For real estate agents ready to own their process
Build your own AI-assisted transaction system. Track the dates, catch the missing documents, and prepare the follow-up—with a clear next action on every file.
$497 course + toolkit · $997 guided build
Listing side · Accepted offer
Draft date located. Check the signed agreement before using it.
One missing signature. One document awaiting receipt.
Open items and next steps assembled from the file.
Signed copy saved · Source linked to the control file
Signature missing · Follow-up prepared for review
Requested · Receipt still unconfirmed
Hi, I’m following up on the disclosure package. The file still needs the remaining signature and receipt acknowledgment. Please send the completed copies when available.
Draft for your review · UnsentStart with the economics
A per-file fee is easy to accept one closing at a time. See the annual cost, then decide which parts you want to handle, improve, or delegate.
Illustrative inputs. This is your fee baseline, not projected savings. Any comparison also needs your time, software costs, and the coordination support you keep.
The Agent Transaction System
Operating Matrix turns your transaction knowledge, brokerage checklist, and everyday tools into a system you can use again. The first build covers one transaction side in one brokerage environment.
Your working toolkit
Editable files, reusable instructions, and a fictional practice transaction.
A control file brings critical dates, missing items, the responsible person, and the next action into one view—with links back to the source.
Reusable instructions help AI prepare seller updates, document requests, and handoff notes from the information you approve.
Track each item through the actual steps: prepared, approved, sent, received, signed, and saved. Unconfirmed work stays visible.
Your brokerage requirements, preferences, templates, and approved corrections stay with the system. Start the next file from a tested procedure.
Inside the $497 course
Six written modules follow the work from initial setup through file closeout. Each produces a tool you can use again.
Give the assistant the right transaction background, brokerage requirements, source files, and approval rules.
Build: your AI working instructions and source map.
Start from a repeatable intake. Organize the parties, approved documents, responsibilities, and initial open items.
Build: your transaction control file and opening checklist.
Find candidate dates in the source documents, verify them, assign owners, and maintain a visible next-action list.
Build: your verified date tracker and open-item register.
Check your approved requirements against the file. Track requests, receipts, signatures, and saved copies as separate steps.
Build: your document review and receipt checklist.
Use approved facts to draft client updates, document requests, reminders, and handoff notes for your review.
Build: your communication templates and review procedure.
Reconcile the final file, record useful corrections, and prepare the next transaction from your working procedure.
Build: your closeout checklist and reusable playbook.
Your existing email, forms, and transaction platform remain part of the process. The worked example starts on the listing side. Your brokerage’s requirements and any tool access still need to be confirmed before you use the system on a live file.
What changes in the work
The system creates a repeatable place to start, review, and pick up where you left off.
| When the process is scattered | With your working system |
|---|---|
| Search the inbox to remember what is missing. | Review an open-item list linked to the source. |
| Rewrite another request for the same document. | Review a draft prepared from your template and file facts. |
| Assume a request means the item is handled. | Track requested, received, signed, and saved separately. |
| Rebuild the checklist on the next deal. | Start from the procedure you have already tested. |
You may want to handle more coordination yourself. You may want a cleaner handoff to someone else. The system gives you a working foundation for either choice.
Take on the routine coordination work that fits your capacity. Compare the real cost and time against your current arrangement.
Use the same checklist, status definitions, and handoff process so both of you can see what needs attention.
Give an assistant or coordinator a documented procedure to follow, with clear responsibilities and review points.
Inside the $997 guided build
I work with you to map, build, and test your transaction process. Each session moves the system forward with your actual tools and a current or recently closed file.
Full founding pilot price
Course + toolkit + four working sessions
Choose listing or buyer side. Establish the current process, costs, brokerage requirements, and handoffs.
You have: a transaction map and baseline.
Set up the control file, approved sources, AI instructions, templates, and review points.
You have: your first working version.
Test it against an active or recently closed transaction. Find missing steps and incorrect assumptions.
You have: a tested workflow and corrections.
Refine the procedure, document how to use it, and set the next 30 days of practical use.
You have: editable files, recordings, and a use plan.
Pilot scope: one participant, one transaction side, one brokerage environment. Software subscriptions, brokerage compliance review, broad CRM cleanup, and custom integrations are outside the pilot. Time, costs, and results are measured during use; specific savings are not promised.
Context → Execute → Verify → Capture → Continue
Built by an agent who runs the work
The questions behind every useful transaction system.
I’m Aldo Vides—a licensed real estate agent, investor, and operator. Contracts, disclosures, seller updates, follow-up, and file review are part of my own work.
Using AI became more useful when I gave it structure: the right source documents, repeatable instructions, clear review points, and a place to resume the work.
Operating Matrix brings that approach into your transaction process. The founding pilot is where I build it with you, test it against your work, and refine what you will use again.
Aldo Vides
The $497 Course + Toolkit is self-paced: you follow the lessons and adapt the templates yourself. The $997 guided pilot includes those materials plus four live working sessions to adapt and test one workflow with me. The guided price is $997 total; you do not buy both options separately.
The course contains six written modules, 12 lessons, exercises, editable workbooks, reusable prompts, and a fictional practice file with an answer key. After successful payment, download the ZIP from your order confirmation or customer-access page, extract it, and open START-HERE.html. It is not a recorded-video course or a hosted classroom.
That is one possible use. The system helps you identify which coordination tasks you can handle and what support you still need. The decision depends on your brokerage requirements, transaction volume, time, and the results of your test.
It is designed for independent implementation and does not include individual working sessions. Choose the guided build if you want direct help adapting the process to your brokerage and tools.
No coding or brokerage change is required. You start with your current process and tools. AI subscriptions and other software costs are separate from either product price.
Those tools and procedures become inputs to the system. You identify the source of each fact, the review points, and the next action. Direct integrations require separate scoping and are not included in the standard course or guided pilot.
It prepares work for your review. Sending, signing, contract interpretation, brokerage compliance, and consequential decisions remain under your control.
Your $997 guided build
Tell me which transaction workflow needs attention, what breaks down, and which tools you use. I’ll review the fit for four focused working sessions.
$997 total, one time. Course + toolkit included. Submitting an application does not charge you. Do not upload client documents, financial details, or confidential transaction information.
Want to work independently? Choose the $497 written course + toolkit.
Start with your workflow
Open the secure application to share your brokerage, tools and the transaction-side workflow you want to improve. No payment is collected in the application.
Open the $997 fit applicationPrefer email? Contact [email protected].