Atlas OS
Legacy Ranch Properties
a walkthrough for Kris
The AI real-estate operating system

Atlas runs the roles around your CRM —
so every lead always has a next step.

One place where every lead, listing, transaction and past client lives — and an AI that plays ISA, Transaction Coordinator, Listing Manager, Client Care, Nurture and Marketing around it. Nothing ever sends without your approval. Nothing is ever left untouched. This page walks you through the whole thing on real, seeded data.

▶ Watch the 2-min walkthrough See every screen ↓ Follow one lead through it Open the live version
People in the system
19
buyers · sellers · ranch · investors
Speed-to-lead < 60s
100%
auto-acked, avg under a second
Active listings
5
pre-listing → launch → active
Leads left orphaned
0
every contact has one next step
The core thesis

Every inbound lead runs the same engine — automatically.

A lead from any source is normalized, deduped, consent-stamped, merged into one record, routed to the right person, scored, answered in under a minute, and handed a single clear next step. If no one works it, it escalates. It is never dropped.

01
Any source
Zillow, Realtor, FB, Land.com, sign calls, referrals, open houses
02
One CRM record
Validated, consent-stamped, deduped, identity-merged
03
Route + score
Skill-based owner · A/B/C/D grade with decay
04
<60s answer
Auto-ack + a 5-minute human-call SLA
05
One next step
SOP-driven task · escalates if unworked
06
Never orphaned
Always a task or an active nurture drip
End-to-end, on real seeded data

Follow one lead all the way through.

This is Jordan Blake — one of the sample people funneled through the demo. Every step below is really in the system.

JB
Jordan Blake
Buyer · Idaho Falls · from Zillow · pre-approved
GRADE A
2:14:07 pm
Lead lands from Zillow Intake
Normalized to one CRM record, consent stamped from the Zillow form, deduped against the database.
+29 sec
Auto-acknowledged Atlas · ISA
A friendly first text drafts & sends inside the 60-second window — the #1 thing that wins the lead.
+29 sec
Routed to Dave & scored A Routing + Scoring
Idaho Falls buyer → Dave Fenton. Pre-approved + "now" timeline → Grade A. A 5-minute call SLA task is created.
Day 0–2
Qualified & consult booked Atlas · Buyer pipeline
Atlas asks the qualifying questions, books the buyer consult, moves the lead into the standardized pipeline.
Now
Showings active Izzie · Showing support
Pre-approval in, saved MLS search live, showings running — feedback captured on every one.
Next
Offer → under contract → contract-to-close Atlas · TC
When the offer is accepted, a transaction file opens itself with every deadline dated and tracked.
What you'll actually see

Every screen, on the real demo data.

These are faithful previews of the live workspaces — the exact contacts, listings, deadlines and drafts seeded into the instance.

CRM operator

One database that tells everyone what to do next.

Every contact with its grade, owner, source and single next step. The grade mix and the "answered in under 60 seconds" number update themselves.

✓ A/B/C/D scoring with recency decay
✓ Skill-based routing — every lead has an owner
✓ Exactly one open next-task per person
atlas-os · /crm/
Grade mix · 17 of 19 scored
100% answered <60s
2
A
3
B
7
C
5
D
ContactGradeOwnerNext step
Jordan Blake
Zillow		ADave FentonCall within 5 min
Sofia Ramirez
Open house		ADave FentonWrite the offer
Buck Halvorsen
Land.com		BKris BertagnolliQualify the ranch
Priya Nair
Website		BMelissa TewActive-listing mgmt
Listings workspace

Every listing, never sitting without a next task.

A board from pre-listing to under-contract. Atlas runs the whole launch checklist — copy, property site, social, email, neighbors — each drafted for your approval.

✓ Land, ranch & luxury auto-add drone + video
✓ Weekly seller report drafts on cadence
✓ Nothing goes live without a tap
atlas-os · /atlas/listings
Pre-listing1
Parcel 12 — County Line
$275,000
40 ac · land
Prep1
18 Snake River Estates
$1,875,000
5bd · luxury
Launch1
55 Aspen Ln
$389,000
3bd · Rigby
Active2
742 Rexburg Bench
$529,000
4bd · residential
4200 Legacy Ranch
$1,450,000
320 ac · ranch
Transactions · contract-to-close

Every deadline dated, tracked, and color-coded.

The moment a deal goes under contract, a file opens itself with the full deadline schedule — using real Mountain-Time business-day and holiday math. Risk flags fire before anything slips.

✓ Inspection, appraisal, financing, walkthrough — all dated
✓ Land/ranch templates (survey, water, mineral, 1031)
✓ Compliance % + risk score per file
atlas-os · /tc
55 Aspen Ln · Tyler Brooks
Buyer · clear-to-close · 2 items outstanding
closes in 2 days
812 Maple St · Mark & Lisa
Seller · financing · docs in
closes in 6 days
4200 Legacy Ranch · Jane Sorensen
Ranch buyer · inspection · 2 deadlines slipping
closes in 25 days
Nurture · approval inbox

Draft-first. Nothing sends without your tap.

Past clients, investors and land owners stay on the right cadence automatically. Every message Atlas writes lands here as a draft — you approve, edit, or reject.

✓ 11-campaign library (buyer, seller, 33-touch, valuation…)
✓ Held between 8pm–8am MT, released in the morning
✓ Reply or opt-out instantly pauses the drip
atlas-os · /atlas/nurture
Drafts waiting
35 to review
SMS
Dana Whitfield · Investor deal-alert — "New 8-cap duplex just hit…"
Approve
EMAIL
Tyler Nguyen · Landowner valuation — "What your 40 acres could bring…"
Approve
SMS
Glen & Marta Powell · Past-client 33-touch — "Thinking of you both…"
Approve
TASK
Marcus Lee · Long-term buyer — hand-write a check-in
Approve
Executive dashboard

The Monday-meeting screen, on one page.

New leads by source, speed-to-lead, appointments, pendings, closings, listing inventory, and agent scorecards — everything a growing brokerage measures, in one view.

✓ Per-agent scorecards vs targets
✓ Source ROI — cost per lead / appt / closing
✓ Exportable one-pager
atlas-os · /atlas/dashboard
Speed-to-lead
100%
under 60 seconds
New leads
19
across 10 sources
Active listings
5
$4.5M inventory
Under contract
3
files in TC
On nurture
21
drips active
Orphaned
0
all have a next step
What Atlas actually does

Seven roles, one AI — draft-first, always.

These are the jobs a growing brokerage normally hires for. Atlas runs them around the CRM as "hats," and every outbound it writes waits for a human tap.

⚡

Inside Sales (ISA)

Answers new leads in under a minute, qualifies them, books consults, never lets a lead go cold.

→ CRM & Pipelines
📋

Transaction Coordinator

Opens a file on every deal, dates every deadline, flags risk before it bites.

→ Transactions
🏡

Listing Manager

Runs the full launch checklist — copy, property site, social, email, neighbors — each drafted.

→ Listings & Launch
💬

Client Care

The 11-touchpoint journey after closing — reviews, referrals, a hosted client timeline.

→ Transactions
🌱

Nurture & Database

Keeps every past client & sphere contact on cadence with the right drip — never orphaned.

→ Nurture & Database
📣

Marketing

Weekly content rhythm, events, database blasts, and source-ROI — pipeline, not just posts.

→ Launch & Dashboard
📊

Reporting

Agent scorecards, speed-to-lead, conversion, and a one-screen Monday-meeting view.

→ Executive Dashboard
The eleven workspaces

Everything that's in the live instance.

Each of these is a real, populated screen in the demo. Open the live version to click through them all.

🗂️ CRM operator
Contacts, grades, owners, next steps.
/crm/
📊 Executive dashboard
KPIs, speed, source ROI, Monday view.
/atlas/dashboard
🏡 Listings workspace
Pre-listing → launch → active board.
/atlas/listings
🚀 Listing launch
The go-to-market checklist cockpit.
/atlas/launch
📋 Transactions (TC)
Files, deadlines, docs, risk, approvals.
/tc
👥 Database marketing
Segment mix, cadence, bulk-tagging.
/atlas/database
🌱 Nurture admin
Campaign library + approval inbox.
/atlas/nurture
🌾 Geographic farming
Owner/property DB + seller signals.
/atlas/farming
🎯 Agent prospecting
Expired/FSBO/circle daily queues + KPIs.
/atlas/prospecting
🔌 Integration health
Every feed's status — alarms, never silent.
/atlas/integrations
🛡️ Audit & compliance
Immutable, tamper-evident trail.
/atlas/audit
The non-negotiables

Built to be safe by default.

✓ Draft-first
Nothing Atlas writes sends on its own. Every proactive message waits in an approval inbox for a human tap.
✓ Quiet hours
Sends are held between 8pm and 8am Mountain Time (daylight-saving aware) and released in the morning.
✓ One source of truth
One merged record per person across texts, email, leads and pipeline — never a scattered database.
✓ Always a next step
Every non-terminal contact has exactly one open next task, or is on an active nurture cadence. Enforced.
✓ Role-based access
Every read is permission-checked on the server. An agent sees only their leads; financials masked.
✓ Compliance-aware
Consent stamped at intake (never inferred); Fair-Housing / TCPA / CAN-SPAM checks on the one outbound gate.
Try it yourself

Open the live, clickable instance.

The fully-clickable demo

Everything above is live in a running instance of Atlas OS. The clickable version opens on the demo hub at /demo/, where you're signed in as Kris (owner) and can walk into all eleven workspaces. Ask Zach to flip on the shared demo link — it takes about a minute — and you'll get a private URL you can open on your phone.

▶ Watch the 2-min walkthrough Re-see the screens ↑

Everything you see is demo data — no real client information is used anywhere in this build.