TurnkeyHQ
Real Estate Workflow Intelligence

What if every Compass agent had a dedicated AI team working around the clock?

TurnkeyHQ is the AI built to work on your agents' behalf — surfacing opportunities, completing workflows, and delivering results without waiting to be asked.

Prepared for Compass — August 2026
TURNKEYHQ — REAL ESTATE WORKFLOW INTELLIGENCE Confidential · Not for distribution
The Problem

Capacity is the ceiling.

Your agents don't lose deals because they lack skill. They lose them because the machine breaks down — follow-ups fall through, admin consumes the day, and the pipeline runs on good intentions.

88%→11%
of buyers say they'd use or recommend their agent again — but only 11% actually return to the same agent. The gap isn't dissatisfaction. It's lost contact.
8+
follow-ups needed to turn a cold lead into a motivated prospect — yet most agents stop after one or two touchpoints and move on.
9 sides/yr
The typical REALTOR® closes just 9 transaction sides per year while working a median 35-hour week. The ceiling isn't effort — it's what the agent can personally execute.
Source: NAR Profile of Home Buyers & Sellers 2024; NAR 2026 Member Profile
The best technology helps agents work smarter. But even the most sophisticated CRM still requires the agent to log the call, draft the email, remember to follow up, and manually run the CMA. The tool surfaces the task. The agent still has to do it.
The opportunity isn't better software — it's autonomous execution. What if the system didn't just remind an agent to follow up? What if it made the call, logged the outcome, drafted the next touchpoint, and moved on to the next name in the pipeline?
The Distinction

Every AI tool gives advice.
TurnkeyHQ does the work.

Workflow
Generic AI / CRM
Compass AI
TurnkeyHQ
Prospect Identification & Research
–Searches, returns a list
–Surfaces filtered data
✦Identifies, scores, skip-traces, and enters prospects into CRM automatically
CMA creation
–Requires manual input
–Generates with guidance
✦Generates and distributes CMA Lites to the agent's sphere proactively
Follow-up cadence
–Sends reminders to agent
–Suggests next action
✦Executes outreach via voice, SMS, and email on the agent's behalf
Conversation Intelligence
–Agent recaps manually
–Basic transcription
✦Captures calls (Pocket), meetings (Fathom), and emails — extracts action items, relationship context, and deal updates, then syncs everything to CRM automatically
Pipeline intelligence
–Displays data
–Flags insights
✦Runs prospect coverage searches and surfaces motivated sellers in target areas

Agents retain full control over automation — outgoing emails, voice calls, and bulk outreach require explicit approval before sending.

Competitive Moat

Six pillars that make the advantage durable.

1
Pillar 1

Proactivity

TurnkeyHQ surfaces tasks that need doing and completes them — without waiting to be asked. The AI monitors signals, identifies actions, and executes or escalates on the agent's behalf 24/7.

2
Pillar 2

Memory

The AI remembers details about clients, conversations, and activity across time. It reminds agents to follow up, surfaces context from weeks-old calls, and retains business knowledge so agents don't have to.

3
Pillar 3

Adaptability

The system learns how each agent prefers to work. It absorbs feedback, acquires new skills, and adjusts execution style over time — becoming a more accurate reflection of how each agent does business.

4
Pillar 4

Utility on Day 1

74 AI skills. Voice calls, CMA generation, CRM updates, email outreach, calendar management, skip tracing — entire multi-step workflows executed in minutes. Deep integrations with the tools agents already use.

5
Pillar 5

Agent in Control

Cloud-native with no desktop footprint. Built on a minimal blast radius principle — guardrails define what the AI can act on, and sensitive actions like mass outreach or data changes require explicit agent approval before execution.

6
Pillar 6

Accessibility

AI reaches agents where they already are. Summary briefings, task completions, and notifications delivered across email, chat, and soon SMS — so agents stay informed without needing to log in to another dashboard.

How We Stack Up

No one else checks all six boxes.

Measured against the same six pillars across the tools Compass agents already use every day.

Pillar Generic AI
(ChatGPT, Copilot)		 Compass AI TurnkeyHQ
Proactivity
—
Responds when asked
◐
Some automated alerts
✦
Initiates work without prompting
Memory
◐
Session-only context
◐
Listing & search history
✦
Cross-session AI memory across all activity
Adaptability
—
No learning over time
—
Static feature set
✦
Learns preferences, acquires new skills
Utility on Day 1
◐
Text & drafts only
◐
Search & market data
✦
74 skills — voice, CMA, CRM, email, skip trace
Agent in Control
—
No real-world actions taken
◐
Read-only; no outbound actions
✦
Approval gates on all outbound; cloud-isolated
Accessibility
◐
Chat interface only
◐
App & web only
✦
Email, chat, and SMS (coming soon)
✦ Full capability
◐ Partial / limited
— Not available
Production Capabilities

Running today for real estate teams.

Four core workflow engines in production, each executing end-to-end tasks that typically consume hours of agent time per week.

Live
Workflow 01

Pipeline Intelligence

Radius-based motivated seller prospecting that runs as a complete automated pipeline — from property search to personalized outreach.

Searches all properties within a defined radius
Scores owners by motivated-seller signals
Skip-traces contact information via PrimeTracers
Generates CMA Lite reports and enters prospects into CRM
Orchestrates individualized outreach via email, SMS, and voice
Live
Workflow 02

Conversation CRM

Zero-touch call and meeting logging. The AI monitors activity, transcribes, extracts next steps, and updates the CRM automatically after every touchpoint.

Listens to call transcripts and meeting notes
Extracts action items, sentiment, and contact updates
Logs to FollowUp Boss, HubSpot, or connected CRM
No manual data entry required from the agent
Live
Workflow 03

Followup Captain

Proactive follow-up cadences executed across voice, SMS, and email — without the agent needing to remember, schedule, or initiate.

Monitors pipeline for contacts due for follow-up
Surfaces priority contacts and executes outreach
Adapts cadence based on contact response and stage
Voice agents: Kelly, Avery, Jordan, Skye, Harper (Retell AI)
Live
Workflow 04

CMA Lite Distribution

Generates and distributes Comparative Market Analysis reports to an agent's sphere — proactively, without waiting for a seller to request one.

Identifies sphere contacts most likely to be considering a sale
Pulls live comps and generates a formatted CMA Lite report
Drafts and dispatches personalized email to each contact
Logs delivery and schedules follow-up outreach
The Vision

What this looks like at Compass scale.

A force multiplier for every agent on your roster
Each agent operates with the output of a full operations team — without adding headcount. A solo agent works like a team. A team works like a small firm.
Consistent follow-through across the entire brokerage
The variance between your top and bottom producers narrows when execution is systematized. Every agent follows up. Every lead is worked. Every sphere is touched proactively.
Map-driven prospecting at any geography
V2 introduces polygon-based area search with an analytics overlay. Agents draw a coverage area and the AI finds, qualifies, and contacts motivated sellers within it — automatically.
Text channel for every agent's sphere
AI-powered SMS communication that feels personal — personalized check-ins, listing alerts, and market updates delivered via text, coordinated by the AI and approved by the agent before sending.

"The goal is simple: spend less time in front of a screen and more time in front of my clients."

— The agent TurnkeyHQ is built for
74
AI skills in production across the platform
5
AI voice personas for outbound calling
Multi-tenant
Enterprise infrastructure, isolation per brokerage
Real-time
Activity briefings delivered to agents each morning

Let's build the future
of Compass agent performance.

TurnkeyHQ is in active beta with a focused group of real estate teams. We're ready to discuss a structured pilot with Compass — built around your agents' highest-value workflows.

TurnkeyHQ · Real Estate Workflow Intelligence · turnkeyhq.com