One timeline per transaction
Calls, email, SMS, notes, and key updates pulled into a single, clean view-so you’re never guessing what happened.
Coming soon
Stop chasing. Keep every deal moving-automatically.
CopilotEstate helps you run your day: it tracks conversations across calls, email, and SMS, prompts the right follow-ups, and keeps everyone aligned-without you living in ten apps.
Hours back every day
Less time coordinating and catching up on threads. More time with clients.
Fewer dropped balls
Follow-ups, reminders, and document requests don’t disappear in inboxes.
A calmer pipeline
Clear visibility into what’s pending, who’s responsible, and what’s next.
CopilotEstate is currently in development. It will be available soon-check back here for updates as we get closer to launch.
Built for the work you actually do.
You don’t need another place to store contacts. You need a system that keeps conversations, follow-ups, scheduling, and documents from slipping-especially when you’re juggling multiple deals.
Follow-ups that actually happen
If someone hasn’t replied, CopilotEstate nudges them (politely), escalates when needed, and keeps you in the loop.
Less admin, more client time
Drafts recaps, confirms next steps, and keeps momentum-so your day isn’t consumed by chasing and re-sending.
What CopilotEstate does for you.
It doesn’t “talk about” your deals-it helps you run them. CopilotEstate keeps communication organized, prompts the right actions, and reduces the back-and-forth that drains your day.
Unified communication
Keep context across phone, email, and SMS so you always know the latest-without hunting.
- Single communication timeline per transaction
- Highlights key commitments and decisions
Smart follow-ups & reminders
Automatically tracks who owes what and when-then follows up so you don’t have to.
- Polite, timed reminders across channels
- Escalations when responses stall
Scheduling that respects your calendar
Suggests times, confirms attendance, and handles rescheduling-without endless email threads.
- Calendar-aware time suggestions
- Automatic confirmations and updates
Documents & status in one place
Sends requests, tracks what’s outstanding, and keeps your file-moving work from getting buried.
- Document requests + reminders
- Clear “pending vs done” visibility
Works with the tools you already use.
CopilotEstate is designed to fit into your existing stack-email, calendar, and real-estate systems- so you don’t have to rebuild your workflow.
Real estate CRMs & platforms
Keeps deal and contact information aligned across your existing systems.
- Syncs contacts and transaction context
- Uses your existing records
Email, calendar & communication
Connects to your communication channels so coordination happens where you already work.
- Works with your existing email
- Respects your calendar habits
Easy, configurable workflows
Tune reminders, messaging tone, and routines without heavy IT or custom builds.
- Simple controls and templates
- Team-friendly preferences
Contact Us
Tell us how you’re thinking about your workflow. We’re collecting early feedback as CopilotEstate takes shape.