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How it works

Run every rental, from first inquiry to commission paid.

Mail with AI that writes like your agents. Texts, showings, applications with credit screening, leases on the landlord’s own paper, invoices and commissions. 364 features in one platform, and a person approves everything the AI wants to send.

Create your brokerage Start as a solo agent
hero-lm

Lead Flow · Maya R.

Live
MR

Maya R.

Unit 4B · 2 bed · from a listing site

Contacted
  1. Inquiry from a listing siteNew deal, no duplicate · routed to Jordan K., taking turns
  2. Jordan replied in 4 minMoved to Contacted by itself
  3. Maya wrote back“We need to move by March 1. It’s the two of us and one cat.”
  4. AI filled 3 empty fields, quoting her words
Move-in
Mar 1
move by March 1
Household
2 people
the two of us
Pets
1 cat
one cat
  1. New Inquiry 13
  2. Contacted 31
  3. Tour Scheduled 9
  4. Application Sent 6
Features in the product today
364
Areas of the business
15
Actions the AI assistant can take
89
AI messages sent without a person’s OK
0

Product explorer

Fifteen areas. Open any one and look inside.

Each area does a job brokerages usually buy a separate tool for. Pick one to see what it does, the numbers behind it and the screen your team works in.

Email & AI writing01 / 15 · 46 features

Every inbox in one place, with the reply already drafted.

Connect Gmail and your shared office inboxes. Each conversation already knows its renter, its apartment and its deal, and the AI drafts the answer your office would send, from your real records, for an agent to check and send.

Built for
  • Agents
  • Owners
  • Managers
  • Solo agents
  • 20kinds of records the AI takes facts from. A checker blocks any price, date or bedroom count no record backs.
  • 3matching edits by your agents turn a correction into a lesson every later draft follows.
  • 7groups of sensitive topics where the AI won’t draft at all, and tells the agent why.
  • 5buttons that polish your own words (Rewrite, Professional, Friendly, Shorter, Longer) without touching a fact.
  • 21listing-portal domains recognised. Every click from one renter on one apartment becomes one conversation.
  • 40merge fields, plus a “/” menu with the conversation’s real apartment, contact and templates.
  • 50conversations answered in one go, each reply sent on its own from its own mailbox.
  • 60 ssafety sweep behind Gmail’s instant push, so no message slips through.
See all 46 features in this area

Zaron, the AI assistant02 / 15 · 15 features

An AI operations chief on every page. It asks before it acts.

Ask Zaron about anything in the business and it looks it up in your real records, then does the work: finds the applications missing documents, drafts the reminders, books the follow-up. Anything that reaches a person waits on a card until you say yes.

Built for
  • Owners
  • Managers
  • Agents
  • Solo agents
  • 89platform actions across deals, mail, texts, showings, applications, leases, invoices and reports.
  • 1 daythat a “Needs your OK” card waits for you. The AI can never approve itself.
  • 14kinds of records it counts to answer “how are we doing?”, plus 10 ready-made business analyses. Never guessed.
  • 5personas: an operations chief for brokers, a copilot for agents, helpers for landlords, renters and applicants.
  • 3answer levels (quick, standard, deep), so simple questions stay fast and cheap.
  • 7 daysthat a lead-list Excel link lasts: “open leads in Brooklyn and Queens, 1 and 2 bed, up to $3,500”.
  • 0extra access through the AI. Every answer runs with the asker’s own permissions.
  • 1sentence to automate a routine: “every morning, give me the new applications” becomes a draft Shortcut.
See all 15 features in this area

Shortcuts: plain-English automation03 / 15 · 15 features

Say the routine in plain English. Get an automation you can read.

Type or say what the office does every day. The AI drafts the steps in plain words; a person reads them, tries them and turns them on. Any step that emails, texts or moves a deal stops for a yes.

Built for
  • Owners
  • Managers
  • Agents
  • Solo agents
  • ~75platform actions to build with: applications, deals, showings, leases, help desk, email, texts and more.
  • 15platform events that can start a run, plus the Run button, a schedule or another app sending in.
  • 25steps per shortcut, with conditions, for-each loops and waits of up to 30 days.
  • 16ready-made shortcuts drawn from how a leasing office works. A question or two fills each in.
  • 0changes made by “Try it”: read steps run for real, anything that writes is only shown.
  • 5answer shapes for an “Ask AI” step: a summary, a pick from a list, a number, a yes/no or named fields.
  • 200runs an hour per workspace at most, so a routine can never run away.
  • 4ways to share: just you, all managers, all agents, or people you choose.
See all 15 features in this area

Leads & pipelines04 / 15 · 36 features

Every inquiry becomes one deal that moves itself forward.

Listing-site emails, website forms and plain email inquiries land on one board, already read, checked for duplicates and routed to the right agent. The reply clock starts at once, and tours, application links and submissions move the deal on their own.

Built for
  • Owners
  • Managers
  • Agents
  • ~16listing sites recognised in your connected mailboxes. Each inquiry becomes a deal by itself.
  • 1deal per renter. A second inquiry joins the open deal instead of making a duplicate.
  • 15Lead Flow stages, from New Inquiry to Application Submitted, each with its own rule.
  • 15 minuntil the agent is reminded to reply; a manager hears at 60. Both are yours to change.
  • 11facts the AI reads from each renter reply (move-in, income, pets, household…), quoting their words.
  • 80%confidence the AI needs before a plain email becomes a lead.
  • 8application events that move a Pending Deals card by themselves, from submitted to lease signed.
  • 3unanswered touches over 5 days before a card suggests “Move to Lost?”. It never closes a deal itself.
See all 36 features in this area

Texts & calls05 / 15 · 35 features

Every text and call on numbers the office owns.

One texting workspace for every office number: departments, agents, named work lines and the current-tenants line. Each message lands on the right deal and contact by itself, and no agent’s personal cell ever reaches a renter.

Built for
  • Agents
  • Managers
  • Showing agents
  • Owners
  • 4kinds of office number: an agent’s own, a department’s, a named work line, and the tenants line.
  • 320characters at most in an AI-suggested text, drafted from your verified records for the agent to send.
  • 5 sto cancel any text after you press Send, with a countdown bar.
  • 60guests texted at once with “Text a showing”, from the right number, in one thread.
  • 6opt-out words (STOP and five more) honoured across every office number at once.
  • 3 minvoicemails, transcribed and filed in the caller’s conversation.
  • 1button to connect a number the office already has, as a main, agent, department or tenants line.
  • 0personal cells handed to a renter. Calls go out from the browser, on the office’s number.
See all 35 features in this area

Showings & calendar06 / 15 · 54 features

A showing board that won’t send an agent where they can’t get to in time.

Tours booked by renters, typed in by the office or kept on Google Calendar land on one live board. It checks shifts and real driving time before anyone is sent, tells each renter only what they should know, and hands every field agent a run sheet.

Built for
  • Coordinators
  • Managers
  • Agents
  • Showing agents
  • 10 dayson one board, a lane per agent, as a Sheet, List, Grid or drag-and-drop Board.
  • 20 minbuffer checked between stops, with traffic-aware driving time, posted shifts and both calendars.
  • 4ranked agents offered when the first choice can’t make it, with the clash explained in plain words.
  • 2reminder emails before every tour, 24 h and 2 h ahead; the calendar file carries 3 alarms of its own.
  • 0guests who can see each other. Every invite the platform writes hides the guest list.
  • 2 hafter a tour ends it is marked done, and the lead moves to Toured – Follow Up.
  • 7reaction chips for each prospect, then one report on how the unit itself showed.
  • 207features covered in the showing agents’ own field guide, in 11 narrated chapters.
See all 54 features in this area

Applications & screening07 / 15 · 26 features

A branded application that never loses a keystroke, then checks itself.

Renters apply on your own page in six steps, and every field saves as they type. Each upload is read and checked for tampering. Credit reports from a national credit bureau, plus criminal and eviction reports, are a click away, and a person always makes the decision.

Built for
  • Agents
  • Managers
  • Owners
  • Renters
  • Solo agents
  • 6steps: welcome, personal, income, legal, review, payment. Pick up on any device.
  • 3reminders to a renter who stopped halfway, each with a link back to their draft.
  • 39checks at most per document: 27 on its content and, for PDFs, 12 for tampering. Doubtful files wait for a person.
  • 26document types recognised, with passport and ID codes decoded.
  • 1 clickcredit report. Permission, consent, payment and duplicates are checked before any pull.
  • 4digits of a Social Security number are all an agent sees. Owners and managers open the rest, and every look is logged.
  • 1 PDFpackage for the landlord: the application, the credit report and every document, merged.
  • 48 hfor the renter to fix their own answers. After that, changes become requests with full history.
See all 26 features in this area

Leases & e-signing08 / 15 · 21 features

Fill the landlord’s own lease, attach the law, sign in order.

Start from the landlord’s own PDF. The AI finds every blank, your answers paint onto the page as you type, New York’s required notices attach themselves as the official forms, and the packet goes out to sign in the right order.

Built for
  • Agents
  • Managers
  • Landlords
  • Tenants
  • 120pages the AI reads per lease paper, finding what every blank asks and who signs where.
  • 253lease facts in 12 sections it knows how to fill, in 15 date and 6 money formats.
  • 13New York compliance rules worked out from the building’s facts and the lease’s dates.
  • 26official government PDFs, pinned by checksum. Sending is blocked until every required answer is in.
  • 37rider types in your editable library. Required riders attach themselves with their reason.
  • 3 daysbetween reminders to whoever signs next: tenant, co-tenants, guarantors, landlord last.
  • 3renewal tasks, at 90, 60 and 30 days before a lease ends, with the legal notify-by date worked out.
  • 14 daysdeposit-return clock from the actual move-out, with condition reports signed online.
See all 21 features in this area

Money: commissions, invoices, reports09 / 15 · 35 features

From invoice to commission paid, counted only from money received.

Build a branded, signed invoice straight from the deal, send the owner a private page, and watch it move from Issued to Paid. Commissions split at each agent’s own rate the moment it goes out, and are earned only as the money arrives.

Built for
  • Owners
  • Managers
  • Agents
  • 5places an invoice starts from (a deal, lease, apartment, building or application), with every detail filled in.
  • 100lines per invoice, each worked out for you: months of rent, a percent of the annual rent, or a set price.
  • 20people on one commission split, agents and outside brokers, by percent or dollar amount.
  • 50%of the invoice paid means 50% of the commission earned. A refund takes it back.
  • 6ways to record a payout, with a numbered, branded PDF statement emailed to the agent.
  • 3:40 AMevery night, each commission is re-checked against the money actually received.
  • 200unpaid invoices reminded in one go, with receivables in 5 aging buckets.
  • 9sections in a property report of up to 50 buildings, with an AI read of up to 12 of them, every number checked.
See all 35 features in this area

Listings & buildings10 / 15 · 18 features

Enter an apartment once. It stays right everywhere.

One sheet holds every building and apartment. Change it there and the listing pages, the inventory map, the AI’s answers and the websites follow. A signed lease takes the apartment down by itself, and an empty building archives itself.

Built for
  • Owners
  • Managers
  • Agents
  • 115built-in sheet columns in 19 groups, edited in place, for up to 5,000 buildings.
  • 2switches on every column: can agents see it, and may the AI use it when answering renters.
  • 8tabs in each building’s workspace, with a “Needs attention” list that catches mistakes before renters do.
  • 180words at most in a “Write it for me” description, written only from the facts on the page.
  • 0GPS data left in a photo. Every upload is turned upright, scrubbed and given a random name.
  • 1answer to “is it available?”, read by every screen, the AI and the websites alike.
  • ¼–2 miradius on the inventory map’s caller’s-address finder, each pin coloured by its best apartment.
  • 9building rights an owner can give each agent, building by building.
See all 18 features in this area

Rentals & Sponsored ads11 / 15 · 14 features

A renter marketplace, and ads that charge only for real clicks.

Rentals puts the available apartments of every approved brokerage in one public search. Inquiries land straight on the listing brokerage’s board, and Sponsored placement lets you bid for the top spots in a live auction.

Built for
  • Renters
  • Owners
  • Managers
  • Advertisers
  • 3Sponsored placements: the top of search results, the Rentals start page, and other apartments’ pages.
  • 2ndprice auction on every page view: a click costs just enough to beat the next ad.
  • 24 hfree for a repeat click from the same visitor. An inquiry within 24 hours of a click is credited to the ad.
  • 8reasons a click isn’t charged, and every unpaid click is listed with its reason.
  • 1,000apartments in one campaign, or “every available apartment”, which follows your inventory.
  • 24apartments per results page, each card showing the listing brokerage’s own name and logo.
  • 1 clickfrom any listing to its brokerage’s own application, with the address and rent filled in.
  • 3live public sources on each neighbourhood guide: subway stations, public schools and parks.
See all 14 features in this area

Landlords & tenants12 / 15 · 10 features

Give owners a clear window, and keep renters’ private data out of it.

Every landlord gets a free portal to follow what their brokerages are doing on their apartments: showings, applications, leases, repairs and money. They decide what you send them, and never see a renter’s identity data.

Built for
  • Landlords
  • Owners
  • Managers
  • Tenants
  • 10pages in the free landlord portal, from Properties and Applications to Leases, Repairs and Money.
  • 6digits in a private Landlord ID, shared only with the brokerages they want to work with.
  • 14 daysthat a hire request waits for a yes or no. Either side can end a hire, and both keep the history.
  • 2kinds of decision you can ask a landlord for: an application, or a repair cost. Answers are logged.
  • 1email per hire event, plus the bell and a push. Nothing is ever sent by text.
  • 16repair categories tenants report from their portal, with photos, into one Maintenance list.
  • 0renter identity details a landlord sees. Buildings you run show them a redacted view.
  • 3kinds of lease that open the tenant portal (active, month-to-month, holdover), with the lease, documents and rent ledger inside.
See all 10 features in this area

Team, access & help desk13 / 15 · 21 features

Everyone sees exactly what they should, and nothing more.

One page holds everyone who works for the brokerage, from managers to outside showing agents. Give each person or department their pages and data access, talk on any record, and run a help desk with real due times.

Built for
  • Owners
  • Managers
  • Agents
  • 9ready-made roles, from Brokerage Owner to Read-Only Viewer.
  • 93individual permissions in 15 groups to build roles of your own.
  • 17pages you can grant per person or department, with 4 levels of data access.
  • 10kinds of record that take team notes and @mentions. Right-click anywhere to comment on that spot.
  • 1 hto answer an urgent help-desk ticket and 8 h to resolve it, timed in business hours.
  • 15notification categories, each with its own channels and Do Not Disturb hours.
  • 4looks for the workspace, with your brand colour fitted to each so text always stays readable.
  • 7guided steps to open a brokerage online, with the license checked by the platform team.
See all 21 features in this area

Security & privacy14 / 15 · 11 features

Locked down where it matters: identities, access and the AI.

Identity numbers are sealed before they are stored and open only to owners and managers. Every brokerage’s data is kept apart, every sign-in door is rate-limited, and every AI action is logged and capped.

Built for
  • Owners
  • Managers
  • Everyone
  • AES-256-GCMencryption seals Social Security and ITIN numbers, ID numbers, landlord tax IDs and app secrets.
  • 5failed sign-ins per 5 minutes from one address, and 20 per 15 minutes per account, at every password door.
  • 25permissions on each outside AI connection. The ones that can reach people start switched off.
  • 365days the AI activity log keeps every action, with sensitive details hidden.
  • $120default daily AI spend cap per brokerage, with the cost of every AI call logged.
  • 24 hlock on new AI keys after any change to how an account signs in.
  • 1workspace and one real person behind every AI answer and automation run, checked on every call.
  • 60emails an hour at most from one person’s outside AI connection, and 300 for the whole workspace.
See all 11 features in this area

Import: bring your data15 / 15 · 7 features

Bring the spreadsheet, the old CRM and the templates. Lose nothing.

Paste a Google Sheet or drop a CSV and the AI proposes where every column goes, for you to review before anything is written. Move your boards over from an email-based CRM, and pull every template out of one document.

Built for
  • Owners
  • Managers
  • 0cells dropped. Values the AI can’t place are kept word for word and flagged for review.
  • 6kinds of record the column mapper fills: buildings, addresses, apartments, contacts, companies and deals.
  • 7kinds of data brought over from an email-based CRM: team, boards, stages, deals, contacts, organisations, snippets.
  • 12file types the template importer reads, up to 50 MB, keeping merge fields and formatting.
  • 2,000contacts per CSV upload.
  • 3export formats (CSV, Excel and JSON) for contacts, leads, deals, tasks, activities and properties.
See all 7 features in this area

One platform instead of many

36 tools, one login, one copy of every renter.

Every tool on this list keeps its own login, its own bill and its own copy of the renter, and somebody copies data between them all day. In hero-lm it is one record, seen by the right people, moving by itself.

hero-lmOne sign-in. One deal per renter. Every area reads the same record.

  • Email & AI writing

    • A shared-inbox email app
    • An email-CRM add-on
    • A generic AI writing assistant
    • Send-later and tracking extensions

  • Leads & pipelines

    • A real-estate CRM
    • A lead-routing tool
    • An inquiry-parsing inbox
    • A speed-to-lead tracker

  • Texts & calls

    • A business texting app
    • A mass-texting tool
    • A cloud phone system
    • A voicemail-to-text service

  • Showings & calendar

    • Tour scheduling links
    • The showings spreadsheet
    • A shift rota tool
    • A group chat for field agents

  • Applications & screening

    • Rental application software
    • A tenant-screening portal
    • A document fraud checker
    • A secure upload portal

  • Leases & e-signing

    • An e-signature subscription
    • A PDF editor to retype leases
    • Renewal spreadsheets
    • A move-in inspection app

  • Money & reports

    • Commission spreadsheets
    • Invoicing software
    • A payment-reminder tool
    • Owner reports built by hand

  • Listings & owners

    • A shared listings spreadsheet
    • AI copywriting tools
    • A photo metadata scrubber
    • An owner portal product

  • Zaron & Shortcuts

    • A general AI chat subscription
    • A no-code automation service
    • An app-connector service
    • A scheduled report emailer

The whole journey

Nine steps from inquiry to paycheck. Most of them run themselves.

Follow one renter through hero-lm. Your team makes the calls that need judgement; everything else happens on its own, on the same deal.

  1. 01

    First inquiry

    Your teamNothing to do.

    By itself

    • A listing-site email, website form or plain email lands in a connected mailbox.
    • It becomes one deal on Lead Flow, or joins the renter’s open deal.
  2. 02

    AI read and routed

    Your teamNothing to do.

    By itself

    • Your routing rules pick the agent; several agents on a rule take turns.
    • The reply clock starts ticking on the sheet.
    • When the renter writes back, AI fills move-in, income, household and pets, quoting their words.
  3. 03

    Reply drafted

    Your teamAnswer, then check each draft and press Send.

    By itself

    • The first reply moves the deal to Contacted.
    • From the renter’s next message, a draft waits in the thread, written from your records in your agents’ style.
    • A checker blocks any price, date or bedroom count no record backs.
  4. 04

    Tour

    Your teamPick a time.

    By itself

    • Shifts, both calendars and real driving time are checked before anyone is sent.
    • The invite hides the guest list; the renter is reminded 24 h and 2 h before.
    • The deal moves to Tour Scheduled, then to Toured – Follow Up 2 h after.
  5. 05

    Application

    Your teamSend the apply link.

    By itself

    • The lead moves to Application Sent, then Application Submitted.
    • Every field saves as the renter types; up to 3 reminders go to unfinished drafts.
    • Each upload is read and run through up to 39 authenticity checks.
  6. 06

    Screening

    Your teamOrder reports and decide.

    By itself

    • Permission, consent, payment and duplicates are checked before any pull.
    • The application becomes one deal on Pending Deals that moves with its status.
    • One PDF package goes to the landlord, or to a hired landlord’s portal to decide.
  7. 07

    Lease signed

    Your teamConfirm what the AI flagged.

    By itself

    • Every blank on the landlord’s PDF is found and filled; New York notices attach as official forms.
    • Each signer is emailed the moment the one before signs.
    • On the last signature the lease activates and the apartment comes off the websites.
  8. 08

    Invoice

    Your teamCheck it and send it.

    By itself

    • Address, unit, tenant, rent and lease dates come from the deal.
    • The owner gets a private page, and you see when they opened it.
    • It moves from Issued to Paid as payments are recorded.
  9. 09

    Commission paid

    Your teamPress Mark paid.

    By itself

    • Each agent’s split was created at their own rate when the invoice went out.
    • It is earned only as the money arrives; a refund takes it back.
    • A numbered PDF statement is emailed, and every commission is re-checked nightly.

The numbers wall

The size of it, in figures.

Every figure here is a real limit, count or setting in the product today.

  • 364

    features in 15 areas, every one listed further down this page.

    Search all 364

  • 89

    actions the AI assistant can take on real records, each send waiting for a yes.

  • 0

    AI messages that reach a client without a person’s OK.

  • 22

    next moves, across 12 lead stages, that the platform picks from to plan each reply.

  • 39

    authenticity checks, at most, on each document a renter uploads.

  • 253

    lease facts the AI can find and fill on any landlord’s own PDF, up to 120 pages.

  • 93

    permissions in 15 groups decide who sees what.

  • 207

    features in the showing agents’ field guide alone.

  • 13

    New York lease rules worked out on every lease.

  • 5 s

    to take back a text or an email after you press Send.

  • AES-256-GCM

    seals every Social Security, ITIN and ID number before it is stored.

Who it’s for

One platform, eight doors.

Everyone in the rental works in the same place and sees only their part of it.

  • Brokerage owners

    See the whole business, and keep the keys.

    • Commissions page: owed now, paid this year, waiting on owners
    • Property reports with a checked AI read, emailed on your schedule
    • Nine roles and 93 permissions decide who sees what
    • Identity numbers open only to you and your managers
    Create your brokerage

  • Managers

    Run the floor without chasing anyone.

    • Reply clocks that tell you when a lead waits too long
    • A showing board that flags clashes before agents leave
    • Approve agents’ criminal and eviction requests in one click
    • Design invoices and pay agents with PDF statements
    Talk to us

  • Agents

    Answer faster, in your own voice.

    • AI drafts that write the way you write
    • One deal panel in mail, texts and showings
    • A “/” menu with the real apartment, times and templates
    • Your own commissions page: owed, paid, each deal
    Sign in

  • Solo agents

    A full brokerage’s tools, for one.

    • A workspace at once, with a guided setup
    • Your own apply page, screening and applicant portal
    • A public profile page you can share
    • A prepaid wallet for platform charges
    Start as a solo agent

  • Showing agents

    Everything for the lobby, on one phone page.

    • A run sheet with the door code that copies with a tap
    • Text guests from the office number, never your own
    • Mark done: each person, then the unit
    • Contractors need no platform account
    Ask how it works

  • Landlords

    Watch your apartments get rented.

    • A free portal with 10 pages
    • Decide on applications and repair costs with a note
    • A private Landlord ID to hire brokerages
    • Renters’ identity data never reaches you
    Create a landlord account

  • Renters & tenants

    Find it, apply, sign, live there.

    • One search across every approved brokerage
    • An application that saves as you type
    • Your status and checklist with a private link
    • A tenant portal for your lease, ledger and repairs
    Search rentals

  • Advertisers

    Pay only for real clicks.

    • Sponsored spots in 3 places on Rentals
    • A click costs just enough to beat the next ad
    • Inquiries within 24 hours credited to the ad
    • Every unpaid click listed with its reason
    See how ads work

The feature index

All 364 features. Search them.

Every one is in the product today. A few need a setting switched on or an account connected, and say so.

    Every area at a glance

    • Email & AI writing46One mailbox for every Gmail and shared inbox, with AI drafts built only from your records.
    • Zaron, the AI assistant15An assistant on every page that reads and works on your real records, and asks before anything goes out.
    • Shortcuts15Plain-English automations: triggers, conditions, loops and waits, with a yes before anything goes out.
    • Leads & pipelines36Inquiries become deals by themselves, routed, timed and moved forward by real events.
    • Texts & calls35One texting workspace on office numbers, with AI suggestions, undo, voicemail and browser calling.
    • Showings & calendar54One live board with conflict and driving-time checks, booking links, reminders and a field portal.
    • Applications & screening26Six-step branded application, document fraud checks, credit, criminal and eviction screening.
    • Leases & e-signing21AI reads the landlord’s own lease, New York notices attach themselves, e-signing in order, renewals.
    • Money & commissions35Invoices from the deal, commission splits, payouts with PDF statements, property reports and a wallet.
    • Listings & buildings18One sheet of every building and apartment that keeps listings, the map, the AI and websites in step.
    • Rentals & Sponsored ads14One public renter search across approved brokerages, with pay-per-click Sponsored placement.
    • Landlords & tenants10A free landlord portal, hiring by Landlord ID, decisions on applications and repairs, a tenant portal.
    • Team & access21People, departments, roles and permissions, team notes, tasks, a help desk and notifications.
    • Security & privacy11Encrypted identity numbers, separate brokerages, sign-in limits, AI permissions, logs and spend caps.
    • Import your data7AI column mapping for any CSV or Google Sheet, a CRM move-over, template import and exports.

    Trust

    Your clients’ files, guarded at every door.

    A brokerage holds Social Security numbers, bank statements and leases. hero-lm treats them that way, and the AI never gets more access than the person using it.

    • Identity numbers sealed

      Social Security, ITIN and ID numbers are encrypted with AES-256-GCM before they are stored. Agents see the last four digits; only owners and managers open the rest.

    • Every look is logged

      Each “Show” on an identity number is written to the audit log, and the number is not shown at all if that record can’t be written.

    • Every brokerage kept apart

      Every AI answer, automation run and AI connection is tied to one workspace and one real person, and checked again on every call.

    • Sign-in limits on every door

      Failed sign-ins are limited per address and per account wherever a password is checked. Changing how you sign in asks for your password and sends an email.

    • A person approves

      Zaron, Shortcuts and connected AI tools stop before anything that emails, texts, books or changes a status, with confirmations an AI can’t fake.

    • Every AI action logged

      Every action the AI takes, including in apps you connected, goes into an activity log with sensitive details hidden, kept for 365 days.

    • AI spend capped

      Each brokerage’s daily AI spend is capped, and the cost of every AI call is logged.

    • Personal numbers stay personal

      Teammates’ own cell numbers are swapped for office numbers in texts, emails, invites, AI drafts and invoices.

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