Our Approach

One partner. Every workflow
your operation actually needs.

Every engagement is a set of custom workflows, built inside your own tools from day one. Scoped and priced after we understand your business, never a fixed plan. And you choose how the relationship ends.

The Model

You’re in the loop from the first call. How this ends is your call too.

Every phase, every dollar, explained before you commit: no formal sign-off documents, just a real conversation about what you actually need.

Five phases, one principle throughout: automate the repeatable, preserve the human.

Why We Exist

The best operators we've seen aren't the ones with the most tools.

They're the ones who are most present. For their clients. For their teams. For the things that actually matter beyond a transaction.

But high production comes with a tax. The more volume you run, the more administrative weight accumulates: follow-ups that need to go out, transactions that need tracking, turns that need coordinating. That weight is real, and it compounds.

AI can carry most of it. The problem is that building the systems to actually do that — choosing the right tools, connecting them, maintaining them as they break and change — takes more time than most operators have. So they either don't do it, or they pay someone to do the parts that can be automated and wonder why it still feels like too much.

Conveyance solves this through consulting engagements: we embed in your operation, find what's actually bleeding time, and build the specific workflows that fix it, one workflow at a time, inside your own tools.

The automation isn't the point. The time it gives back — to be fully present where you actually matter — is.

What's a workflow?

A workflow is one specific, named thing we automate, not a vague feature in a bundle. Milestone updates that fire the moment a contract hits a deadline. Owner reports that write and send themselves every month. MLS listings entered in minutes instead of an hour of manual re-typing. Vendor coordination for a unit's turn between tenants. Each one is a discrete system we build and maintain inside your own tools, priced the same honest way no matter which vertical you're in.

Milestone Communications Owner Reporting MLS Listing Input Vacancy Turn Coordination Document Collection & Tracking
How We Work

Five phases. One principle throughout.

Every consulting engagement follows the same structure. You're in the loop from the first call. You own what gets deployed.

Explore

You're doing this right now.

Exploring the site, seeing what we've built, maybe talking to Vance. No commitment yet, just figuring out whether this is worth a real conversation.

Where you are
Discovery

We learn your operation before we touch anything.

Intake call and systems audit. We map your current tools, workflows, costs, and where time is bleeding. No assumptions. No templates applied before we understand what's actually happening.

Free — no commitment
Build

Built inside your own accounts, with you in the loop the whole way.

Before we write a line of code, we walk you through exactly which workflows get automated, which tools get connected, and what runs automatically versus what waits for your review: no formal sign-off document, just a real conversation. Then it's built inside your own Notion, CRM, and Google Workspace, with a Conveyance service account scoped to exactly the access we need. NDA and Service Agreement signed before access is granted.

Your infrastructure
Refine

You get one month to test it in your own accounts.

Before anything counts as done, you try it for real and tell us what's not right. If something's off here, that's on us: fixing it during this month is free, always.

Free — on us
Go Live

You confirm it works. Then you choose how this ends.

Once you approve it, there are two ways forward: stay on as a member for ongoing support, or take full ownership and we step away clean. Either way, bug fixes on what shipped stay free forever.

Your choice
Pricing

No plans, no tiers, no percentage fees: every engagement is priced individually, the same honest way every time, after we've actually looked at your business. Try Audit Your Business to see what your own manual work is costing you before any conversation happens.

Three Ways In

Not everyone needs the same thing from us.

Here's the actual order of decisions: what comes first, and what only matters later.

First — Before Any Build Decision

Do you even need a custom build?

Already have working pieces of this?

This is Integrations, the fastest path in. If your tools already work, we just connect them so they act as one system: your Notion, your CRM, your spreadsheets, wired together, not replaced. No full custom build required, and no membership needed to get started.

Starting from zero, or it's specific to how you run things?

This is a custom build, the five-phase process above. If it's a workflow we've already refined (Milestone Communications, Vacancy Turn Coordination, MLS Listing Input), you get it running fast. If it's unique to your operation, our engineering team scopes it fresh, same process, same honest pricing either way.

Real Pricing — No Discovery Call Required

$75/hr, flat

One rate for custom assets, tools, and integrations alike, including lead-generation assets. This is the one place on this page with a real number, because unlike a full workflow build, none of this requires a Conveyance membership to buy. Whatever you get built, you keep. Buying any of it also gets you a membership ID with portal and Vance AI access, even without a full workflow.

Ask about Integrations → Find out which one is yours →

Already connects with

Second — Only If You Build, and Only At Go Live

Membership, or own it outright?

Membership

We stay on. A flat monthly membership covers maintenance, storage, and support on everything we've already built. Bug fixes stay free forever. Want more? New features and new workflows get scoped and priced individually, the same honest way as your first build.

Own It Outright

A clean handoff. Your one-time build fee covers everything, our service account is revoked, and it's entirely yours to run from here: no ongoing relationship required. Bug fixes on what shipped stay free forever either way.

If You're a Member — Here's Exactly What That Covers

Maintenance & Storage

Everything you built with us stays running, hosted, and maintained. Bug fixes stay free forever, for as long as you're a member.

Asset Library

Unlimited downloadable templates for your vertical: listing presentations, buyer checklists, and more, ready whenever you need them.

Vance AI

Your discovery assistant stays available in the Portal, not just here on the site, for whenever the next idea comes up.

Want something new? A feature for an existing workflow, or a whole new workflow, gets scoped and priced individually, the same honest way as your first build. That part isn't included in membership, and we won't pretend otherwise.

Not ready for any of this yet? Tools like our Chrome Extension are self-serve products, live today: real pricing, right on the page, no discovery call required.

Explore Tools →
What We've Built

Real engagements. Real systems.

Every workflow we build started as a real consulting engagement, organized by vertical on their own page.

See all engagements →
Who We Build For

The real estate ecosystem.

We stay in one industry. We go deep, not wide. Every vertical below is active today, not a future roadmap item.

01

Agents, Teams & Brokerages

Solo agents, growing teams, and brokerages of any size. From transaction workflow automation to lead intake to brokerage-wide tool rollouts. Primary focus.

02

Property Management

PM companies dealing with manual turn inspections, maintenance coordination, and tenant workflows. Turn Automator is our first PM product.

03

Lending

Loan officers, lending teams, and branch operations. Adjacent to every real estate transaction: borrower communication and pipeline workflows built to order.

04

Title

Title officers and title companies. Present in every transaction: status updates and closing coordination built to order.

05

Transaction Coordinators

Independent TCs and TC companies managing high-volume, process-driven workflows. Clear automation patterns from day one.

06

HOA Management

HOA management companies, community managers, and self-managed boards. Dues collection, violation tracking, board meeting admin, and homeowner communication.

07

Real Estate Adjacent

Stagers, photographers, media companies, sign installers, mitigation/restoration companies, and home inspectors. Same admin problems, same automation patterns.

The Line We Hold

Where automation belongs — and where it doesn't.

We have a hard boundary. Everything on the left runs automatically. Everything on the right stays with you.

Automate this
  • Follow-up sequences and drip campaigns

  • Transaction milestone tracking and reminders

  • Lead capture, routing, and qualification

  • Appointment confirmations and reminders

  • Document routing and status updates

  • Vacancy turn coordination and vendor dispatch

  • CRM updates and pipeline management

|
Protect this
  • Advising clients on pricing and strategy

  • Reviewing and explaining contracts

  • Negotiating offers and counteroffers

  • Being present at key emotional moments

  • Building trust and long-term relationships

  • Showing up for the hard conversations

  • Everything that requires your judgment and voice

Conveyance automates administrative and communication workflows. All licensed professional activity — advising clients, reviewing contracts, negotiating terms — stays with you.

What We Believe

The principles we build from.

Automate the repeatable. Preserve the human.

Every system we build has a hard boundary between what should run automatically and what requires you. We never automate a moment that needs your presence, your voice, or your judgment.

Built in your tools. Yours from day one.

Every workflow is deployed inside your own accounts, not ours. At Go Live, you decide how involved we stay: a member for ongoing support, or handed off clean, with our access revoked.

Depth before breadth.

We stay in the real estate ecosystem. We don't enter a new vertical until we have real experience from the prior one. The credibility comes from doing the work, not talking about it.

Business should fund generosity.

A fixed percentage of every dollar that comes through Conveyance goes to organizations doing real good in the world. The business is the engine — the engine exists to give.

Get Started

Ready to find out what we'd build for you?

Now that you've discovered what this is costing you and have an idea of what we'd build, let's make it real. Haven't run the audit yet? That's the place to start.

Discovery calls are free. No commitment until you approve what we'd build.