Not a chatbot. A dedicated AI agent that learns how your operation runs and surfaces what your numbers are telling you — so every decision is an informed one.
Listen — 90 seconds
Meet Marge
Press play. The page will follow along as Marge walks you through what she does — and where she stops.
A few moments with Marge
Hover a card to pause and read.
What Marge does
A dedicated agent built for REO brokers. Clear on what she handles. Clear on where she stops.
YOUR OPERATION
Manages your files from accepted to closed
Every assignment, tracked through the full lifecycle — property facts, listing status, document links, open and closed files. She keeps the record. You run the file.
Keeps your TC and critical dates in line
Tracks every milestone from contract to closing — pend date, contingencies, appraisal, title, walkthrough, funding. Flags what's coming before it becomes a problem.
Schedules and logs your inspections
Sets your inspection cadence, logs findings, flags issues, and tracks photo changes between visits. Never lets a cycle slip.
Handles the back end of utilities
Tracks utility status across your portfolio. When a bill, shutoff notice, or lien hits your inbox, Marge reads it and queues the right response for your review.
Manages bids and BPOs
Creates bid requests, tracks submissions, schedules BPO visits. Awards require written client approval — Marge holds until you have it in hand.
YOUR PACKAGES & COMMUNICATIONS
Builds your reimbursement packages
Reads every invoice, receipt, and photo. Fills the client's reimbursement form, checks the package before it goes out, and tracks every open submission so you always know what's aging.
Drafts every communication
Emails, reimbursement follow-ups, utility responses, client notes — drafted in your voice, queued for your review. Nothing sends until you approve it.
Generates your photo addendum
Processes field photos into a compliant, client-ready addendum. Runs standalone or as part of a full reimbursement package. Also resizes, dates, and organizes photos into the right folder structure for direct portal upload.
YOUR NUMBERS
Builds and maintains your cost model
Maps your P&L into a real REO cost structure — cost per file, break-even, margin by client. Updates as your numbers update.
Gives you the Pulse on your portfolio
Average list price, average sales price, days in inventory, fall rate, pending counts, photo compliance, contacts that have gone quiet — your portfolio, always visible.
Walks you through your margin picture
Explains what your numbers mean, where cost is moving, and where your operation has room to improve — in plain English, not formulas.
PLATFORM BEHAVIOR
Keeps a full audit trail
Every action Marge takes on a file is logged. You always know what she touched, when, and what it produced.
Auto-send anything — ever
Every email, every package, every form goes into your review queue first. You decide what leaves your desk. Always.
Act on your behalf
Marge surfaces the picture. She does not act on it. Every decision — who you work with, what you charge, how you run your business — stays with you.
Draw conclusions from a single file
One difficult assignment isn't a trend. Marge works from your full book before surfacing anything worth paying attention to.
Touch payments or banking
TrueFile is read and draft only. Marge prepares packages for you to send — she will never originate a payment, print a check, or move money.
Access a client's mailbox
Email integration is your own Gmail or Outlook only. Marge never attempts to connect to or read a client-owned inbox.
Share your data across users
Your numbers, your files, your P&L — scoped to your account only. Nothing you enter is visible to or shared with other users on the platform.
Give legal, tax, or fiduciary advice
Everything Marge surfaces is informational. For licensed advice, talk to your attorney or accountant.
Guess when the data isn't there
If something is missing or incomplete, she tells you exactly what's needed and why — she does not fill gaps with assumptions.
Marge drafts. You decide. Nothing moves without you.
Start your TrueFile™ trial. Upload a P&L, get your cost model, and let Marge walk you through your Margin Map.
