Your AI assistant handles the records, drafts and follow-through around rental and association management.
System-run work includes human confirmation. CAM work stays under direct licensed supervision. Owners, boards and attorneys retain their decisions.
Every property brings work that needs a next step.
Rental management. Association management. Quarry brings your managed properties' public records into view, with sources and gaps visible. In Studio, your AI assistant prepares a records-request packet as PDF and editable Word. The community association manager reviews the response and its deadline. Legate keeps follow-through under your team's control. Your firm reviews outgoing work and decides what happens next.
Out of forty-five recurring processes, Regaldi runs twenty-one with your confirmation, prepares fifteen for a licensed decision, and leaves nine with your broker, manager, board, or attorney. Every process names its tool.
Prospecting calls stay with your licensed team. AI calls only with prior written consent.
Studio prepares documents. Legate organizes follow-through. Quarry watches public records.
Your people make the decisions.
Regaldi keeps the supporting work moving.
Regaldi.
Regulated. Aligned. Digital. Start with one workflow.
Regaldi runs 21 of 45 recurring processes, prepares 15 for the licensed professional’s decision, and leaves 9 with them.
Processes each tool runs or prepares; a process two tools share counts for both. Each process and its tool
Regaldi LLC is a Florida software company that gives property management firms an AI assistant for rental and association work. Regaldi Studio prepares documents and keeps working files, Legate handles intake and approved follow-up, and Quarry gathers public records and watches the properties a firm manages. Of the 45 recurring processes mapped for a property manager, Regaldi runs 21 with a person at the firm confirming, prepares 15 for the licensed professional’s decision, and leaves 9 with licensees, boards and counsel, including applicant decisions, lease terms, evictions, disbursements and board decisions. CAM work stays under direct licensed supervision. Regaldi is not a brokerage, CAM firm or law firm and holds no real estate or CAM license. Working files stay in the firm’s folder; content the assistant reads passes through Regaldi’s server to the AI provider, today Anthropic or OpenAI. Work starts with one workflow and a written scope.
Related professionsCommunity associationsRealtorsReal-estate investorsAll industries
Choose the work your firm handles. Keep the right professional in control.
With the shared compliance and new-business groups: 18 run, 10 prepared, 8 with people.
Leasing property for others is licensed work. Community association management has its own individual and firm licensing requirements. Small commercial work fits the shared records and administration layer; residential Chapter 83 rules and the condominium and HOA statutes are not applied to commercial leases.
Legate logs the request, follows your routing rules and coordinates the vendor your firm approved.
Emergency and habitability decisions stay with your team. Repairs follow the licensee’s directions. After-hours AI voice is a setup option for each firm.
Legate checks the vendor’s license in the DBPR registry; a missing registry result needs a person to check it and does not by itself establish anything. Insurance is reviewed from the vendor documents your firm holds. No lock-code, ID-check or self-tour connector.
Studio turns approved records and your firm’s forms into PDF and editable Word drafts.
The records listed as gathered are available for inspection on the dates below. Insurance policies will follow when received. Restricted records are reviewed by the community association manager before any release.
The assistant reads the PDF, Word and Excel files in the folder you choose, searches across them when a task needs it, and proposes each edit as a change for you to review.
With your permission it opens supported applications, clicks and types, and records each action. Sending, signing and paying wait for you.
Your management software stays your own. The assistant works in the browser session you are signed in to, and with the exports you save, under your permissions.
Use your working folder and supported computer actions. Keep sources and unresolved questions in the draft. Working files stay in your firm’s folder. Content the assistant reads passes through Regaldi’s server to the AI provider, today Anthropic or OpenAI. Conversation memory and uploaded attachments are stored on Regaldi’s server under written terms.
Quarry watches supported records for code cases, permits, inspections and recorded claims, with sources and dates attached.
A Florida management firm runs on 45 recurring processes. Regaldi runs 21 with human confirmation, prepares 15 for a professional decision, and leaves 9 with people. Each cell names the tool that does the work, or the person who holds it.
Hover, focus or tap a process to see what the system does. Highlighting a lane keeps the firm-wide totals above; shared groups stay lit in both lanes.
All clerical work under direct CAM supervision. The association page
| No. | Process | Who carries it | Tool or holder | What the system does | Rule |
|---|---|---|---|---|---|
| Leasing and applicants · Rental management | |||||
| 01 | Rental inquiriesVoice setup per firm | System runs it | Legate | Each inquiry a person sends through the website, a listing site or a call is logged and answered in the firm’s words with objective unit facts and showing times. The reply says it is automated. Price exceptions, terms and the unit’s condition go to a person. | FREC assistant list; §475.01(1)(a), F.S. Details |
| 02 | Showing schedule | System runs it | Legate | Showing slots with the licensee are offered and confirmed, approved reminders go out, and the visit is recorded. Self-tour lock codes and ID checks stay in the firm’s own tour system. | FREC assistant list |
| 03 | Rental ad draftsHousing-ad safeguards pending | System prepares it | Studio | Unit descriptions and ads drafted from verified facts, with the firm’s licensed name and the total monthly rent including required fees, for approval and posting. Drafting works today; automated fair-housing review of ads does not. | 61J2-10.025, F.A.C.; 42 U.S.C. §3604(c) Details |
| 04 | Application completeness | System runs it | Legate · Studio | Applications are logged and missing pages, IDs, income documents and fees are listed and requested, with the same written checklist for every applicant. No approval, ranking or denial. | 42 U.S.C. §3604; §760.23, F.S. Details |
| 05 | Screening summary | System prepares it | Studio | A report the manager obtained, the income documents and the references are compared with the owner’s written criteria. Gaps and accommodation requests are flagged for the manager, who decides. | FCRA, 15 U.S.C. §1681b Details |
| 06 | Applicant decision | Reserved for people | Licensee | The system prepares the file and an adverse-action notice with every element the law requires. The firm approves or denies and sends the notice. | FCRA, 15 U.S.C. §1681m(a) Details |
| 07 | Showings and lease terms | Reserved for people | Licensee | The system prepares the unit sheet, comparable rents in the portfolio and the owner’s limits. A licensed or specifically exempt person shows the unit, answers substantive questions and negotiates. | §475.01(1)(a); §475.011(4), F.S. Details |
| Leases, move-ins and residents · Rental management | |||||
| 08 | Lease and addenda drafts | System prepares it | Studio | The firm’s lease form is filled in from approved terms, with the deposit disclosure, landlord or agent disclosure, email-notice addendum and local addenda listed for the licensee. Signing runs in the firm’s own system. | §§83.49(2), 83.50, 83.505, F.S. Details |
| 09 | Move-in records | System runs it | Studio · Legate | Deposit and advance rent are recorded, the deposit disclosure is prepared from the lease, and the move-in inspection with photos becomes a dated report. The professional verifies the legal clock. No money movement. | §83.49(2), F.S.; 61J2-14.008(3), F.A.C. Details |
| 10 | Maintenance intake | System runs it | Legate | Requests are logged with photos, sorted by the firm’s written emergency rules and confirmed to the resident. Emergencies reach the on-call person at once. Habitability stays with the landlord. | §83.51, F.S. |
| 11 | Vendor dispatch | System runs it | Legate | Rental repairs as the licensee directs: the vendor the firm approved gets the work order after a DBPR license check and a review of its insurance documents, and the visit is closed with photos and the invoice. Association maintenance decisions stay CAM work. | FREC assistant list; §468.4335, F.S. |
| 12 | Entry and resident notices | System runs it | Legate | Routine approved notices of entry and building announcements are scheduled and delivered. The professional validates notice requirements and the email addendum; the system makes no legal determination. | §§83.53(2), 83.505, F.S. Details |
| 13 | Renewal drafts | System prepares it | Studio · Legate | Lease ends are listed 90 days ahead with comparable rents in the portfolio, the owner’s instructions and the notice periods. The licensee reviews rent, terms, lawful notice and any retaliation concern. | §§83.57(3), 83.64, F.S. Details |
| 14 | Accommodations and disputes | Reserved for people | Licensee | The system keeps the request, the documents and the dates. A person decides, with counsel where needed. | 42 U.S.C. §3604(f)(3)(B); §760.27, F.S. Details |
| Rent, deposits and owner money · Rental management | |||||
| 15 | Rent reminders and receipts | System runs it | Legate | Reminders before the due date and receipts after payment go to residents through the channel they agreed to, outside quiet hours. No payment connector. | TCPA, 47 U.S.C. §227(b) Details |
| 16 | Late-rent follow-up | System runs it | Legate | A routine reminder in the firm’s approved words with the balance and how to pay. No threats, nothing between 9 p.m. and 8 a.m., and nothing to a resident known to have a lawyer on the debt. | §559.72(17), (18), F.S. Details |
| 17 | Legal notice drafts | System prepares it | Studio | Three-day and seven-day notices drafted from the ledger and the lease. The licensee verifies the applicable deadline arithmetic, signs and delivers. | §83.56(2), (3), F.S. Details |
| 18 | Eviction | Reserved for people | Owner · Attorney | The system assembles the lease, ledger, notice and proof of delivery. The owner decides; an authorized agent may make only the initial filing where permitted, and further action is counsel’s. | §§83.59(2), 83.67, F.S. Details |
| 19 | Deposit claim or return | System prepares it | Studio | Move-out and move-in reports are compared, deductions are listed with photos and invoices, and the 15-day return or the 30-day claim notice is prepared. The professional decides the deductions and the delivery. | §83.49(3), F.S. Details |
| 20 | Trust receipt ledgerRecords only; no money movement | System runs it | Studio | Each rent, deposit and fee received is recorded to the owner and the unit with its supporting document, and flagged if it has not reached escrow by the third business day. | 61J2-14.008(3), 61J2-14.009, F.A.C. Details |
| 21 | Owner statements | System runs it | Studio | Monthly statements with rents, expenses and invoices, reserves held and the proposed disbursement, as a PDF in the firm’s style. A person approves delivery. | §475.25(1)(b), F.S. |
| 22 | Trust reconciliation | System prepares it | Studio | Reconciled bank balances are compared with total liability to owners and residents, with differences explained. The broker reviews, signs and dates the monthly reconciliation. | 61J2-14.012(2), F.A.C. Details |
| 23 | Disbursements | Reserved for people | Broker · Board | The system prepares the payment run with balances and invoices. The broker, or for an association the people the board authorized, releases funds through their own bank and software. | 61J2-14.010(1), 61E14-2.001(2)(b), F.A.C. Details |
| Association management · Association / CAM management | |||||
| 24 | Records requests | System runs it | Legate · Studio | Each written request is logged with its clock, the records are gathered and the checklist of what was provided is kept. The CAM approves access and verifies the condo working-day or HOA business-day deadline. | §718.111(12)(c); §720.303(5), F.S. Details |
| 25 | Association portal posts | System runs it | Studio | Documents that must be posted are tracked and posted through the firm’s permitted browser workflow. The CAM checks access restrictions and deadlines. No portal connector. | §718.111(12)(g); §720.303(4), F.S. Details |
| 26 | Assessment reminders | System runs it | Legate | Invoices and reminders go to owners from approved amounts by the delivery method each owner agreed to. The CAM determines amounts due. | §718.121(4), F.S.; §468.431(2), F.S. Details |
| 27 | Meeting notices and agendas | System prepares it | Studio | Notices and agendas drafted with the source rules shown. The CAM owns the dates, the notice method, quorum work and the affidavit. | §468.431(2); §718.112(2)(c); §720.303(2)(c), F.S. Details |
| 28 | Minutes drafts | System prepares it | Studio | Minutes drafted from a lawfully recorded meeting, with motions and votes as stated, for the secretary and the board to review and approve. | §468.431(2), F.S. Details |
| 29 | Budgets and study schedules | System prepares it | Studio · Quarry | A draft budget from the ledger, contracts and reserve schedule, with milestone and SIRS dates on the calendar. The CAM prepares, the board adopts, engineers perform the studies. Quarry recertification status covers the City of Miami only. | §718.112(2)(f), (g); §553.899, F.S. Details |
| 30 | Estoppel drafts | System prepares it | Studio | The request is logged with its deadline and the balance, open violations and fees are assembled into a draft certificate. The CAM verifies the certificate and its timing. | §718.116(8); §720.30851, F.S. Details |
| 31 | Covenant and design requests | System prepares it | Studio · Legate | Violation and hearing notices drafted, architectural requests logged and routed with their deadlines, with the hearing, cure and payment protections kept. The committee and the board decide. | §720.305(2), F.S. Details |
| 32 | Board decisions and contracts | Reserved for people | Board · CAM · Attorney | The system prepares the delinquency file and a contract comparison. The board decides, the CAM negotiates within the license, and the association’s attorney handles liens and foreclosure. | §§718.121(5)–(6), 720.3085, 468.431(2), F.S. Details |
| Compliance and the firm · Shared | |||||
| 33 | Licenses and vendor records | System runs it | Legate | Broker, sales associate, CAM and CAM-firm licenses, education dates, each manager’s association list, and vendor licenses and insurance records are checked in DBPR and reminded ahead. A missing registry result never proves anything by itself. | §468.432(3), F.S.; 61E14-2.001(2)(f), F.A.C. Details |
| 34 | Managed-property watch | System runs it | Quarry | Each managed parcel is watched for supported events: code and building violations, citations, violation liens, permits, inspection results, lis pendens and recorded liens, each with its source and date, delivered as agreed. Miami-Dade in depth. | Details |
| 35 | Inspection deadlines | System runs it | Quarry · Studio | Milestone inspections, SIRS, City of Miami 40-year recertification, certificates and insurance renewals are calendared from source records and the firm’s documents once a professional confirms the dates. No inspection or engineering opinion. | §553.899; §718.112(2)(g), F.S. Details |
| 36 | Records and retention | System runs it | Studio | Owner files, leases, notices, ledgers and association records are indexed under the firm’s retention and hold policy, with the 20-business-day return clock when a contract ends. | §475.5015; §468.4334(4), F.S. Details |
| 37 | Fair-housing review draftHousing-ad safeguards pending | System prepares it | Studio | Ads, screening criteria, house rules and form letters are checked for wording issues and fees missing from the advertised monthly rent, and the issues are listed for the broker or counsel. No automated compliance verdict. | 42 U.S.C. §3604(c); 24 CFR 100.75 Details |
| 38 | Legal advice and complaints | Reserved for people | Broker · CAM · Attorney | The system keeps the file and the timeline. Complaints and disputes go to the broker or the CAM; legal questions go to the firm’s or the association’s attorney. | §475.25(1)(u); §468.436, F.S. |
| New business · Shared | |||||
| 39 | Owner and board inquiries | System runs it | Legate | Inquiries from owners and boards are logged, answered with the firm’s services and license numbers, and booked for a call with the broker or CAM. An inquiry is not consent to AI marketing calls. | 61J2-10.025, 61E14-2.001(2)(f), F.A.C. Details |
| 40 | Public-record researchQuarry research; Radar in development | System prepares it | Quarry | Company and property records the manager selects, each with its source and date, for professional review. Market information, not a call list. No Radar card, prospect score or automatic outreach. | Details |
| 41 | Letters and email drafts | System prepares it | Studio | Introductions to companies and boards drafted from that research, with the firm’s licensed name, license numbers, a postal address and an opt-out, for approval. | CAN-SPAM; 61J2-10.025, 61E14-2.001(2)(f), F.A.C. Details |
| 42 | Partner follow-up | System runs it | Legate | Approved introductions and agreed follow-ups with brokers, attorneys, CPAs, insurance agents, contractors and relocation firms, with a history per relationship. Regaldi pays no referral fees. | §475.25(1)(h); §468.4335, F.S. Details |
| 43 | Reviews and owner reports | System runs it | Legate · Studio | An honest review request after a closed request or a renewal, and a quarterly report for owners. The client writes the review; nothing is generated, and no incentive depends on a favorable one. | 16 CFR 465 Details |
| 44 | Management agreements | Reserved for people | Broker · CAM firm · Board | The system may prepare the proposal and supporting drafts, including the CAM contract statement. Professionals negotiate and sign, with the board’s approval for an association. | §475.01(1)(a); §468.4334(1)(c), F.S. Details |
| 45 | Phone prospecting | Reserved for people | Licensee | The system checks numbers against the national, Florida and firm do-not-call lists and records the result. The licensee dials personally. Cold AI prospecting stays off. | §§501.059, 501.616(6), F.S.; FCC 24-17 Details |
These are responsibility assignments, not 45 integrations or a measure of time saved. Left off the map on purpose: AI or automated calls and texts selling management services to people who have not given prior express written consent, any approval or denial of an applicant by the system, self-help evictions, any payment to an unlicensed person for referrals, and contact with individual owners because of a lien, lis pendens, death or code case on their home.
Regaldi gathers, prepares, schedules and records. Your professionals approve, advise, negotiate and authorize. The system works like an unlicensed assistant under their direct supervision: renting for others is broker activity under §475.01(1)(a), F.S., practicing without a license is a third-degree felony (§475.42(1)(a), F.S.), and a person who performs clerical or ministerial functions under the direct supervision and control of a licensed manager needs no CAM license (§468.431(2), F.S.).
Regaldi LLC is a Florida software company. It is not a brokerage, CAM firm or law firm. It holds no real estate or CAM license, manages no property or association, holds no money and gives no legal advice.
The broker controls escrow and signs the monthly reconciliation. Association funds move only as authorized for the board’s designated purposes.
A board member exercising a board duty needs no broker license; these are the roles the law gives each person. Read Chapter 475, Chapter 468, Chapter 83, Chapter 718 and Chapter 720 in full. General information, not legal advice.
The limits each workflow keeps, by topic. Each process on the map links here.
Leasing for others, substantive showings, lease terms, negotiation and procuring tenants remain licensed work under §475.01(1)(a). The narrow onsite-employee and condominium or co-op manager exemptions in §475.011 do not license Regaldi.
Community association management needs an individual CAM license above 10 units or an annual budget over $100,000; the firm license applies above 10 units or a budget of $100,000 or more. Clerical CAM support needs the direct supervision and control of a licensed manager.
Notice periods, amounts due, quorum and votes, budgets, estoppels, collections before a lawsuit, maintenance coordination and contract negotiation are CAM responsibilities. The board adopts budgets and approves minutes; engineers perform milestone inspections and SIRS. Regaldi is not the manager of record.
The firm obtains reports under its own permissible-purpose account and applies the same written criteria to every applicant. Regaldi is not a consumer reporting agency, never obtains reports and never decides an application. Comparing a saved report with the criteria is preparation only, and counsel settles how the FCRA classifies that workflow before it is deployed.
Adverse action includes a denial, an added co-signer or a larger deposit based on a report. The firm sends the FCRA notice with the reporting agency’s name, address and phone number, a statement that the agency did not make the decision, the right to a free report within 60 days and to dispute it, and score information when a score was used.
No discriminatory copy, steering, or targeting by protected class or its proxies in ads, criteria or service (42 U.S.C. §3604(c); 24 CFR 100.75). Local protections apply too, including Miami-Dade’s protection of source of income; how it interacts with §83.425, F.S., is a question for counsel. Criminal-history policy is set with counsel. The Fair Housing Act applies as written.
Housing-ad safeguards are not built into the drafting tools yet. Draft ads use verified facts, the licensed firm’s identity and the total monthly rent with required fees. No fair-housing badge or certification is offered.
A person handles disability and assistance-animal requests. No question about diagnosis or severity, no mandatory special form and no notarization; where a disability is not apparent, only reliable supporting information is requested. An internet registration alone is not sufficient, and no extra charge applies for an animal the accommodation covers.
The firm’s approved form, the landlord or agent name and address, the deposit disclosure and the applicable addenda. Statutory email delivery needs the signed §83.505 addendum. Repair entry is scheduled on at least 24 hours’ notice between 7:30 a.m. and 8 p.m., subject to professional review. Self-tour access and signatures run in the firm’s own systems.
The licensee validates every statutory notice, deadline and delivery method. The three-day nonpayment notice excludes weekends and court-observed holidays; that arithmetic is not applied automatically to seven-day notices. Month-to-month termination takes 30 days’ notice.
No retaliation, lockout, utility shutoff or removal of possessions. An agent who is not an attorney may make only the initial filing of the eviction complaint where allowed; further action belongs to counsel. Foreclosure-related tenant questions go to the owner’s counsel.
Deposit disclosure in the lease or within 30 days where required. Delivery to the broker by the end of the next business day and escrow by the end of the third business day are tracked. No commingling beyond the brokerage funds the rule allows, up to $5,000 per property-management escrow account.
The broker is a signatory on every escrow account, controls releases, and reviews, signs and dates the monthly reconciliation with differences and corrective action. The software moves no money. At move-out the 15-day return or the 30-day claim notice is prepared for certified mail or consented email; the professional decides the deductions.
Condominium records requests run on a 10-working-day clock and HOA requests on 10 business days. The CAM authorizes disclosure, including restricted records. Condominium compliance checklists are kept seven years. Required website postings apply at 25 units for condominiums and 100 parcels for HOAs, in an owners-only area; there is no portal connector.
The CAM verifies the meeting type and the 48-hour, 7-day or 14-day notice rule, budget timing, the 10-business-day estoppel clock and the current permitted fees. Changes to assessment delivery need the notice and acknowledgment the statute requires.
HOA fines keep the hearing notice, an eligible committee, timely findings and the cure and payment protections. Delinquency files track the 30-day late notice and the 45-day lien and foreclosure notices; the board decides and counsel handles liens and foreclosure. CAM agreements carry the required contract statement.
Building-specific milestone and SIRS dates are calendared under professional review: the 30-year milestone, a 25-year coastal threshold where the local agency requires it, ten-year cycles, and SIRS for buildings of three habitable stories or more. City of Miami recertification is a separate source.
Licenses, education, association-list updates and member contact disclosures are tracked. Five-year brokerage records, association retention and litigation holds are kept by the firm, and records are returned within 20 business days when a contract ends.
Cold AI prospecting stays off. AI or artificial-voice marketing calls and automated marketing texts need prior express written consent (TCPA; FCC 24-17; §501.059(8)(a), F.S.). An inbound inquiry, a business listing or approval inside the workspace is not that consent. Nonmarketing autodialed or artificial-voice calls to mobile numbers still need prior express consent. The AI says it is automated.
Sales calls the licensee dials need national, Florida and firm do-not-call checks, Florida hours of 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 needs every party’s consent. Partners and board members get the same protections.
Agreed channels and the firm’s approved words. No threats or unauthorized legal pressure, and no direct contact about a debt with a resident known to have a lawyer on it, absent a reviewed lawful exception. Reminders and maintenance updates stay out of 9 p.m. to 8 a.m.; the statute’s email exception is not used to relax that policy.
Accurate sender identity on every message. Marketing carries the licensed firm name and CAM license numbers, advertising identification, a postal address and a working opt-out honored within ten business days. Relationship messages stay within their purpose. Real clients write reviews: no fake or AI-written reviews and no incentive tied to a favorable one.
A property watch is research, not a title search, lien search or inspection. A name match does not establish ownership, and an empty result does not establish a clean record. Miami-Dade first, other counties as their sources allow; many recorded liens in Miami-Dade carry no parcel link and stay name leads.
No outreach to individual owners because of a lien, lis pendens, death or code case on their home. Company records are research, not a dial list. Regaldi does not sell or publish rental lists.
Regaldi receives nothing tied to leases, tenants, rent, renewals, owners or associations won, and pays nothing for referrals. A firm’s own referral payments need professional eligibility review. Vendor benefits on the association side create a presumed conflict, and kickbacks are prohibited.
Examples on this page use fictional companies and associations only, never residents, applicants or individual owners. Resident and owner data is not used to build lists for anyone else. No claim is made of saved hours, rent, occupancy, acquisitions, legal compliance or investment results.
Enter your volumes, inspect the assumptions and choose one workflow to evaluate.
≈ modeled hours a week of administrative work
About of assumed team hours a week. Workload selected for evaluation: about hours.
(30 inquiries × 8 min + 40 requests × 15 min) ÷ 60 + 300 doors × 20 min ÷ 4.33 ÷ 60 + 90 move-ins and move-outs ÷ 50 weeks × 3 h + 3 associations × 10 h ÷ 4.33 = 49.4 hours a week; × 46.7% = 23.1 selected for evaluation
An estimate from the assumptions shown, not a measurement of your firm or a promise of time saved, staffing reductions, rent, occupancy or contracts won. The initial evaluation share uses process counts; processes take different amounts of time.
We are developing manager-specific public-record signals, including code-enforcement escalation on condominium and HOA association properties.
The plan is to route verified association records for CAM review and improve company-ownership research. An out-of-state owner address does not establish that a property lacks a local manager. No cards, scores or volumes are shown, and no launch date is promised. The managed-property watch above works today.
Research companies and professional partners, draft the introduction and follow up after approval.
Start with inbound inquiries and the company or association records the firm selects.
Research relevant brokers, attorneys, CPAs, insurance agents, contractors and relocation businesses.
No live Radar lead feed. No targeting of individual homeowners because of a lien, lis pendens, death or code case.
Check the company and the selected property records, with their sources and gaps.
Check business records and licenses in the relevant registry, DBPR where it applies.
A name match is not proof of ownership. A directory listing is not consent to be contacted.
Draft letters or email to the company, or to the board care of the association’s address.
Draft an introduction from the firm.
Licensed firm identity, license numbers, truthful claims, a postal address and an opt-out; the firm approves before sending.
Requested service callbacks stay within the request. The licensee personally dials lawful prospecting calls.
Agreed conversations with partners. AI marketing calls still need prior express written consent.
National, Florida and firm do-not-call checks, calling limits, and every party’s consent to recording.
Replies and the approved next contact are recorded. Opt-outs are suppressed promptly.
Each relationship keeps its history and the agreed next contact.
Permission is channel-specific. No further contact after it is withdrawn.
A sourced property brief, a sample owner statement or a board packet.
A short explanation of the firm’s services.
The broker or the CAM presents and advises. No promise of rent, vacancy or acquisitions.
The broker or the CAM firm negotiates and signs; the board authorizes, and the CAM contract statement applies.
The referral is recorded, and any compensation is checked for eligibility before a professional approves it.
Regaldi receives no outcome-linked fee and pays nothing for referrals.
A permitted-channel preparation chain, not a results funnel. Business records do not exempt a board member’s personal phone from the calling rules.
AI or artificial-voice marketing calls and automated marketing texts require prior express written consent (TCPA; FCC 24-17; §501.059(8)(a), F.S.). An inbound inquiry, a business listing or an approval inside the workspace does not by itself establish that consent. Cold AI prospecting stays off. FCC 24-17 Details
Sales calls need the national, Florida and firm do-not-call checks. Florida hours are 8 a.m. to 8 p.m. at the recipient’s location, with no more than three calls in 24 hours on the same subject (§501.616(6), F.S.). Recording needs every party’s consent (§934.03, F.S.). §501.616 Details
Rent reminders and maintenance updates go through channels residents agreed to, never between 9 p.m. and 8 a.m., and no debt contact with a resident known to have a lawyer on it (§559.72(17), (18), F.S.). §559.72 Details
The firm approves the campaign. Accurate sender information, the licensed firm name, CAM license numbers on every offer of services, a postal address and an opt-out honored within ten business days (CAN-SPAM; 61E14-2.001(2)(f), F.A.C.). 61E14-2 Details
No statement, ad or audience that indicates a preference based on a protected class, and no steering (42 U.S.C. §3604(c)). Local protections apply, including source of income in Miami-Dade. Selecting media or locations that deny part of the housing market information is itself discriminatory advertising (24 CFR 100.75(c)(3)). 24 CFR 100.75 Details
Company and association records are research, not a dial list. No outreach to individual owners because of a lien, lis pendens, death or code case on their home, and no sale or publication of rental lists. Details
No referral payment to an unlicensed person (§475.25(1)(h), F.S.). On the association side a vendor’s referral fee creates a presumed conflict (§468.4335, F.S.), and kickbacks are prohibited. Details
Regaldi charges the firm a fixed price for software and services. Nothing depends on leases signed, tenants placed, rents collected, or owners or associations won, and Regaldi pays nothing for referrals. Details
Studio prepares. Legate follows through. Quarry supplies the public record.
Owner statements, records-request packets, board packets and checklists as finished PDFs in the firm’s style.
Leases from the firm’s form, notices, minutes and letters as editable Word files, with headings, tables and source notes intact.
Files in the folder you choose: read, searched, and edited as a change for you to review.
With your permission the assistant opens supported applications and your signed-in browser, clicks and types, and records each action. Sending, signing and paying wait for you.
A lawfully recorded meeting transcribed into draft minutes, motions and votes as stated, for the board to approve.
Rental inquiries, maintenance requests and records requests logged and routed by the firm’s written rules.
Each outgoing message waits for the approval rule you set, and each owner, board, vendor and partner keeps its history.
Brokers, sales associates, CAMs and CAM firms, contractors, home inspectors and mold services looked up in the DBPR registry, with the result saved to the file.
Rent reminders, entry notices, assessment reminders and vendor follow-ups through agreed channels, outside quiet hours.
Inbound calls and an after-hours line, set up per firm. Says it is automated. No outbound AI marketing call without prior express written consent.
New code and building violations, citations, violation liens, permits, inspection results, lis pendens and recorded liens on the parcels you manage, at an agreed cadence, to destinations an administrator confirms.
Each event with its source, its event date and the date Quarry observed it.
City of Miami recertification status, where it is available. Other jurisdictions come from the association’s own documents.
Business-entity records for owner companies and associations the manager selects, as research for review.
There is no AppFolio, Buildium or Yardi connector. Your AI assistant works in your authorized browser session and with your exports.
There are no native Rent Manager, DoorLoop, Vantaca, CINC or FrontSteps connectors either. Regaldi does not obtain tenant-screening reports or connect to your payments, trust bank accounts or e-signature service. Browser work uses your permission and supported actions; it is not a native integration.
Choose the files, accounts and actions the AI assistant may use.
Review sources and drafts before relying on them. AI output can be wrong. The firm’s record-retention duties under §475.5015 and the association statutes are separate from how long Regaldi keeps a chat or an upload.
Choose the recurring work, agree the review owner and evaluate it with your team.
One process, the sources it needs, the authorized accounts, the responsible professional, the baseline and a fixed scope.
Credited once toward the project.
A supervised request workflow, a sourced property packet or a document draft, with approvals and corrections recorded.
Where a question remains open after the diagnostic.
Actual time, corrections, source quality and approvals, followed by your firm’s decision on whether to expand to the next workflow on the map.
Each workflow goes live only after the responsible broker or CAM approves its permissions.
A fixed price per firm for software and services. No per-door, per-lease, per-placement or per-renewal charges. No share of rent or management fees. Nothing depends on owners or associations won. Regaldi pays nothing for referrals.
The scope of each stage is agreed in writing. A smaller firm can start with Studio, Legate or a Quarry watch on its own. Fixed fees do not replace professional supervision. Regaldi reports the changes it observes and their limits; it does not promise results.
Prices: regaldi.ai/pricing/
Tell us what your firm manages, rental, association or both, the counties you serve, and where the work slows down. A principal reads every inquiry and writes back by email. Do not include resident, applicant or individual-owner details, consumer reports, account numbers, confidential documents or passwords.
A form inquiry is not prior express written consent for AI marketing calls. Any later call consent is separate and specific.
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 brokerage, CAM firm or law firm. It holds no real estate or CAM license. General information, not legal advice. Each firm remains responsible for applicable Chapters 83, 468, 475, 718 and 720, FREC and CAM rules, fair-housing, consumer-reporting 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.