The Realtor OS · A walkthrough with Marco

Less catching AI up. More getting work done.

Your deals, people, documents, calendar and email, connected. Watch one closing-date request turn into an amendment, email drafts and a clear next step, with you reviewing the work.

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10 min 41 sec · Fictional clients and deal records · Real system walkthrough

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Put it to work in your business

See what your own setup could look like.

Tell Marco how you manage your deals and where the paperwork piles up. We’ll talk through what could help, what setup would involve, and whether it makes sense for you.

  • 30 minutes with Marco
  • Bring a question or a piece of work
  • A clear scope and price before you commit
Have a question? Email Marco

Talk through your own setup.

Choose a time for a 30-minute call with Marco. Bring a question, a recurring piece of work, or an idea you want to explore.

See available times Opens Marco’s Cal.com calendar in a new tab

Built around how you work

Your information. Your way of working.

01

Start with your deals.

We bring the people, documents and decisions behind your work into one connected workspace, using the information you choose to include.

02

Get a useful workflow running.

We set up the tools and forms your workflow needs, then walk through the work with you. You review documents and decide what gets sent.

03

Build from there.

As you use the system, we help refine it and agree what to add next. The system and documentation we build for you are yours to keep.

A few practical questions

Before we talk.

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Is this for individual agents?

Yes. This setup is designed around an agent’s own deals, contacts and paperwork. If you work with an assistant or a team, we can talk through how their work would fit too.

Will it work with my forms and tools?

The demo uses a Nova Scotia transaction, Gmail and Google Calendar. We check your province, forms and existing tools before agreeing the scope. You provide the forms you’re licensed to use; support for other tools is scoped with you.

Does it send emails or sign documents for me?

In this workflow, it prepares the amendment and email drafts for your review. You check the work, send the messages and use your usual signing tool. A requested date stays proposed until the change is agreed.

What does getting started involve?

Start with a 30-minute call. If there’s a fit, we agree what to build, the setup and ongoing costs, and the time needed to get you using it. Any AI subscriptions or other tool costs are made clear before you commit.