You inspect. The paperwork moves.
Your AI assistant organizes bookings, property records, report drafts and insurance paperwork. You inspect, decide and sign.
Film transcript
You inspect the home. The work around your inspection should keep moving. Studio turns your notes and photos into PDF and Word report drafts, plus a wind-mitigation worksheet and photo index. Missing evidence stays flagged. You complete and sign the form after personally inspecting the home. Quarry prepares the property packet before a booked visit, with permit records, sources and gaps. County permit history covers two years. Year built and flood zone need separate checks. Regaldi runs twenty-three of forty-two recurring processes, prepares twelve for the licensed professional's decision, and leaves seven with them. Studio, Legate and Quarry support the work. Your team confirms and approves. The inspector owns every finding.
Outgoing work waits for approval. AI calls and automated texts require prior written consent. Referral compensation is out, in either direction. Studio for drafts and worksheets. Quarry for sourced records. Legate for booking, delivery and approved follow-up. The tools around your work. You inspect, decide and sign.
Regaldi keeps the records and paperwork ready for your review.
Regaldi.
Regulated. Aligned. Digital. Start with one workflow.
Regaldi runs 23 of 42 recurring processes, prepares 12 for the licensed professional’s decision, and leaves 7 with them.
System-run work includes human confirmation and approval. Setup and license scope apply. The 7 retained responsibilities include the owner’s claims and dispute decisions.
- System runs
- 23
- Prepares for decision
- 12
- Inspector or owner
- 7
- Recurring processes
- 42
Processes each tool runs or prepares; a process two tools share counts for both. A responsibility map, not a measured automation share or a promise of time saved. Each process and its tool
In short
Regaldi LLC is a Florida software company that gives home inspection companies an AI assistant for buyer, 4-point, roof and wind-mitigation work. Quarry gathers property records before a booked visit, Regaldi Studio turns the inspector’s notes and photos into report drafts and insurance-form worksheets, and Legate handles booking and approved follow-through. Of the 42 recurring processes mapped for a home inspector, Regaldi runs 23 with a person at the company confirming, prepares 12 for the inspector’s decision, and leaves 7 with the inspector or owner, including the on-site inspection, findings and recommendations, signing and releasing the report, and the 4-point, roof and wind-mitigation signatures. Regaldi is not a licensed home inspector. Files stay in the company’s working folder; content read for a task passes through Regaldi’s server to the AI provider, currently Anthropic or OpenAI. Work starts with one workflow and a written scope.
Related professionsInsurance agenciesEngineering inspectionsPermit expeditersAll industries
Your observations. A draft ready for your review.
Studio organizes your notes and photos, prepares your report in PDF and editable Word, and flags missing information.
Every finding, reason and recommendation comes from the inspector. Missing observations remain open. The inspector signs and releases the report.
Field voice memos are transcribed and photos are filed by system and room. Photo work is limited to crop, arrows and labels: a condition in an evidentiary photo is never generated, retouched or concealed. No automatic diagnosis, safe-home verdict or unsupported finding.
Draft prepared from your notes. Two systems were not inspected; reasons retained. Your recorded observations await your decision.
The worksheet is prepared. The signature is yours.
Prepare 4-point and roof paperwork, plus a wind-mitigation worksheet and photo index, from what you personally inspected.
No unverified attribute is marked. Missing proof stays flagged for the inspector.
For OIR-B1-1802 Rev. 04/26, each marked attribute in questions 2 to 9 needs at least one supporting photo or document. Missing proof stays flagged. Only a qualified inspector who personally inspected the structure completes and signs the form. Regaldi never signs.
The licensed inspector certifies condition and remaining useful life on 4-point and roof forms. The insurance agent handles insurability.
A DBPR license lookup alone does not establish wind-mitigation training and examination eligibility; the inspector’s qualification records do. Forms can be filled in the inspector’s own browser with supported computer use, with confirmation before any submission. There is no dedicated PDF-form filler or inspection-software connector. No promise of a premium discount, insurer acceptance, coverage or a fixed form-validity period. §627.711, F.S. · Rule 69O-170.0155
- 01 · Inspector Inspector’s observations What the inspector personally saw and photographed.
- 02 · Studio Worksheet and evidence index Fields prepared; a photo or document matched to each marked attribute; gaps flagged.
- 03 · Inspector Inspector completes and signs The official form, signed by the qualified inspector. Regaldi never signs
Bring the property’s record to the inspection.
Quarry prepares a sourced property packet for a booked inspection, with the missing information visible.
- County issued permits: rolling two years. City of Miami: since 2014. Coverage varies by municipality.
- Stored evidence only; absence of rows does not prove absence of official records.
- Geography
- Permits: unincorporated Miami-Dade and City of Miami. County violation coverage applies to unincorporated areas. Other municipalities need separate checks.
- Permit history
- County issued permits cover a rolling two-year window. City of Miami permits begin in 2014. Older roof history needs the building department.
- Missing fields
- No year built, flood-zone value or supported roof-permit filter is supplied here. The inspector verifies these separately.
- Matching
- City permit lists and failed-inspection records may need address verification. They are not reliably joined to the parcel timeline.
- Recertification
- City of Miami records only. Verify the dated status. A recent collection date does not make an old record current.
- Evidence
- Stored evidence only; absence of rows does not prove absence of official records.
42 recurring processes. A named tool and a clear decision owner.
23 system-run workflows. 12 prepared for a professional decision. 7 retained responsibilities. Each cell names the tool that does the work, or the person who holds it.
- System runs it
- 23
- System prepares it
- 12
- Inspector or owner
- 7
- Processes mapped
- 42
- Studio19
- Quarry2
- Legate18
- A process two tools share counts for both. Herald carries none.
- S · System runs it. Your team confirms, approves or sends.
- P · System prepares it. The responsible professional decides.
- H · Inspector or owner. The system organizes the supporting records.
Hover, focus or tap a process to see what the system does. Setup and license-scope conditions print on the cell.
Inquiries, booking and agreements
- The system runs it; your team confirms, approves or sends. Each website, form, Google or agent inquiry is logged and answered in the company’s words on the channel the person used: services, availability and what each inspection covers. The reply says it is automated and gives no opinion on any house.Tool: LegateTCPA; §501.059, F.S.
- The system runs it; your team confirms, approves or sends. Configured per company: a voice assistant answers missed and after-hours calls, says it is automated, takes the address, the inspection type and the closing or policy date, and books a time or a callback within consent rules.Tool: LegateSetup option
- The system runs it; your team confirms, approves or sends. The fee is computed from the company’s own schedule (size, age, add-ons such as wind mitigation or 4-point) and sent after approval. No fee depends on findings or closing, and pay-at-closing terms are not offered.Tool: Legate · Studio§468.8319(1)(i), F.S.
- The system runs it; your team confirms, approves or sends. The inspection goes to an inspector whose license and qualification records cover it: the home inspector license for buyer and 4-point work, the hurricane-mitigation training and examination on file for wind mitigation. A license alone is not assumed to cover the form.Tool: Legate§468.8318; §627.711(2)(a)1, F.S.
- The AI assistant prepares it; the responsible professional decides. The company’s agreement filled in: scope, systems excluded by written agreement, fee, payment terms and who may receive the report on the client’s written instruction. The owner sets the terms; the client signs.Tool: StudioRule 61-30.801(7)(c), F.A.C.
- The system runs it; your team confirms, approves or sends. Before booking, the company’s records are checked for any financial or transfer interest in the property and for repair work by the company on it. A hit stops the booking for the owner.Tool: Studio§468.8319(1)(f), (g), F.S.
Property facts and preparation
- The system runs it; your team confirms, approves or sends. Before a booked visit: available permits and their status, recorded failed inspections, code and building violations, violation liens and City of Miami recertification, each with its source, its date and the gaps named. No homeowner prospecting list.Tool: Quarry
- The AI assistant prepares it; the responsible professional decides. Permit numbers and dates on file are listed against the questions the forms ask; what Quarry lacks is opened in the building department’s site in the inspector’s own browser. The inspector decides which date stands.Tool: Quarry · Studio§627.7011(5)(d), F.S.; OIR-B1-1802 Q1, Q4
- The system runs it; your team confirms, approves or sends. Prior reports, earlier wind-mitigation and 4-point forms, the seller’s disclosure and supplied association documents are read and listed for the inspector. Condominium common areas stay outside the inspection.Tool: Studio§468.8311(2), F.S.
- The system runs it; your team confirms, approves or sends. The day’s inspections are ordered by area, and the client, the agents and the listing side get confirmations and reminders after approval.Tool: Legate
- The system runs it; your team confirms, approves or sends. Utilities, access codes, occupants, pets, attic and panel access are confirmed with the listing side; anything that will not be accessible is noted with its reason for the report.Tool: Legate§468.8323(1)(c), F.S.; rule 61-30.801(3), F.A.C.
Inspection and report
- The inspector, the licensed assessor or the owner acts. The system organizes the supporting records. The system provides the checklist by system and the property packet. The licensed inspector examines the readily accessible systems of the home.Held by: Licensed inspector§§468.8311(4), 468.8318, F.S.
- The system runs it; your team confirms, approves or sends. Field notes and photos are filed by system and room with date and time, and the inspector’s voice memos are transcribed. Recording another person needs every party’s consent.Tool: Studio§934.03, F.S.
- The AI assistant prepares it; the responsible professional decides. The report is drafted in the company’s template from the inspector’s notes only, as PDF and editable Word, with the systems not inspected and their reasons kept. Nothing is added that the inspector did not record.Tool: Studio§468.8323(1), F.S.; rule 61-30.801(4), F.A.C.
- The inspector, the licensed assessor or the owner acts. The system organizes the supporting records. The system checks that every flagged item has a reason and a recommendation. The inspector decides what is significantly deficient or near the end of its life, and what to recommend. No AI diagnosis.Held by: Licensed inspector§468.8323(1)(a), (b), F.S.; rule 61-30.801(5), (6), F.A.C.
- The AI assistant prepares it; the responsible professional decides. Captions, arrows and labels are drafted from the inspector’s recorded observations. Crop and markup only: a condition is never generated, retouched or concealed.Tool: Studio§468.832(1)(e), F.S.
- The system runs it; your team confirms, approves or sends. Each system is covered or listed as not inspected with a reason; dates, address, inspector name and license number are present; contradictions between notes and text are flagged. No certification of correctness.Tool: StudioRule 61-30.801(4), F.A.C.
- The AI assistant prepares it; the responsible professional decides. A plain-language summary of the inspector’s recorded findings, drafted for the inspector’s approval. No repair-cost estimate unless the company chooses to give one.Tool: Studio§468.8323(2), F.S.
- The inspector, the licensed assessor or the owner acts. The system organizes the supporting records. The system holds the final version and the delivery list. The inspector approves, signs and authorizes the release.Held by: Licensed inspector§468.832(1)(e), F.S.
- The AI assistant prepares it; the responsible professional decides. Repair receipts, the contractor’s notes and new photos are set against the original findings, item by item. The inspector re-inspects and decides; the company does not do the repairs.Tool: Studio§468.8319(1)(f), F.S.
Insurance forms and licensed assessment
- The system runs it; your team confirms, approves or sends. From the client’s or the insurance agent’s instructions, the forms are listed: 4-point, roof, wind mitigation, or the insurer’s own form. The insurer’s requirements apply; the agent decides insurability.Tool: Legate
- The AI assistant prepares it; the responsible professional decides. Fields are prepared from the inspector’s notes and photos, and the photo set is checked against the insurer’s minimum list. The inspector completes and signs.Tool: Studio
- The inspector, the licensed assessor or the owner acts. The system organizes the supporting records. The system holds the prepared fields and photos. Condition and remaining useful life are certified by the qualified licensee, who signs.Held by: Licensed inspector§627.7011(5), F.S.
- The AI assistant prepares it; the responsible professional decides. A worksheet prepared from what the inspector personally observed, with a photo or document matched to each marked attribute in questions 2 to 9. Missing proof stays flagged and no unverified attribute is marked.Tool: StudioRule 69O-170.0155, F.A.C.; OIR-B1-1802 Rev. 04/26
- The inspector, the licensed assessor or the owner acts. The system organizes the supporting records. The system keeps the worksheet and the evidence index. The qualified inspector inspects personally, completes and signs the form, and the homeowner signs the acknowledgement.Held by: Licensed inspector§627.711(3), (4), (8), F.S.
- The system runs it; your team confirms, approves or sends. Only after release, signed forms go to the client and, on the client’s instruction, to the client’s insurance agent. Nothing is given to the agent for the referral.Tool: Legate§627.711(6)(a), F.S.
- The system runs it; your team confirms, approves or sends. Clients who agreed get a note before their policy renewal when a form may need renewing. How long a form is accepted depends on the insurer; no fixed period is promised.Tool: Legate
- The AI assistant prepares it; the responsible professional decides. Licensed mold assessors only: Studio prepares; assessor decides and signs; no remediation within 12 months or referral payments with remediators.Tool: StudioLicensed mold assessors only§468.8411(3), F.S.
- The inspector, the licensed assessor or the owner acts. The system organizes the supporting records. Licensed mold assessors only: Studio prepares; assessor decides and signs; no remediation within 12 months or referral payments with remediators.Held by: Licensed mold assessorLicensed mold assessors only§468.8419(1)(d), (f), (g), (h), F.S.
Delivery, payments, records and licensing
- The system runs it; your team confirms, approves or sends. The signed report goes to the client, and to agents, lenders or insurers only as the client authorized in writing; a call with the inspector is offered.Tool: Legate
- The AI assistant prepares it; the responsible professional decides. Questions after the report are logged and an answer is drafted from the report text for the inspector’s approval. Anything new goes to the inspector.Tool: Studio · Legate§468.8311(4), F.S.
- The system runs it; your team confirms, approves or sends. Invoices go out at booking and are matched to payments under the company’s policy. No fee is tied to findings, closing or escrow.Tool: Legate§468.8319(1)(i), F.S.
- The system runs it; your team confirms, approves or sends. When the report recommends further evaluation, the company’s neutral list of licensed trades, checked in the registry, is sent on request. Nothing is received for it, and the inspector offers no repair.Tool: Legate§468.8319(1)(f); §489.147(2)(c), F.S.
- The system runs it; your team confirms, approves or sends. Agreement, report, photos, forms and field notes are indexed by job under the company’s retention plan. No statutory retention term is invented and no permanent archive is implied.Tool: Studio
- The system runs it; your team confirms, approves or sends. Each inspector’s license, renewal date, 14 hours of continuing education with 2 in hurricane mitigation, qualification documents and the required $300,000 liability coverage are tracked with reminders. A missing registry result is inconclusive.Tool: Legate§§468.8316(1), 468.8322, F.S.
- The inspector, the licensed assessor or the owner acts. The system organizes the supporting records. The system keeps the file, the timeline and the deadlines. The owner and the inspector respond, with the company’s insurer or counsel.Held by: Owner§468.832, F.S.; rule 61-30.602, F.A.C.
New business
- The system runs it; your team confirms, approves or sends. Seasonal home-care notes and form-renewal reminders go to past clients who agreed to hear from the company, in approved words, with channel consent and opt-outs kept.Tool: LegateCAN-SPAM; TCPA
- The system runs it; your team confirms, approves or sends. Approved introductions, a redacted sample report, availability and turnaround, with a history per brokerage. No compensation, gifts or paid referral placement.Tool: Legate§468.8319(1)(h), F.S.; 12 CFR 1024.14
- The system runs it; your team confirms, approves or sends. Insurance agencies, property managers and other partners: agreed business follow-up and form turnaround times. No referral compensation to or from insurance agents.Tool: Legate§627.711(6), F.S.
- The system runs it; your team confirms, approves or sends. An approved review request after delivery, and accurate profile updates through authorized access. Clients write the reviews; none are fabricated or bought.Tool: Legate · Studio16 CFR 465
- The AI assistant prepares it; the responsible professional decides. Buyer guides, a short explanation of the wind-mitigation form and a redacted sample report from real job evidence, for the owner’s review.Tool: Studio§468.832(1)(f), F.S.
- The AI assistant prepares it; the responsible professional decides. Ads, the website and vehicle copy are checked for licensed titles used only by licensees and for claims that need support, for the owner’s review.Tool: Studio§468.8319(1)(b), F.S.
Read the whole map as a list
| No. | Process | Who carries it | Tool or holder | What the system does | Rule |
|---|---|---|---|---|---|
| Inquiries, booking and agreements | |||||
| 01 | Inquiry replies | System runs it | Legate | Each website, form, Google or agent inquiry is logged and answered in the company’s words on the channel the person used: services, availability and what each inspection covers. The reply says it is automated and gives no opinion on any house. | TCPA; §501.059, F.S. Details |
| 02 | Voice lineSetup option | System runs it | Legate | Configured per company: a voice assistant answers missed and after-hours calls, says it is automated, takes the address, the inspection type and the closing or policy date, and books a time or a callback within consent rules. | Details |
| 03 | Fee quote | System runs it | Legate · Studio | The fee is computed from the company’s own schedule (size, age, add-ons such as wind mitigation or 4-point) and sent after approval. No fee depends on findings or closing, and pay-at-closing terms are not offered. | §468.8319(1)(i), F.S. Details |
| 04 | Booking by license scope | System runs it | Legate | The inspection goes to an inspector whose license and qualification records cover it: the home inspector license for buyer and 4-point work, the hurricane-mitigation training and examination on file for wind mitigation. A license alone is not assumed to cover the form. | §468.8318; §627.711(2)(a)1, F.S. Details |
| 05 | Pre-inspection agreement draft | System prepares it | Studio | The company’s agreement filled in: scope, systems excluded by written agreement, fee, payment terms and who may receive the report on the client’s written instruction. The owner sets the terms; the client signs. | Rule 61-30.801(7)(c), F.A.C. Details |
| 06 | Conflict check | System runs it | Studio | Before booking, the company’s records are checked for any financial or transfer interest in the property and for repair work by the company on it. A hit stops the booking for the owner. | §468.8319(1)(f), (g), F.S. Details |
| Property facts and preparation | |||||
| 07 | Property facts packet | System runs it | Quarry | Before a booked visit: available permits and their status, recorded failed inspections, code and building violations, violation liens and City of Miami recertification, each with its source, its date and the gaps named. No homeowner prospecting list. | Details |
| 08 | Roof and permit dates | System prepares it | Quarry · Studio | Permit numbers and dates on file are listed against the questions the forms ask; what Quarry lacks is opened in the building department’s site in the inspector’s own browser. The inspector decides which date stands. | §627.7011(5)(d), F.S.; OIR-B1-1802 Q1, Q4 Details |
| 09 | Client documents | System runs it | Studio | Prior reports, earlier wind-mitigation and 4-point forms, the seller’s disclosure and supplied association documents are read and listed for the inspector. Condominium common areas stay outside the inspection. | §468.8311(2), F.S. Details |
| 10 | Route and confirmations | System runs it | Legate | The day’s inspections are ordered by area, and the client, the agents and the listing side get confirmations and reminders after approval. | |
| 11 | Access and utilities | System runs it | Legate | Utilities, access codes, occupants, pets, attic and panel access are confirmed with the listing side; anything that will not be accessible is noted with its reason for the report. | §468.8323(1)(c), F.S.; rule 61-30.801(3), F.A.C. Details |
| Inspection and report | |||||
| 12 | On-site inspection | Inspector or owner | Licensed inspector | The system provides the checklist by system and the property packet. The licensed inspector examines the readily accessible systems of the home. | §§468.8311(4), 468.8318, F.S. Details |
| 13 | Notes and photos | System runs it | Studio | Field notes and photos are filed by system and room with date and time, and the inspector’s voice memos are transcribed. Recording another person needs every party’s consent. | §934.03, F.S. Details |
| 14 | Report draft | System prepares it | Studio | The report is drafted in the company’s template from the inspector’s notes only, as PDF and editable Word, with the systems not inspected and their reasons kept. Nothing is added that the inspector did not record. | §468.8323(1), F.S.; rule 61-30.801(4), F.A.C. Details |
| 15 | Findings and recommendations | Inspector or owner | Licensed inspector | The system checks that every flagged item has a reason and a recommendation. The inspector decides what is significantly deficient or near the end of its life, and what to recommend. No AI diagnosis. | §468.8323(1)(a), (b), F.S.; rule 61-30.801(5), (6), F.A.C. Details |
| 16 | Photo captions | System prepares it | Studio | Captions, arrows and labels are drafted from the inspector’s recorded observations. Crop and markup only: a condition is never generated, retouched or concealed. | §468.832(1)(e), F.S. Details |
| 17 | Completeness check | System runs it | Studio | Each system is covered or listed as not inspected with a reason; dates, address, inspector name and license number are present; contradictions between notes and text are flagged. No certification of correctness. | Rule 61-30.801(4), F.A.C. Details |
| 18 | Client summary draft | System prepares it | Studio | A plain-language summary of the inspector’s recorded findings, drafted for the inspector’s approval. No repair-cost estimate unless the company chooses to give one. | §468.8323(2), F.S. Details |
| 19 | Sign and release the report | Inspector or owner | Licensed inspector | The system holds the final version and the delivery list. The inspector approves, signs and authorizes the release. | §468.832(1)(e), F.S. Details |
| 20 | Re-inspection comparison | System prepares it | Studio | Repair receipts, the contractor’s notes and new photos are set against the original findings, item by item. The inspector re-inspects and decides; the company does not do the repairs. | §468.8319(1)(f), F.S. Details |
| Insurance forms and licensed assessment | |||||
| 21 | Requested forms | System runs it | Legate | From the client’s or the insurance agent’s instructions, the forms are listed: 4-point, roof, wind mitigation, or the insurer’s own form. The insurer’s requirements apply; the agent decides insurability. | Details |
| 22 | 4-point and roof preparation | System prepares it | Studio | Fields are prepared from the inspector’s notes and photos, and the photo set is checked against the insurer’s minimum list. The inspector completes and signs. | Details |
| 23 | 4-point and roof certification | Inspector or owner | Licensed inspector | The system holds the prepared fields and photos. Condition and remaining useful life are certified by the qualified licensee, who signs. | §627.7011(5), F.S. Details |
| 24 | Wind-mitigation worksheet and photo index | System prepares it | Studio | A worksheet prepared from what the inspector personally observed, with a photo or document matched to each marked attribute in questions 2 to 9. Missing proof stays flagged and no unverified attribute is marked. | Rule 69O-170.0155, F.A.C.; OIR-B1-1802 Rev. 04/26 Details |
| 25 | Wind-mitigation inspection and signature | Inspector or owner | Licensed inspector | The system keeps the worksheet and the evidence index. The qualified inspector inspects personally, completes and signs the form, and the homeowner signs the acknowledgement. | §627.711(3), (4), (8), F.S. Details |
| 26 | Signed-form delivery | System runs it | Legate | Only after release, signed forms go to the client and, on the client’s instruction, to the client’s insurance agent. Nothing is given to the agent for the referral. | §627.711(6)(a), F.S. Details |
| 27 | Form-renewal reminder | System runs it | Legate | Clients who agreed get a note before their policy renewal when a form may need renewing. How long a form is accepted depends on the insurer; no fixed period is promised. | Details |
| 28 | Licensed assessment fileLicensed mold assessors only | System prepares it | Studio | Licensed mold assessors only: Studio prepares; assessor decides and signs; no remediation within 12 months or referral payments with remediators. | §468.8411(3), F.S. |
| 29 | Assessment decision and signatureLicensed mold assessors only | Inspector or owner | Licensed mold assessor | Licensed mold assessors only: Studio prepares; assessor decides and signs; no remediation within 12 months or referral payments with remediators. | §468.8419(1)(d), (f), (g), (h), F.S. |
| Delivery, payments, records and licensing | |||||
| 30 | Report delivery and review call | System runs it | Legate | The signed report goes to the client, and to agents, lenders or insurers only as the client authorized in writing; a call with the inspector is offered. | Details |
| 31 | Client-answer draft | System prepares it | Studio · Legate | Questions after the report are logged and an answer is drafted from the report text for the inspector’s approval. Anything new goes to the inspector. | §468.8311(4), F.S. Details |
| 32 | Invoices and payments | System runs it | Legate | Invoices go out at booking and are matched to payments under the company’s policy. No fee is tied to findings, closing or escrow. | §468.8319(1)(i), F.S. Details |
| 33 | Licensed-trades list | System runs it | Legate | When the report recommends further evaluation, the company’s neutral list of licensed trades, checked in the registry, is sent on request. Nothing is received for it, and the inspector offers no repair. | §468.8319(1)(f); §489.147(2)(c), F.S. Details |
| 34 | Records and retention | System runs it | Studio | Agreement, report, photos, forms and field notes are indexed by job under the company’s retention plan. No statutory retention term is invented and no permanent archive is implied. | Details |
| 35 | License and insurance reminders | System runs it | Legate | Each inspector’s license, renewal date, 14 hours of continuing education with 2 in hurricane mitigation, qualification documents and the required $300,000 liability coverage are tracked with reminders. A missing registry result is inconclusive. | §§468.8316(1), 468.8322, F.S. Details |
| 36 | Claims and disputes | Inspector or owner | Owner | The system keeps the file, the timeline and the deadlines. The owner and the inspector respond, with the company’s insurer or counsel. | §468.832, F.S.; rule 61-30.602, F.A.C. Details |
| New business | |||||
| 37 | Past-client follow-up | System runs it | Legate | Seasonal home-care notes and form-renewal reminders go to past clients who agreed to hear from the company, in approved words, with channel consent and opt-outs kept. | CAN-SPAM; TCPA Details |
| 38 | Realtor relationships | System runs it | Legate | Approved introductions, a redacted sample report, availability and turnaround, with a history per brokerage. No compensation, gifts or paid referral placement. | §468.8319(1)(h), F.S.; 12 CFR 1024.14 Details |
| 39 | Agency and partner follow-up | System runs it | Legate | Insurance agencies, property managers and other partners: agreed business follow-up and form turnaround times. No referral compensation to or from insurance agents. | §627.711(6), F.S. Details |
| 40 | Reviews and local profile | System runs it | Legate · Studio | An approved review request after delivery, and accurate profile updates through authorized access. Clients write the reviews; none are fabricated or bought. | 16 CFR 465 Details |
| 41 | Guides and sample materials | System prepares it | Studio | Buyer guides, a short explanation of the wind-mitigation form and a redacted sample report from real job evidence, for the owner’s review. | §468.832(1)(f), F.S. Details |
| 42 | Ads and licensed-title check | System prepares it | Studio | Ads, the website and vehicle copy are checked for licensed titles used only by licensees and for claims that need support, for the owner’s review. | §468.8319(1)(b), F.S. Details |
These are responsibility assignments with setup conditions and human release gates, not 42 integrations, a measured automation share or a measure of time saved. Rows 02, 28 and 29 are conditional and stay in the count, so a company’s activated scope may be smaller. Rows 28 and 29 share one line: Licensed mold assessors only: Studio prepares; assessor decides and signs; no remediation within 12 months or referral payments with remediators. Left off the map on purpose: repairs on inspected homes, inspections of property with an interest, referral payments, fees contingent on findings or closing, wood-destroying organism reports under §482.226, F.S., AI calls and texts to people without prior express written consent, and outreach to owners after a storm or named in public records.
Every finding. Every certification. Every signature. Yours.
Only licensed inspectors inspect. Regaldi prepares the work around their judgment. Home inspection services are a limited visual examination for a written professional opinion (§468.8311(4), F.S.), a company offers them only through licensed inspectors (§468.8318, F.S.), and the wind-mitigation form is signed by a qualified inspector who inspected personally (§627.711(3), F.S.), so the assistant gathers, drafts, checks and delivers.
Regaldi LLC is a Florida software company. It holds no home-inspector or mold license, performs no inspections, signs no forms and gives no opinion on any home.
-
12 On-site inspection Licensed inspector
§§468.8311(4), 468.8318, F.S.- What the rule places with the professional
- Home inspection services are a limited visual examination of readily accessible systems for a written professional opinion of the condition of the home. A company offers them only through licensed inspectors and holds no license itself.
- What the system does around it
- The system provides the checklist by system and the property packet. The licensed inspector examines the readily accessible systems of the home.
-
15 Findings and recommendations Licensed inspector
§468.8323(1), F.S.- What the rule places with the professional
- The report states what is significantly deficient or near the end of its service life, the reason, and what was not inspected and why. The inspector decides each finding and recommendation; a finding exists only if the inspector recorded it.
- What the system does around it
- The system checks that every flagged item has a reason and a recommendation. The inspector decides what is significantly deficient or near the end of its life, and what to recommend. No AI diagnosis.
-
19 Sign and release the report Licensed inspector
§468.832(1)(e), F.S.- What the rule places with the professional
- Reports are signed in the capacity of a licensed home inspector, and a report the licensee knows to be false is a ground for discipline. The inspector signs and authorizes each release.
- What the system does around it
- The system holds the final version and the delivery list. The inspector approves, signs and authorizes the release.
-
23 4-point and roof certification Licensed inspector
§627.7011(5), F.S.- What the rule places with the professional
- Insurer forms ask the licensed inspector to certify the condition of the roof, electrical, plumbing and HVAC systems and the roof’s remaining useful life. The insurance agent handles insurability.
- What the system does around it
- The system holds the prepared fields and photos. Condition and remaining useful life are certified by the qualified licensee, who signs.
-
25 Wind-mitigation inspection and signature Licensed inspector
§627.711(3), F.S.- What the rule places with the professional
- The qualified inspector inspects the structure personally, not through employees or other persons, and signs the uniform mitigation form. A false form is misconduct and can be a crime.
- What the system does around it
- The system keeps the worksheet and the evidence index. The qualified inspector inspects personally, completes and signs the form, and the homeowner signs the acknowledgement.
-
29 Assessment decision and signature Licensed mold assessor
§468.8419(1), F.S.- What the rule places with the professional
- The licensed assessor states the conclusions and signs.
- What the system does around it
- Licensed mold assessors only: Studio prepares; assessor decides and signs; no remediation within 12 months or referral payments with remediators.
-
36 Claims and disputes Owner
§468.832, F.S.- What the rule places with the professional
- Complaints, claims and disputes are answered by the owner and the inspector, with the company’s insurer or counsel. Discipline rests with the licensee.
- What the system does around it
- The system keeps the file, the timeline and the deadlines. The owner and the inspector respond, with the company’s insurer or counsel.
No repairs or repair offers on homes your company inspected. No inspection of a property in which the inspector or company has a financial or transfer interest. No fee contingent on findings or closing, including pay-at-closing terms. No referral compensation to or from realtors or insurance agents, including gifts, rewards, fee shares and paid preferred-vendor placement.
A realtor’s disclosure does not make a prohibited inspector referral payment lawful. RESPA section 8 applies to inspections in financed purchases. Read §468.8311, §468.8319, §468.8323, §627.711, rule 61-30.801 and 12 CFR 1024.14 in full. General information, not legal advice.
Responsibilities and limits
The limits each workflow keeps, by topic. Processes on the map link here.
Inspection, findings and the report§§468.8311(4), 468.8318, 468.8323, F.S.; rule 61-30.801, F.A.C.
A home inspection is a limited visual examination of readily accessible systems for a written professional opinion of the condition of the home. Only licensed inspectors perform it. A company may offer inspections only if everyone who inspects for it is licensed, and the company itself holds no license.
The report covers systems that are significantly deficient or near the end of their service lives, the reasons, and systems present but not inspected with the reason. Studio drafts from the inspector’s own notes and photos and adds no finding. No prediction of future condition and no unsafe roof access.
Insurance forms§§627.711, 627.7011, F.S.; rule 69O-170.0155, F.A.C.
For OIR-B1-1802 Rev. 04/26, each marked attribute in questions 2 to 9 needs at least one supporting photo or document. Missing proof stays flagged. Only a qualified inspector who personally inspected the structure completes and signs the form, and the homeowner signs the acknowledgement. Regaldi never signs.
A DBPR license lookup alone does not establish wind-mitigation training and examination eligibility; the inspector’s qualification records do. The licensed inspector certifies condition and remaining useful life on 4-point and roof forms, and the insurance agent handles insurability. No promise of a premium discount, insurer acceptance, coverage or a fixed form-validity period.
Repairs, interests and fees§468.8319(1)(f), (g), (i), F.S.
No repairs or repair offers on homes your company inspected. No inspection of a property in which the inspector or company has a financial or transfer interest. No fee contingent on findings or closing, including pay-at-closing terms.
When a report recommends further evaluation, a neutral list of licensed trades may be sent on request with nothing received for it. The inspector decides the recommendation and does not perform the repair.
Referral compensation§§468.8319(1)(h), 627.711(6), 489.147(2)(c), F.S.; 12 CFR 1024.14
No referral compensation to or from realtors or insurance agents, including gifts, rewards, fee shares and paid preferred-vendor placement. A realtor’s disclosure does not make a prohibited inspector referral payment lawful, and RESPA section 8 applies to inspections in financed purchases.
Regaldi’s fee is fixed and independent of inspections booked, reports delivered, referrals, findings and closings.
Public recordsQuarry coverage notes, October 14, 2026
Public records provide context. The packet is not an inspection, title search or professional opinion on the home. Stored evidence only; absence of rows does not prove absence of official records. An event date and a collection date are separate fields.
Permits: unincorporated Miami-Dade and the City of Miami. County issued permits cover a rolling two-year window; City of Miami permits begin in 2014. County violation coverage applies to unincorporated areas. No year built, flood-zone value or supported roof-permit filter is supplied here, and city permit lists and failed-inspection records may need address verification. Recertification: City of Miami records only.
Calls, texts and emailTCPA; FCC 24-17; §§501.059, 501.616(6), 934.03, F.S.; CAN-SPAM
AI outbound calls and automated texts require prior express written consent. An inbound inquiry, business listing or existing relationship alone is not that consent. The AI assistant identifies itself as automated and not an inspector. National, Florida and company do-not-call lists are checked; calls stay within 8 a.m. to 8 p.m. at the recipient’s location and no more than three calls in 24 hours on the same subject. Recording requires every party’s consent.
Email uses an accurate sender, the postal address, the required advertising identification and a working opt-out honored within 10 business days. Company approval is separate from recipient consent. No outreach to owners after a storm or to people identified through permit, violation or foreclosure records.
Advertising and reviews§§468.8319(1)(b), 468.832(1)(f), F.S.; 16 CFR 465
Licensed titles only for licensees and claims supported by evidence. Clients write their own reviews: no fabricated or purchased reviews and no rewards for favorable sentiment. Sample materials use real, redacted job evidence.
Delivery and dataWritten engagement terms
The inspector approves, signs and releases reports and forms. They go to the client and to agents, lenders or insurers only on the client’s written instruction. Job records are indexed under the company’s retention plan; no statutory retention period is assumed.
Written processing terms are kept. No local-only processing, zero retention or SOC 2 claim. Screens never expose client or owner data.
Measure the work around the inspection.
Enter your weekly volume, review the assumptions, and choose a workflow to measure. Field inspection time is excluded.
≈ modeled hours a week of office and report work
About of team hours a week under the comparison assumption. Workload selected for evaluation: about hours.
(30 inquiries × 10 min + 15 inspections × 120 min + 20 forms × 30 min) ÷ 60 = 45.0 hours a week; × 54.8% = 24.6 selected for evaluation
An estimate from the assumptions shown, not a measurement of your company or a promise of time saved, staffing reductions, revenue or bookings.
Keep the next conversation organized.
Prepare approved replies and partner introductions, then follow up within each person’s permissions.
Find
Legate CRM · Lead FinderInquiries, past clients and people who asked to hear from the company.
Brokerages, insurance agencies and property managers in the service area.
Business research only; no homeowner lists from public records.
Research
Legate · StudioRequested inspection type, timeline and client-supplied facts.
Business, service area and professional license.
The appropriate DBPR or DFS registry and public business records. No adverse inference from a missing registry result.
Write
Studio · LegateWhat to expect, a confirmation and a redacted sample report.
Introduction, services, qualifications and stated turnaround.
Company approval, accurate sender, postal address and opt-out.
Call
Legate voice · setup optionA permitted callback within the person’s request.
An agreed conversation with a partner.
AI outbound calls and automated texts require prior express written consent. No cold AI calls.
Follow up
LegateRecord replies, next steps and opt-outs.
Record the relationship and the agreed next contact.
Channel permissions and suppression follow the record.
Present
StudioAn approved quote and the pre-inspection agreement.
A capability sheet and redacted sample materials.
Real claims and job evidence. The fee is independent of findings and closing.
Book
Studio · LegateThe client signs the agreement and books.
Record the introduction without payment or reward.
The client and the company act. No referral compensation and no promised bookings.
- AI calls and texts
AI outbound calls and automated texts require prior express written consent. An inbound inquiry, business listing or existing relationship alone is not that consent. The AI assistant identifies itself as automated and not an inspector. FCC 24-17 Details
- Calling hours and lists
Check the national, Florida and company do-not-call lists. Calls stay within 8 a.m. to 8 p.m. at the recipient’s location and no more than three calls in 24 hours on the same subject (§501.616(6), F.S.). Recording requires every party’s consent. Staff personally dial any lawful prospecting calls after the required checks; prospecting dialing is not offered as an automated workflow. §501.616 Details
- Email
Email uses an accurate sender, the postal address, the required advertising identification and a working opt-out honored within 10 business days. Unwanted contact is suppressed promptly. Company approval is separate from recipient consent. Details
- No distress outreach
No outreach to owners after a storm or to people identified through permit, violation or foreclosure records. No referral gifts, paid placement or fee splitting in either direction. Business-to-business status does not remove the rules. 12 CFR 1024.14 Details
- Reviews and titles
Clients write their own reviews. No fabricated reviews, purchased reviews or rewards for favorable sentiment. Advertising uses licensed titles only for licensees and claims supported by evidence. 16 CFR 465 Details
Three tools around your inspection work.
Studio prepares. Quarry supplies records. Legate coordinates approved follow-through.
StudioPrepares the paperwork · 19 processes
- PDF and Word drafts
Reports, agreements and summaries in the company’s template, as a readable PDF and an editable Word file.
- Notes and photos
Field notes and photos filed by system and room; voice memos transcribed. Photos are cropped, marked and labeled only.
- Worksheets and evidence indexes
Wind-mitigation worksheets and photo indexes from the inspector’s observations, with missing proof flagged.
- Completeness checks
Systems not inspected, reasons, identifiers and contradictions flagged before the inspector reviews.
- Computer use
With your permission the assistant opens supported applications and your signed-in browser, fills fields from your notes and records each action. Signing and submitting wait for you.
QuarrySupplies records before the visit · 2 processes
- Property facts
Use, building and lot size for a booked inspection, with the source of each field.
- Permit records
Issued permits in unincorporated Miami-Dade for a rolling two years and City of Miami permits since 2014, with status and dates.
- Sources and gaps
Each record with its source, event date and collection date; missing fields and unmatched records stay visible.
LegateBooking and follow-through · 18 processes
- Inquiries and booking
Inquiries logged and answered, quotes from your schedule, bookings by license scope and confirmations after approval.
- Approved delivery
Released reports and signed forms sent to client-authorized recipients only.
- CRM and follow-up
Past clients and partners with their history, channel permissions and opt-outs, and every outgoing message waiting for approval.
- DBPR checks
Home inspector, mold and trade licenses looked up and saved. A missing registry result is not proof of anything.
- Voice
Inbound calls and requested callbacks, a setup option per company. Says it is automated and not an inspector.
Your report software
Works in your browser and on your screen alongside the report software you use.
There is no inspection-software connector and no dedicated form-filling product. Report and form sends wait for a person’s release. Voice on the company line is a setup option.
Your review controls what leaves the file.
Agree access, review steps and data terms before the AI assistant starts.
- Your computerThe working folderstays here
- Regaldi’s serverPasses the task contentstores memory and uploads
- AI providerAnthropic or OpenAIprocesses what the assistant reads for a task
- Working files
- Files stay in your company’s working folder. You choose the folders, accounts and actions the assistant may use.
- Processing
- Content the assistant reads for a task passes through Regaldi’s server to the AI provider, currently Anthropic or OpenAI.
- Stored information
- Conversation memory and uploaded attachments are stored on Regaldi’s server. Access, retention and deletion are set out in written terms.
- Release and recipients
- The inspector approves, signs and releases reports and forms. They go to the client and to agents, lenders or insurers only on the client’s written instruction.
- AI says so
- An assistant that speaks or writes to clients or partners says that it is automated and not an inspector.
- Claims not made
- No local-only processing, no zero retention, no SOC 2 certification and no security promises beyond the written terms.
Check sources and drafts before relying on them. AI output can be wrong. Set access, retention and deletion terms for the information you provide; your job-record retention plan is separate from how long Regaldi keeps memory and uploads.
Start with one workflow.
Choose one recurring task. Agree the inputs and approvals. Review the work with your team.
- 01 · DiagnosticTwo to three weeks
Scope
One workflow, its source coverage and the review owner, with the baseline.
Credited once toward the project.
- 02 · PilotOne process
Run
A supervised report draft or property packet, with corrections recorded.
Where a question remains open after the diagnostic.
- 03 · BuildIn stages
Evaluate
Recorded time, corrections and approval performance, then your decision about what to expand.
Voice on the company line is a setup option; cold AI calling stays off.
A fixed fee for software and services. No fees tied to inspections booked, reports delivered, referrals, findings or closings.
The scope of each stage is agreed in writing. A smaller company can start with Studio on its own. Regaldi reports the changes it observes and their limits; it does not promise customers, saved hours, insurance discounts or closings.
Prices: regaldi.ai/pricing/
Bring one recurring task to Ita
Tell us your team size, service area and the workflow you want to improve. A principal reads every inquiry and writes back by email. Do not include client information, property-owner details, inspection documents or passwords.
A form submission is not consent to AI marketing calls.
Do not include patient information, client files or passwords. Sending this does not purchase a service. Your message is relayed to office@regaldi.ai through FormSubmit; our Privacy Policy applies.
Regaldi LLC is a Florida software company, not a licensed home inspector. General information, not legal advice. Each company remains responsible for Chapter 468 Parts XV and XVI, chapter 61-30, applicable insurer-form requirements and telemarketing law. The rule summaries on this page are simplified; read the full texts linked here. AI output can be inaccurate and must be reviewed by the responsible professional before it is relied on.