A live AI workforce — running now
The AI operating system that runs your real estate business.
Legacy OS is a coordinated fleet of AI agents that nurtures your leads, underwrites your deals, keeps your CRM clean, and reports your numbers — 24/7. Not a tool. A workforce.
Built and proven by Legacy Homes Solutions — 18 agents running a real operation.
The fleet
Meet your AI workforce
Each agent owns a job and takes real action. These six are the named specialists — backed by a dozen more handling marketing, reporting, finance, onboarding, and the build itself.
Claire
Lead Nurture — SMS & Voice
Works every incoming seller lead end-to-end: texts and calls automatically, qualifies with the NEPQ framework, books appointments, and hands close-ready leads to human closers — so none ever slips.
- NEPQ-driven SMS nurture with brand-safe send windows
- AI voice calls (TCPA consent + recording disclosure)
- Escalates stalled leads to closers in 15 minutes
- Books appointments and runs full close-ready handoffs
Elena
Investor Relations
The buyer-side counterpart to Claire. Engages investors over SMS, learns each buy-box, nurtures with tiered follow-up, and alerts them the moment a matching deal closes.
- Discovers each investor’s buy-box conversationally
- Tier-based drip nurturing on autopilot
- Matches new deals to investors and surfaces alerts
- TCPA-compliant windows + ownership-aware handoffs
Micah
Acquisitions Analyst
A back-office underwriting engine that produces decision-grade deal briefs before the closer’s next conversation — ARV, rehab, max offer, and a buy/pass verdict.
- End-to-end underwriting: ARV, comps, rehab, MAO
- “Quick Grenade” valuations across 4 sources in ~15s
- Detects distress signals → GO / PASS / WATCH verdict
- Writes results to the CRM + a Discord deal card
Tala
CRM Data Steward
Keeps the CRM clean and current. Reads call notes and conversations, extracts structured facts, and writes them back — so lead scoring and reporting stay accurate.
- Extracts structured fields from notes & transcripts
- Real-time off call webhooks + scheduled sweeps
- “An empty field beats a wrong field” guardrails
- Flags duplicates and repairs misclassifications
Joanna
Operations Manager
The operations watchdog. Audits whether the team and the agent fleet actually follow process, tracks compliance deadlines, monitors agent health, and enforces spend caps.
- Daily SLA + process-adherence audits (speed-to-lead)
- Compliance calendar with 7/3/1-day deadline alerts
- Monitors fleet health and restarts failed agents
- Enforces per-agent SMS/voice spend caps
Tobias
Sales Coach (NEPQ)
Trains human closers in the NEPQ method through Discord — scripts, pre-call briefs, role-play, objection handling, and weekly call-review reports that cite your own playbook.
- On-demand NEPQ scripts by lead type
- Pre-call briefs pulled from CRM context
- Scores recorded calls against an NEPQ rubric
- Multi-turn role-play practice in Discord
…and the rest of the workforce
Growth & Marketing
- Marketing Manager Lead generation
Plans and runs Google/Meta/direct-mail/SEO campaigns, A/B tests creative, and tracks cost-per-lead by channel.
- Content Creator Creative production
Turns briefs into branded images and videos, iterates on feedback, and ships to Drive, Notion, and Discord.
- Course Manager Course production
Builds complete on-brand online courses — curriculum, scripts, quizzes, decks — staged for GoHighLevel.
Intelligence & Reporting
- KPI Reporter Business intelligence
Unifies CRM + cold-call data into daily snapshots, scorecards, and branded PDF deep-dives across four channels.
- Financial Analyst Spend & deal finance
Aggregates every dollar of spend into a daily report and reconciles estimates against real vendor invoices.
Executive Support
- Executive Assistants Per-person EAs
Dedicated AI EAs that run each leader’s tasks, calendar, email, and commitments with automated daily briefings.
- Onboarding Concierge Team onboarding
Greets new Discord members, infers their role, and unlocks the right channels and permissions.
- Ticket Intake Request coordinator
Turns rough ideas and bugs into structured Notion tickets and relays status back into a live thread.
Knowledge & Build
- Trainer + Video Analyst Research & curation
Ingest external videos/podcasts/PDFs and distill them into training that makes the other agents smarter.
- Workflow Builder Agent factory
Scaffolds and ships new agents from templates, keeps the framework consistent, and prevents drift.
How it works
From brief to a running workforce
- 01
We map your operation
We learn your pipeline, tools, and where time leaks — then design the agents that fit.
- 02
We deploy your fleet
Agents plug into your CRM and channels, with compliance and spend caps built in from day one.
- 03
It runs — and reports
The workforce operates 24/7 and tells you exactly what it did, every day. You stay in command.
Why Legacy OS
We don’t demo slideware. We run a real operation.
Most “AI for real estate” is a chatbot with a markup. Legacy OS is the actual system we built to run our own wholesaling business — battle-tested on real leads, real deals, and real money. When you buy it, you’re buying something that already works.
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Proven, not promised
Every agent shown here runs a live operation today.
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One coordinated workforce
Agents share data and hand off to each other — and to your team.
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Compliance built in
TCPA windows, recording disclosure, DNC/stop-word handling, and an ops agent auditing the rest.
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You stay in command
Agents escalate and hand off to humans at exactly the right moment.
Book a demo
See your AI workforce in action.
Tell us about your operation and we’ll walk you through the live system — the same fleet running our business — and where it would move the needle in yours.
Request a walkthrough
No pressure. We’ll show you the real thing.
Questions
Frequently asked questions
Is this a chatbot?
No. These are autonomous agents that take action — they send the texts, place the calls, underwrite the deals, update the CRM, and report the numbers. A chatbot answers; the fleet operates.
Do the AI agents replace my team?
They run the repetitive, 24/7 work (follow-up, qualification, data, reporting) so your humans spend their time where it counts — closing. Every agent hands off to a person at the right moment.
How is this different from buying separate AI tools?
Legacy OS is one operating system, not ten disconnected apps. The agents share the same CRM, the same data, and hand work to each other — and to your team — as one coordinated workforce.
Is it compliant?
Compliance is built in: TCPA-aware send windows, two-party recording disclosure, Do-Not-Call/stop-word handling, and an operations agent that audits the rest of the fleet for adherence.
Can I see it running?
Yes — this entire fleet runs a live real-estate operation today. Book a demo and we’ll walk you through the actual system.