AI-Native Property Management

Surfturf.ai

Two flagship products. One operating system for your portfolio.
The SurfTurf Application is your data and operations system of record. The SurfTurf Agent Server is a continuously running team of AI agents that reads the reports, talks to your tenants, coordinates vendors, and queues the high-stakes decisions for your review.

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Questions? info@surfturf.ai

6
AI agents live, each
with their own inbox
22
Integrations
built & connected
6
Role-based portals — admin/owner, PM,
leasing, investor, tenant, vendor
24/7
Autonomous operation
with full audit trail

Two flagship products

ST
SurfTurf
SurfTurf Application

Properties, leases, financials, owner statements, vendor records — the system of record where your portfolio lives. AI extracts your reports; you operate from a single command center.

Portfolio system of record Lease & financial intelligence 6 role-based portals
+
AS
SurfTurf · new
SurfTurf Agent Server

A continuously running team of AI agents — Conference Mode (orchestrator), Leasing, Property, Finance, Legal, and IT Support — each with its own working email identity.

6 agents, 6 inboxes Standalone or paired Per-tenant scoping
🤖
Agents, not employees
Six specialized AI agents handle leasing, property & maintenance, finance, legal, and IT — 24/7, each with their own working inbox and a full audit trail.
🔗
Connected to everything
Direct API integrations with your PM software, bank accounts, DocuSign, and building systems. Real-time data, not month-old PDFs.
🏔
You stay in control
Every consequential decision routes to you for approval. Choose exactly how autonomous each agent is — per agent, adjustable anytime.

The future of property ownership is less time managing, more return on capital.

The transformation

From PDF hell to full autonomy

A phased path from where you are today to a portfolio that runs itself.

Today
PM Firm Dependency
Monthly PDF uploads Manual data entry 3rd-party PM firm Reactive decisions
Phases 1–3 · Complete
Data, Execution & Intelligence
Live AppFolio, Yardi & Plaid APIs DocuSign lease execution ACH rent collection via Stripe AI market rent optimization
Phase 4 · Active
Full Autonomy
Zero PM firm dependency Building systems & access control Regulatory compliance engine Acquisition analysis agent
SurfTurf Agent Server

A managed team of AI agents.
Not a chatbot. Not a copilot.

Six role-specific agents — each with a working @yourcompany.com mailbox — read your tenant mail, draft your owner statements, schedule your vendors, and queue the high-stakes calls for your review. Multi-tenant by design: every agent speaks in your brand voice, every statutory date is anchored to your property's local timezone. Set direction once in chat, click 📌, it applies on every future run.

01
Triggered by the work. Inbound email, scheduled cron runs, inter-agent handoffs — agents fire automatically. You never have to "ask" them to start.
02
Standing directives that persist. Type a rule in chat, pin it, it's loaded into that agent's instructions on every future run. Auditable, editable, per-agent.
03
Self-critique before send. Every external-recipient draft passes a 5-point check (voice, accuracy, confidentiality, intent, completeness). Money + legal items auto-route to a peer agent. Cuts revision loops 60–80%.
04
Per-tenant timezone-aware. Statutory deadlines (3-day pay-or-quit, deposit return, eviction notice) compute against your property's local clock — the timezone a court would expect.
05
Quality + cost discipline. Tiered model selection, auto-pause cost cap, cache-hit observability, daily + weekly performance digests, eval harness with replay, bounded operational state (the dashboard stays fast at year 3 of operating). No black-box AI bill at month-end.
06
Standalone or paired. Run on its own, or pair it with the SurfTurf Application for first-class awareness of properties, leases, vendors, and reports.
Read the one-pager → 6 agents · 6 inboxes · 1 orchestrator

AI Agents — Current & Roadmap

Specialized agents for every function

Each agent is purpose-built for its domain, powered by Claude, and operates with its own inbox, autonomy level, and audit trail.

Default Mode
Conference Mode
Ask anything — the right agent responds automatically
Multi-agent routing Highest-confidence agent responds Agents collaborate on complex topics Full thread history Switch to single agent anytime
Leasing Agent
Full leasing lifecycle — daily automated scan
Renewal opportunity analysis Draft lease documents Pipeline management DocuSign lease execution Tenant screening (TransUnion) Market rent optimization
Property Agent
Maintenance & vendor coordination — daily + monthly
Property health summaries Flag maintenance needs Occupancy monitoring Vendor dispatch & tracking Invoice approval Bid solicitation
Finance Agent
Portfolio-level financial intelligence
NOI & variance analysis Receivables aging Natural language query ACH rent collection (Stripe) 3-scenario cash flow forecast Plaid bank sync
Legal Agent
Legal review & compliance — interactive
Lease clause review Compliance Q&A Document analysis AI delinquency notices Eviction coordination Compliance calendar & AI scan
IT Support Agent
System health & data integrity — admin only
Database health stats Validate property data Audit failed agent runs Open service requests Admin notifications
Live today
On roadmap

Multi-Modal Interactions

Talk to your portfolio

Two ways to interact with your agents — both live today.

Conference Mode · Live
Ask anything. The right agent responds.
No need to pick an agent. Type (or speak) any question about your portfolio — leasing, maintenance, finances, legal — and a routing layer scores all agents' relevance and routes to the best fit. Agents collaborate on complex topics automatically.
Haiku-powered routing — under 800ms
Full confidence scoring + audit log
Switch to single-agent mode at any time
Voice Mode · Live
Speak to your agents. Hear them back.
Push-to-talk or continuous voice input via the Web Speech API. Agent responses are read aloud via OpenAI TTS. Works on desktop and mobile (PWA). Voice and text can be mixed in the same thread — use whichever is faster in the moment.
Browser-native STT, Whisper API fallback
OpenAI TTS with speed controls
Works with Conference Mode and single agents

Autonomy Controls

You decide how much each agent does

Set autonomy independently per agent. Change anytime. Every action is logged and auditable.

Each AI agent monitors your email inboxes nightly and identifies relevant emails — maintenance requests, lease inquiries, vendor quotes, legal notices. What happens next is up to you.
Ask Permissions
Flag & propose only
Agent surfaces relevant emails with proposed actions. You approve each item before anything happens. Recommended for Legal & Finance.
Risk: Minimal
Plan Mode
Approve the plan in bulk
Agent produces a structured action plan for each batch. You review and approve the plan as a whole. Good for Leasing & Operations.
Risk: Low
Auto Mode
Low-risk actions auto-execute
Agent executes routine actions immediately. High-risk actions (sending emails, modifying records) are queued for approval. Admin receives a summary.
Risk: Medium
Bypass
Fully autonomous
All actions execute without an approval gate. Full audit trail. 24-hour review window. Super-admin only. Not recommended for Finance or Legal.
Risk: Super-admin only

Integration Ecosystem

Replacing PDF uploads with live data

Direct API connections to the platforms your portfolio runs on. 22 built — 19 live today, 3 in beta.

AppFolio
PM Data
Live
Yardi / MRI
PM Data
Live
Plaid
Banking
Live
DocuSign
e-Signature
Live
Stripe / ACH
Payments
Live
SendGrid
Email
Live
Twilio
SMS / Voice
Live
OpenAI Voice
STT / TTS
Live
Gmail / Outlook
Email Intel
Live
CoStar
Market Data
Live
RentCast
Market Data
Live
TransUnion
Screening
Live
QuickBooks
Accounting
Live
Properly
Human Tasks
Live
TaskRabbit
Human Tasks
Live
Harvey
Legal AI
Live
Clio
Legal Matters
Live
Crexi
Listings
Live
LoopNet
Listings
Live
Verkada / RTSP
Camera Feeds
Beta
Brivo
Access Control
Beta
Green Button
Utility Data
Beta

Platform — Live Today

A full-stack portfolio command center

Not a roadmap — a working product. Everything below is built and running.

📊
Financial Analytics
NOI, cash flow, budget variance with three comparison modes. AI natural language query.
Budget VersioningCapExCSV Export
🏢
Portfolio Dashboard
Consolidated KPIs across all properties. Side-by-side comparison. Investor PDF reports.
Multi-portfolioInvestor Reports
📋
Lease Management
Full lifecycle draft→executed, AI abstraction, escalation schedules, document generation.
Pipeline BoardAI Abstraction
🔧
Operations & Maintenance
Service requests, preventive PM schedules, inspection checklists, vendor management.
Preventive PMInspections
🗺
Interactive Floor Plans
AI-generated SVG blueprints from uploaded images. Clickable unit overlays with live occupancy.
Hotspot ModeSVG Blueprint
🏠
Tenant Portal
Self-service portal for tenants: lease access, payment history, service request submission.
Self-ServiceSecure Login
📉
Vacancy Management
Track vacant units, days-on-market, and leasing pipeline. Market rent research built in.
Market ResearchPipeline
🎯
Human Task Dispatch
Agents dispatch field workers for signage, inspections, and lock/unlock with GPS and photo verification. Dispatches directly to TaskRabbit or Properly gig platforms.
GPS VerifyPhoto ProofTaskRabbitProperly
📷
Live Camera Monitoring
Claude Vision inspects property camera frames on a cron schedule. Anomaly detection surfaces unauthorized access, maintenance issues, and safety concerns to agents automatically.
Claude VisionVerkadaRTSPScheduled
🔌
Live API Connections
Direct REST API feeds from AppFolio, Yardi, and Plaid — no PDF uploads needed. Legacy PDF ingestion available for properties not yet on live API credentials.
AppFolioYardiPlaid
🛡
Compliance Calendar
AI-powered tracking for inspection certs, rent control, insurance, habitability, and fire safety deadlines. Monthly auto-scan flags overdue requirements proactively.
AI ScanAuto-Schedule5 Types
📈
Investor Portal
White-label LP portal with AI-generated portfolio performance reports and streaming Q&A against live data. Manage investor access and distribute reports in one click.
White-LabelAI ReportsStreaming Q&A
🔍
Tenant Screening
Integrated TransUnion SmartMove screening — order, track, and retrieve full reports without leaving the platform. Results automatically surfaced to the Leasing Agent.
TransUnionSmartMoveFull Report
🏗
Building Systems
Brivo access control for keycard provisioning and access logs. Green Button utility monitoring with AI anomaly detection on energy usage patterns.
BrivoGreen ButtonBeta
⚠️
Delinquency Management
Full delinquency workflow with AI-drafted jurisdiction-aware legal notices via Claude. Legal Agent issues demand letters, tracks escalation, and routes to eviction coordination.
AI NoticesEscalationLegal Agent
💬
Tenant Communications
AI-drafted outbound emails and SMS via SendGrid and Twilio. Full correspondence history per tenant. Inbound Twilio webhooks feed back into agent threads automatically.
SendGridTwilio SMSAI Drafts
📡
Market Rent Research
AI-powered comp research via CoStar and RentCast APIs. Extract comps from broker PDF reports or trigger live web research. Bulk-accept suggestions straight into the rent schedule.
CoStarRentCastAI Extract
📊
Cash Flow Forecasting
Three-scenario (base / bear / bull) 12-month cash flow model with probability bands and lease expiry markers. Portfolio-level aggregate view alongside per-property drill-down.
3 ScenariosLease MarkersPortfolio View
🔨
Vendor Portal
Token-authenticated portal for vendors to view assigned work orders, mark completion, and submit invoices — no platform account required. Photo proof and GPS check-in coming in Phase 4.
Work OrdersInvoicingToken Auth

Phased Roadmap

Path to zero PM firm dependency

Three phases complete. Phase 4 active. Each built on the last — nothing on this page is aspirational.

Phase 1
Data Liberation
Live API Feeds
✓ Complete
  • AppFolio REST API connector
  • Plaid bank feed integration
  • Nightly email intelligence per agent
  • Agent Conference Mode
  • Voice interactions & STT/TTS
  • API Credentials Manager
Phase 2
Agent Execution
Agents Act
✓ Complete
  • DocuSign lease e-signature
  • Stripe ACH rent collection + autopay
  • SendGrid & Twilio tenant comms
  • AI-drafted delinquency notices
  • Vendor dispatch, bids & invoicing
  • Human task dispatch (TaskRabbit / Properly)
Phase 3
Market Intelligence
Agents Optimize
✓ Complete
  • CoStar & RentCast live market data
  • AI market rent research & comp extraction
  • TransUnion SmartMove screening
  • QuickBooks bi-directional accounting
  • 3-scenario cash flow forecasting
  • Predictive vacancy modeling
Phase 4
Full Autonomy
Zero PM Firm
⬡ Active
  • Regulatory compliance engine
  • Brivo access control provisioning (beta)
  • Green Button utility monitoring (beta)
  • Camera AI anomaly detection (Verkada / RTSP)
  • Acquisition analysis agent
  • BACnet / BMS bridge integrations

Built for owners who take security seriously

Enterprise-grade security & control

Every action is logged. Every agent is auditable. Every role is scoped.

🔐
SSO & TOTP 2FA
Sign in with Google, Microsoft, Apple, or Yahoo. Or use email + password with TOTP two-factor authentication. Refresh token rotation and revocation on every session.
🛡
Role-Based Access
Six roles with portfolio-level scoping: super admin, admin, property manager, leasing agent, investor, and tenant.
📋
Full Audit Trail
System-wide audit log capturing actor, action, target, IP, and timestamp. Per-resource logs on leases, SRs, and CapEx.
Approval Workflows
Every consequential agent action surfaces as a pending approval before execution. Agents propose — you decide.
For Landlords & Operators

Stop paying 8–12% of rents to a firm that emails you PDFs.

Your property management firm charges thousands a month to do what a team of AI agents can handle autonomously — leasing, maintenance, vendor coordination, legal compliance, and financial reporting — 24 hours a day, with full auditability and a control dial you set.

8–12%
of rents kept by PM firms
6
AI agents working 24/7
2
products, one platform
100%
audit trail on every action
Leasing & Renewals

The Leasing Agent scans your pipeline daily, flags renewal opportunities, drafts lease documents, and executes via DocuSign — with or without your involvement, depending on how you set the dial.

AI market rent optimization via CoStar & RentCast
TransUnion tenant screening built in
DocuSign lease execution end-to-end
Vacancy pipeline board with days-on-market
Maintenance & Vendors

A service request comes in. The Property Agent finds qualified vendors nearby, solicits bids via AI-drafted emails, and routes the winning invoice to you for approval — or handles it outright on Auto Mode.

Vendor discovery via Google Places & Yelp
AI-drafted custom bid request emails
Preventive maintenance auto-scheduling
Human task dispatch via TaskRabbit & Properly
Compliance & Legal

The Legal Agent tracks inspection certifications, rent control deadlines, insurance renewals, and habitability requirements — and flags you proactively before anything lapses or exposes you to liability.

Compliance calendar with AI monthly scan
AI delinquency notices via Harvey legal AI
Lease clause review and risk flagging
Jurisdiction-aware demand letter drafting
Financial Intelligence

Your portfolio's finances — live, not monthly.

The Finance Agent connects directly to AppFolio, Yardi, and Plaid for real-time NOI, receivables aging, and budget variance. ACH rent collection via Stripe. Three-scenario cash flow forecasting. A full general ledger and bank reconciliation — no accountant required.

NOI vs. budgetLive
ACH rent collectionStripe
Cash flow scenariosBear / Base / Bull
Bank reconciliationPlaid
QuickBooks syncBi-directional
Autonomy on your terms
Set each agent from Flag & Propose to Fully Autonomous — per agent, adjustable anytime. Every action is logged. You're always the final authority.
Ask
Plan
Auto
Bypass
For Tenants & Residents

A landlord that actually picks up — at 2am.

Traditional property management means waiting days for a response to a maintenance request, chasing someone for a copy of your lease, or wondering where last month's payment went. surfturf.ai puts you in direct contact with AI agents that act — not just acknowledge.

24/7
availability — no office hours
0
phone calls needed
100%
transparent history
🔧
Maintenance — filed and tracked

Submit a request from your phone at midnight. The Property Agent routes it to a vetted vendor and keeps you updated at every step — no phone tag, no dropped tickets.

Submit via portal, SMS, or voice
Real-time status updates
Auto-escalation if vendor doesn't respond
📄
Your lease & payments, always on hand

Access your signed lease, current balance owed, and full payment history from a clean self-service portal — no calls, no PDFs buried in an email thread from two years ago.

Executed lease always accessible
Balance and aging visible in real time
Full payment history with method tracking
💬
Real accountability, not promises

AI agents log every interaction, so nothing falls through the cracks. If a vendor ghosts a job, the system flags it and escalates automatically — you don't have to chase anyone.

Complete interaction audit trail
Automated vendor follow-up
AI-drafted communications on your behalf
Tenant Portal

Your own secure dashboard.

The Tenant Portal is a separate, secure login — you only ever see your own data, your own unit, your own lease. No access to other tenants, financials, or any portfolio information. Installable as a PWA on your phone.

What tenants are saying goodbye to
"I left three voicemails about the leak and haven't heard back."
"I don't know what fees are on my account this month."
"They said the contractor would show up Tuesday. It's Friday."
For Property Management Firms

Built with PM firms — not against them.

Your team is your differentiator. SurfTurf gives every PM in your firm a team of specialized AI agents — running on your domain, branded as your firm — that absorb the repetitive work so your people can focus on owners, deals, and the judgment calls software can't make. Run the SurfTurf Application as your portfolio system of record, the Agent Server as your 24/7 ops floor, or both.

portfolio capacity per PM
6
agents per PM, on your domain
100%
your brand, your control
Capacity per Property Manager

A typical PM handles 80–150 units before quality breaks down. With Agent Server absorbing tenant comms triage, vendor coordination, lease renewals, and owner statements — your PMs operate at the top of their license, not at the bottom of their inbox.

Property Agent triages tenant mail & drafts every reply for human review
Property Agent chases bids & flags overdue work orders
Finance Agent produces monthly statements automatically
PMs spend their day on retention, leasing, & owner relationships
Your Brand · Your Voice

Agents run on @yourfirm.com with your tone of voice, your escalation rules, your service standards. Owners and tenants experience your firm — just faster and more consistent. The agent server is invisible plumbing.

Custom voice & tone per agent (set once, persists forever)
Standing directives 📌 to encode firm-specific policy
Per-property and per-owner overrides
Co-brand or fully white-label, your call
Trust & Audit, Built In

PM firms operate under broker licensing, fiduciary duty, fair-housing rules, and trust accounting. Agent Server is engineered for it — every action logged, every external send approved, no impersonation, mandatory finalize step on every run.

Per-tenant scoping — no cross-customer data leakage
Send-idempotency & external-contact approval gates
Full audit trail per agent, per tool, per run
Fair-housing & jurisdictional rules in agent SKILLs
A Day in the Life

Your PM, before 10am.

All work happened overnight, autonomously.
06:00 · Property Agent
22 emails triaged
Drafted replies for 18 routine. Escalated 3 maintenance, 1 lease question to PM queue.
07:15 · Property Agent
3 bids returned
Plumber bids on 412 Oak ranged $340–$580. Recommendation drafted, awaiting PM approval.
08:30 · Leasing Agent
5 renewals drafted
Market rent pulled, escalators applied, sent to PM for sign-off before owner outreach.
09:45 · Finance Agent
Statements queued
12 monthly statements assembled with NOI commentary. Ready for PM review at 10am stand-up.
10:00 stand-up. Your PM walks in to a queue of 7 things that genuinely need their judgment — not 200 emails, 40 vendor follow-ups, and a stack of statements to assemble.
A
Add to your existing stack

Agent Server, standalone.

Keep AppFolio, Buildium, or Yardi. Plug Agent Server into your existing email and PMS — your PMs get an agent team without ripping out the system of record they already trust.

• Connects to your existing PMS, email, and accounting
• Per-PM agent rosters, configurable per portfolio
• 30-day pilot with a single PM & 50–100 units
B
Replace the whole stack

SurfTurf Application + Agent Server.

Replace your PMS, accounting integrations, owner-portal vendor, and tenant-portal vendor with a single AI-native platform — and run the agent server natively on top. One contract, one source of truth.

• 6 role-based portals — admin/owner, PM, leasing, investor, tenant, vendor
• 22 native integrations (QuickBooks, Plaid, DocuSign, …)
• Migration assistance from AppFolio, Yardi, Buildium
PM firm partner program
A 30-day paid pilot on one of your portfolios. We co-design the agent SKILLs to match your firm's playbook, then measure capacity gain per PM, response-time improvement, and owner satisfaction.
Talk to us about a pilot →
For Investors & Capital Partners

Real-time portfolio intelligence — not a quarterly PDF.

You put capital into a deal and then wait 90 days for a PDF with last quarter's numbers. surfturf.ai gives operators the tools to surface live NOI, cash flow forecasts, and variance analysis — and gives you a branded investor portal so you always know exactly where your capital stands.

Live
NOI — not last quarter's
cash flow scenarios modeled
1-click
branded investor PDF report
Portfolio Dashboard

Consolidated KPIs across every property — occupancy, rent collected, budget variance, and CapEx pipeline — updated in real time from live AppFolio, Yardi, and Plaid API feeds. No manual entry, no lag.

Side-by-side property comparison
Cross-portfolio CapEx pipeline view
Budget vs. actuals with anomaly flagging
One-click branded LP PDF report
Natural Language Query

Ask "What's our YTD NOI variance against budget across the Wilmington portfolio?" and get a structured answer with supporting data — no analyst, no spreadsheet, no waiting.

Example query
"Which properties are underperforming on NOI margin this quarter, and what's driving the variance?"
Powered by Claude — no prompt engineering
Structured answers with supporting data
Forecasting & Acquisition

The Finance Agent models three cash flow scenarios — bear, base, and bull — against live portfolio data. The Acquisition Analysis Agent (Phase 4) evaluates new deals against your existing benchmarks.

3-scenario cash flow forecasting
Receivables aging with 30/60/90+ buckets
Market rent benchmarking via CoStar
Acquisition analysis agent — Phase 4
Investor Portal

White-label LP reporting.

A branded portal for your LPs with AI-generated portfolio performance reports and streaming Q&A against live data. Manage investor access and distribute reports in one click — no Dropbox folders, no email attachments.

What you stop settling for
"The Q3 report will be ready by end of October."
"I'll have to ask the PM firm and get back to you."
"The numbers in this PDF don't match last month's."

The Team

11 AI agents. One unified team.

surfturf.ai operates with a team of 11 managed AI agents — each with a distinct name, personality, and functional domain. Sam orchestrates; ten specialists own deep work in their areas. They run on a hardened operational stack (cross-agent peer review, content-scanned outbound, daily spend cap with auto-pause) and ship with pre-built multi-agent workflows you can fire from one button.

S
CEO Agent · Central Orchestrator
Sam
Chief of Staff — directs all 10 specialist agents
Sam is the single entry point for day-to-day business operations. Runs daily morning briefings, triages all inbound communications, tracks open action items across every function, and routes work to the right specialist — automatically. Maintains team-state.md (cross-agent awareness), runs Friday performance digest with auto-suggest pattern detection, applies the conflict-resolution matrix when work overlaps.
surfturf-ceo-agent
10agents reporting in

Pre-Built Workflows

One-click multi-agent operations.

Some work spans multiple specialists in a defined sequence. The team ships with named workflows you can fire from one button — each one orchestrates the right agents in the right order with built-in approval gates.

Monthly · 1st business day
Monthly close
Felix Sam Victoria
Felix closes the metrics → Sam cross-checks against the customer pipeline + customer health → Sam produces digest → Victoria drafts monthly investor update from Felix's metrics + Sam's digest. Two operator approval gates.
7 steps · ~$5-7 per run · 2 approval gates
Weekly · Friday afternoon
Weekly review
Sam
Sam runs Step 0 close-the-loop on action items, pulls 7-day team activity, produces per-agent performance digest (runs / cost / approval rate), and ships Friday digest to operator. No approval needed.
4 steps · ~$1.50 per run · pre-approved
Monthly · 1st business day
Investor update prep
Felix Victoria
Felix delivers metrics → Victoria pulls fundraising context → Victoria drafts the monthly update → operator approves → Victoria schedules the send. Auto-fires after monthly close.
4 steps · ~$2-3 per run · 1 approval gate
On-demand
Pre-launch readiness check
Perry Lexi Morgan Sam
Multi-domain audit — Perry checks product readiness, Lexi checks legal/compliance, Morgan checks messaging, Sam compiles the readiness report and proposes the launch checklist.
7 steps · ~$10-12 per run · 3 approval gates
Quarterly · 1st Monday
Quarterly strategic review
Sam Felix Perry
Prior-quarter review → department-head inputs → market analysis → org health → draft OKRs for the new quarter → operator approval → launch the quarter. The strategic-reset workflow.
6 steps · ~$14-18 per run · 2 approval gates
Investor Relations Agent
Victoria
Full investor lifecycle — cold outreach to post-close
surfturf-investor-agent
Manages every stage of surfturf.ai's investor relationships — from personalized cold outreach through due diligence coordination, cap table management, and monthly investor updates. Makes every investor interaction look prepared and professional.
Personalized investor outreach
Meeting prep with Q&A briefs
Due diligence tracking
Monthly investor updates
Cap table & SAFE management
Strategic investor identification
Tier-A→E investor templates
Dilution simulator (worked math)
Auto-scheduled monthly updates
Sales Agent
Rex
First contact to signed contract
surfturf-sales-agent
Owns the full customer acquisition cycle — building ICP prospect lists, crafting outreach that earns replies, guiding leads through demos, and converting trials to paid. Monitors pipeline health proactively and routes PM company deals to Parker.
ICP prospect list building
Personalized cold outreach
Demo scheduling & prep
Trial-to-paid conversion
Pipeline health review
Win/loss analysis
Churn-recovery 4-sequence playbook
25-min demo script (verbatim)
Competitive battle cards (13 competitors)
Customer Success Agent
Casey
Post-sale health, support & retention
surfturf-cx-agent
Manages all post-sale customer relationships. Triages inbound support with defined SLAs, executes new customer onboarding sequences, monitors health across the portfolio, and surfaces expansion signals before churn happens.
Classified inbound triage
4-email onboarding sequence
Health monitoring (Healthy/At-Risk/Churning)
Quarterly NPS surveys
Expansion revenue signals
Feedback synthesis → Perry
Yellow-flag/red-flag save plays
5-email onboarding (Day 0/3/7/14/30)
Customer references permission tracker
Finance & Ops Agent
Felix
Revenue, burn, runway & unit economics
surfturf-finance-agent
Maintains financial health and clarity — ensuring the business always knows exactly where it stands. Logs every revenue and expense event, calculates the full unit economics suite, and generates investor-ready financial snapshots on demand.
MRR/ARR/ARPU tracking
Burn & runway management
LTV:CAC & payback period
Monthly P&L summaries
Professional invoice generation
Investor-ready snapshots
12-month forecast (3 scenarios)
Multi-state sales-tax nexus tracker
Commission tracker (3 partner models)
Daily LLM-spend cap enforcement
Legal & Compliance Agent
Lexi
Agreements, privacy, IP & regulatory compliance
surfturf-legal-agent
Keeps surfturf.ai legally protected through clear customer agreements, proper data handling disclosures, and IP protection — while keeping legal overhead low. Not a licensed attorney; handles groundwork and drafting; escalates material matters to outside counsel.
Subscription agreement drafting
GDPR/CCPA privacy policy
Data Processing Agreements
IP protection & trademark
Contractor agreements
NDA lifecycle management
Contract template suite (MSA/NDA/DPA)
Compliance-stage checklists
Vendor vetting questionnaire
Auto peer review of legal approvals
📌 Standing directive (example)
"For any contract over $50K, draft the redline + flag for outside-counsel review before sending to the counterparty."
Product Agent
Perry
Roadmap, specs & launch readiness
surfturf-product-agent
Owns the product development process — translating customer needs and market signals into a clear, prioritized build plan. Reads the live codebase directly to assess true product state before making roadmap decisions. Routes approved specs to Archer.
Now/Next/Later roadmap
Full PRD writing
Live codebase assessment
Feedback → backlog promotion
Launch readiness (5 dimensions)
Competitive intelligence
Competitor feature matrix
Roadmap version control + commitments
Weekly drift detection (code vs claims)
Partnerships Agent
Parker
PM company channel, integrations & associations
surfturf-partnerships-agent
Develops strategic partnerships that multiply surfturf.ai's reach. The highest-impact opportunity: PM companies that generate the PDF reports surfturf reads — one PM partnership can unlock dozens of owner customers simultaneously.
PM company outreach (3 models)
Software integration partnerships
CRE association engagement
Speaking proposal drafting
Referral program tracking
Partnership pipeline management
Negotiation playbook (3 deal types)
Integration spec template
Association membership tracker
CTO Agent
Kai
Security, quick-fix implementation & technical onboarding
surfturf-cto-agent
Owns two critical domains: application security and customer technical onboarding. Has full read/write/edit access to the codebase and implements fixes directly. Rapid onboarding response is treated with the urgency of a production outage.
Security vulnerability scanning
Quick-fix implementation
Customer onboarding support
Infrastructure health checks
Codebase read/write/edit
Coordinates w/ Archer on branches
Vulnerability disclosure policy
Performance testing checklist
Data-incident routing (highest priority)
Marketing Agent
Morgan
Brand, content, PR & distribution
surfturf-marketing-agent
Owns all external brand expression — from content and PR to distribution strategy across every audience: landlords, investors, tenants, and PM company partners. Ensures surfturf.ai's positioning is sharp and consistent everywhere it appears.
Brand & messaging strategy
Content production
PR & media outreach
Multi-audience distribution
Campaign management
SEO & organic strategy
LinkedIn calendar (12 ready-to-post drafts)
Release-notes template + monthly cadence
Case-study interview flow (5-step)
Application Architect Agent
Archer
Long-running feature sprints & architecture decisions
surfturf-architect-agent
Owns the engineering build — implementing features end-to-end from Perry's approved specs. Handles long-running feature sprints, architecture decisions, and major engineering builds. Has direct read/write access to the codebase alongside Kai.
Feature sprint execution
Architecture decisions
Spec → implementation
Full codebase read/write
Engineering reviews w/ Kai
Technical debt management
Feature-spec template + PR-readiness
Code-review checklist (multi-tenancy guards)
Tech-debt registry (quarterly sprint)

Agent Collaboration

How the team works together

Agents don't operate in silos. Key handoffs are built into every agent's operational modes.

CaseyPerry
feedback synthesis
Customer support themes and feature requests are classified, scored, and handed off as a structured product backlog. Three or more customers requesting the same thing triggers roadmap promotion.
PerryArcher
approved specs
Perry writes the full PRD — problem statement, user stories, must-haves, technical considerations, definition of done. Archer picks up approved specs and executes the build end-to-end.
RexParker
PM company channel
When Rex encounters a property management firm as a prospective distribution partner, the deal is routed to Parker — who manages the referral, white-label, and integration partnership models.
ParkerLexi
partnership agreements
Completed partnership agreements route to Lexi for contract review and DocuSign execution. Lexi also monitors for compliance triggers as new partner types activate new regulatory obligations.
KaiArcher
security review
Kai coordinates with Archer on security reviews of feature branches before they ship. Quick fixes and security patches are Kai's domain; major feature engineering is Archer's.
SamAll agents
daily orchestration
Sam scans Gmail, the calendar, and all pipeline files every morning. Each inbound communication is triaged and routed to the right specialist — by name, with context — before anyone else has seen it.

Hardened by Design

Built for high-stakes work.

Property management is regulated. Real money moves. Real tenants get real notices. The team ships with the safety, quality, and cost guardrails most AI products don't have — because most AI products don't operate in regulated work.

Quality
Self-critique pre-finalize
Every external draft runs a 5-point review (voice, facts, confidentiality, intent alignment, completeness) before it lands in your queue. Fewer revision loops, higher first-pass quality.
Cross-agent peer review
Lexi auto-reviews approvals with legal-implication content; Felix auto-reviews financial-implication content. Verdict attached before you see it — no extra workflow for you.
📚
Few-shot examples per agent
Each agent reads annotated good/bad output examples in their own context. Measurably higher first-draft quality vs instruction-only prompting.
Safety + control
📌
Standing directives, set once
Type a rule in chat, click 📌, applied on every future run. Per-agent, auditable, editable. Your guardrails accumulate without you having to re-explain them.
🛡
Confidentiality stack
Outbound content scanner (catches secrets, infrastructure refs, prompt-injection echoes). Inbound classifier (allowlist / blocklist). Weekly confidentiality audit across SentItems.
Approval idempotency + revision diff
Approve-twice can't double-fire. When you ask for a revision, the dashboard shows side-by-side prior vs new draft so you see exactly what changed.
Cost + observability
Tiered model routing
Routine modes (status checks, FYIs, triage) auto-route to a smaller, cheaper model. Orchestration runs on the heavier model. Per-mode tier mapping; escapeable via env.
$
Daily spend cap with auto-pause
Configured cap; warning notification at 80%; auto-pause at 100% with FYI. Runaway loops can't burn your budget unnoticed — the team puts itself to bed if cost spikes.
📊
Cache hit-rate observability
Per-run prompt-cache stats logged and surfaced via the dashboard. You see exactly what the prompt-caching architecture is saving you each week.
Always on

Running continuously on a backend server.

These agents aren't invoked manually — they run on a persistent backend, executing scheduled jobs, monitoring inboxes, and triggering workflows around the clock without any human prompt.

Agent-to-agent

Agents call each other seamlessly.

Each agent is a Claude skill. When a task crosses domain boundaries — a sales deal routed to partnerships, a customer issue escalated to engineering — agents hand off to each other programmatically, with full context.

Shared state

One persistent memory across all agents.

Pipelines, metrics, action items, and the product roadmap live in shared structured files. Every agent reads and writes the same source of truth — so context is never lost between handoffs or sessions.

Get in touch

Let's talk about your portfolio.

Whether you're a landlord, a property management firm, an investor, or a tenant — we're building surfturf.ai for you. Request early access or reach out directly.

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General Inquiries
info@surfturf.ai

For questions about the platform, pricing, or partnership opportunities.

Who We're Building For
Landlords & independent operators
Self-managing owners who want professional-grade operations without the overhead of a management firm.
Property management firms
PM firms that want to scale capacity, deliver a faster owner & tenant experience, and run Agent Server on their own domain alongside the tools they already use.
Tenants
Residents who want maintenance requests resolved faster and a direct line to someone who actually acts.
Investors
Portfolio owners who want live NOI, budget variance, and cash flow data — not a PDF at the end of the month.
Built on
Anthropic Claude · FastAPI + React · PostgreSQL