Your AI assistant gathers property records, prepares PDF and Word drafts, and organizes the work around your listings and closings.
For Florida real estate agents and brokerages. You advise the client, negotiate, and make the licensed decisions.
Before the showing, before the offer, there is work your client never sees.
Quarry gathers property facts, flood zones, permits, and recorded sales, with sources and gaps visible. You see what is known, and what needs checking. Your pricing opinion stays yours.
In Studio, your AI assistant works with your files and your computer, preparing a meeting draft as PDF and editable Word for your review.
Legate keeps outgoing work waiting for your approval. Your team reviews the message and controls the next step.
Out of forty-five recurring processes, Regaldi runs twenty-one with your confirmation, prepares sixteen for your decision, and leaves eight with the licensee or broker. Each one has its tool.
Prospecting calls stay with you. AI calls only with prior written consent.
Quarry for records. Studio for documents. Legate for approved follow-through. Tools around your work. You show, advise, and negotiate. Your broker keeps supervision and escrow in licensed hands.
Regaldi.
Regulated. Aligned. Digital. Start with one workflow.
A Florida brokerage runs on 45 recurring processes. Regaldi runs 21 of them with a person confirming, prepares 16 for the licensee’s decision, and leaves 8 with the licensee.
With Quarry for property records, Studio for documents and the desk, and Legate for inquiries and follow-through. Each process and its tool
Regaldi LLC is a Florida software company that gives real estate agents and brokerages an AI assistant for the work around listings and closings. Quarry supplies sourced property records and recorded-sales ranges, Regaldi Studio prepares PDF and Word drafts, and Legate organizes approved follow-through. Of the 45 recurring processes mapped for a Florida brokerage, Regaldi runs 21 with a person confirming, prepares 16 for the licensee’s decision, and leaves 8 with the licensee, including the listing presentation, listing and buyer agreements, showings, price, terms and negotiation, and escrow disbursement. There is no MLS, showing-service, transaction-platform or e-signature connector, and Regaldi is not a real estate brokerage. Your files stay in your working folder; what the assistant reads for a task passes through Regaldi’s server to the AI provider, today Anthropic or OpenAI. Work starts with one workflow and a written scope.
Related professionsTitle agenciesMortgage brokersProperty managersAll industries
Gather appraiser facts, flood-zone information, permits, code cases and recorded claims in one sourced packet, with the gaps visible.
Miami-Dade research in depth. Coverage elsewhere is agreed by county and source.
Review nearby recorded transfers, the reasons for exclusions, and a supported range before forming your own pricing opinion.
$311,291 to $480,428
No figure
No value published. At least 3 eligible recorded transfers are required to publish one.
9 eligible recorded transfers
Excluded, with the reason for each. Eligibility does not establish that a sale was at arm’s length.
Recorded transfers, not MLS comparables: no MLS status, days on market or concessions. This range is not an appraisal. The licensed professional forms the pricing opinion.
Prepare a listing-meeting packet, neighborhood report or transaction checklist as a readable PDF and an editable Word file.
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.
Sites you are already signed in to, in your own Chrome. MLS screens stay your own use under your MLS license: Regaldi does not automate them or copy MLS data.
You grant the access. You review drafts, email and calendar entries before they leave your desk. Your files stay in your working folder. What the assistant reads for a task 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 retention and deletion terms set out in writing.
Research bank-owned listings, scheduled foreclosure and tax-deed sales, county land and permit activity in the areas you serve.
Compare purchase, closing, repair, holding, resale and selling-cost assumptions before discussing a scenario with your client.
| Purchase price | $300,000 |
|---|---|
| Closing costs | $6,000 |
| Repairs | $40,000 |
| Holding costs | $8,000 |
| Total in | $354,000 |
| Resale assumption a saved Quarry valuation | $435,396 |
| Selling costs 6% of resale | $26,124 |
| Difference under these assumptions | $55,272 |
We are developing a broader public-record Radar for real estate professionals. Coverage and examples will appear here when verified.
No sample cards are shown until a verified example is ready. When it is, the card will carry its geography, its sources and timestamps, the missing data, and a next step for licensee review. Market information stays separate from any contact list. The property packet, the recorded sales and the public inventory above work today.
Quarry supplies the public record. Studio prepares the work. Legate organizes approved follow-through.
Appraiser facts, FEMA flood zone, permits and code cases on one parcel, each fact with its source and as-of date. Miami-Dade in depth.
Open lis pendens and foreclosures, recorded and violation liens, each with its link method and confidence. Not a title search.
Recorded transfers nearby with the reasons others were excluded. Not MLS comparables: no status, days on market or concessions.
A range with its confidence and reasons, published only with at least three eligible transfers. Not an appraisal.
HUD, Fannie Mae and Freddie Mac listings, scheduled foreclosure and tax-deed sales, and county-held land.
Brokerage-approved criteria rerun on new records and reported to destinations an administrator confirms.
Purchase, closing, repair, holding, resale and selling-cost assumptions, every input shown. A what-if, not a forecast.
Listing-meeting packets, neighborhood reports and checklists as finished PDFs in the brokerage’s style.
The same drafts as editable Word files, with headings, tables and source links 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, clicks and types, and records each action. Sending and signing wait for you.
Flyers, social images and short property-video drafts for approval. No publishing by the assistant.
Inquiries logged, answered in the brokerage’s words, routed and followed up, with channel consent kept on each record.
Filled Gmail drafts from the file. A person at the brokerage presses Send.
Google Calendar entries for confirmed dates and showings. A person saves each one.
Florida licensees looked up in the DBPR registry, with the result saved to the file.
Inbound calls and requested callbacks, set up per brokerage. Says it is automated. No outbound AI marketing call without prior express written consent.
No MLS, showing-service, transaction-platform or e-signature connector. Choose the tools for the workflow and the permissions you actually need.
Regaldi runs 21 workflows with a person confirming, prepares 16 for a licensed decision, and leaves 8 with the licensed professional or the broker. Each cell names the tool that does the work.
Hover, focus or tap a process to see what the system does.
| No. | Process | Who carries it | Tool | What the system does | Rule |
|---|---|---|---|---|---|
| Inquiries and leads | |||||
| 01 | Website, portal and sign-call inquiries | System runs it | Legate | Each inquiry a person sends through an agreed channel is logged and answered in the brokerage’s words. The reply says it is automated and offers showing or consultation times. No portal connector is implied. | FREC assistant list; TCPA |
| 02 | Missed calls and after-hours inquiries | System runs it | Legate voice | A voice assistant, set up per brokerage, answers, says it is automated, takes the request and books a callback. It does not discuss price, terms or the property’s condition. | §475.01(1)(a), F.S. |
| 03 | Inquiry details and routing | System runs it | Legate | Area, timeline, property type, price range and financing readiness are recorded, and the inquiry goes to an agent by the brokerage’s rules. No questions about protected classes and no routing by them. | 42 U.S.C. §3604; §760.23, F.S. |
| 04 | Existing agent or agreement | System prepares it | Legate | Before follow-up, the CRM and the inquiry are checked for an existing agent or a signed agreement, and a possible conflict is flagged. The broker decides whether to proceed. | NAR Code SoP 16-3, 16-4 |
| 05 | Brokerage relationship notice | System prepares it | Studio | The notice for the relationship the licensee chose is prepared with the parties filled in, and its delivery is logged. The licensee gives the notice. | §475.278, F.S. |
| 06 | Buyer consultation and listing presentation | Licensee only | Licensee | The system books the meeting and prepares the property packet, the recorded-sales range and the brokerage’s materials. The licensee advises the client. | §475.01(1)(a); §475.278, F.S. |
| Listings and sellers | |||||
| 07 | Property facts before listing | System runs it | Quarry | Appraiser facts, flood zone, permits and code cases, lis pendens and recorded liens on the parcel, each with its source and the gaps named, for the licensee’s review. Not a title search. | §475.278(2)(d), F.S. |
| 08 | Comparable sales and pricing range | System prepares it | Quarry | Recorded sales nearby with the reasons any were excluded, and a range with its confidence. Where there are too few sales, no figure is given. The pricing opinion is the licensee’s; this is not an appraisal. | §475.01(1)(a), F.S. |
| 09 | Listing agreement | Licensee only | Licensee | The brokerage’s form is filled in from the licensee’s instructions for the meeting. The licensee negotiates the terms and handles the agreement with the seller. | §475.01(1)(a); §475.278(3)(b), F.S. |
| 10 | Seller property disclosure | System prepares it | Quarry · Studio | Public-record findings such as permits, code cases, flood zone and association liens are listed for the seller to answer and sign. The licensee keeps the duty to disclose known material facts. | §475.278(2)(d), F.S. |
| 11 | Listing description and MLS preparation | System prepares it | Studio | The description is drafted from verified facts, with square footage tied to its source and a fair-housing word check, for approval. The brokerage enters the listing in its MLS under its own permissions; there is no automated MLS access. | 61J2-10.025, F.A.C. |
| 12 | Photos, floor plans and virtual staging | System prepares it | Studio | Requested photo edits are prepared for review. Virtual staging waits until its labelling safeguards are in place; a staged image is always marked as staged, and no defect is hidden. | 61J2-10.025, F.A.C. |
| 13 | Marketing materials | System runs it | Studio | Flyers, property pages, posts and short property-video drafts in the brokerage’s style, with the brokerage name as the rule requires. The licensee approves; publishing stays a brokerage action. | 61J2-10.025, 61J2-10.026, F.A.C. |
| 14 | Showing requests and seller reports | System runs it | Legate | Showing requests are confirmed with the seller, feedback is collected, and the weekly seller update is prepared and sent after approval. | FREC assistant list |
| Buyers and showings | |||||
| 15 | Buyer criteria and public inventory | System runs it | Quarry | Agreed criteria are matched to bank-owned listings, scheduled foreclosure and tax-deed sales and county land, and new matches go out after approval. MLS alerts stay in the MLS. | |
| 16 | Buyer due-diligence packet | System runs it | Quarry | The sourced public-record packet on a property the buyer is considering: flood zone, open code cases, permits, lis pendens and liens. Title work stays with the title professional or attorney. | |
| 17 | Showing schedule | System runs it | Legate | Showing requests go to the listing agents, a route is built, and confirmations and reminders are sent through agreed channels. | FREC assistant list |
| 18 | Buyer representation agreement | Licensee only | Licensee | The brokerage’s form is prepared with the buyer’s details before the first tour. The licensee agrees compensation and terms with the buyer. | NAR practice change, Aug. 17, 2024 |
| 19 | Showings and open houses | Licensee only | Licensee | The system schedules, prepares the property sheet and records attendance and consent to follow-up. The licensee shows the property and answers the questions. | §475.01(1)(a), F.S. |
| 20 | Offer preparation | System prepares it | Studio | The brokerage’s contract form is filled in from the licensee’s instructions, with proposed dates computed and open items marked for review. | FREC assistant list |
| 21 | Price, terms and negotiation | Licensee only | Licensee | The system organizes the figures, the recorded sales and the offer history. It does not advise or negotiate. | §475.01(1)(a); §475.278(2), F.S. |
| Contract to closing | |||||
| 22 | Contract dates and deadlines | System runs it | Studio | Dates are read from the executed contract, each with the clause it comes from, and go on the calendar once the licensee confirms them. | |
| 23 | Escrow deposit confirmations | System runs it | Legate | Reminders before the deposit is due, and the escrow agent’s written confirmation of receipt logged in the file. The assistant never controls funds. | 61J2-14.008, 61J2-14.009, F.A.C. |
| 24 | Documents and signatures checklist | System runs it | Legate | Missing addenda, disclosures, association approvals, lender conditions and signatures are tracked, and the party who owes each item gets a reminder after approval. | |
| 25 | Inspections and other appointments | System runs it | Legate | Appointments are booked with the vendors the client selected, and access is arranged as the parties authorize. Nothing of value is taken for a referral. | RESPA §8 |
| 26 | Inspection summary and repair request | System prepares it | Studio | The report is summarized by system, item and cost range, and a repair or credit request is drafted. The licensee advises and the client chooses. | |
| 27 | Transaction status updates | System runs it | Legate | Short updates for the client, the lender, title and the other agent, sent after a person approves them. | |
| 28 | Settlement statement comparison | System prepares it | Studio | The closing statement is compared with the contract and the brokerage’s records: price, credits, commission and prorations. Differences are listed for the licensee and the closing agent. | |
| Brokerage, escrow and compliance | |||||
| 29 | License and education tracking | System runs it | Legate | Each licensee’s status, expiration and continuing-education dates are checked against the DBPR registry, and reminders go out well ahead. | FREC assistant list |
| 30 | Cooperating broker and referral license check | System runs it | Legate | The other party’s license is checked and the registry result saved to the file before the broker approves any fee. A missing search result does not establish anything by itself. | §475.25(1)(h), F.S. |
| 31 | Advertising and team-name review | System prepares it | Studio | Ads, posts and listing pages are checked for the brokerage name, team naming and claims that need support. Issues are listed for the broker. | 61J2-10.025, 61J2-10.026, F.A.C. |
| 32 | Transaction files and retention | System runs it | Studio | Each file is checked for required documents and indexed under the brokerage’s retention plan: at least five years, longer where litigation requires. | §475.5015, F.S. |
| 33 | Monthly escrow reconciliation | System prepares it | Studio | Balances, deposits and disbursements are prepared against the bank statement. The broker reviews, signs and dates the reconciliation. | 61J2-14.012, F.A.C. |
| 34 | Escrow disbursement and disputes | Licensee only | Broker | The system prepares the request, the ledger and the timeline. The broker releases money or starts the procedure the rules require. | 61J2-10.032, F.A.C.; §475.25(1)(d), F.S. |
| 35 | Commissions and splits | System prepares it | Studio | Splits, referral fees and caps are calculated from the approved agreements for the broker’s review. Paid only to licensees. | §475.25(1)(h), F.S. |
| 36 | Supervision and complaints | Licensee only | Broker | The system keeps the file and the timeline. The broker supervises the agents and handles complaints, including fair-housing complaints. | §475.25(1)(u), F.S. |
| New business | |||||
| 37 | Past clients and sphere | System runs it | Legate | Approved check-ins and market notes go to past clients and contacts who agreed to hear from the brokerage. Channel consent and opt-outs travel with each record. | CAN-SPAM; TCPA |
| 38 | Neighborhood reports | System runs it | Quarry · Studio | Sales, auctions, bank-owned listings and permit activity by ZIP code or neighborhood, as a sourced one-page PDF in the brokerage’s style. | 61J2-10.025, F.A.C. |
| 39 | Past-client pricing notes | System prepares it | Quarry | A range from recorded sales for a past client’s home, with the number of sales behind it and its confidence, for the licensee to review before anything goes out. | |
| 40 | Public-record market signals | System prepares it | Quarry | Bank-owned listings, scheduled sales, county land and permit activity in the brokerage’s areas, each with its source, for review. Market information, not a list of people to call. | |
| 41 | Neighborhood letters and postcards | System prepares it | Studio | Letters and postcards drafted for an area the licensee picks, with the brokerage name, identity and opt-out information, for approval. Recipients are chosen by geography, never by protected class. | 42 U.S.C. §3604(c) |
| 42 | Paid housing ads | System prepares it | Studio | Planned after its safeguards are in place: copy and permitted audience settings prepared within each platform’s housing-ad rules, for the licensee to review and launch. | 42 U.S.C. §3604(c); 24 CFR 100.75 |
| 43 | Professional partner relationships | System runs it | Legate | Lenders, title professionals, attorneys, CPAs, builders and agents in other markets: research, approved introductions and agreed follow-ups, with a history per relationship. No payment for settlement-service referrals. | RESPA §8 |
| 44 | Client reviews | System runs it | Legate | An honest request goes to the client after closing. The client writes the review; nothing is generated, and no incentive depends on a favorable review. | 16 CFR 465 |
| 45 | Phone prospecting | Licensee only | Licensee | The system checks numbers against the national, Florida and brokerage do-not-call lists and records the result. The licensee dials personally. No AI cold prospecting. | §475.01(1)(a); §§501.059, 501.616(6), F.S. |
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 to people who have not given prior express written consent, calls to numbers on a do-not-call list, ad audiences built on protected classes or their proxies, and any payment to an unlicensed person for referrals.
You advise on price and terms, show property, negotiate, and handle client agreements. The broker controls supervision and escrow. Operating as a broker or sales associate without a license is a third-degree felony in Florida (§475.42(1)(a), F.S.), so the assistant works only within clerical and preparation tasks, the way an unlicensed assistant does under the broker’s supervision.
Regaldi LLC is a Florida software company. It holds no real estate license, does not represent buyers or sellers, and receives no part of a commission.
Seller disclosures, contract dates, settlement differences and the choice of brokerage relationship also wait for the appropriate person’s decision. The assistant design follows the clerical and preparation tasks in FREC’s informal list for unlicensed assistants; that list is secondary guidance, not an AI exemption, and Chapter 475 governs the conduct. Read Chapter 475 and the FREC rules in full. General information, not legal advice.
Use your volumes to estimate the administrative workload, then choose a workflow to measure with your team.
≈ modeled hours a week of administrative work
About of team hours a week under the comparison assumption. Workload selected for evaluation: about hours.
(40 inquiries × 10 min + 10 listings × 60 min) ÷ 60 + 60 closings ÷ 50 weeks × 8 h = 26.3 hours a week; × 47% = 12.3 selected for evaluation
An estimate from the assumptions shown, not a measurement of your brokerage or a promise of time saved, staffing reductions, revenue or closings.
Research your market and professional contacts, prepare approved communications, and bring the conversation to the licensed agent.
Past clients and the sphere first, then the areas and property types you serve, with supported public inventory.
Lenders, title professionals, attorneys, CPAs, builders, relocation firms and agents in other markets.
Market information is not a call list. No targeting by protected class or its proxies, and no handoff from market signals to outreach.
The sourced property packet and the recorded-sales evidence for the property in question.
Business records and the relevant license in the right registry, DBPR for the professions it covers.
Name matches need verification. No title or appraisal claim, and no automated MLS extraction.
Letters, postcards and email for a campaign the licensee approves.
An introduction from the brokerage and an agreed follow-up, sent after approval.
Accurate identity, the brokerage name, truthful claims, a postal address and a working opt-out.
Requested callbacks stay within the request. AI marketing calls and automated marketing texts only with prior express written consent. The licensee personally dials lawful prospecting calls.
Conversations with partners who agreed to them. AI marketing calls use the same written-consent gate; a business listing is not consent.
AI disclosure at the start, applicable consent, national, Florida and brokerage do-not-call checks, Florida hours, and every party’s consent to recording.
The reply and the approved next action are recorded. Opt-outs are suppressed at once.
Each relationship keeps its history and the agreed next contact.
Channel permissions travel with the record. No repeated automated contact after a refusal.
The meeting packet, the recorded-sales evidence and approved presentation materials.
A short explanation of the brokerage’s services.
The licensee gives the advice. Claims need support, and any staged image is disclosed.
The licensee holds the consultation, gives the disclosures, handles the agreement and records the source.
The referral is recorded, and eligibility is checked before the broker authorizes any lawful broker-to-broker fee.
No payment to Regaldi per lead, listing, sale or commission. No settlement-service kickbacks.
AI marketing calls and automated marketing texts require prior express written consent (TCPA; FCC 24-17; §501.059(8)(a), F.S.). A previous inbound call, a text or a purchased contact record does not by itself establish that consent. Cold calling stays off in a brokerage workspace. FCC 24-17
Sales calls need the national, Florida and brokerage 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
The brokerage approves the campaign. Accurate sender information, the brokerage’s postal address, advertising identification where required and a clear opt-out (CAN-SPAM). Unwanted contact stops at once.
Every advertisement carries the licensed name of the brokerage, online next to the contact details, and a team name is never printed larger than it (61J2-10.025, 61J2-10.026, F.A.C.). 61J2-10
No statement, ad or audience that indicates a preference based on a protected class, and no steering (42 U.S.C. §3604(c)). Choosing 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
No gift, discount or other value in exchange for settlement-service referrals (RESPA §8). Any permitted brokerage referral compensation stays between eligible licensed parties and is reviewed by the broker. RESPA §8
Existing representation is checked before targeted contact. Regaldi is not connected to any MLS and does not scrape or repurpose MLS data; MLS rules govern MLS data.
Regaldi charges the brokerage a set price for software and services. Nothing depends on leads, listings, closings or commissions, and Regaldi pays nothing for referrals (§475.25(1)(h), F.S.).
Set account permissions, review steps and data terms before the assistant begins work.
Review sources and drafts before relying on them. AI output can be wrong. Five-year record retention is the brokerage’s obligation under §475.5015, F.S., not a statement of how long Regaldi keeps a chat or an upload.
Choose the work, establish the baseline, and review the result with your own team.
Two to three weeks with your brokerage: the workflow to start with, the counties and sources, who reviews the work, the permissions and data terms, and how the work is measured today. That measure is the baseline.
Credited once toward the project.
One supervised workflow running with your approved materials, for example a property packet before each listing appointment or contract dates and documents from contract to close, measured against that baseline.
Where a question remains open after the diagnostic.
Further workflows from the map, one at a time, each with its own baseline: Quarry for property records, Studio for documents and the desk, Legate for inquiries, follow-up and partner relationships.
A timeline is committed for the agreed first stage. Each workflow goes live only after the broker approves its permissions.
A fixed price for software and services. No per-lead, per-listing or per-closing fees, and no share of any commission. Regaldi pays nothing for referrals.
The scope of each stage is agreed in writing. A smaller team can start with Studio, Legate or a Quarry dossier on its own. Regaldi reports the changes it observes and their limits; it does not promise results.
Prices: regaldi.ai/pricing/
Tell us what your team handles, where you work, and which recurring task you want to improve. A principal reads every inquiry and writes back by email. Do not include client names, property-owner details, confidential transaction information, documents or passwords.
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Regaldi LLC is a Florida software company, not a real estate brokerage. This page is general information, not legal advice. Each brokerage remains responsible for Chapter 475, FREC rules, fair-housing and telemarketing law, and its MLS rules. 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 licensee before it is relied on.