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LIAIXON

AI automation for real estate, lending and insurance

Get seen.Stay handled.

Liaixon engineers the systems that answer, remind, book and file, so nothing slips while your team is with clients.

Book a discovery session

No pricing before we hear the scope. A partner replies the same business day.

  • Portal lead, 11:47 pm
  • Rate moved 0.125

Fig 0 Sample work, tangled. Move your cursor to comb it, scroll to settle it.

The problem

Your best people are
serving the software.

Liaixon engineers the systems that do it for them.

Sample work items, illustrative.

Sample work items, illustrative.

After hours

Your team goes home. The work doesn't.

A sample night, shown on a clock running from 6:00 pm to 8:00 am.

Local time, Red Bank NJ

Handled overnight7 sample eventsTwo lanes per event, closed before anyone logs in.

Overnight log

Sample

  1. Portal lead, 2 bed rental

    Answered in 39 seconds

    Answered

  2. Missed call, Morales family

    Text back sent, callback booked

    Booked

  3. Website inquiry, Red Bank condo

    Showing booked Thu 10:00 am

    Booked

  4. 41 policies renew in 30 days

    Reminders queued for 9:00 am

    Queued

  5. Rate moved 0.125

    214 borrowers re-scored

    Re-scored

  6. Documents received, Ken Ito

    Filed to the loan file

    Filed

  7. Morning summary

    Sent to 8 agents

    Sent

Sample night. Illustrative events, not client data.

Who we serve

Built for regulated
industries.

Specialists in the firms that sell, finance and insure real estate. Engineered by people who work in them.

4 sectors, 8 industries

  1. 01 / 04

    Sector

    Real estate

    Brokerages and property managers. Leads, owners and tenants kept on one record.

    Lead threadSample

  2. 02 / 04

    Sector

    Lending

    Mortgage firms and private lenders. Consent-aware follow-up that moves with the rate.

    Rate watchSample

  3. 03 / 04

    Sector

    Insurance

    Agencies and MGAs. Renewals and submissions run on a schedule, not on memory.

    Renewals, next 30 daysSample

  4. 04 / 04

    Sector

    Everyone else

    Any firm moving to AI and data-driven operations. We map the work before we automate it.

    Discovery mapSample

Compression Points

Where does your team's week go?

Sample week for one agent, illustrative figures. Of 40 working hours, manual work takes 24: Lead follow-up 9 hours, Re-typing records 5 hours, Chasing documents 4 hours, Scheduling 3 hours, Status updates 3 hours. That leaves 16 hours of client time. With Liaixon handling the repetitive work, 6 hours stay manual and client time returns to 34 hours.

Sample role
Run your own numbers

Products

Five defined builds

Five systems.Defined builds.Fixed scope.

Built end to end, priced before we start.

Swipe

01 / 05Product

Custom CRM & Workflow System

A workflow system built to your own pipelines, field logic and reporting.

Fixed scope price

$12,500

  • Pipeline stages and field logic modeled on your process
  • Contact, deal and task records in one place
  • Integration with your existing system of record where practicable
View product: Custom CRM & Workflow System

Sample pipeline board with four stages, New, Showing, Offer and Closed. A deal for 14 Alder Row moves from New to Closed and its single record updates.

02 / 05Product

Custom Lead Gen System

Data supply, outreach cadence and follow-up automation, built for your firm.

Fixed scope price

$18,000to$20,000

  • Data sourcing in proportion to your target market
  • Email-first outreach cadence with every touch logged
  • Deliverability set-up for sending domains
View product: Custom Lead Gen System

Sample lead flow. Four data sources feed enrichment and verification, then a cadence of a day 1 email, a day 3 call task and a day 7 follow-up. Replies route to a named owner.

03 / 05Product

Private Super­intelligence

A private AI assistant on your own infrastructure. Client data never leaves the building.

Fixed scope price

About$5,000

  • An AI assistant installed on infrastructure you control
  • Connection to the documents and records you choose
  • Access controls by role
View product: Private Superintelligence

Sample private assistant. Asked which leases renew before March, it answers with four leases and cites lease_portfolio.xlsx and renewals_2027.pdf, running inside your own network.

04 / 05Product

Custom AI Workflows

Defined automations for the repetitive work: intake, follow-up, documents, reporting.

Fixed scope price

$3,000to$5,000

  • One defined workflow, mapped with your team
  • Built on the tools you already use where practicable
  • Human hand-off points where judgment is needed
View product: Custom AI Workflows

Sample workflow. A new document triggers field extraction, a check against rules, human approval, and filing.

05 / 05Product

Custom AI Agents

Purpose-built AI agents for closed-loop tasks, inside your guardrails.

Fixed scope price

$3,000to$5,000

  • One agent for one closed-loop task
  • Guardrails and escalation to a named person
  • Logging of every action the agent takes
View product: Custom AI Agents

Sample agent console with tasks marked done, drafting, researching and waiting for approval, a list of guardrail permissions, and an activity log of every action.

How we work

Four conversations. Nothing priced before the third.

  1. Conversation 1

    Discovery Session

    We map how the operation actually runs and agree the firm's top three priorities. Everything else is parked. No pricing before this conversation.

  2. Conversation 2

    Diagnosis & Demonstration

    Compression Points are mapped and the proposed systems are shown working, not described.

  3. Conversation 3

    Business Case Proposal

    Every proposal is a business case: what the operation is losing now, what the system recovers, and the net return against the fee. Assumptions are stated; projections are estimates, never guarantees.

  4. Conversation 4

    Services Agreement

    Scope and budget are agreed in writing before work begins. Anything beyond scope moves only by written change order.

See how an engagement runs

The partners

The people who sign off.

Every engagement has a US-based partner on it, and every deliverable is signed off by an engineer.

  • Sets direction, leads business development and client meetings.

  • Owns finances, contracts, compliance, and the business case behind every proposal.

  • Owns engineering delivery and quality control; signs off on every deliverable.

  • Leads business development across the target market and supports client success.

Start here

Tell us where the hours go.

I run a with people. The work that slips most is . Reach me at .

No pricing before we hear the scope. A partner replies the same business day.

Prefer to talk? Book a discovery session