Consulting is the front door. Products are what we package when a pattern proves itself enough times that selling it separately becomes obvious.
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, diagnose what's actually bleeding time, and build systems that run inside your own tools. For patterns that repeat across clients, we package those into products anyone can use.
The automation isn't the point. The time it gives back — to be fully present where you actually matter — is.
con·vey·ance | noun | the legal transfer of real property from one party to another.
The word your attorney uses. The word that describes — exactly — what happens at the closing table. We named our company after it because that's our entire job: to carry the deal, cleanly and completely, from contract to close.
We stay in the real estate ecosystem exclusively. Not because we can't build elsewhere — but because depth in one industry is worth more than broad presence in ten. Every engagement makes the next one better. Every product gets sharper with every client who uses it.
Every consulting engagement follows the same structure. You approve before we build. You own what gets deployed.
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 commitmentWe map the AI system we'll build — which workflows get automated, which tools get connected, what runs automatically versus what waits for your review. You sign off before a single line of code is written.
You approve firstYour Notion, your CRM, your Google Workspace. We add a Conveyance service account to your tools with exactly the access we need — scoped, documented, and revocable. NDA and Service Agreement signed before access is granted.
Your infrastructureAt delivery, you receive the system, documentation, and a walkthrough. If you want Conveyance to stay active — maintaining, iterating, expanding — a monthly retainer keeps us in. Either way, the system is yours.
You own it either wayConsulting engagements are priced at 25% of projected year-one ROI — floor $750, ceiling $60,000. Run the ROI Calculator to see your projected fee before any conversation happens.
Every product we've packaged started as a consulting engagement. These are examples of what that looks like.
For a 50+ unit PM company, we built a system that kicks off the moment a unit goes vacant — scheduling the inspection, dispatching vendors, tracking make-ready status, and confirming move-in ready. The coordinator stopped managing the coordination. The system did it.
Now packaged as the Turn Automator.
For a solo agent running high transaction volume, we built a browser-native co-pilot that guides every MLS listing upload, tracks buyer property alerts, and structures CMA research — eliminating entry errors and keeping workflows consistent across every listing.
Now packaged as the Chrome Extension.
For a growing team managing 15+ active transactions simultaneously, we built automated transaction coordination: intake workflows, timeline tracking, milestone-triggered communications to buyers and sellers, and document collection — running inside their existing CRM and Google Workspace.
Consulting engagement — built to their exact stack.
We stay in one industry. We go deep, not wide.
Solo agents, growing teams, and brokerages of any size. From transaction workflow automation to lead intake to brokerage-wide tool rollouts. Primary focus — active now.
PM companies dealing with manual turn inspections, maintenance coordination, and tenant workflows. Turn Automator is our first PM product. Active now.
Loan officers, lending teams, and branch operations. Adjacent to every real estate transaction — natural next vertical. Loan Pipeline Tracker in development.
Title officers and title companies. Present in every transaction. Title File Manager in development. We don't enter a vertical until we have real experience from the prior one.
Independent TCs and TC companies managing high-volume, process-driven workflows. TC Assist in development. Clear automation patterns from day one.
Consulting engagements are geo-agnostic — we build remotely for clients anywhere in the US. Chrome Extension is Utah-first at launch.
We have a hard boundary. Everything on the left runs automatically. Everything on the right stays with you.
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
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.
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.
Your systems, your data, your accounts. We build in your environment by design — because your business shouldn't depend on any vendor, including us.
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 the work, not the pitch.
A percentage of every dollar that comes through Conveyance goes to organizations doing good in the world. The business is the engine. The engine exists to give.