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Real estate holding company · Multi-unit portfolio operator · Agent hardening

Real estate holding company

I took over an existing AI assistant for a real-estate business and improved its memory, reporting, supervision, and email access controls.

Four milestones delivered. Ongoing. Client identity withheld at his request.

What the business needed

The founder already had an AI assistant, but its status reports weren't reliable enough to tell him whether work had actually finished. He needed clearer records, monitoring, and control over email access.

What I worked on

  1. 01Improved how the assistant stores information and reports whether work is complete
  2. 02Added monitoring for 18 recurring tasks and a private status dashboard
  3. 03Connected email and calendar information while blocking email sending
  4. 04Added installation steps that could be reversed on the client's computer

What the project delivered

40mailbox folders read without a single write
34review rounds on the mortgage intake plan

Checks behind the work

These checks describe the software at the recorded point in the project.

648tests passingfrom 172 at takeover

“Your answer on reliability and failure handling was the best I heard from anyone.”

Founder, before hiring a month later

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