A CRM built and kept current by agents.
OwnerLM turns the email, meetings, documents, properties, and deals your team already works through into a living relationship record. Agents do the upkeep. You approve the judgment calls.
Peter confirmed the lender package is due Friday. The note is linked to the firm, people, property, and deal.
Next action: Send the lender package by Friday, September 25.
More than an address book
The people, properties, deals, sites, documents, and dollars stay connected.
A generic CRM remembers a contact. OwnerLM remembers what they manage, what they promised, where the source lives, and what needs to happen next.
How the record stays current
Agents maintain it. Your team controls it.
Read the work
Email, calendar, meeting notes, Google contacts, property records, and deal activity feed the same relationship record.
Find the people
Agents identify new people and firms, then connect them to the right property, deal, site, and teammates.
Propose the change
A new field, relationship, follow-up, or record arrives with the exact source that led to it.
Keep judgment human
Approve or dismiss the proposed change. Nothing uncertain silently rewrites the relationship history.
A person record with the firm, the property, and an agent's suggested update waiting on approval.
Ask the relationship graph
Answers start with who knows what.
Chat and agents use the same approved relationship history, so an answer can connect the person, the conversation, and the property instead of guessing from a contact name.
See the shared context layerDuplicates get caught. Sources stay attached.
Agents flag likely duplicates and stale fields, but merges and uncertain updates come back for review. Every accepted change keeps the evidence and date that support it.
Your data, made useful
It comes from your systems. It arrives already enriched.
You own the record. The raw material is your email, calendar, contacts, documents, bank activity, and property manager. Agents fill in the rest, so a contact is not a name and an email address, it is a person with a firm, a role, a property, a history, and a next step.
Firms resolved, not guessed
People get matched to the firm they actually work for, with the website, logo, and other people you already know there.
Properties carry their context
Add an address and the property arrives with its location details, operator picture, and market surroundings attached.
Roles and relationships filled in
Lender, broker, manager, vendor, investor. Agents infer the role from real activity and show you what led to it.
Quiet relationships surfaced
The record knows who you have not spoken with, what was promised, and which follow-ups never happened.
Duplicates merged with a trail
One person, one firm, one property, with reversible merges and the evidence kept.
Every field has a source
Hover any enriched value to see where it came from. Wrong is fixable, and corrections stick.
Firms, the people inside them, and the properties and deals they are attached to.
One inbox for what needs you
Proposed record changes, extraction reviews, flags from the agents, and follow-ups land in one list with the source attached. Approve, correct, snooze, or dismiss. Nothing important lives only in someone's memory.
Share a view, not your workspace
Send a lender, partner, or investor a link to one conversation or report. They see what you shared and nothing else. You can revoke it at any time.
Follow-ups raised from calls, email, and agent findings, each with an owner and a due day.
Managed AI service
We tune the CRM around how your team works.
Our team helps connect the right sources, set review rules, clean duplicate records, and shape the agents around your actual relationship workflow.
See the managed serviceLet the work maintain the record.
Start with a property. Connect the systems your team already uses, then review what the agents find.