Your whole database,
worked for you.
Theia learns your voice and your people, then works your whole network for you.
It keeps you top of mind with your network, and your network top of mind for you.
- 14-day free trial, no credit card
- Sends from your own Gmail or Outlook
- Review every draft, or let it run on autopilot
- Your contacts and data stay yours
- Set up with you on a call, not from a help article
Hi Dana, realized it's been almost a year since we closed on Maplewood. How's the house treating you two?
"Rates look better than last time. Can we talk this week?"
Sequence stopped. Your reply is drafted.
Reason: replied after six months quiet, score 91.
Closing Nov 14. Financing contingency Nov 3. Flagged for you.
What it does every day.
It reads the contacts, email, and notes you already have, then does the work a great assistant would. You decide how much it does without asking.
Every email written for one person.
Not a template with a first name swapped in. Each follow up is written from everything you have with that person: past emails both ways, notes, the deal, who they know. It sends from your own Gmail or Outlook. When they reply, their sequence stops, your answer is drafted, and any referral they mention is flagged.
- Sends from your own address
- Stops the moment they reply
- Review each draft or run on autopilot
Fromyou@yourbrokerage.com
ToDana W., closed June 2025
Subjectbeen about a year
Hi Dana, realized it's been almost a year since we closed on Maplewood. How's the house treating you two?
No agenda, just thinking of you. If you're ever curious what it would list for now, that's a five minute favor.
Ask it anything. It does the work.
Theia is a private assistant that knows your whole book: contacts, email, notes, deals, tasks, and files. Ask who to call, what you promised the Patels, or which pre-approvals went quiet. It builds the call list, updates the deal, writes the document. Every change waits for your Apply.
- Answers from your records, not the internet
- Creates tasks, updates deals, writes documents
- Apply or cancel every change
Who should I call today?
Three worth your morning.
Nothing slips.
Every deal on one board, with every person on it and their role. Set a rule once: when a deal enters a stage, sits quiet too long, or nears a date, Theia drafts the email, starts the sequence, or adds the task. Win the deal and the client is tagged and kept in touch with for years.
- Stage, quiet, and date rules
- Ready-made pipelines to start
- Owners see every pipeline
Tasks created from these dates
It knows your people, and who's next.
Connect your inbox and a year of email lands on each contact. Every person and deal gets a score from 1 to 100 that moves the moment something happens, with one suggested next step you can turn into a task. Your Today screen shows untouched leads, what's due, drafts to approve, and who you haven't talked to in 90 days.
- A year of email history, imported
- Scores update on every reply
- Birthdays and closing anniversaries surfaced
Replied yesterday after six months quiet. Asked about rates and wants to talk this week.
Also in every plan.
No add-ons, no extra modules to buy. The full list lives on the product page.
Newsletters and broadcasts
Send to a tag or a list, once or on a schedule. Theia can write a separate version for every reader.
Designs in a minute
Social posts, flyers, newsletter headers, and banners, made from a sentence and ready to send.
Keep in touch
Birthdays, closing anniversaries, and anyone quiet for 90 days, listed for you each morning.
Leads captured and routed
Website forms post straight in. Inbox rules tag and route new leads so none sit unread.
Notes you can talk into
Dictate a note in the car or record the meeting. It lands on the contact and Theia reads it.
Business card scan
Snap the card after the event and the contact is created, ready for the first follow up.
People from your inbox
Anyone you email who isn't in the system yet is suggested, so your network builds itself.
Prospect research
Ask Theia to research a person or company before the call and get a short brief back.
Clean imports
Bring a spreadsheet or your old system. Duplicates are caught, and any import can be rolled back.
Teams
Seats, roles, and a scoreboard. Owners see every pipeline, and agents pass referrals to each other.
Calendar and phone
Tasks push to Google Calendar. Install it on your phone's home screen and it works like an app.
Loan document analysis
For lending teams: upload the file and get classified documents, income, and a condition list back.
Running by the end of the setup call.
What happens on day one, that night, and every morning after.
- 1
Import and connect
Contacts come in from a spreadsheet or your phone. Gmail or Outlook connects in two clicks and a year of email history lands on each record. Setup is done with you on a call, not from a help article.
- 2
It starts working that night
Every contact and deal is scored, your rules start watching the pipeline, and the first follow ups are written from each person's history. You choose per sequence: drafts wait for your approval, or run on autopilot once you trust them.
- 3
You approve and call
Each morning your Today screen has the drafts to approve, new leads nobody has touched, what's due, and who's gone quiet. Ten minutes on the queue, the rest on the phone.
Built for businesses that run on relationships.
Pick the one you run and see exactly what it takes off your plate.
Real estate
Your whole network, worked like you had a team.
Leads touched the night they land. The database you stopped calling, replying again. Past clients who hear from you before they list with someone else.
See Theia Vault for real estateMortgage lending
The afternoon you lose to a doc package, handed back.
Hand it the whole file and get back classified documents, calculated income, cross checks, and a condition list. Referral partners never go cold.
See Theia Vault for mortgage lendingBusiness and recruiting
Every account worked. Every fit found in your own records.
Companies and the people inside them, deals and job orders in pipelines you define, and an assistant that tells you who in your database fits the next offer.
See Theia Vault for business and recruitingOne bill. The whole system.
Every plan starts with a 14-day free trial. No credit card, no contract.
Solo
One agent or loan officer running their own book.
- Contacts, pipelines, and deal rules
- Follow ups written per person, sent from your inbox
- Newsletters, broadcasts, and designs
- Live scoring with a next step for every contact
- Theia chat over your own records
- Loan document analysis for lending teams
Team
Most popularTeams and broker owners who need to see every pipeline.
- Everything in Solo
- Seats with roles and permissions
- Owner view across all pipelines
- Team scoreboard
- Lead routing by source
Larger teams
Brokerages and lenders past five seats.
- Everything in Team
- Onboarding across the whole team
- Priority support
Questions people ask before they start.
More on the how it works page, or email us.
Is my data used to train AI for other companies?
No. Each account is isolated. What Theia learns from your contacts, deals, and documents stays in your account, never improves another customer's AI, and is never sold.
Will it send emails without me?
Only if you let it. Each sequence and rule runs either through your approval queue, where every draft waits for you, or on autopilot once you trust it. Either way, a reply from the contact stops their sequence.
Does it work with Gmail and Outlook?
Yes. Connect either in two clicks. Emails send from your own address, a year of past email lands on each contact, replies are watched, and tasks can go to your Google Calendar.
Do I have to leave my current CRM?
Not on day one. Most people import a spreadsheet, run both for the trial, and move over once the follow up is working. Import takes minutes and can be rolled back.
What happens after the 14 days?
You pick a plan or walk away. No credit card is taken to start, so there is nothing to cancel, and you can export everything before you go.
Put your book of business to work tonight.
Import your contacts today. Wake up tomorrow knowing exactly who to call.
14-day free trial. No credit card, no contract.