Juni

The assistant
you've always
wanted.

Juni runs your weekly reporting, syncs Follow Up Boss and SISU the moment a deal moves, and handles the rest of your recurring ops work. Every day. Without being asked.

Not a chatbot. Not a dashboard. Not another login.

Morning recap

  1. 7:02 AM

    Posted Weekly report to #agent-accountability. Open rate 100%.

  2. 7:04 AM

    DM'd 3 agents who missed call goals.

  3. 8:41 AM

    Synced Contract pending on 4012 Phinney. SISU updated, pipeline advanced.

  4. 9:13 AM

    Enriched 2 new FUB leads, looked up missing phones, flagged 1 low confidence.

  5. 10:02 AM

    Drafted Friday seller update for the Linden Hill listing. Awaiting agent review.

  6. 11:30 AM

    Asked Title on 22nd Ave came back as LLC. Confirm primary signer?

Built by the team that founded Estately (acquired by Anywhere).

  • Keller Williams
  • Coldwell Banker
  • Opt Real Estate
  • Jill Biggs Group
Playbooks

Find your week in here.

A sample of what Juni runs for teams today. If your team does it every week and it lives across a few tools, Juni can probably handle it.

Tracker
Compliance
Drive folder

Wire matched. Filed.

Each bank wire matched to the right deal, marked received in your tracker, and filed with the closing.

Drive · Sheets · Compliance

Agent
Net
Status
Agent A
net
Agent B
net
sent
Referral
net

Disbursement parsed.

Splits per agent pulled off the disbursement, accounting import and bank ACH file staged ready to upload.

Drive · Sheets · Accounting

Agent
Calls
Texts
Score
Agent A
8
14
38
Agent B
5
22
37
Agent C
6
12
30
Agent D
2
8
14

Activity scored, weekly.

Each agent's week scored your way and posted to Slack. Leadership tab updated.

FUB · Sheets · Slack

TC file opened
Compliance file opened
Tracker → pending
Slack key dates → agent

Contract to systems.

A new contract opens the TC and compliance files, advances your tracker, and sends key dates to the agent.

TC platform · Compliance · Slack

Listing
Status
Listing 1
matched
Listing 2
matched
Listing 3
missing

Receipts reconciled.

Vendor receipts matched to active listings each week. Anything missing surfaces for review.

Drive · Sheets

Mon build sheet done
Tue ping team done
Wed manager review done
Thu confirm agents 2 left

Open houses staffed.

The weekly assignment sheet builds itself, then confirms agents day by day until everyone's covered.

Slack · Sheets · CRM

Needs attention · 4
  • K Lead K. · pre-approved 18d
  • M Lead M. · inbound new
  • J Lead J. · no follow 9d
  • B Lead B. · price drop 5d

Cooling leads surfaced.

Stale mid-deal contacts and unowned inbound, prioritized in your ops channel each Monday.

CRM · Slack

Anniversary 3 yr
Past client
Closing anniversary
→ ping agent today
Birthday May 22
Past client
Closed buyer · 2024
→ ping agent 3 days out
License 6 wks
Agent renewals
Manager copy at 2 weeks
→ DM each agent

Touchpoints, on time.

Anniversaries, birthdays, and renewals ping the right agent with the reason and a one-line nudge.

CRM · Calendar · Slack

May
16
48h
Inspection due
@agent @TC

Deadlines, two days out.

Two days before any contract milestone, the agent and TC get pinged with what's due.

TC · Calendar · Slack

Fits inside your stack.

Tell Juni a process in plain English. She runs it across Follow Up Boss, SISU, Slack, and Google Workspace.

You

Every Friday at 9am, pull the activity report from Follow Up Boss and SISU and post a summary to #team-accountability with anyone who's behind.

Juni Done · 9:01 AM
  • Pulled 47 calls and 12 showings from FUB and SISU.
  • Drafted the weekly summary.
  • Posted to #team-accountability.
  • DM'd the three agents below target.
You

Every hour from 1 to 5 PM, scan Drive for new wire PDFs, match them to transactions, and update the commission sheet.

Juni Done · 2:14 PM
  • Read 2 new wire PDFs from Drive.
  • Matched to 412 Oak and 218 Maple.
  • Wrote $19,400 in disbursements to the commission sheet.
You

When a commission disbursement PDF lands in Slack, pull splits from the agent and brokerage sheets and add a row to the brokerage ledger doc.

Juni Done · 4:48 PM
  • Read the disbursement PDF from #ops.
  • Pulled splits from the agent and brokerage sheets.
  • Added a formatted row to the brokerage ledger doc.

Coming soon: SkySlope · Open to Close · KW Command · E-Sign.

Three ways Juni fits in.

She works your way.

  1. 01 First 30 minutes

    Build it together.

    Walk Juni through one weekly task. She asks questions and writes the playbook in your words.

    Drafting playbook · Friday report

    J

    I see FUB and SISU connected. I can pull calls and appointments from FUB and new pendings from SISU every Friday. Want that?

    You

    Yes. Post the recap in #team-accountability.

    6 steps captured · 2 questions left
  2. 02 Hands on the wheel

    Juni asks first.

    Every Friday at 2:59pm, Juni runs the playbook and DMs you the draft. Thumbs up to post.

    J Juni DM · Fri 2:59 PM

    Friday report is ready for #team-accountability. 3 top performers and 3 new pendings. Preview attached.

    Approve Hold
  3. 03 Hands off

    Juni owns it.

    Same Friday, no ping. Juni posts the report and DMs the agents behind.

    J Juni #team-accountability · Fri 3:00 PM

    Week of May 11 · Friday report

    Top this week

    • Agent A · 47 calls · 6 appts
    • Agent C · 51 calls · 5 appts
    • Agent D · 38 calls · 4 appts

    3 new pendings

    4012 Phinney · 805 Linden · 1234 Roy

    Plus DMs to the 3 agents who fell behind.

2 hrs

back on every COO's calendar, every week.

"Juni handles our Friday accountability report and the pending-deal scramble. Two of the most painful weekly hours on my calendar are gone."

Director of Operations, top-30 RealTrends team

Built for the way ops teams work.

  • Data stays in your tools.

    Juni works inside FUB, dotloop, Slack, and Drive. We do not move your data to a separate system.

  • Read-only by default.

    Every write Juni makes shows up in your activity log with her name on it.

  • Bring your own accounts.

    Juni signs in to your tools the way a new hire would. Revoke access in one click.

Live with real estate teams across the country.

We onboard a small number of new teams each month. Your first playbook runs on day one, not month three.

Founders

Juni is built in Seattle. We spent our careers around real estate teams, and Juni is the teammate we always wished they could hire.

Galen Ward

Galen Ward

Co-founder & CEO

Founded Estately (acquired by Anywhere). Twelve years building software for real estate teams.

Kyle Rippey

Kyle Rippey

Co-founder & CTO

Former CTO at Estately. Co-founded Recurrent. Fifteen years writing software.

Hire your first
AI teammate.

Twenty minutes on a call. We will put Juni to work on your tools, with your stack.

Book a 20-min walkthrough

Juni does the paperwork. Your team does the relationships.