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Real estate agent

Vendor calls? The summary is ready.

A vendor rings asking for buyer feedback and it is all in your texts.

How it feels: Caught outWhat you want instead: Polished

PlexiDesk screenshot: Living Doc widget
A screenshot of the real app, with sample data. From the guide Living Doc widget.

The problem

Buyer feedback is in texts, vendors on email and the report in another file. When the vendor calls, you scramble.

How Plexii handles it

A Listing campaign desk: a feedback Table per inspection, a Location map of the property, and Living Doc keeping an AI summary of the feedback that refreshes as it changes.

This uses Plexii’s AI, which runs on Plexii credits or your own Anthropic key. How AI is paid for.

In short: Log feedback after each inspection and keep a running summary that updates itself. When the vendor calls, you have the answer in front of you.

Step-by-step guides

More on how Plexii fits this work: Real estate agents and property managers.