AI-native CRM for real estate teams

You lead.
AI closes.

Where agents and AI drive results together on one secure brokerage workspace. Boards, pipelines, documents, and communications — all in sync.

 

TRECAI — Lead Board
Lead
Source
Status
AI Score
Owner
Next Action
Sarah Johnson
Buyer · $450k–$550k · DHA Phase 6
Zillow
Contacted
Hot
HA
Hassan
Send listing match
Rizwan Malik
Seller · Close in 45 d · Gulberg
Referral
Qualified
Warm
SK
Sidra
Schedule viewing
Amina Noor
Investor · April campaign
Campaign
New
Pending
AR
Ali
AI qualification call
Omar Sheikh
Buyer · Luxury · Bahria Town
Open House
Proposal
Hot
HA
Hassan
Send contract
14m
Avg. first-response time
▼ 22% faster with AI drafts
128
Qualified leads / rep / week
▲ 18% with smart routing
$12.8M
Deal-pipeline value tracked
Live from execution boards
94%
Contract dates auto-captured
OCR + AI on every upload
Built for every role

Meet your AI workspace

Collaborate as one brokerage team — people and AI working side by side.

Close more deals as your pipeline works around the clock

AI-powered lead routing, scoring, and follow-up so no opportunity slips through the cracks.

Open Dashboard
🎯
Lead Scorer
Ranks every inbound lead by intent signals and budget fit automatically.
📩
Auto Responder
Sends personalised first-touch replies the moment a lead arrives.
🔥
Deal Risk Tracker
Flags deals going cold before the agent even realises it.
One platform · Every use case

An AI tool for every part of the deal

Built around the way brokerages actually work — boards, dashboards, and AI tuned for real estate.

🎯

Lead Qualification Board

Imports from Zillow, Realtor.com, open houses, and campaigns are normalised, deduplicated, routed, and scored automatically.

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📋

Deal Execution Board

Stage templates generate checklists, deadlines, and owner assignments the moment a deal enters Under Contract.

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📄

Document Vault & AI

OCR + extraction proposes key dates, parties, and amounts for review instead of buried PDF folders.

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🏠

Listings & Buyer Match

Weighted fit scores turn scattered buyer preferences and new listings into ranked shortlists your agents can act on.

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💬

Communications Hub

Unified WhatsApp, email, and SMS threads attached to every contact — with AI-drafted replies for first touch.

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Automation Recipes

Monday-style triggers and actions: when a lead is created, when a deal moves stage, when a key date approaches.

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AI-first intelligence

Agents are only as good as their context

TRECAI AI has full context before it acts — deal history, lead scores, key dates, and team assignments — ensuring every recommendation is confident and accurate.

🧠
Contextual summaries
Daily briefs per agent and per deal.
🚨
Risk flags
Proactive alerts before deadlines are missed.
💡
Suggested next actions
Prioritised task queue every morning.
📈
Performance insights
Team and individual metrics at a glance.
TRECAI AI · Today's Brief

7 hot leads came in from Zillow and open house traffic. Two premium buyers match newly ingested DHA listings. One deal in Under Contract is missing a confirmed appraisal deadline.

4
Suggested actions
22
Background jobs
3
Risk flags
Recommended automation

When a document is categorised as "contract" → trigger OCR → extract candidate dates → create review task for the deal owner.

No code required

Let work flow automatically

Automate how work moves between people and AI. Trigger → Condition → Action, built for the moments that matter in a brokerage.

WhenWhen a lead is created
IfIf source is Zillow
ThenAssign to luxury team + send AI welcome message
WhenWhen a deal enters Under Contract
IfAlways
ThenGenerate stage checklist + notify lender coordinator
WhenWhen a key date is within 48 hours
IfIf no confirmation logged
ThenAlert owner, manager, and add to digest widget
WhenWhen a document is uploaded
IfIf category is Contract
ThenRun OCR extraction + create date review task
Enterprise-grade

Full control, full visibility

📜

Activity Log

Track every AI and user action across your organisation in real time.

🔒

Role Permissions

Define exactly which data each role can read, edit, or create.

👤

Human in the Loop

Review and approve AI recommendations before they trigger downstream work.

🏷️

Multi-tenant Branding

Every brokerage gets its own slug URL and fully branded workspace.

🛡️

Data Privacy

Your data is never used to train AI models. What happens in your workspace stays in your workspace.

📊

Usage Insights

Track AI usage, background jobs, and team activity across your whole company.

What our customers say

Our teams achieve more

We replaced a 30-minute deal entry process with an AI agent that does it in 4 minutes. Our agents are closing 40% more deals.

TRECAI is the first CRM that actually understands how real estate teams work. The board-first approach is a game changer.

The document extraction alone saved us 15 hours a week in admin. Add the AI follow-ups and our team is unstoppable.

Open platform

Consider yourself limitless

TRECAI connects to the tools your brokerage already uses — MLS feeds, WhatsApp, email, e-signatures, and billing — all from one workspace.

Zillow
Realtor.com
WhatsApp
Gmail
DocuSign
Paddle
Zapier
Slack

Ready to see TRECAI with your brokerage?

Run the onboarding wizard to provision your workspace in minutes. Every brokerage gets its own branded URL and AI-ready CRM.

No credit card · Unlimited time on Free plan · Multi-theme · Multi-company