managers."
Alex N. · landlord, Baulkham HillsCRM · A. Nguyen
Survey sent , 2 h after completionOlivia · 12:50 pm
Rated 5/5 : "Fixed the same day…"12:53 pm
Google review posted · 5 stars1:04 pm
Thank-you note to Ben · added to his monthly summaryOlivia · 1:05 pm
0.0Google rating
0%surveys answered
0reviews this quarter
Asked, answered, remembered.Two hours after the repair, Olivia asks how it went. A good answer becomes a review request; a bad one becomes a task for the owner before it becomes a review. Either way, it is on the record.
Then the next saleJack schedules an appraisal offer for the landlord's second property, because a landlord who just had a good month is the best lead for the next listing.
14 · Front office, back office, done
$0.0msold this month2 auctions · 1 private treaty
0properties managedall inspections on time
$0rent collected$0 arrears
0.0 ★client rating5 new reviews
What the agents did today
AI agent Jack · Sales Manager · 14 buyer enquiries answered, 3 appraisals booked, 1 listing signed
AI agent Leo · Intake Coordinator · 27 messages from 5 channels, all triaged within a minute
AI agent James · Inspections & Scheduling · 6 open homes and 9 inspections placed, 2 reshuffled
AI agent Grace · Proposals & Pricing · 2 proposals drafted, 1 rent review priced
AI agent Daniel · Bookkeeper · 48 rent receipts matched, 3 statements issued, 1 arrears reminder
AI agent Olivia · Customer Follow-up · 11 surveys, 9 answered, 4 reviews requested
AI agent Ruby · Trust & Compliance · 4 entry notices sent, 2 condition reports filed, trust reconciled
Waiting for you · 3
Send proposal LP-0222 · 3-bed · Rouse HillReview
Approve repair $1,200 · roof leak · 14 Harbour LaneReview
Unhappy survey 2/5 · tenant M. Okafor · "waited a week"Call
Everything else today was handled by the team and logged. These three need a person.
Front office, back office, done. Appraisals, campaigns, open homes, tenants, work orders, trust accounting and reviews in one system, worked by a team of specialist agents, with a licensed person approving anything that matters.
Secured with Microsoft Entra IDRuns on Azure in AustraliaYour data never trains public modelsEvery action human-approved and logged
Why it works
Built around how your business already runs.
Not another ready-to-use tool. We design the system on your real process, with all its complexity — which is why it works in practice.
Book a demohello@intelifinity.com.au · intelifinity.com.au
See the Real estate platform running on your own process.A demo takes half an hour and uses a working system, not slides.
Book a demo