Stop switching tools. Start closing deals.
Relio replaces your CRM, transaction manager, marketing stack, and document prep with one AI-powered workspace that knows your pipeline, your clients, and your market.
tools the average agent juggles
spent on disconnected software
lost to admin and context-switching
Product
Real software surfaces that actually explain the product.
Pipeline & CRM
Every lead, every stage, every follow-up — visible instantly.
Relio keeps buyer and seller conversations, stage movement, showing prep, and next actions in one command surface. No tab juggling. No spreadsheet cleanup after the fact.
- Drag-and-drop pipeline with heat indicators
- Unified contact timeline with MLS + Gmail context
- ⌘K search across people, properties, docs, and tasks
Priority actions
What needs attention now
New seller lead
Drafted valuation follow-up for 2147 Tyler Ln
Closing packet
Kentucky disclosures missing on 871 Everett Ave
Stale buyer
Queue showing follow-up for Mia Thompson
Mini pipeline
Buyer + seller flow
New
Showing
Contract
Transactions & Documents
Closing progress without the usual document chaos.
Track inspection, appraisal, repairs, and closing status from the same workspace your agent uses. Kentucky forms, Dotloop sync, and checklist state all stay attached to the deal.
- Progress rail tied to real transaction state
- Checklist visibility for every closing blocker
- Auto-prepped forms and packet workflows
Transaction detail
789 Maple Dr · Dotloop synced
Checklist
Forms
The Agent
Not a chatbot. An operator that does the work.
Relio’s agent can draft stale-lead follow-ups, prepare seller packets, queue reminders, and keep the workspace current because it can read the whole operating picture, not just one chat thread.
- Drafts follow-ups from your actual Gmail identity
- Preps documents using live deal context
- Surfaces what needs approval before you miss it
Agent activity
Live execution log
You
Follow up with stale leads and prep the Everett Ave disclosures.
Agent
Found 3 leads inactive for 7+ days. Drafting Gmail follow-ups now.
Agent
3 follow-up emails drafted. Kentucky listing packet prepared and queued for review.
Connected stack
Real integrations. Not logos on a page.
Gmail syncs your inbox. FlexMLS keeps listings current. Dotloop carries document state. Relio stays in the middle and makes the workflow coherent.
How it works
From account connection to daily execution.
Connect your accounts
Link Gmail, FlexMLS, and Dotloop once. Relio pulls the real operating context in automatically.
Let the agent learn
The operator maps your pipeline, deal flow, and communication patterns so it can act with context instead of guessing.
Run from one screen
Pipeline updates, follow-up drafts, document prep, and reminders happen from one workspace instead of seven tools.