THE INTELLIGENT WORKSPACE
The whole business.
One connected platform.
Max brings context and action together across every part of your real-estate business.
THE PLATFORM
Everything Max needs
to help run the business.
Max Assistant
Ask questions, draft communications and find your next-best action.
Explore Max Assistant02Leads & CRM
Lead scoring, follow-up and a complete picture of every relationship.
Explore Leads & CRM03Property Intelligence
Research, comps and market context in one property workspace.
Explore Property Intelligence04Transactions
Every milestone, deadline and document from contract to close.
Explore Transactions05Marketing
Turn one listing into a complete campaign across channels.
Explore Marketing06Document Intelligence
Extract parties, amounts, dates and action items from contracts.
Explore Document Intelligence07Investments
Model NOI, cap rate, cash flow, DSCR and investment scenarios.
Explore Investments08Business Intelligence
Understand pipeline, conversion, commissions and marketing ROI.
Explore Business Intelligence03 / CONNECT THE DOTS
One Max.
Your entire real estate business.
Context travels with you. A conversation becomes a follow-up. A contract becomes a timeline. A property becomes an opportunity.
MAXConnected intelligenceLEAD INTELLIGENCE
Stop letting leads
disappear into your CRM.
Know who’s ready for a conversation—and why.
Bring activity, history and next-best actions into the same view. Move from a contact list to relationships with momentum.
Robert Lewis
Seller opportunity · Owner for 11 years
“This may be a strong re-engagement opportunity.”
Sarah Mitchell
HOT LEAD- Viewed 8 properties
- Opened your last email
- Returned to your website 3 times
Sarah’s activity increased significantly over the last 24 hours. Call today.
PROPERTY INTELLIGENCE
Every property.
One intelligence report.
1628 LAKE HARBOR DRIVE · ORLANDO, FL1628 Lake Harbor Drive
4 beds · 3 baths · 2,842 sq ft · Pool
Estimated value range
Updated pool homes in this market have recently sold faster than comparable non-pool properties.
TRANSACTION INTELLIGENCE
From contract to close.
Max watches the details.
Contract executed
Complete
Escrow deposit
Complete
Inspection
Due tomorrow
Financing
In progress
Appraisal
Scheduled
Title
In review
Final walkthrough
Upcoming
Closing
October 28
Max alert
Inspection deadline is tomorrow at 5 PM. Client communication has not yet been sent.
DOCUMENT INTELLIGENCE
Upload a contract.
Max turns it into a plan.
Residential Purchase Agreement.pdf
Contract information becomes a structured transaction plan.
7 ACTIONS CREATED · 4 DEADLINES ADDEDEXTRACTED BY MAX · PREVIEW
- Purchase price
- $742,000
- Escrow deposit
- $15,000
- Inspection deadline
- October 8
- Financing deadline
- October 18
- Closing date
- October 30
- Buyer
- James Carter
- Seller
- Rebecca Wilson
MARKETING INTELLIGENCE
One listing.
An entire marketing campaign.
Max can turn property information into a complete marketing package in minutes.
A property worth
talking about.
One source of property information.
A consistent story in every channel.
INVESTMENT INTELLIGENCE
Analyze real estate
like an investment desk.
Go beyond the purchase price.
See how income, expenses and financing affect the opportunity. Compare scenarios before committing capital.
820 Palm Avenue
Purchase price · $525,000
Returns remain positive under the conservative scenario, although insurance and HOA costs materially affect cash flow.
04 / PUT INTELLIGENCE TO WORK
Max doesn’t just tell you.
Max helps you do it.
New lead
Max analyzes
CRM profile created
Lead scored
Message prepared
Follow-up created
User approves
Message sent
You stay in control.
High-impact actions can require approval before Max sends, changes or publishes anything.
YOUR NEXT CHAPTER
Your real estate business
is about to get smarter.
Bring leads, properties, clients, transactions, documents, marketing and business intelligence into one intelligent experience.