The AI prepares the work · The agent stays in control

Supervised AI operations
for Australian real estate agencies

Aussie Real Estate AI helps agents clear the admin work around enquiries, follow-up, call notes, CRM updates, calendar booking, vendor reporting, and prospecting.

Raising $50,000 to convert a working system into a repeatable implementation business.

Live agent + CRM stack First 10 customers target Setup fees + retainers
02 / 14
The Problem

Real estate agents lose time in the work between the tools

Agents are not short on software. They are short on clean operational execution across inbox, phone, SMS, calendar, CRM, property documents, buyer feedback, and vendor communication.

Inbox
Phone
SMS
Calendar
AGENT · manual glue
CRM
Documents
Buyer feedback
Vendor comms
Where time leaks
  • Enquiries arrive across multiple channels and need fast follow-up.
  • Call notes, tasks, reminders, and next actions often never reach the CRM.
  • Appraisal nurture and vendor reporting require consistent preparation.
Why it costs money
  • Buyer matching, prospecting, and open-home follow-up are repetitive but revenue-sensitive.
  • Admin hiring is expensive, but missed follow-up costs listings and relationships.
Investor takeawayThe pain is daily, operational, and close to revenue.
03 / 14
Why Now

AI adoption is happening, but trust is the blocker

Real estate is already being touched by AI through listing copy, consumer search, agent workflows, and marketing automation. The opportunity is not convincing agents that AI exists — it is giving them a safe operating layer they can trust with customer-facing work.

Adoption

AI is already entering the workflow

Listing copy, consumer search, marketing automation — agents are already exposed to AI.

Trust

Approval-first is required

Brand, compliance, and relationships mean agents need systems that keep them in control.

Workflow gap

Fragmented tools, no operator

Work is split across many tools. The first trusted operator can expand workflow by workflow.

Investor takeawayThe category is moving from AI novelty to controlled execution.
04 / 14
The Solution

A supervised AI agent that prepares, updates, and follows up

01 · CAPTURE

Bring the work in

Website forms, calls, SMS, email, CRM records, calendars, and lead lists.

02 · UNDERSTAND

Classify it

Person, role, intent, urgency, and the next action.

03 · PREPARE

Draft the output

Replies, notes, tasks, reports, follow-up sequences, appointment options.

04 · ACT W/ CONTROL

Execute on approval

Book meetings, update CRM, send approved messages, log every action.

05 · IMPROVE

Turn runs into playbooks

Convert each run into a repeatable implementation playbook.

Approval queue · Tuesday 7:42 am
# draft · SMS  Sarah M — asked about the contract for 14 Banksia St
  "Hi Sarah, the contract is on its way to your email now…"
  approve · edit · reject

# draft · email  Ben T — price question after Saturday's open home
  "Hi Ben, great to meet you at 22 Coral Ave…"
  approve · edit · reject

# CRM note  Call summary ready — vendor update, 8 Palm Ct  →  to CRM
Approval-first Not another CRM Operations layer around existing tools
PositioningNot another CRM. A supervised AI operations layer around the real estate systems agencies already use.
05 / 14
Live Proof

The product is already real enough to demo

Website lead
KAREN · OpenClaw agent
Twenty CRM note + task
Google Calendar + Meet
● Live now
  • Karen / OpenClaw real estate agent is running.
  • Twenty CRM dashboard is live.
  • Karen creates CRM people, companies, notes, tasks, and calendar events.
  • Karen books Google Calendar events with Google Meet links.
  • Karen shows upcoming meetings from Google Calendar.
  • Public booking page writes into CRM.
  • Website call submission flow exists.
  • Notes schema includes spoken status and lead temperature.
  • Daily lead discovery job exists.
  • Sydney 100-principal target list exists.
  • Outreach message generation exists.
  • Website and brand assets exist.
○ Roadmap / pending credentials
  • Agent Box production integration.
  • WhatsApp production sending.
  • Plaud Note ingestion.
  • Zoom meeting creation.
  • ID4ME automation.
  • Social auto-posting.
RoadmapPending credentials
Investor takeawayThis is not a slideware idea. The first operating stack exists; funding buys repeatability, reliability, and customer delivery.
06 / 14
The First Customer Workflow

Turn inbound and outbound conversations into booked sales opportunities

Website / outbound lead
Confirm role
Capture details
Explain use case
Book founder call
$500 audit deposit
What Karen does
  • Confirms they are a real estate agent, principal, or relevant agency operator.
  • Captures name, role, agency, location, and the most time-consuming workflow.
  • Explains the relevant Aussie Real Estate AI use case.
  • If qualified, books a founder call. If high intent, sends a $500 AI-readiness audit deposit link.
  • Updates the CRM with status, notes, lead temperature, and next action.
Outcome

Fewer missed follow-ups

Cleaner CRM, faster booking, and a better founder sales handoff.

Approval-first deposit link Writes to Twenty CRM
07 / 14
Product Wedge

Start with the AI-readiness audit, expand into agency operations

AI WORKFLOW AUDIT
Enquiry follow-up
Call summaries → CRM
Appraisal nurture
Supervised ops agent
What the audit does
  • Maps the agency's admin-heavy workflows.
  • Identifies where AI can safely assist.
  • Checks CRM, calendar, inbox, call, and data readiness.
  • Defines approval rules and escalation points.
  • Produces the first implementation plan.
Expansion workflows
  • Email classification and draft replies.
  • Call summaries into CRM notes and tasks.
  • Vendor report drafts and appraisal drip nurture.
  • Prospecting and principal outreach.
  • Full supervised operations agent.
Investor takeawayThe audit is both a paid qualification product and a discovery engine for repeatable implementation.
08 / 14
Pilot Blueprint

The full product surface comes from a real agency blueprint

The first deep implementation blueprint is a 13-module supervised operations system around the tools real agents already use.

Front office

  • Email management and reply drafting.
  • Document sending workflows.
  • Inspection booking.
  • SMS reply and prospecting response handling.

Admin layer

  • Calendar and task creation.
  • Call transcription and notes.
  • CRM update and admin support.
  • Appraisal drip nurture.

Growth layer

  • Buyer feedback and vendor report drafts.
  • Social content support.
  • Competitor tracking.
  • Buyer-to-listing matching.
  • Listing description drafting.
Paid setup + monthly support retainer
Investor takeawayWe start narrow, but the account expansion map is already visible.
09 / 14
Business Model

Setup revenue funds implementation. Retainers compound support revenue.

PackageSetupMonthlyBest fit
Lead Machine$2,500$197Solo agents starting outbound and follow-up
Pipeline Dominator$5,000$397Agents with active pipeline and CRM pain
Full Stack Agent$10,000$797High-output agents needing broader automation
Agency System$30,000$2,500Offices or teams with multiple workflows
Pilot Blueprint$12,000$1,200First deep implementation reference case
Investor takeawayThis is not a free-trial SaaS motion at the start. It is founder-led implementation with cash up front and recurring support revenue.
10 / 14
Go To Market

Founder-led sales into a narrow, reachable real estate ICP

Initial ICP
  • Australian residential real estate agents.
  • Principals or high-performing agents with admin bottlenecks.
  • Agencies already using CRM, calendar, phone, email, and listing workflows.
  • Customers willing to pay for implementation, not just software access.
Channels
  • Founder network and warm introductions.
  • One cold caller qualifying real estate agents.
  • Website call funnel handled by Karen.
  • Targeted principal lists.
  • AI Workflow Audit as the conversion offer.
  • First 10 pilot agents as implementation proof.
Sales motion
  • Qualify pain.
  • Audit workflow.
  • Book founder call.
  • Close setup + retainer.
11 / 14
Use Of Funds

$50,000 funds the first repeatable operating base

Operations hub / warehouse lease
$18,000
Server & AI infrastructure
$12,000
Sales & lead generation
$8,000
Implementation & integrations
$7,000
Legal, compliance, insurance
$3,000
Working buffer
$2,000
Investor takeawayThe raise is not for research. It funds customer acquisition, customer delivery, and proof.
12 / 14
90-Day Milestones

The next milestone is proof of repeatability

Targets within 90 days of funding
  • Close 10 paying real estate customers.
  • Deliver the first deep agency pilot.
  • Convert the AI Workflow Audit into a repeatable offer.
  • Build implementation playbooks for the first 5 workflows.
  • Target setup revenue of $120,000–$300,000 depending on package mix.
  • Target MRR of $12,000–$25,000.
Target
Proof investors should expect
  • Signed customers.
  • Live workflow usage.
  • CRM / calendar / call logs.
  • Retainer conversion.
  • Repeatable delivery checklist.
Investor takeawayThe next round should be raised on customer proof, not theory.
13 / 14
Team

Product, sales, workflow, and creative in one fast loop

Built by operators working with the latest agentic AI. Sales conversations show what agents care about, audits show where follow-up breaks, and product work turns those learnings into repeatable systems.

T
Founder · Product, Growth & Operations

Tom

Leads product direction, workflow design, sales strategy, customer discovery, and daily execution — turning messy real estate work into practical AI-assisted systems: call summaries, CRM-ready notes, buyer follow-up, approval queues, and agent dashboards.

D
Co-Founder · AI Systems, Operations & Delivery

Deandre

Brisbane-based developer and AI specialist with six years building real systems for real businesses — AI agents, workflow automation, custom dev tools, and infrastructure. Owns AI systems, delivery, and customer workflow scoping.

X
Real Estate Sales & Growth

Xavier

Brings real estate sales experience into outreach, agent conversations, discovery, and pipeline — getting the product in front of agents, principals, and agency operators dealing with missed leads and messy follow-up.

Performance Creative · Paid Ads

Creative Lead

Direct-response creative around real agent pain — missed enquiries, slow speed-to-lead, open-home follow-up, CRM cleanup, and call notes — across Facebook, Instagram, TikTok, Reels, and Messenger.

Why the team worksFounder-led real estate sales, AI delivery, and performance distribution under one roof — a fast learning loop that keeps the product close to real workflows instead of AI hype.
14 / 14
The Ask

We are raising $50,000 to turn a working system into a fundable company

What exists

Working agent, CRM, calendar booking, lead capture, outreach workflows, and the first product blueprint.

What capital unlocks

Reliable infrastructure, a focused sales motion, implementation capacity, and the first 10 paying customers.

Why us · product

Already built, not slideware

A working agent, live CRM, calendar booking, and lead capture exist today — capital buys reliability and delivery, not invention.

Why us · trust

Approval-first by design

Built for an industry where brand and relationships matter. Agents stay in control, which is the wedge competitors built on full automation can't easily copy.

Why us · distribution

Founder-led real estate access

Real estate sales, AI delivery, and performance creative under one roof — a direct line to the exact ICP we're selling.

CloseAussie Real Estate AI is building the operating layer real estate agents will trust before they trust full automation.
Book a founder call →
Appendix

Claim discipline, safety model, demo script

A · Claim discipline

Live, roadmap, and target claims are visually separated throughout this deck.

LiveTargetRoadmap
B · Safety model

AI drafts. Agent approves. System logs.

Approval-first for: SMS, email, vendor reports, social posts, property documents, outbound calls, public publishing.

Approval-first
C · Demo script
  • Website lead submission enters CRM.
  • Karen qualifies the lead.
  • Karen creates CRM note and task.
  • Karen books Google Calendar event with Meet link.
  • Dashboard shows status and next action.
Confidential · Not for distribution without signed NDA · Targets and projections are not guarantees