CASH is the operator. This is the machine she operates.
The voice gets the attention, but under it sits a complete brokerage back office. Every module below exists because it kills a specific problem brokers pay for in hours or in fees. All of it is shipped and running today.
Twelve problems, twelve modules
Each block names the problem in broker terms, then what the deck does about it. Specifics, not adjectives.
A book that fills itself in
Your database is a graveyard of half-filled rows. The owner you need is hiding behind "SUNSHINE HOLDINGS 7 LLC", the cell number is missing, and you have no idea who is on the do-not-call list.
A CRM built for county-scale data (82,000+ contacts in production), with enrichment wired in: Sunbiz resolves the LLC to the human behind it, skip-trace runs through a cost-capped waterfall so paid lookups never run away, and every phone number is scrubbed against DNC before it can enter a call list.
A matching engine with hard gates
You know what your buyers want, but that knowledge lives in your head. Matching it against the market means hours of manual filtering, and a close-but-wrong property still wastes a call.
Buyer and seller mandates are structured records with hard gates on geography and asset class: a property that fails a gate scores zero, full stop. The engine has scored 100,000+ property matches against the mandate book, and top matches auto-enroll for review so the best fits surface without you asking.
A pipeline that forecasts money, not vibes
Deals live in a spreadsheet, splits live in your memory, and "what am I actually clearing this quarter" takes an afternoon to answer badly.
A deal pipeline with stage-weighted forecasting, commission splits modeled per deal, and variance tracked between what a stage predicted and what actually closed. The number you see is the number the ledger supports.
Deals before they are listings
By the time a property hits the market, so has your competition. The real inventory is off-market, and finding it means stitching together county sites, PDFs, and rumors.
Sourcing runs on county records and iMapp imports, watches distress signals, tracks CMBS loan maturities through SEC EDGAR filings so you see refinance pressure coming, and layers parcel intelligence on top. The result is a call list of owners with a reason to transact, not a list of listings.
The map that says why, not just where
Zoning answers live in county GIS portals built in 2009, and "is this parcel underbuilt" is a research project. Development news that changes parcel values scrolls past you on someone else's feed.
Live county GIS zoning layers rendered on one map, an opportunity score out of 100 with the factor breakdown shown, a development news researcher that attaches linked articles to the areas they affect, and a land-residual pro forma analyzer that runs the numbers on what a parcel could carry.
The acquisitions desk, not the info@ inbox
Your buyer list should include the REITs and PE shops buying in your market, but their acquisitions people are behind LinkedIn walls and five-figure database contracts.
A waterfall that starts with SEC EDGAR filings (free and authoritative), then Apollo, then LinkedIn, returning verified emails for the executives who sign LOIs. Cost previews run before any paid lookup, and a typical company resolves for about a dime.
Outreach with a safety interlock
One bad blast can burn a sending domain, a reputation, or a license. Most outreach tools make it easy to send and hard to send safely.
Buyer blasts, seller teasers, and cold email sequences with a verified-only send gate: an unverified address physically cannot receive a campaign. CAN-SPAM identification and unsubscribe handling are in every template, suppression is permanent, sends are throttled, and every send waits for your approval.
OMs without the agency invoice
A proper offering memorandum takes a designer, a week, and several hundred dollars, or it looks like it was made in a word processor.
Five brand-locked templates that pull real property and contact data straight from the CRM, chat-based refinement to adjust the draft, finished PDF export plus hosted share links you can track, and the AI cost of each document shown transparently (roughly a dime per OM).
The ledger your CPA stops chasing you about
Commissions land in one account, expenses in three, and tax season starts with a shoebox of statements and ends in apology.
A single-entry ledger built for a brokerage practice: CSV import from your bank, closed deals sync in from the pipeline automatically, and a purchase-readiness view keeps the books in a state a lender or CPA can actually use.
Compliance as an instrument panel
DNC rules, sender authentication, and consent records are invisible until the day they are very expensive.
One cockpit that shows your DNC posture, runs live SPF, DKIM, and DMARC checks on your sending domain, and tracks consent per contact. You see compliance drift as a status light, not as a demand letter.
A professional front door for every deal
Sensitive deal documents travel as email attachments, and you find out a buyer went cold by the silence.
Client portals and deal rooms behind token links: no passwords to reset, documents in one place, and document opens tracked so you know who is engaging with the deal and who has gone quiet.
An inbox that sorts itself
The signed LOI and the member-to-member blast arrive in the same inbox with the same weight, and triage eats the first hour of your day.
AI classification sorts every inbound message, priority scoring puts money on top, and CASH drafts replies for the ones that need answers. Drafts are never auto-sent; they wait in the queue like everything else outbound.
The six engines brokers ask about most, sourcing, Exec Finder, the zoning map, campaigns, Design Studio, and CASH on voice, each have a deeper page under features.
CASH analyzes all of it and gets better
Because every module writes to one database, CASH sees the whole operation, and the operation trains her. The mechanisms are specific, and every one of them keeps a human hand on the switch.
The brief cites its sources
The morning brief cites the row IDs behind every claim, so a statement about your pipeline traces to actual records. Nothing is invented; anything CASH cannot cite, she does not say.
Your edits become her training
Every draft you edit or reject feeds a nightly distiller that proposes improvements to how CASH writes for you. Proposals stay proposals: a human approves every voice change before it takes effect.
Autonomy is earned, ten approvals at a time
An action graduates to automatic only after 10 clean approvals in a row on the autonomy ladder. Outbound never graduates: email, calls, and campaigns stay manual forever, by design.
She remembers the firm
Durable memory of your firm facts, deals, and preferences is injected into every turn. You do not re-explain your market, your mandates, or how you like things phrased.
Platform questions, straight answers
Is this one product or a bundle of tools?
One product, one database. The CRM row that enrichment fills is the same row the matching engine scores, the campaign sends to, the OM pulls from, and the ledger reconciles against. Nothing is retyped between modules, and CASH operates across all of it.
Do I have to use CASH to use the platform?
No. Every module is a normal interface you can drive yourself. CASH is the operator who runs them for you: sourcing overnight, drafting outreach, briefing you in the morning. Use as much or as little of her as you want; the approval queue works the same either way.
What can CASH do without my approval?
Internal work only: pulling records, resolving owners, scoring matches, drafting documents, and watching the pipeline. Anything that leaves the building, an email, a campaign, a document share, waits in the approval queue until you clear it. That rule has no exceptions and no setting to turn it off.
How does the platform get better over time?
Three mechanisms: your edits and rejections feed a nightly distiller that proposes voice improvements you approve or decline; the autonomy ladder graduates internal actions to automatic only after 10 clean approvals; and durable memory accumulates your firm facts and preferences so context compounds instead of resetting.
Put the whole machine on your market
SourceDeck onboards a small founding class, one market at a time. White-glove onboarding is included: county data loaded, zoning map configured, your book imported, CASH tuned to your voice.