Trained on CIH Residential + Commercial SOPs

Meet your AI SOP Agent for faster, cleaner real estate execution.

This page presents an internal-facing AI assistant concept built around City Insight Houston’s operating procedures. It helps agents know what to do next, which documents to collect, which CRM stage to update, and what automations should fire.

Ask the SOP Agent → View SOP Knowledge Base

8Core SOP Workflows

70+Process Phases

24/7Agent Guidance

CIH SOP Agent

Residential • Commercial • Compliance • Automations

Online

I just got a new buyer lead. What do I do first?

Start with qualification: collect contact info, desired area, price range, financing status, timeline, and motivation. Then send the CIH Buyer Intake Form and schedule a Buyer Consultation.

What stage should they be in?

Once the intake is complete and consultation is scheduled, tag them as “Qualified Buyer.” After the consultation and representation agreement, move them to “Active Buyer.”

SOP Knowledge Base

The AI agent is organized around the major CIH service paths so agents can quickly get the right checklist, client script, document list, and CRM move.

Residential

Tenant Leasing

Initial qualification, property list, tours, application, lease signing, move-in, review request, and commission packet.

Residential

Landlord Lease Listing

Property intake, listing activation, inquiry management, tenant screening, lease execution, and renewal reminders.

Residential

Buyer Representation

Buyer intake, consultation, home search, offer strategy, due diligence, closing, reviews, and 12-month nurture.

Residential

Seller Listing

Listing presentation, pre-listing prep, launch, showings, open house strategy, negotiation, closing, and annual CMA follow-up.

Commercial

Tenant Leasing

Needs assessment, market research, showings, LOI, lease review, COI, move-in, and renewal tracking.

Commercial

Landlord Leasing

Property intake, launch on commercial platforms, lead qualification, LOI, lease execution, COI, and owner drip campaign.

Commercial

Buyer Representation

Acquisition goals, property shortlist, LOI, contract, due diligence, financing, closing, and valuation follow-up.

Commercial

Seller Disposition

Financial analysis, OM prep, NDA process, buyer qualification, offer summary, due diligence, closing, and investor nurture.

Ask the AI SOP Agent

Choose a workflow and tell the agent what is happening. It will generate next steps, deliverables, CRM moves, and automation ideas.

Workflow

What is the situation?

SOP Guidance

Select a workflow and generate guidance to see the AI agent response.

Automation Brain

Trigger

Intake Form Submitted

Create record or deal, notify agent/admin, and move contact into the correct pipeline.

Trigger

Contract / LOI Executed

Start transaction tracking, notify broker or TC, and create compliance tasks.

Trigger

Listing Goes Live

Launch social post, email blast, team notification, and seller/landlord update.

Trigger

Closing Funded

Add to past client list, request review, and start post-close nurture campaign.

Trigger

Lease Expiration

Send renewal reminder, re-list proposal, or buyer conversion campaign.