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Real estate agents, teams and brokerages

A real estate operations system that runs on your machine.

Listing appointments prepped, follow-up drafted, transaction paperwork filled in and waiting for your signature. We build it around the way you already work, connect it to the tools you already pay for, and train you to run it. AI prepares. You decide.

Where it runs
Your machine, your Claude, ChatGPT or AI of choice, your accounts
What it handles
Inbox, paperwork, research, listing copy, follow-up
What it costs
$199 to start, then $2,000 to $5,000, by scope
Tell us about your business Get the $199 Starter Pack

Tell us how you work and we will reply within one business day with the two workflows we would build first. Every price is on this page. In person across the DMV, remote everywhere else.

Prefer to watch? The full real estate series is on our videos page.

A day in the life Meet Pat 3 min

Meet Andrew, then meet Pat: the same agent and investor in the DC and Maryland market, and the brother of JDS founder Kevin Joy, before and after the AI automations. More offers, on better numbers, and every decision still his. A drawn walkthrough with synthetic narration; real footage replaces scenes as it is shot.

Inbox Paperwork Research Listings Follow-up

Ways to start

Three clear options, and every price on the page

Each option is a fixed scope at a published price. The Starter Pack is the entry point and is credited in full toward a build. The a la carte operating system adds only the workflows that earn their place. The operations system connects the whole business. The quote after the call is these numbers unless your setup is unusual, in which case we will say why.

01

Real Estate AI Starter Pack

Price $199, credited toward a build

A hands-on working session and a first setup you can use right away, with a clear plan for what is worth building next.

  • A 60-minute working session, booked straight after you pay
  • A review of how your week actually runs
  • The two workflows most worth improving, with the approval steps spelled out
  • Custom instructions and a starter pack of prompts, checks and templates built around your work
  • One practical starting point we set up together, phone-ready where your device, account and company rules allow it
  • A practical roadmap and guardrails you keep either way
Get the $199 Starter Pack
  • Pay now, then pick your session time on the next screen
  • Not ready to buy? The free 30-minute call is a separate, no-charge conversation
  • Credited in full toward a build within 90 days
  • Yours to keep either way: the instructions, prompts, checks, templates and roadmap
  • All sales final. See terms
02

Your AI Operating System, built a la carte

Price $2,000 to $5,000, by scope

Choose the workflows that earn their place. We build them around your tools, then teach you to operate, tune and change them.

  • Your Starter Pack becomes the starting context
  • Setup on your own machine, privacy settings first
  • Your knowledge pack and skills
  • The workflows you select, connected and scheduled
  • Training to use, tune and safely modify what we build
Tell us what you need

Scoped from what you tell us, quoted before anything starts, and the 30-minute call is free.

03

Business AI operations system

Price $7,500 to $15,000 and up

For serious agents, investors, teams and brokerages who want the whole operation connected.

  • Multiple workflows across the business
  • CRM and transaction processes
  • Lead systems and reporting
  • Internal apps, custom web or application work
  • Ongoing support
Tell us what you need

Scoped from what you tell us, quoted before anything starts, and the 30-minute call is free.

Then, if you want it: Your trusted AI partner. When you want a new feature, connected app or automated workflow, you have someone who already understands how your business works. Monthly, scoped on the call. A standing review of what is running and what is not. New features, connected apps and workflow improvements as the business changes. The next build when the numbers say so.

What you are buying

We set it up on your machine, connect it to your work, and leave it running.

Not another AI course, and not a platform to migrate to. Your tools and your data stay where they are. You are not being asked to become an AI expert. You are buying implementation, and someone who stays accountable to whether it works.

What it handles

Five workflows we build, one or two at a time

Each one runs on your tools, is trained on your data, and ends with you deciding. Five places the hours disappear today, and five workflows that take the preparation off you. Not all five are worth building: on the first call we work out which two are, and we will say so if the honest answer is none of them.

01

Inbox, triaged and drafted

Your mail sorted every morning into needs you, can wait and noise, with replies drafted in your voice for the first pile.

Without it: read everything, answer some of it, lose the rest under the next hour's mail. Worth building first if you are answering the same six questions every week.

02

Paperwork, prepared and checked

Every open file checked against its milestones, this week's deadlines listed per file, and the repetitive form fields prepared for your review.

Without it: checklists in your head, deadlines in three places, the same fields typed into the same forms. Worth building first if a missed milestone has ever cost you a deal.

03

Listing appointments, prepped

A CMA draft and a neighborhood brief waiting before you drive over, assembled from the sources you already use.

Without it: comps pulled at 11 PM and a brief assembled from memory. Worth building first if you take more than two listing appointments a month.

04

Listing copy and social, drafted in batches

A week of posts and listing copy drafted from the week's activity, in your voice, with fair housing language checked before it reaches you.

Without it: written in the car, posted late, or not at all. Worth building first if consistency is the problem rather than quality.

05

Follow-up, on a schedule

A weekly list of who has gone quiet, what you last said to them, and a first draft for each, waiting for you to choose.

Without it: the people who were warm in March and have not heard from you since. Worth building first if your CRM has more than fifty people you have not spoken to this quarter.

The videos

See what is possible, and how we set it up

Seven short videos, one to two minutes each: what you get, what is possible today, a day with it running, our process, what to hand off and what to guard, teams, and what it costs. Drawn walkthroughs with synthetic narration from our scripts.

Episode 00 What you get 1 min
  1. 00
    What you get What it looks like when the preparation is done for you, across the five hours a week that are not selling houses.
    1 min Watch
  2. 01
    What is possible now An assistant on your own computer that works with your files, reads your email, drafts in your voice, learns your business once, and runs on a schedule.
    1 min Watch
  3. 02
    A day with it running A Tuesday: the brief, the inbox, the checklists, the comps, the follow-up list. Your part is ten minutes.
    1 min Watch
  4. 03
    How we set it up A call, a setup session on your machine, your knowledge pack and skills, the workflows, training and check-ins. Built with you, not sold as a course.
    1 min Watch
  5. 04
    What to hand off, what to guard The most useful hour of the setup: what it does, what it never does, and the four rules built in for every agent.
    1 min Watch
  6. 05
    Teams and brokerages One setup, one set of rules, one training session. Shared brokerage knowledge, each agent's own voice, a broker view.
    1 min Watch
  7. 06
    What it costs, and how to start Every price, and the thirty-minute call that starts it.
    1 min Watch

The detail, when you want it

How the system is built, connected and run

The short version: it runs on your machine, connects to the tools you already use, prepares on a schedule, and nothing goes out without you. Each line below opens the long version.

Scheduled tasks A day, once it is running What it prepares each morning, and where you come in.

Scheduled tasks

A day, once it is running

The assistant does not wait to be asked. It prepares on a schedule, and every entry below ends the same way: with you deciding. Nothing is sent, signed or posted for you.

  1. 7 AM

    Morning market brief

    New listings, price changes and closings in your farm area, in your inbox before coffee.

    Listing feedEmail

    You Nothing to approve. It is a brief, not an action.

  2. 7:30 AM

    Inbox triage

    Sorted into needs you, can wait, and noise. Replies drafted for the first pile, in your voice.

    EmailCRM

    You You read each draft and press send, or you do not.

  3. 9 AM

    Transaction checklist

    Every open file checked against its milestones. What is due this week, per file, with the document it needs.

    Transaction platformCalendar

    You You decide what to chase. It never signs anything and never sends a disclosure.

  4. 1 PM

    Research before the appointment

    A CMA draft and a neighborhood brief for this afternoon's listing appointment, assembled from the sources you already use.

    Listing feedFiles

    You You check the comps. The numbers are a starting point, not a verdict.

  5. 4 PM

    Follow-up list

    Who has gone quiet in the last thirty days, with what you last said to them and a first draft for each.

    CRMEmail

    You You pick who to reach out to. The drafts wait.

  6. Fri 3 PM

    Social batch

    A week of posts and listing copy drafted from the week's activity, with fair housing language checked.

    Listing feedFiles

    You You edit, you post. Nothing is published for you.

Connections Your tools, not a new platform Claude Desktop, your email, calendar, files, CRM and transaction platform.

What it connects to

Your tools, not a new platform

The assistant reads the systems you already use. Nothing is migrated. Where a tool cannot be connected, we say so on the first call rather than after you have paid.

On your machine

  • Claude DesktopOur default for this work.
  • ChatGPTSet up properly if your brokerage already pays for it.
  • A command-line toolCodex or Claude Code, for the technically curious.

Connected in the setup

  • EmailGmail or Outlook. Read, triage, draft.
  • CalendarAppointments, deadlines, reminders.
  • FilesDrive or OneDrive. Templates and the context pack.
  • SpreadsheetsWhere most agents' real data already lives.

Connected on request

  • Your CRMFollow Up Boss, kvCORE, LionDesk, or a spreadsheet.
  • Transaction platformDotloop, DocuSign Rooms, SkySlope.
  • Listing feedsWhere your board's terms allow it.
Process Diagnose, build, train, optimize, expand What working with us looks like, from the first call on.

How we work with you

Diagnose, build, train, optimize, expand.

We sit down with you, on your machine, and leave you with something running. Most of what is sold to agents as AI training is a course, and this is not one.

  1. 01

    Diagnose

    A thirty-minute call to understand how your week actually runs, and which two of the five are worth doing first. No charge, and a straight answer either way.

  2. 02

    Build

    A setup session on your own machine: the AI, the accounts, the privacy settings before a client's name is typed. Then your knowledge pack and skills, and the workflows, connected to your real inbox, files and CRM, and put on a schedule.

  3. 03

    Train

    A session on the thing we built, so you can use it and supervise it. You know where every switch is.

  4. 04

    Optimize

    Check-ins on what is actually being used. Tune what runs, retire what does not earn its place.

  5. 05

    Expand

    Once it is working and trusted, the next system: a dashboard, a calculator, a portal, an integration. That is where the relationship becomes bigger than AI.

Your clients' information The part of the setup nobody sells Where it runs, what leaves your machine, what it cannot do.

Your clients' information

The part of the setup nobody sells

An agent's data is other people's data: names, finances, addresses, and the terms of deals that have not closed. Most of the setup session is about this, and it is the reason we do it in person rather than sending a checklist.

Where it runs On your machine, under your own account. Not on ours, and not on a shared one.
Training We switch off the provider's use of your conversations for training, and show you where the setting is so you can check it yourself.
What leaves What you type and what a connected tool returns goes to the AI provider to be processed. We show you exactly which tools are connected and how to disconnect one.
A scheduled task can Read, summarize, list, draft. Every run ends with something waiting for you.
It cannot Sign, send a disclosure, post publicly, or email a client without you pressing send.
Your brokerage Its rules on client data, advertising and MLS use are yours to follow. The setup works inside them, and none of this is legal advice.
Proof Where this has already run PG Living's five hours a week, and our own business.

Proof

Where this has already run

Real estate investment

PG Living

It started with one manual step: assigning costs to projects by hand. That got automated first. Then spend tracking, revenue forecasting, and an offer calculator on top of the clean data. Their words, on the homepage:

JDS wrote a routine that automated it, saving me at least five hours a week.

Read the whole story
Our own business

Joy Data Solutions

We run this business from one chat: invoices, bank feeds, email, the calendar and the books, with scheduled tasks that prepare each morning and wait for us to approve. It is the same pattern we set up for you, and you can watch a recording of it.

See how we work

We do not manufacture testimonials. PG Living is real estate investment experience, not an agent case study. The real estate program is taking its first agents now; when there are agents on record about it, they will be here in their own words, and not before.

Fit Who this is for, and who it is not Read this before you get in touch.

Fit

Who this is for, and who it is not

For

  • Working agents with a real book of business and a real inbox problem
  • Teams of two to five who want one setup, one set of rules, and one training session
  • Brokerages that want a broker-level view of what is running and who approved what
  • Anyone who would rather have it set up properly once than watch a course about it

Not for

  • Anyone hoping the AI will email clients unsupervised. It will not, by design.
  • Agents who want to replace their CRM or their transaction platform. This connects to them; it does not replace them.
  • Brand-new agents with no transactions yet. Worth a conversation once there is a week to give back.
  • Anyone who needs a guarantee of more closings. Nobody honest can give you one.
Beyond AI Technology built around the way you work Dashboards, calculators, portals, integrations, custom software.

And if your business needs more than AI

Technology built around the way you work

AI is one of the tools. The relationship is someone who understands how your business runs and keeps building the systems around it.

Internal tools

  • Lead and transaction dashboards
  • Investor deal calculators and property pipelines
  • Reporting, task management, knowledge bases
  • Underwriting and document systems

Client-facing

  • Property calculators and interactive market tools
  • Investor, seller and client portals
  • Lead qualification and assessment experiences
  • Custom websites

Data and automation

  • Data systems and reporting you can trust
  • CRM and transaction-platform integrations
  • Workflow redesign, then the automation to match
  • Custom software where nothing off the shelf fits
How we build with partners Data foundations first, when the numbers are the problem
Data foundations One set of numbers you can act on For when commissions, splits, pipeline and spend live in four places and none of them agree.

Data foundations

One set of numbers you can act on

Commissions, splits, pipeline and spend, reconciled into figures you can plan against. Sometimes the constraint is not the inbox: it is that those four live in four places and none of them agree.

That is the other half of what we do, and PG Living is the example of one growing out of the other: one automated step first, then the tracking and forecasting once the data could be trusted. If that is your situation, the diagnostic call will say so, and we start there instead.

How the data work goes Or build something together
A la carte Configure your own Every module and its price, for an agent or a team.

Or configure your own

The full configuration, a la carte

Behind the three options above is one price list. Pick a track, add the workflows that matter, and the total is the total. Prices are per engagement, not subscriptions.

Who is this for?
Add the workflows that matter
Your build $2,000 The setup, with no workflows yet. Most agents add two or three. Tell us what you want built Or book the free possibility call

The full set for an agent is $13,500. For a team it is $23,500. Teams larger than five, by quote.

Questions

Asked on almost every first call

Which AI do you set up?

The one that fits you. Claude Desktop is our default for this work because of how it handles long context and connected tools. If your brokerage already pays for ChatGPT, we set that up properly instead.

Does it send email to my clients on its own?

No. Every workflow we build ends with a draft waiting for you. You read it and send it, or you do not. An agent's reputation is the product, and nothing here is allowed to spend it without you.

What happens to my clients' information?

The setup session is mostly about this. The assistant runs on your machine under your account. We change the provider settings so your conversations are not used for training, and we show you what leaves the machine and what does not. Your brokerage's rules on client data are yours, and the setup works inside them.

Is this a course?

No. We set it up with you, on your machine, connected to your work. The videos on this page show what is possible and how we work, so you can decide before we talk. The setup itself is done together.

What will I have after the Real Estate AI Starter Pack?

A useful starting point, not a list of vague ideas. We map the two workflows worth improving first and their approval rules. We write custom instructions and a starter pack of prompts, checks and templates in the language you actually use. Where your account, device and company rules allow it, we set up one practical phone-ready way to use it together. You keep the plan and the starter kit whether or not we build the next phase.

What does it cost?

Every price is published on this page. The $199 Real Estate AI Starter Pack is the entry point: a 60-minute working session, credited in full toward a build, and you leave with the two workflows most worth improving, custom instructions and a starter pack of prompts and checks built around your work, plus one practical phone-ready starting point where your account, device and company rules allow it. Build your own AI Operating System a la carte for $2,000 to $5,000 by scope, or choose a business AI operations system from $7,500 for teams, investors and brokerages. After that, a monthly trusted AI partner relationship is scoped with you. The quote is these numbers unless your setup is unusual. To start, tell us about your business on the form on this page and we will reply within one business day. If you would rather talk first, the 30-minute possibility call is free.

Do you work outside the DMV?

Yes. In person across DC, Maryland and Northern Virginia, remote everywhere else. The setup session works over a screen share; the in-person version is a convenience, not a requirement.

What if my CRM or transaction platform is not on your list?

Then it gets connected as part of your setup, or we tell you on the first call that it cannot be. Most tools with an export or an API can be. MLS access depends on your board's terms, and we do not work around those.

How long does it take?

The possibility call is thirty minutes and free. The Starter Pack is a 60-minute working session. A setup session is a half day. Each workflow is built and trained over a week or two, depending on how much of your data has to be organized first. Most agents are running their first scheduled task within two weeks of the setup session.

Start here

Tell us how you work, and we will tell you what to build first

Write down how the week actually runs and we will reply within one business day with the two workflows we would start with, what they would connect to, and what they would cost. If you would rather talk it through, the 30-minute call is free.

Book the free possibility call

In person across DC, Maryland and Northern Virginia. Remote everywhere else.

How can we help? (select all that apply)

This tells us what to cover when we reply. Nothing is purchased on this form.

Ready to purchase Buy the $199 Starter Pack, credited in full toward a build

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