Coming next
Account research
Build a focused prospect brief from public and connected sources.
SkillTree AI Pacific & Main Realty
SKILLTREE AI · AGENT WORKSPACE
What are we moving forward today?
Your brokerage-approved workflows, organized around the life of a transaction.
5 workflow stages6 ready toolsLocal first document processing
Leads & prep
Start conversations prepared
Ready
Buyer Tour
Turn listing links or MLS sheets into a mapped, buyer-ready showing itinerary.
Admin disabled
Call prep
Turn contact and property context into an actionable meeting plan.
Listings
Win and market the listing
Ready
CMA
Create a polished comparative market analysis and seller presentation.
Beta
Seller Net Sheet
Estimate seller proceeds across sale-price scenarios and export a one-page net sheet.
Coming next
Listing presentation
Build a brokerage-branded presentation from property details.
Admin disabled
Marketing plan
Generate a channel plan, calendar, and property launch assets.
Offers & contracts
Review terms with confidence
Ready
RPA Lens
Read a California purchase agreement, surface key terms, and focus review on what needs attention.
Ready
Offer comparison
Compare price, financing, contingencies, credits, and seller net.
Coming next
Contract review
Surface important clauses, missing fields, and items needing review.
Escrow
Keep the transaction moving
Ready
Open escrow
Extract terms and deadlines, verify source pages, and prepare the escrow handoff.
Coming next
Deadline tracker
Monitor approved dates and prepare calendar reminders.
Admin disabled
Escrow email
Draft the complete opening email from verified transaction data.
Closing
Finish cleanly and document it
Ready
Fiduciary Sales Report
Document a closed listing, market exposure, offers, and final outcome for sellers, counsel, and the court.
Coming next
Closing package
Assemble final transaction documents and client deliverables.