Who we serve
Real estate, lending and insurance, addressed directly.
Insurance operations, lending and residential real estate are not verticals we studied. They are businesses we run. Choose yours for what we build and how it is handled.
- 01Real estate3 industries
- 02Lending2 industries
- 03Insurance2 industries
- 04Everyone else1 industry
The map
Every industry, routed to the work.
Choose an industry to see the three things we build for it.
Real estate
Lending
Insurance
Everyone else
01 / 08, Real estate
Every portal lead answered, every past client remembered.
Open residential brokerages- Custom CRM & Workflow Systems
One record of every lead, showing and signature, shared across the team.
- Outreach & Lead Generation Automation
Replies to new portal and website leads on a defined cadence, with every touch logged.
- Data Interpretation & Enrichment
Dormant Database Reactivation for past clients, email first and consent aware.
Where the hours go
Twenty-four places the work piles up.
Three per industry, named by the people who do the work
Leads that wait01, Residential brokerages, Scattered records01, Residential brokerages, Past clients gone quiet01, Residential brokerages, Spreadsheet pipelines02, Commercial brokerages, Years between touches02, Commercial brokerages, Buried signals02, Commercial brokerages, Messages everywhere03, Property managers, Repetitive replies03, Property managers, Owner reporting03, Property managers, Stale rate-watch lists04, Mortgage firms, Consent at every step04, Mortgage firms, Past borrowers forgotten04, Mortgage firms, History in too many tools05, Private lenders, Repeat borrowers missed05, Private lenders, Manual intake05, Private lenders, Renewals slip06, Insurance agencies, Quotes without a second touch06, Insurance agencies, The dormant book06, Insurance agencies, Manual submission intake07, MGAs, Uneven broker follow-up07, MGAs, Renewals found late07, MGAs, Tools that do not talk08, Other businesses moving to AI, Work serving the software08, Other businesses moving to AI, Opportunities unseen08, Other businesses moving to AI. Each one has a fix.
Regulated activity
Licensed work stays with licensed people.
Every system we build for a regulated firm is drawn around what its licensed people must do themselves.
Trust, compliance and security- Provide insurance advice or bind coverageNever
- Take mortgage loan applications or negotiate loan termsNever
- Tie fees to commissions or loan closingsNever
- Support licensed people, never replace themAlways
- Numbers checked against the National and applicable state Do Not Call listsAlways
- Text messaging registered in the client's nameAlways
- Opt-outs honored across every channelAlways
Liaixon systems support, and never replace, licensed client personnel. Liaixon does not provide insurance advice, bind coverage, take mortgage loan applications, or negotiate loan terms, and its fees are never contingent on or calculated from commissions or loan closings.
Start here
Tell us where the hours go.
One discovery session with a partner. We map the work first, then show you what we would build for your firm.
No pricing before we hear the scope. A partner replies the same business day.