For partners
Your business assistant. It handles the busywork and brings you only what matters.
Real estate agents, property managers, insurance agents and other local pros who partner with Eagle’s Eye get a free One Roof Assistant account. It works across your email, calendar, CRM and meetings, runs the follow-ups you set up, and keeps the rest off your plate.
Your partner account
One Roof Assistant + Val Bot
- A business assistant connected to the tools you already use
- Follow-ups and automations you set up in plain words
- Only what needs you reaches you
- Val Bot included: a monthly home-value briefing for your clients, under your name
- Your client list stays yours
Free for invited partners. Texting, calls and call coaching can be added any time. Powered by One Roof.
A day with the Assistant
Most of what lands on you never needed you.
Every day brings calls, leads, emails and meetings, and each one wants a decision. The Assistant is connected to your tools, handles what you have told it to handle, and keeps the rest out of your way. Here is how a day can go once it is set up.
7:00 AM
One brief instead of a pile of alerts.
Your morning brief puts the one thing that matters first, like a client who asked for a call and never got one. Then it tells you what came in overnight and what is already taken care of.
You set it up in plain words, and change it the same way.
8:05 AM
Ask once. Then make it a habit.
Ask your CRM who was close to moving forward and has not heard from you in two weeks. You get the names, and why each one matters.
Then say “do this every Monday and draft the follow-ups.” It repeats the job back to you before it turns it on, and it runs every week after that.
10:30 AM
It knows which email needs you.
One email asks to move a meeting. If you have told it how to handle those, it answers and updates the invite, and you never see it. If not, the reply is drafted and waiting for your OK.
Another says “we are ready to sign this week.” That one comes straight to you.
12:00 PM
The meeting ends. The notes are done.
When your Zoom meeting ends, the decisions are written down, each person has their to-dos, and the recap is ready to send.
2:10 PM
It follows up with your team.
If a teammate has not called a client back, it texts them to ask. It writes the answer into your CRM and checks again later. You only hear about it if it is still not done.
Add-on: texting
2:10 PM
Hi Leo, did you reach Maria Chen? She asked for a call on Tuesday.
Left a voicemail. Trying again at 4.
Thanks. I added that to your CRM and I will check back at 4:30.
4:30 PM
Call logged · Appointment setHandled. You were not pulled in.
5:00 PM
Every call gets coached.
Each call is scored, with what went well and what to work on next. You get one line about who needs help, and they get a practice call on exactly that.
Add-on: calls and Call Coaching
Tell it once.
Set things up in your own words. After that it runs, and you only hear about what needs you.
Connected to your tools
One assistant, watching all of it.
Connect your Google or Microsoft account once, then add the other tools you use. The Assistant works from your real inbox, calendar and records, in the web app.
Your CRM
Looks up your people and deals, and writes notes back
Reads, sorts and drafts replies in your Gmail or Microsoft inbox
Calendar
Checks your day, catches conflicts, adds and moves your events
Zoom
Turns each meeting into decisions, to-dos and a recap
Phones
Calls, a dialer and call coaching, when you add them
Texts
Text the Assistant and your team, when you add texting
Any service you connect
Add the other tools you use, and it works with those too
Asks first
Waits for your OK before it sends to other people, signs or deletes, unless you set up that automation yourself
Val Bot, included
Stay in front of past clients without writing a single email.
Add a client and Val Bot sends them a short briefing about their home right away, then a fresh one every 30 days. It goes out from your own Gmail or Microsoft mailbox, with your name on it.
From you, not from us
Every briefing is sent from your mailbox, under your name and contact details. When a client replies, it comes straight to you.
See who is reading
Val Bot shows who opened their briefing and who clicked to get in touch, so you know who to call this week.
Add clients by chat or by list
Tell the Assistant to add someone, or upload your contact list. It shows you what it is about to add and waits for your OK.
Honest numbers
When there is no real data for a figure, it is left out, never guessed. Every email has an unsubscribe link.
What your clients see
A briefing worth opening, every month.
Each Val Bot briefing is a page about one home: what it is worth today, how much of it your client owns, and how the value has changed since they bought.
Further down are the mortgage payoff, today’s rates, a rental estimate and recent nearby sales. Your name and contact details are on every one.
- Value, equity and loan balance at a glance
- Mortgage payoff and today’s rates
- Rental estimate and recent nearby sales
- A figure is left out, never guessed, when there is no real data for it
Sample briefing. The names, address and figures are made up.
Everything in the app
Start free. Add more when you need it.
Your partner account opens with everything in the first list below. Texting, calls and call coaching are extras you can add from inside the app whenever you want them.
Included with your partner account
- Val Bot. Monthly home-value briefings for your clients, from your mailbox.
- Chat. Ask for anything in plain words, in the web app.
- Email. Your own inbox, read, sorted and drafted for you.
- Calendar. Your day at a glance, with conflicts caught early.
- Contacts. The people you work with, in one place.
- To do & approvals. Your to-dos, plus anything waiting for your OK.
- Heads-ups. Tells you about what matters and stays quiet about the rest.
- Automations. Describe a job in plain words, and it runs on your schedule.
- Zoom recaps. Decisions, to-dos for each person and a recap after every meeting.
- Booking links. A link people use to pick a time on your calendar.
- Signature Studio. A clean, consistent email signature.
- Hail map. See where recent hail storms hit.
Add when you need it
- Texting. Text the Assistant, get its texts, and run group texts.
- Calls. Call from the app.
- Dialer. Work through a call list.
- Call Coaching. Every call graded, plus practice calls on what to work on.
Plans and prices are in the app. Nothing is added unless you add it.
How it works
From first call to your first briefing.
01
Tell us you are interested
Call, text or send the short form. We talk about how you work with homeowners.
02
We send your invite
You get an email invite. Accept it and sign in with Google or Microsoft. There is nothing to install.
03
Add your clients
Set up Val Bot in a short chat with the Assistant, then add clients one at a time or upload a list.
04
Stay in touch every month
Every 30 days, each client gets a fresh briefing from you, and you can see who opened it.
Plain answers
Questions partners ask.
What does it cost?
Nothing for invited partners. Eagle’s Eye covers a set number of your Val Bot clients, and we tell you that number when we send your invite. Texting, calls and call coaching are optional extras you can add in the app, and so is room for more Val Bot clients. Plans and prices are in the app. If Val Bot cannot find a client’s home, that client does not count toward your number.
Who can be a partner?
Real estate agents, property managers, insurance agents, home inspectors and other local professionals who work with Northern Colorado homeowners. Partner accounts are by invite from Eagle’s Eye.
Does it work with my CRM?
The Assistant can connect to your CRM and to other services you use. What it can do depends on your CRM and on what that CRM lets connected apps see and change. Tell us which one you use and we will tell you what to expect before you count on it.
Is a Val Bot briefing an appraisal?
No. It is an estimate built from property records and recent nearby sales, meant to keep your clients informed. It is not an appraisal and does not replace one.
Who sees my client list?
Your clients are yours. Other partners never see them, and every briefing goes out from your own mailbox, under your name.
Will the Assistant do things without asking me?
Not the things that matter. Before it sends something to other people, signs or deletes anything, it shows you what it is about to do and waits for your OK. The one exception is an automation you set up yourself, which runs the way you told it to.
What is One Roof?
One Roof is the software company that makes the Assistant and Val Bot. Eagle’s Eye runs its business on One Roof and gives its partners a free account.