Private AI that learns your business, works your pipeline, and finds the money you're leaving on the table.
Every deal, every conversation, every contact — building an intelligence that compounds over time.
Select your industry.
Private AI connected to your contacts, pipeline, and documents — finding opportunities and running follow-up so you can focus on closing.
Your entire book of business in one place — every relationship tracked, every conversation logged.
AI scans your database nightly and surfaces the contacts most ready to move.
Context-aware email drafts built from each contact's real history — not a template.
Automated follow-up that keeps your database warm while you work active deals.
Upload your SOPs and guidelines — AI answers your team's questions the way your business would.
Search millions of professionals and import qualified leads with one click.
From borrower pipeline to automated loan analysis — move faster, close cleaner, and never let a relationship go cold.
Track every lead and borrower from first contact to close — nothing gets lost mid-transaction.
AI flags when a past client is likely back in market — before a competitor gets there.
W-2, paystub, variable income — calculated accurately in seconds, no manual math.
Surfaces NSFs, unusual deposits, and underwriter flags before the file leaves your desk.
Catch conditions before submission. Faster CTC, fewer surprises, cleaner closings.
FHA, VA, USDA, Fannie, Freddie, and your custom overlays — ask in plain English, get the answer with the source.
Context-aware outreach drafted from each contact's history and pipeline stage.
New hires get your shop's answers — same guidelines, same standards, every time.
AI tracks who's ready to move, keeps your sphere warm, and works your database while you work your deals.
Every buyer, seller, lender, and referral partner tracked in one place — nothing falls through.
AI identifies who's ready to move — buyers heating up, past clients at their equity window — surfaced every night.
Sphere of influence nurture running in the background while you work active transactions.
Market updates, check-ins, announcements — drafted with real context from each relationship.
Target by neighborhood, equity position, or ownership timeline and import leads in one click.
Connect your MLS and make your entire network — agents, lenders, title, vendors — searchable and actionable.
Listing photo enhancement, headshot enhancer, content creation — built-in AI tools for your brand.
Spend time on conversations that close — not tasks that just fill your calendar.
Search millions of professionals and enrich any contact automatically — your pipeline never runs dry.
AI surfaces who's most likely to convert so you start each day knowing exactly who to call.
Personalized, context-aware emails that read like you spent 15 minutes on each one.
Automated follow-up that keeps your pipeline active — no spreadsheet, no leads falling through.
Visual Kanban pipeline so you always know where every deal stands.
Upload your playbooks and objection handling — consistent answers across your whole team.
No IT team. No six-month setup. Connect, import, and your AI starts working.
Sync your email and import your contacts. Your existing database is ready to work in minutes.
Scores every lead, flags your best opportunities, drafts outreach, runs follow-up. The AI handles the busywork so you handle the conversations.
Every deal closed, every document uploaded makes the AI sharper. A year in, it's an unfair advantage no competitor can replicate.
Your data is yours. Always.
Your data never trains any AI model. It works for you exclusively — no one else.
Every account is completely isolated at the infrastructure level — enforced, not just promised.
Encrypted in transit and at rest. OAuth for email — we never store your credentials.
Export everything at any time. No lock-in — your data leaves with you if you ever go.
We also do full on-premise installations — your hardware, your models, zero cloud. Learn more →
A private AI platform that connects to your contacts, pipeline, and documents — finds your opportunities, drafts your outreach, and runs follow-up automatically. Everything stays private to your account.
Most platforms are passive — they wait for you to do the work. Theia Vault is active. It scores your contacts, surfaces who's ready to move, and runs follow-up automatically. It gets smarter the longer you use it.
Yes. Your data is isolated to your account, never used to train any AI model, encrypted in transit and at rest, and fully exportable at any time.
14 days, full access to every feature. Import your contacts, connect your email, and let the AI start working your database from day one.
Full access for 14 days. Import your contacts and see what AI finds in your existing database.