The AI that runs your CRM.
We've natively integrated Claude Code directly into EscrowOS. It doesn't just write emails — it audits your entire database, schedules tasks, and responds on your behalf.
See Claude in Action
Watch how Claude autonomously handles leads and audits your CRM.
Scheduled Autonomous Tasks
Tell Claude to wake up every morning at 8 AM, review all new leads from the previous day, assign them to the right loan officer, and draft introductory emails. It runs in the background, exactly on your schedule.
- Set daily, weekly, or custom cron schedules
- Execute complex multi-step workflows automatically
CRM & Conversation Audits
Claude can read through thousands of SMS threads and emails in seconds. It flags angry clients, identifies leads who are ready to close, and scores your team's response quality based on your custom criteria.
- Instant sentiment analysis on all communications
- Automatic tagging based on conversation context
Responding on Your Behalf
Train Claude on your past emails, property listings, and loan guidelines. It can autonomously reply to client questions via SMS or email, matching your exact tone of voice and negotiating style.
- 24/7 intelligent lead nurturing
- Human handoff rules when a deal gets hot
Daily Executive Briefings
Stop digging through dashboards. Claude compiles a customized morning briefing sent via SMS or email, summarizing yesterday's wins, today's priority tasks, and which deals need your immediate attention.
- Plain-english summaries of complex data
- Actionable recommendations for the day
Ready to hire your AI assistant?
Claude Code integration is available on the Scale plan. Upgrade today and automate the heavy lifting.