Lead Agent
Catches every inquiry and puts it in front of the right person with the context to act.
- Inputs
- Website inquiries, lead inboxes, and portals the brokerage connects.
- Outputs
- Classified, routed leads with context.
AI Agents
AI agents that work for the brokerage.
Specialized agents run against the systems the brokerage authorizes. Everything they produce lands in one reviewable place.
The agents
Four agents. Narrow mandates.
Each agent does one job and writes its work to the same record. Nothing acts alone, and nothing hides its output.
Transaction Agent
Reads every file's documents and activity, then keeps the whole pipeline on schedule.
- Inputs
- Transaction documents and activity.
- Outputs
- Timelines, deadline flags, missing-item alerts.
Communication Agent
Keeps up with what clients and parties are saying across the channels the brokerage connects.
- Inputs
- Authorized email accounts, shared mailboxes, and the business phone system.
- Outputs
- Summaries, routing, and follow-ups.
Broker Agent
Reads the output of every other agent and surfaces what leadership should see first.
- Inputs
- Everything above.
- Outputs
- Exceptions, risk, and operational intelligence for leadership.
After-hours intelligence
The brokerage closes at 6 PM. Terriv does not.
Overnight, Terriv organizes what came in: new leads, missed calls, voicemails, client questions, offer activity, document activity, and urgent transaction issues. Each item carries its source, contact, context, owner, and priority.
14new leads
6missed calls
3transactions need attention
2documents received
1deadline at risk
| Item | Source | Contact | Owner | Priority |
|---|---|---|---|---|
| New leadWants to see 963 Larkspur Way this weekend | Website form | T. Calloway | Sarah Mitchell | High |
| Missed callVoicemail about the listing at 27 Quarry Ln | Business line | R. Onishi | D. Okafor | High |
| Client questionAsks when the inspection response on 412 Alder Ct is due | Connected inbox | L. Ferreira | J. Paz | Routine |
| Offer activityRevised terms circulated on 88 Fernwood Dr | Connected inbox | P. Stanton | R. Whitfield | High |
| Document activityTitle documents received on 1248 Walnut Street | Transaction file | Harborline Title | Sarah Mitchell | Routine |
| Urgent transaction issueMortgage commitment deadline approaching on 1248 Walnut Street | Transaction file | Sarah Mitchell | M. Ellison (Broker) | Urgent |
Product preview with sample data. Names, properties, and parties are fictional.
Every morning, leadership and agents receive a structured briefing: what came in overnight, what changed, and what needs a decision first.
See the morning brief on the overviewEmail intelligence
What arrives in email becomes routed work.
Terriv is designed to read the inboxes the brokerage authorizes: agent accounts opted in under broker policy, shared mailboxes, and lead inboxes. It identifies what each message is, ties it to the right property or transaction, and routes it into the brokerage's workflows.
Broker-configured by design
The broker configures which accounts are connected and who sees what. Access follows the same role-based controls as the rest of the platform.
PlannedLive inbox connection.
- New leads. Classified and routed with context.
- Existing client threads. Connected to the right file.
- Property addresses. Matched to transactions and listings.
- Documents. Filed to the transaction record.
- Deadlines. Added to the timeline.
- Questions. Assigned to an owner.
- Follow-ups. Turned into tasks.
- Urgent items. Escalated for review.
Phone intelligence
Every call on the business line, accounted for.
Calls to the brokerage carry leads, questions, and problems. Terriv is designed to capture each one and turn it into routed, reviewable work.
PlannedBusiness-line call handling.
- Call received on the brokerage business line.
- Answered, or recorded and transcribed, per the brokerage configuration.
- Caller intent identified. Buyer, seller, client, vendor, or something urgent.
- Lead and property captured. Name, number, address, and what they asked for.
- Conversation summarized in a few reviewable lines.
- Urgency assigned so the morning starts in the right order.
- Routed to the correct agent under the brokerage's rules.
- Task created with the context attached.
- Morning summary delivered to leadership and the owning agent.
This applies only to brokerage-authorized business phone systems, configured by the broker.
Agents propose. People decide.
Every agent in Terriv organizes, drafts, and flags. None of them commits the brokerage to anything. Classifications are reviewable, summaries carry their sources, and broker-level controls determine who sees what. The judgment stays with your people.