Know the lot. See the assumptions. Make the call.
Your AI assistant brings public records, visible assumptions and a prepared deal file to your next decision.
For Florida investors buying for their own account. Quarry researches. Studio prepares. Legate follows through. The bid, the contract and the money stay with you.
Film transcript
Before you set the bid, know what you are buying, and what still needs checking.
Quarry brings foreclosure dates, tax-deed sales, and bank-owned inventory into your research, with the official source linked.
Review parcel facts and encumbrances with sources and gaps. A value range needs evidence. When evidence runs out, Quarry says so.
Every scenario input stays visible. In Studio, your AI assistant prepares the brief as PDF and editable Word, ready for your review.
Out of thirty-nine recurring processes, Regaldi runs twenty-one with your confirmation, prepares eleven for your decision, and leaves seven with licensed professionals. Every process names its tool.
Owner calls stay personal. AI calls only with prior written consent.
Quarry for research. Studio for preparation. Legate for approved follow-through.
The record is organized. The assumptions are visible. The decision stays with you.
Regaldi.
Regulated. Aligned. Digital. Start with one workflow.
Regaldi runs 21 of 39 recurring processes, prepares 11 for the licensed professional’s decision, and leaves 7 with them.
You decide on your own investments. Licensed professionals handle work that requires a license. 39 current-scope processes from a 42-process research map; 3 preparation workflows are held outside the current offering. View scope and responsibility
- Regaldi runs
- 21
- You or a staff member confirm, approve or send.
- Regaldi prepares
- 11
- Evidence prepared. You or the appropriate professional decide.
- Stay with you or a professional
- 7
- Bids, contracts, financing, title, tenants, capital, owner calls.
- Current-scope processes
- 39
- Six groups, from the auction calendar to the owner letter.
With our tools · the 32 processes Regaldi runs or prepares
- Regaldi Quarry
- 16 processes · runs 12, prepares 4
- Regaldi Studio
- 17 processes · runs 9, prepares 8
- Regaldi Legate
- 11 processes · runs 10, prepares 1
A process can use two tools. The 7 human acts are not automated by any of them. Counts describe assigned responsibility, not time saved or autonomous decisions.
In short
Regaldi LLC is a Florida software company that gives real-estate investors buying for their own account an AI assistant for research and the deal file. Quarry researches auction calendars and sourced parcel records, Regaldi Studio prepares what-if scenarios with visible assumptions and the deal file in PDF and Word, and Legate organizes approved follow-through. Of the 39 recurring processes mapped for an investor in the current scope, Regaldi runs 21 with a person confirming, prepares 11 for the investor’s decision, and leaves 7 with the investor or a professional, including the title search and legal opinion, setting and placing the bid, negotiating and signing, and choosing financing. Regaldi holds no real-estate, mortgage, title or securities license and takes no share of any deal. Files remain in the working folder; text used for a task is processed by Anthropic or OpenAI through Regaldi’s server. Work starts with one workflow and a written scope.
Related professionsAppraisersCommunity associationsRealtorsAll industries
Start with the public inventory.
Quarry brings foreclosure and tax-deed dates, bank-owned listings and new lis pendens into your research workflow.
Scheduled auctions
Foreclosure and tax-deed sales with the county-local sale date, the opening bid only where the source publishes it, and the source and observed date.
The clerk’s site controls the date, status and terms.
Bank-owned inventory
HUD, Fannie Mae and Freddie Mac listings matched to the parcel, with status changes.
REO is inventory, not a court auction. Offers go through the listing broker.
New lis pendens
Cases linked to parcels with an appraiser value, with the case link.
The appraiser value is not equity. Lands available are a separate, explicit search.
Official sources control sale dates, status and terms. A listed date does not confirm a future sale. Past auction results, winning bids and buyers are not available here.
Miami-Dade in depth first. Other counties are agreed by source and coverage. Buy-box searches and watches send matches only to destinations an administrator confirmed; individual records can lag their source.
Bring the sources into the decision.
Review parcel facts, flood information, permits, code cases and recorded claims, with their dates, links and gaps.
Public-record research, not a title search, title commitment, survey or legal opinion. A name match does not establish ownership. No result does not mean no record exists.
Miami-Dade parcel tax status is unavailable. Some recorded and federal liens cannot be linked to a parcel. Name-based records require verification. An open record means no release or closing was observed, not a verified unpaid balance, and a judgment amount set against a value is never called equity: there is no equity model.
A supported range. An honest stop.
Quarry shows eligible recorded transfers, exclusions and confidence. When the evidence is insufficient, it leaves the value open.
Range with sources
- Eligible recorded transfers listed with date and distance
- Exclusions counted with their reasons
- A range with its as-of date and confidence reasons
Recorded transfers are not verified as arm’s-length sales.
Insufficient evidence
- Fewer than three eligible recorded transfers
- No figure is published
- The value stays open for the investor and the professionals
At least three eligible recorded transfers required.
Recorded transfers are not verified as arm’s-length sales. A value range is not an appraisal or an offer recommendation. No MLS access, rent estimate, repair estimate or equity model is claimed.
See every assumption before you choose a number.
Enter purchase, closing, repairs, holding, resale and selling costs. Quarry computes the scenario you asked for.
Illustrative what-if scenario. Omitted costs default to zero. Add financing, taxes, insurance, utilities, carrying costs and contingencies to the appropriate inputs before relying on the calculation. No profit, return or bid outcome is promised.
- Purchase
- $300,000
- Closing
- $3,500
- Repairs
- $45,000
- Holding
- $12,000
- Resale, the investor’s assumption
- $445,000
- Selling costs, 7%
- $31,150
- Invested
- $360,500
- Arithmetic difference
- $53,350
Turn the research into work you can review.
Studio prepares a bid brief, lender package or closing checklist in PDF and editable Word. Legate keeps the agreed tasks and replies organized.
- Bid brief Facts, the encumbrance pre-screen, the range or its refusal, the scenario and the open items for one lot.
- Lender package Supplied facts, photos, budget and draw receipts for a lender the investor works with.
- Closing checklist Title, lender, insurance and HOA items with who owes each one.
- Partner report Costs, status and documents for existing partners. Not an offering document.
You set the bid, make offers, sign contracts and control funds. Title and legal conclusions stay with the appropriate professional.
Investor Radar · In development
A place for future market signals.
Investor Radar is in development. Verified coverage and examples will appear here when ready.
Register interest in the future Radar →Three tools around the work.
Quarry researches. Studio prepares. Legate organizes approved follow-through.
Regaldi Quarry
16 processes on the mapQuarry researches the inventory and the parcel.
- Public inventory
Foreclosure and tax-deed calendars, REO listings, lands available and new lis pendens, each with its source and observed date. Miami-Dade in depth first.
- Sourced parcel records
Appraiser facts, flood zone, permits, code cases and the encumbrance pre-screen, with link method, confidence and gaps.
- Valuation and scenarios
Recorded-sale ranges that refuse below three eligible transfers, and what-if arithmetic on the investor’s own inputs.
- Watches and digests
Saved buy-box searches rerun on new records, with matches sent to confirmed destinations.
Regaldi Studio
17 processes on the mapStudio prepares the working file.
- PDF
Bid briefs, lender packages, partner reports and market one-pagers as finished PDFs.
- Word
The same documents as editable Word files, with tables and sources intact.
- Working folder
Deal files, inspection notes, quotes and receipts read and organized in the folder you choose.
- Computer use
With your permission the assistant checks a source or downloads a document in your browser, and records each action. It never places or confirms a bid.
- Email drafts and Calendar
Filled Gmail drafts and Google Calendar entries for deadlines. You press Send and save each entry.
Regaldi Legate
11 processes on the mapLegate organizes approved follow-through.
- Partner research
Lead Finder for brokers, title agents, attorneys, lenders and contractors, with DBPR license checks. An empty registry result proves nothing.
- Tasks and CRM history
Deadlines, closing items, replies and agreed next steps in one history.
- Approved follow-up
Partner emails, seller-inquiry replies and owner letters sent only after approval, with opt-outs honored.
- Voice, configured
Calls only to people who gave prior express written consent, with the assistant identified as automated. Cold dialing stays off in investor workspaces.
Not offered No automated bidding, wires or e-signatures, no instant investment report, no tenant-screening product, no skip tracing and no universal app integration.
Radar Kept in its own section above while the investor view is in development. It carries no process on the map.
39 recurring processes. Clear responsibility.
An investor’s current scope runs on 39 recurring processes. Regaldi runs 21 of them with human confirmation, prepares 11 for a decision, and leaves 7 with you or the appropriate professional. Every process the system runs or prepares names the Regaldi tool that does it.
- S · System runs it. A person confirms, approves or sends.
- P · System prepares it. Evidence prepared; no bid is recommended.
- H · Investor or professional only. The investor or the appropriate professional acts.
Hover, focus or tap a process to see what the system does.
Deal flow and calendar
5 · 1 · 0- S · The system runs it; the investor or a staff member confirms, approves or sends. Foreclosure and tax-deed sales by county with the sale date, the opening bid where published, the appraiser value and the source. The clerk’s record controls; a listed date does not confirm a future sale. Tool: Regaldi Quarry.Ch. 45; ch. 197, F.S.
- S · The system runs it; the investor or a staff member confirms, approves or sends. The investor’s criteria (area, type, value, channel) rerun on new records, with matches sent only to destinations an administrator confirmed. Tool: Regaldi Quarry.
- S · The system runs it; the investor or a staff member confirms, approves or sends. New lots, re-observed lots and status changes since the last check, by county. An absent closure is not an observed outcome. Tool: Regaldi Quarry.
- S · The system runs it; the investor or a staff member confirms, approves or sends. HUD, Fannie Mae and Freddie Mac listings matched to the parcel, with status changes. REO is inventory, not a court auction; offers go through the listing broker. Tool: Regaldi Quarry.
- S · The system runs it; the investor or a staff member confirms, approves or sends. County-held parcels left after a tax-deed sale, from an explicit search, with the opening bid. Check the clerk and the county window before acting. Tool: Regaldi Quarry.§197.502(7), F.S.
- P · The system prepares the evidence; the investor or the appropriate professional decides. No bid is recommended. New lis pendens linked to parcels with an appraiser value, with the case link. The value is the appraiser’s, never equity; the investor chooses any next step. Tool: Regaldi Quarry.§501.1377, F.S.
Due diligence and numbers
3 · 2 · 1- S · The system runs it; the investor or a staff member confirms, approves or sends. Appraiser facts, FEMA flood zone, permits, code and building violations, each with its source and date. The appraiser’s owner field is not proof of current title. Tool: Regaldi Quarry.
- S · The system runs it; the investor or a staff member confirms, approves or sends. Open lis pendens and foreclosures, recorded and violation liens and name-based leads, each with link method and confidence, and the gaps named. Not a title search. Tool: Regaldi Quarry.
- P · The system prepares the evidence; the investor or the appropriate professional decides. No bid is recommended. Recorded transfers nearby with exclusion reasons, a range with its date and confidence, and no figure below three eligible transfers. Not an appraisal. Tool: Regaldi Quarry.
- S · The system runs it; the investor or a staff member confirms, approves or sends. Purchase, closing, repairs, holding, resale and selling costs: the investor types every assumption and the system computes. Omitted costs default to zero; no bid or profit recommendation. Tool: Regaldi Quarry.
- P · The system prepares the evidence; the investor or the appropriate professional decides. No bid is recommended. Inspection notes and contractor quotes organized into a line-item draft. The investor or contractor sets scope and prices; no automatic repair estimate. Tool: Regaldi Studio.
- H · The investor, or the attorney, title agent or counsel, performs the act. The system records around it. The system orders nothing on its own. It prepares the lot packet and the open questions for the title agent or attorney the investor engages.Ch. 626, Part V; legal practice
Bidding and acquisition
3 · 2 · 2- H · The investor, or the attorney, title agent or counsel, performs the act. The system records around it. The range, the scenario and the open items sit side by side. The investor sets the number and bids manually; no automated placement or confirmation, even with an approval click.
- S · The system runs it; the investor or a staff member confirms, approves or sends. Deposit, registration and balance deadlines from verified clerk terms on the calendar, with reminders. The system holds no deposits, sends no wires and controls no funds. Tool: Regaldi Studio and Regaldi Legate.§45.031(3); §197.542(2), F.S.
- S · The system runs it; the investor or a staff member confirms, approves or sends. Certificate of sale, the objection window, certificate of title and any federal redemption period tracked per lot. No assurance of ownership and no legal interpretation. Tool: Regaldi Legate and Regaldi Studio.§45.031(4)–(6), F.S.; 26 U.S.C. 7425(d)
- P · The system prepares the evidence; the investor or the appropriate professional decides. No bid is recommended. The investor’s own terms in the form the investor selects, with dates computed and open questions marked. The investor, any broker and counsel review bank addenda and sign. Tool: Regaldi Studio.
- H · The investor, or the attorney, title agent or counsel, performs the act. The system records around it. The system keeps versions and the deadline list. Contracts and assignments are the investor’s, with licensed representation where the law requires it.§475.01(1)(a); §475.42(1)(a), F.S.
- S · The system runs it; the investor or a staff member confirms, approves or sends. Title, lender, insurance and HOA items tracked, and the party who owes each item gets an approved reminder. No title opinion or transaction promise. Tool: Regaldi Legate and Regaldi Studio.
- P · The system prepares the evidence; the investor or the appropriate professional decides. No bid is recommended. Occupancy facts, a timeline and questions drafted for counsel. The owner or attorney handles notices, filing and service under the applicable tenant protections. Tool: Regaldi Studio.
Capital, partners and records
2 · 3 · 2- P · The system prepares the evidence; the investor or the appropriate professional decides. No bid is recommended. Supplied facts, photos, budget and draw receipts assembled for a lender the investor already works with. The investor submits; no lending decision and no loan arranging for others. Tool: Regaldi Studio.
- H · The investor, or the attorney, title agent or counsel, performs the act. The system records around it. The system lays term sheets the investor received side by side. The investor and the lender decide and sign.Ch. 494, F.S.
- P · The system prepares the evidence; the investor or the appropriate professional decides. No bid is recommended. Costs, status and documents reported to existing partners for review. Not an offering document and no return promise. Tool: Regaldi Studio.
- H · The investor, or the attorney, title agent or counsel, performs the act. The system records around it. Not done by the system. Securities counsel and the responsible people handle it; Regaldi gives no securities advice and does not fundraise.Securities law; ch. 517, F.S.
- S · The system runs it; the investor or a staff member confirms, approves or sends. One working folder per property with every cost in a ledger, and the lot’s stage in Quarry. No end-to-end CRM integration is claimed. Tool: Regaldi Studio and Regaldi Quarry.
- P · The system prepares the evidence; the investor or the appropriate professional decides. No bid is recommended. Public business records and manually reviewed public-list searches for sellers, buyers and partners. No automated OFAC or KYC clearance; the investor decides. Tool: Regaldi Studio and Regaldi Quarry.
- S · The system runs it; the investor or a staff member confirms, approves or sends. Property-tax installments, exchange windows and entity reports on the calendar from confirmed dates. Tax treatment is the CPA’s. Tool: Regaldi Studio.
Rehab, rentals and exit
4 · 2 · 1- S · The system runs it; the investor or a staff member confirms, approves or sends. Permits, inspections and agreed contractor tasks tracked per property. No completion or compliance promise. Tool: Regaldi Quarry and Regaldi Legate.
- S · The system runs it; the investor or a staff member confirms, approves or sends. Licenses looked up in the DBPR registry and supplied certificates of insurance logged before work starts. An empty result proves nothing. Tool: Regaldi Legate.
- S · The system runs it; the investor or a staff member confirms, approves or sends. Listing text drafted from verified facts, inquiries answered and showings scheduled in the same words for everyone. The assistant says it is automated; no protected-class targeting. Tool: Regaldi Legate and Regaldi Studio.42 U.S.C. 3604(c); §760.23, F.S.
- H · The investor, or the attorney, title agent or counsel, performs the act. The system records around it. The system keeps the record of the written criteria the owner set. The owner decides and handles adverse-action notices.42 U.S.C. 3604; FCRA
- S · The system runs it; the investor or a staff member confirms, approves or sends. Rent roll, renewals, maintenance requests and draft notices tracked. The owner or counsel verifies statutory requirements; no automatic legal service. Tool: Regaldi Legate and Regaldi Studio.Ch. 83, F.S.
- P · The system prepares the evidence; the investor or the appropriate professional decides. No bid is recommended. The supported range and the investor’s scenario refreshed with costs to date. The investor chooses; no rent forecast or advice. Tool: Regaldi Quarry.
- P · The system prepares the evidence; the investor or the appropriate professional decides. No bid is recommended. An own-property package, or materials for the licensed listing broker. Facts and advertising reviewed; no concealed defects or invented results. Tool: Regaldi Studio.§475.011(2), F.S.
Partners and owners
4 · 1 · 1- S · The system runs it; the investor or a staff member confirms, approves or sends. Brokers, title agents, attorneys, lenders and contractors near the investor’s areas from Lead Finder and company records, with licenses checked. A public listing is not consent. Tool: Regaldi Legate and Regaldi Quarry.
- S · The system runs it; the investor or a staff member confirms, approves or sends. Approved email and the relationship history. AI calls only with prior express written consent; no per-deal payments for procuring sellers. Tool: Regaldi Studio and Regaldi Legate.§475.01(1)(a), F.S.; CAN-SPAM
- S · The system runs it; the investor or a staff member confirms, approves or sends. Source-dated auction, REO and lis pendens activity by ZIP as a PDF or Word page. No private-owner details; record counts are not leads. Tool: Regaldi Quarry and Regaldi Studio.
- S · The system runs it; the investor or a staff member confirms, approves or sends. Inquiries from the investor’s site, mail replies and signs logged with their source and channel permission, and answered after approval. The assistant says it is automated. Tool: Regaldi Legate.
- P · The system prepares the evidence; the investor or the appropriate professional decides. No bid is recommended. Letters for an area or a list the investor chooses, with a truthful sender, postal address and opt-out; the investor approves each campaign. No foreclosure buy-back or lease-back pitch. Tool: Regaldi Studio and Regaldi Legate.§501.1377, F.S.; CAN-SPAM
- H · The investor, or the attorney, title agent or counsel, performs the act. The system records around it. The investor dials personally. The system checks the number against the national, Florida and internal do-not-call lists, keeps the hours and records the result. No AI cold prospecting.47 U.S.C. 227(b); FCC 24-17; §501.059, F.S.
Held outside the current offering · not counted
- 07 Land-use signals. Investor Radar is in development. No card, score or volume is shown.
- 10 Lien-survival review. Held until a verified real example can be published with title and attorney review.
- 12 Underwriting. Not offered. No underwriting figures, verdicts or demonstration.
The research map has 42 processes. Original numbers stay stable, so the map above skips 07, 10, 12. The encumbrance pre-screen (09) remains available and is not a lien-survival opinion.
Read the whole map as a list
| No. | Process | Who carries it | Tool | What the system does | Rule |
|---|---|---|---|---|---|
| Deal flow and calendar | |||||
| 01 | Auction calendar | S · System runs it | Quarry | Foreclosure and tax-deed sales by county with the sale date, the opening bid where published, the appraiser value and the source. The clerk’s record controls; a listed date does not confirm a future sale. | Ch. 45; ch. 197, F.S. |
| 02 | Buy-box searches and watches | S · System runs it | Quarry | The investor’s criteria (area, type, value, channel) rerun on new records, with matches sent only to destinations an administrator confirmed. | |
| 03 | What changed | S · System runs it | Quarry | New lots, re-observed lots and status changes since the last check, by county. An absent closure is not an observed outcome. | |
| 04 | Bank-owned and government listings | S · System runs it | Quarry | HUD, Fannie Mae and Freddie Mac listings matched to the parcel, with status changes. REO is inventory, not a court auction; offers go through the listing broker. | |
| 05 | Lands available for taxes | S · System runs it | Quarry | County-held parcels left after a tax-deed sale, from an explicit search, with the opening bid. Check the clerk and the county window before acting. | §197.502(7), F.S. |
| 06 | Lis pendens review | P · System prepares it | Quarry | New lis pendens linked to parcels with an appraiser value, with the case link. The value is the appraiser’s, never equity; the investor chooses any next step. | §501.1377, F.S. |
| Due diligence and numbers | |||||
| 08 | Property dossier | S · System runs it | Quarry | Appraiser facts, FEMA flood zone, permits, code and building violations, each with its source and date. The appraiser’s owner field is not proof of current title. | |
| 09 | Encumbrance pre-screen | S · System runs it | Quarry | Open lis pendens and foreclosures, recorded and violation liens and name-based leads, each with link method and confidence, and the gaps named. Not a title search. | |
| 11 | Recorded-sale range | P · System prepares it | Quarry | Recorded transfers nearby with exclusion reasons, a range with its date and confidence, and no figure below three eligible transfers. Not an appraisal. | |
| 13 | What-if scenario | S · System runs it | Quarry | Purchase, closing, repairs, holding, resale and selling costs: the investor types every assumption and the system computes. Omitted costs default to zero; no bid or profit recommendation. | |
| 14 | Repair-budget draft | P · System prepares it | Studio | Inspection notes and contractor quotes organized into a line-item draft. The investor or contractor sets scope and prices; no automatic repair estimate. | |
| 15 | Title search and legal opinion | H · Investor or professional only | Attorney or title agent | The system orders nothing on its own. It prepares the lot packet and the open questions for the title agent or attorney the investor engages. | Ch. 626, Part V; legal practice |
| Bidding and acquisition | |||||
| 16 | Set and place the bid | H · Investor or professional only | Investor | The range, the scenario and the open items sit side by side. The investor sets the number and bids manually; no automated placement or confirmation, even with an approval click. | |
| 17 | Auction deadlines | S · System runs it | Studio · Legate | Deposit, registration and balance deadlines from verified clerk terms on the calendar, with reminders. The system holds no deposits, sends no wires and controls no funds. | §45.031(3); §197.542(2), F.S. |
| 18 | Sale-to-title tracking | S · System runs it | Legate · Studio | Certificate of sale, the objection window, certificate of title and any federal redemption period tracked per lot. No assurance of ownership and no legal interpretation. | §45.031(4)–(6), F.S.; 26 U.S.C. 7425(d) |
| 19 | Offer draft | P · System prepares it | Studio | The investor’s own terms in the form the investor selects, with dates computed and open questions marked. The investor, any broker and counsel review bank addenda and sign. | |
| 20 | Negotiate and sign | H · Investor or professional only | Investor | The system keeps versions and the deadline list. Contracts and assignments are the investor’s, with licensed representation where the law requires it. | §475.01(1)(a); §475.42(1)(a), F.S. |
| 21 | Closing checklist | S · System runs it | Legate · Studio | Title, lender, insurance and HOA items tracked, and the party who owes each item gets an approved reminder. No title opinion or transaction promise. | |
| 22 | Possession file | P · System prepares it | Studio | Occupancy facts, a timeline and questions drafted for counsel. The owner or attorney handles notices, filing and service under the applicable tenant protections. | |
| Capital, partners and records | |||||
| 23 | Lender package | P · System prepares it | Studio | Supplied facts, photos, budget and draw receipts assembled for a lender the investor already works with. The investor submits; no lending decision and no loan arranging for others. | |
| 24 | Choose financing | H · Investor or professional only | Investor | The system lays term sheets the investor received side by side. The investor and the lender decide and sign. | Ch. 494, F.S. |
| 25 | Partner report | P · System prepares it | Studio | Costs, status and documents reported to existing partners for review. Not an offering document and no return promise. | |
| 26 | Raise pooled capital | H · Investor or professional only | Investor with counsel | Not done by the system. Securities counsel and the responsible people handle it; Regaldi gives no securities advice and does not fundraise. | Securities law; ch. 517, F.S. |
| 27 | Deal file and cost ledger | S · System runs it | Studio · Quarry | One working folder per property with every cost in a ledger, and the lot’s stage in Quarry. No end-to-end CRM integration is claimed. | |
| 28 | Counterparty research | P · System prepares it | Studio · Quarry | Public business records and manually reviewed public-list searches for sellers, buyers and partners. No automated OFAC or KYC clearance; the investor decides. | |
| 29 | Tax-date reminders | S · System runs it | Studio | Property-tax installments, exchange windows and entity reports on the calendar from confirmed dates. Tax treatment is the CPA’s. | |
| Rehab, rentals and exit | |||||
| 30 | Rehab schedule | S · System runs it | Quarry · Legate | Permits, inspections and agreed contractor tasks tracked per property. No completion or compliance promise. | |
| 31 | Contractor checks | S · System runs it | Legate | Licenses looked up in the DBPR registry and supplied certificates of insurance logged before work starts. An empty result proves nothing. | |
| 32 | Rental inquiries | S · System runs it | Legate · Studio | Listing text drafted from verified facts, inquiries answered and showings scheduled in the same words for everyone. The assistant says it is automated; no protected-class targeting. | 42 U.S.C. 3604(c); §760.23, F.S. |
| 33 | Select tenants | H · Investor or professional only | Investor | The system keeps the record of the written criteria the owner set. The owner decides and handles adverse-action notices. | 42 U.S.C. 3604; FCRA |
| 34 | Rental administration | S · System runs it | Legate · Studio | Rent roll, renewals, maintenance requests and draft notices tracked. The owner or counsel verifies statutory requirements; no automatic legal service. | Ch. 83, F.S. |
| 35 | Hold-or-sell review | P · System prepares it | Quarry | The supported range and the investor’s scenario refreshed with costs to date. The investor chooses; no rent forecast or advice. | |
| 36 | Sale materials | P · System prepares it | Studio | An own-property package, or materials for the licensed listing broker. Facts and advertising reviewed; no concealed defects or invented results. | §475.011(2), F.S. |
| Partners and owners | |||||
| 37 | Partner research | S · System runs it | Legate · Quarry | Brokers, title agents, attorneys, lenders and contractors near the investor’s areas from Lead Finder and company records, with licenses checked. A public listing is not consent. | |
| 38 | Partner follow-up | S · System runs it | Studio · Legate | Approved email and the relationship history. AI calls only with prior express written consent; no per-deal payments for procuring sellers. | §475.01(1)(a), F.S.; CAN-SPAM |
| 39 | Market one-pager | S · System runs it | Quarry · Studio | Source-dated auction, REO and lis pendens activity by ZIP as a PDF or Word page. No private-owner details; record counts are not leads. | |
| 40 | Seller inquiries | S · System runs it | Legate | Inquiries from the investor’s site, mail replies and signs logged with their source and channel permission, and answered after approval. The assistant says it is automated. | |
| 41 | Owner letters | P · System prepares it | Studio · Legate | Letters for an area or a list the investor chooses, with a truthful sender, postal address and opt-out; the investor approves each campaign. No foreclosure buy-back or lease-back pitch. | §501.1377, F.S.; CAN-SPAM |
| 42 | Owner calls and texts | H · Investor or professional only | Investor | The investor dials personally. The system checks the number against the national, Florida and internal do-not-call lists, keeps the hours and records the result. No AI cold prospecting. | 47 U.S.C. 227(b); FCC 24-17; §501.059, F.S. |
The AI assistant does not place bids, sign contracts, move money, choose tenants, give title or legal opinions, or cold-call owners.
The map describes assigned responsibility for an agreed setup, not 39 delivered integrations. Left off on purpose: automated bidding or bid confirmation on auction sites; AI or automated calls and texts to owners without prior express written consent; calls to do-not-call numbers; contacting heirs from death or estate records; raising money from the public. Surplus recovery is not offered.
The record is prepared. The call is yours.
You set bids, negotiate, sign, finance, control funds, choose tenants and decide to hold or sell. Attorneys and title professionals own legal and title opinions.
Regaldi LLC is a Florida software company, not a broker, lender, title agent, law firm or investment adviser. Regaldi holds no real-estate, mortgage, title or securities license.
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15 Title search and legal opinion
Ch. 626, Part V; legal practice- Who acts · Attorney or title agent
- A title search, title commitment or title opinion is title-agent or legal work. Quarry’s reading of public records is not a title search, and the investor engages the professional.
- The file work around it
- The system orders nothing on its own. It prepares the lot packet and the open questions for the title agent or attorney the investor engages.
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16 Set and place the bid
§45.031; §197.542, F.S.- Who acts · Investor
- The bid is the investor’s. Deposits and balances follow the clerk’s terms, and many auction sites restrict automated use, so the bid is set and placed by hand.
- The file work around it
- The range, the scenario and the open items sit side by side. The investor sets the number and bids manually; no automated placement or confirmation, even with an approval click.
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20 Negotiate and sign
§475.01(1)(a); §475.42(1)(a), F.S.- Who acts · Investor
- An investor signing for its own account needs no license. Marketing a contract or another person’s property for compensation does; assignment and wholesaling are not an exemption from brokerage rules.
- The file work around it
- The system keeps versions and the deadline list. Contracts and assignments are the investor’s, with licensed representation where the law requires it.
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24 Choose financing
Ch. 494, F.S.- Who acts · Investor
- Financing is the investor’s decision with the lender. Arranging loans for others for compensation requires a mortgage license.
- The file work around it
- The system lays term sheets the investor received side by side. The investor and the lender decide and sign.
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26 Raise pooled capital
Ch. 517, F.S.- Who acts · Investor with counsel
- Pooling money from investors is a securities matter under federal law and chapter 517. It belongs with securities counsel; reports to existing partners are not capital-raising material.
- The file work around it
- Not done by the system. Securities counsel and the responsible people handle it; Regaldi gives no securities advice and does not fundraise.
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33 Select tenants
42 U.S.C. 3604; §760.23, F.S.- Who acts · Investor
- The owner applies written criteria the same way to every applicant, decides, and handles adverse-action notices under the screening-report rules. No protected-class preference or proxy.
- The file work around it
- The system keeps the record of the written criteria the owner set. The owner decides and handles adverse-action notices.
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42 Owner calls and texts
47 U.S.C. 227(b); FCC 24-17; §501.059- Who acts · Investor
- An AI or prerecorded voice is an artificial voice, and automated calls and texts need prior express written consent. Calls offering to buy are treated as sales calls; the investor dials personally after the do-not-call checks.
- The file work around it
- The investor dials personally. The system checks the number against the national, Florida and internal do-not-call lists, keeps the hours and records the result. No AI cold prospecting.
Summaries of the Florida Statutes and federal rules as read on October 13, 2026; read the full texts at leg.state.fl.us. General information, not legal, tax or investment advice.
Put your workload on the page.
Use your own volumes and assumptions to choose a first workflow.
≈ hours a week
Research h · bids h · acquisitions h · rentals h a week. Choose one workflow from it and measure that one with your team.
(30 lots × 6 min + 8 deep dives × 90 min) ÷ 60 + 6 bids × 4 h ÷ 4.33 + 10 acquisitions × 25 h ÷ 50 + 12 units × 1.5 h × 12 ÷ 50 = 29.9 hours a week
An estimate from the assumptions shown, not measured performance or a promise of time saved, staffing reductions or investment results. A share of processes is not a share of working time.
Prepare the contact. Keep the decision personal.
Build professional relationships and research public inventory, with an approved next step for each channel.
Find
Quarry · LegateTrack A · partnersBrokers, title agents, attorneys, lenders and contractors near the investor’s areas.
Track B · owners and inventoryAuctions, REO, lands available and lis pendens first: inventory that needs no outreach at all.
Public records are research, not a call list. No death or estate targeting.
Research
Quarry · Legate · StudioTrack A · partnersCompany records and the applicable professional registries.
Track B · owners and inventoryParcel facts, encumbrance gaps and recorded transfers.
No title or appraisal conclusion. No automated OFAC or KYC tool.
Write
Studio · LegateTrack A · partnersAn introduction and a source-dated market note.
Track B · owners and inventoryLetters for a list the investor selected and approved.
Truthful sender, postal address and opt-out. No foreclosure buy-back or lease-back pitch.
Call
Legate, configuredTrack A · partnersThe AI assistant calls only partners who gave prior express written consent, and identifies itself.
Track B · owners and inventoryThe investor dials personally after the required checks.
No cold AI dialing. A public business number, a purchased list or an inbound inquiry is not written marketing consent.
Follow up
Legate · QuarryTrack A · partnersReplies and agreed next steps in the relationship history.
Track B · owners and inventoryReplies logged and suppression kept current.
Channel permissions respected; contact stops on opt-out.
Present
Studio · QuarryTrack A · partnersA package for an existing lender or partner.
Track B · owners and inventoryThe investor’s offer drafted from the investor’s own terms.
No unsupported promise of price, speed or return; no offering document.
Close
Studio · LegateTrack A · partnersA lawful referral recorded, with the responsible licensed parties.
Track B · owners and inventoryThe investor signs; the attorney or title agent handles the professional closing work.
No unlicensed referral procurement and no transaction-based compensation for Regaldi.
The two tracks have different actions, not different exemptions from channel law. Inventory can be researched without contacting any owner. There are no client results behind this section; this is the method.
- AI calls and texts
AI voice calls and automated texts require prior express written consent, and the assistant says it is automated. Requested service replies stay within the request. Autonomous cold dialing stays off in investor workspaces. 47 CFR 64.1200
- Before any call
National, Florida and internal do-not-call lists checked; 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, as conservative operating limits. Whether Florida’s commercial-seller rules reach purchase offers is for counsel; the page claims no exemption. §501.616
- Stop and recording
Revocation or STOP ends contact at once. A call is recorded only with every party’s consent. §934.03
- Email and mail
Accurate headers and sender identity, advertising identification where required, a physical postal address and a working opt-out, honored within ten business days with immediate suppression as policy. Postal campaigns carry the same truthful identity. CAN-SPAM
- Owner contacts
Owner phone numbers come only from the investor’s own provider files, joined to the exact parcel with an independently checked name. Regaldi has no built-in skip tracing, and a vendor do-not-call flag does not replace current checks or consent.
Keep each decision with the right person.
Regaldi prepares the record. You and your professional team own the decisions.
- Licensing
- Investing for your own account is distinct from acting for another for compensation (§§475.01, 475.42). The own-property exemption in §475.011(2) does not cover a sales agent paid per transaction. Marketing another person’s property for compensation, professional loan arranging and title work stay with appropriately licensed parties.
- Decisions
- The investor sets bids, negotiates, signs, finances, controls funds, chooses tenants and decides to hold or sell. Attorneys and title professionals own legal and title opinions. Software does not make these decisions, move money, place bids, file or serve possession actions, or raise pooled capital.
- Owners in foreclosure
- No buy-back or lease-back pitches to owners in foreclosure. Florida treats a retained-interest deal with such an owner as a foreclosure-rescue transaction with its own written-agreement, cancellation and pricing limits and penalties (§501.1377). That is a matter for counsel, never a template or an automated workflow.
- Rentals
- Fair housing applies to statements, audiences, listings and replies: no protected-class preference, proxy or demographic targeting. Written criteria are applied the same way; the owner makes tenant decisions. Screening reports, chapter 83 notices and deposits, tenant protections and possession remedies need professional review.
- Funds and checks
- Pooled investment and transaction-reporting obligations belong with your counsel. Regaldi provides no securities, tax or legal advice. Sanctions screening stays a manual check in the browser; there is no automated KYC or OFAC clearance.
- AI identity
- An AI assistant that communicates with owners, partners or tenants identifies itself as automated. Outputs and source dates are reviewed by a person.
Surplus recovery is not offered.
- Your computerThe working folderstays here
- Regaldi’s serverPasses the task textstores conversation memory and uploaded attachments
- AI providerAnthropic or OpenAIprocesses the text used for a task
Your client and owner lists are never used for anyone else. Agree account access, staff permissions, retention and deletion before use. No local-only, zero-retention or certification claim. AI output can be wrong; check sources and dates before relying on the work.
Foreclosure-rescue transactions §501.1377, the own-property exemption §475.011 and fair housing 42 U.S.C. 3604 in full.
Start with one workflow.
Choose the work, agree the access, and review the result with your team.
- 01
Scope
One workflow, the named counties and sources, permissions, the person who reviews and a fixed scope, agreed in writing.
- 02
Run
A sourced packet, a scenario brief or a coordination checklist, reviewed against the agreed inputs.
- 03
Evaluate
Actual time and corrections, source quality and approval records, and a decision about the next workflow.
A fixed fee for software and services. No per-lead or per-deal fee, commission share or percentage of an investment result.
The scope of each step is agreed in writing. Quarry, Studio and Legate are also sold on their own. Regaldi reports what it observes and its limits; it promises no new deals, savings, return, profit, financing or closing.
Prices: regaldi.ai/pricing/
Bring us one recurring task.
Tell us where you invest and which workflow you want to improve: counties, investing focus and the task. A principal reads every inquiry and replies at your work email about the workflow you described. This form is not permission for AI marketing calls.
Do not include owner or tenant details, confidential deal records, documents or passwords.
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. General information, not legal, tax or investment advice. Regaldi holds no real-estate, mortgage, title or securities license, does not buy or sell property for clients, and takes no share of any deal. Each investor remains responsible for compliance and due diligence. The rule summaries on this page are simplified; read the full texts linked here. AI output can be inaccurate and must be reviewed by a person before it is relied on.