The platform
This page exists for shoppers doing homework. Every capability below ships today and is included in the plan price — nothing here is a roadmap item, an add-on, or metered by volume. At the bottom, an equally plain list of what we don't do.
01 — Agentic chat
Ask Theia to draft the follow-up, prep the call sheet, or pull the numbers — it works from the contacts, deals, and history already in your CRM, and you approve every action before anything happens. It gets sharper the longer you use it, because it's learning your business, not the internet's.
ReplacesPasting context into ChatGPT, one contact at a time
02 — Email engine
Theia drafts every email personalized to the contact and where they sit in the deal, in a voice it learns from how you actually write — then sends from your own Gmail or Outlook, so it reads like a personal note instead of a blast from a marketing domain. Re-engagement drips put your cold database back to work.
ReplacesYour email marketing platform and the follow-up you never get to
03 — Lead scoring
While you sleep, Theia re-reads your whole book — opens, clicks, replies, activity — and re-ranks it. The contact who went quiet in your inbox but is still clicking every email surfaces at the top of tomorrow's list, without you reconstructing any history.
ReplacesGut feel, and the spreadsheet ranking that was stale a week after you made it
04 — Pipeline
Every deal, every stage, every dollar, visible at a glance. Drag a deal to the next stage and automations fire behind you — follow-up queued, milestones messaged, stalled deals flagged. Broker and team owners see across every agent's pipeline.
ReplacesWhiteboards, spreadsheets, and 'where are we on the Hendersons?'
05 — Private AI
Theia's intelligence comes from your contacts, your deals, your documents, and your sent mail — not from a generic model guessing at your business. Your data stays in your tenant, never trains anyone else's AI, and exports cleanly if you ever leave. The edge you build is yours alone.
ReplacesFeeding your client history into tools that learn from it for everyone
06 — Lead capture
Connect your inbox and Theia watches for new leads from any source — portals, referral partners, past clients resurfacing — creating and routing contacts automatically. Import your existing database by CSV and it's scored by the next morning. Website forms post straight in through the lead webhook.
ReplacesManual data entry, and the leads that never made it out of your inbox
07 — Document intelligence
For lenders & LO teamsUpload the whole package — paystubs, W-2s, bank statements, VOEs. Theia classifies every page, splits the documents, calculates income, cross-checks each document against the others, and generates the condition list. Agency guidelines — FHA, VA, USDA, Fannie, Freddie — are ingested, and scenario answers cite their source.
ReplacesAn afternoon of manual review and back-and-forth with underwriting
08 — Content drafting
Draft listing descriptions, market updates, and client emails inside the platform, in your voice, grounded in your own deals. Honest limit: Theia drafts — it doesn't post or schedule your social media for you.
ReplacesThe blank page at 9pm the night before a listing goes live
The honest part
Platforms that claim everything deliver averages. We'd rather you know the edges before you start — and if one of these is a dealbreaker, our comparison pages will point you at who does it well.
We don't build consumer-facing property search sites. If you need one, keep it — Theia runs alongside whatever you use.
There's no built-in power dialer. Theia tells you who's worth calling today; the calling is yours.
We don't sell leads or take a percentage of your ad spend. Buy leads wherever the math works — they land in a database you own, and Theia works all of them.
Theia doesn't pull listing or area data. It knows your business — contacts, deals, documents — not the market feed.
Import a CSV, connect your inbox, and Theia starts working the same day. $149/mo solo, $129/user for teams up to five — published, no setup fee, no contract. Free trial, no credit card.