How the assistant works

Your assistant works the way a great human assistant does. It has real access to your transactions, contacts, documents, and inbox, it does the legwork, and the consequential moves are always yours to approve.

What it can do

• Contacts and transactions. Create and update contacts, transactions, terms, dates, notes, and tasks.
• Email. Read your inbox, surface what matters, and draft replies in your voice.
• Documents. Classify and file what arrives, prep forms from your form library, and run signature workflows.
• MLS and pricing. Search listings, pull comps, and build a CMA with adjustments and a price range. Needs an active MLS board.
• Listings and offers. Manage listing campaigns, write Fair Housing-safe property copy, track the offer stack, and prep counters or acceptance paperwork for your go-ahead.
• Seller net sheets. Estimated proceeds, computed from the actual numbers, never guessed.
• Scheduling. Put showings, consultations, and closings on your Google or Outlook calendar, and plan a multi-stop tour with drive times between properties. Your transactions' key dates can mirror there too, once you turn that on.
• Research. Web search for rates, market questions, and anything outside your own data.

It also remembers how you like things done. Tell it a preference once ("never schedule showings before 10am") and it applies it going forward.

The rules it works under

• Nothing sends without you. Emails are drafted, you hit send. Signature requests, offer packets, and offer decisions happen only on your explicit confirmation.
• It never makes things up. Prices, dates, license numbers, square footage, if it doesn't know, it asks instead of guessing.
• You can see its work. Actions show up in the transaction's activity, so you always know what happened and why.

What it won't do

It won't accept, counter, or reject an offer on its own, sign anything for anyone, send email without your review, or give legal advice. The judgment calls stay with you.

What it can't do yet

Different list, and worth reading before you go looking for something that isn't there.

• Book a showing with the listing side. Scheduling a showing puts it on your calendar and, when your buyer has an email on file, sends them a calendar invite. It does not message the listing agent and it does not go through ShowingTime or any other showing service. Confirming with the other side is still your call to make. Backhouse drafts the message for you to send.
• Send anything on its own. This is structural, not a setting. The assistant has no ability to send an email or a text. It writes drafts and hands them to you. There's no toggle that changes this.
• Chase you about a deadline. Key dates can mirror onto your calendar, but the entry sits on the day itself and carries no reminder. You can ask what's coming up, and you can build an automation that fires ahead of a date, but a deadline won't chase you unless you set that up.
• Pull MLS data outside Texas. Only Texas boards can be activated today. Without an active board, listing lookups, comps, and CMAs will tell you so rather than guess.
• Fill a form your workspace doesn't have. It works from your form library, and Texas is the only state with a real form pack so far. It'll say so and point you at the fix instead of substituting a form.
• Reach your leads or your past clients in bulk. There's no outbound campaign sending. It can draft, and it can keep a list current, but the send is yours.

If you ask for something it can't do, it tells you rather than approximating. It also records what you asked for, which is how we decide what to build next.