How it works
How a deal moves through Apeiro IQ
Every lead becomes a contact. The contact moves through a pipeline. When a property is involved, it gets a task board. Automations and AI agents handle the follow-up you set up.
1. Contact
A form, a call, a text or an import creates the contact, with where they came from.
2. Pipeline
The Contact Us form sends each kind of lead to the right pipeline: sellers, buyers, lenders, students or clients.
3. Property task board
Each property gets one key and a task on each board it needs: buying, selling, repairs, closing.
4. Automations
Written follow-up, reminders and “not now” check-ins go out on the schedule you set.
5. AI agent
An AI agent can answer calls and messages, ask your questions and book the call.
Property task boards
A property under contract needs several kinds of work at once: marketing it, getting repair bids, tracking escrow. One task can only sit in one place, so each kind of work has its own board.
- Acquisition: from new lead to under contract, purchased or assigned.
- Disposition: marketing, showings, offers and the buyer under contract.
- Rehab: photos and bids, scope, permits, work in progress, punch list.
- Transaction coordination: one escrow from title ordered to closed.
Every task for a property carries the same property key and the same property facts: address, county, beds and baths, prices, repair estimate and more.
Messages you read before they send
Every automation we install comes turned off. You read the texts and emails, change the wording, and turn each one on when you are ready.
Texts send only after your own text registration is approved. We help you file it.
Two businesses, one account
Core has settings for a second business: its name, sender, phone, booking link and website. Messages use your names, not ours.
See it on a call.
Tell us your lines of work. We will show you the workspace and which business systems fit.