Showings, listing appointments, an open house conversation that could turn into a client: captured on the spot, so no lead goes cold because a detail was forgotten.
Loved the kitchen. Want to see two more before making an offer.
Follow-ups
Send three new listings
You said so on the drive back
Every conversation, wherever it happens
Recording happens on your own Mac or iPhone. Nothing joins the call and nothing appears in the participant list, so the client only ever sees you.
What they said in the second bedroom is what decides the offer. It happens on site, so it has to be captured on site.
TranscriptThis kitchen is the one. But the second bedroom is tight for the twins.
Let me pull three more in the same catchment before you decide.
Always get consent while transcribing others.
Record the walkthrough or an open-house conversation from your iOS device, and it's transcribed and filed the same way a desk call would be, no bot, nothing to set up on site.
Mar 4
Feb 26
Budget, must-haves, the school district that mattered, what they thought of the last listing: it collects on their page, so you're not scrolling old texts before the next showing.
See the contact pageSet the sections once and every appointment comes back that way — then ask your own notes what they wanted, months after you stopped remembering.
Buyer consultation · Millers
Meeting Context
Sections
Timeline
Wants to be in before September
Financing
Pre-approved to £640k, no chain
Must-have vs nice
Garden essential, garage optional
Timeline, financing, must-haves versus nice-to-haves: set the sections once, and every consultation or listing appointment comes back in that shape from the recording.
See note templatesWhat did the Millers say they needed in a house?
Found 2 notes matching "what the Millers wanted".
Read the showing recap and consultation notes, walked back in full.
Done
Three things came up every time:
Sources
Showing · Sat · The Millers
…loved the kitchen, but the second bedroom is tight for the twins…
Consultation · Feb 8 · The Millers
…three bedrooms, Northside catchment, garden, in before September…
“What did the Millers say they needed in a house?” Answered from your actual notes and calls, with sources you can check before you call them about a new listing.
See AI ChatDeals are rarely lost at the viewing. They are lost in the three weeks afterwards, to the agent who called first.
Follow-ups & moments
This weekSend three new listings
You promised them by the weekend
Owen has gone quiet
Was viewing twice a week until the 4th
Say you'll send three listings by the weekend, and it's tracked against that buyer. When a lead who was actively looking goes quiet, it surfaces before they sign with someone else.
See follow-ups & momentsThe weekly note you send every client between offer and keys, drafted from where their deal actually is.
Last run in MarchPublicEveryonePrompt
Under-contract updates, a post-closing check-in, the first message after an open house: save the steps you always take once, then run that play on any client.
See playbooksThe Millers saw one house on Saturday. You showed nine. They will remember every room of it; this is the difference on your side.
In Mind
In Cordia
Loved the kitchen. Want to see two more before making an offer.
Follow-ups
Send three new listings
The Millers
On your own device, no bot on the call and nothing to set up on site, with the transcript attached and the write-up enhanced afterwards.
Connect Cordia to Claude, or anything that speaks MCP, and draft a listing note without copy-pasting a single conversation.
Record a walkthrough on site and a listing call at your desk. Both land on the same client page.
The same contacts, notes and follow-ups, shaped around how sales, fundraising and recruiting actually work.
No. Cordia doesn't manage listings or MLS data. It's the relationship memory layer for the conversations around every deal: what a buyer or seller said, what you promised, and when to follow up.
What they wanted, what they thought of the last one, and when you said you would call. Kept with the person who said it.