Cenergy AI OS

Plain-English guide to every part of Cenergy: what each one does, how to use it, and how it connects to the rest. Pick a section below.

Introduction

Cenergy is three things at once: a set of market databases, a record of your conversations, and an assistant that works across both — and turns them into things you can send.

Think of a good analyst who has read every deed in your market, remembers every call you have had, and never puts a number in front of you without showing where it came from. That is the job Cenergy is built to do.

Cenergy sits alongside your existing CRM rather than replacing it. Your CRM keeps running; Cenergy adds the market intelligence and the record-keeping, and takes over individual jobs only once each one has been checked and switched over deliberately.

Quickstart

Three steps to a useful first session.

1. Connect your account

Open Integrations and connect your CRM agency, then the individual sub-account you want to work in. See Connect an account.

2. Open a workspace

From the command center, pick Investors, Lenders or Sellers. Each opens a searchable list of records with the activity behind them.

3. Ask Cortex something real

Try a question you would actually ask a colleague: who is buying three-bedroom houses in this ZIP for cash, or which lenders have funded this buyer before. Cortex answers with the records it used, so you can check it.

Investors

Who is actually buying, where, and how often.

The investor database is built from recorded transactions, not from lists people submit about themselves. Each record carries the properties a buyer has purchased, the areas they buy in, how recently they were active, and how they tend to pay.

Use it when you have a property and need the shortlist of people who buy that kind of property in that area. Filter by activity window, purchase pattern or area, then open a profile for the transactions behind the ranking.

An investor who has bought nothing for two years is still in the database, and still shown as inactive. Cenergy does not quietly drop a record to make a list look stronger.

Lenders

Who finances whom, and on what kind of deal.

The lender database comes from recorded mortgages and deeds of trust. For each lender you can see the borrowers they have funded, the areas and property types they lend on, and how their activity has changed over time.

This matters for a reason that is easy to miss: a buyer's terms are usually their lender's terms. If a flipper works with a lender who requires a particular margin, a deal that breaks it is not a hard sell — it is unfundable. Knowing the lender tells you what the buyer can actually do.

Sellers

Owner-side records and the situations behind them.

Seller records combine ownership history with the signals that tend to precede a sale. You can search by area and pattern, then open a record for the evidence behind it.

Relationships

The connections between people, companies and money.

Many buyers operate through companies, and many companies share the same people. Relationships maps those links: which entities share officers, which buyers use which lenders, and which names keep appearing together.

It answers the question a list cannot: are these four buyers four competitors, or one household counted four times?

Deep Insight reports

A written analysis of a property or market, with its sources attached, as a PDF you can send.

A Deep Insight report is written by Cortex rather than filled into a template. It answers the questions a deal always raises — what the property is worth, which exit clears, who the buyers are, what financing they would use — and it reasons over the evidence rather than producing slots with numbers in them.

Every figure carries its label. A recorded sale price is stated as fact; a modeled rent is shown as an estimate. Where the record has a gap, the report names the gap instead of filling it.

Generate one from a property or an opportunity. It exports as a PDF you can send to a buyer, a lender or a partner.

Smart buyer lists

Segmented buyer lists built from what buyers have actually done.

Describe the buyer you want — cash buyers active in these ZIPs in the last twelve months, buyers of multi-family above a price, investors who have bought from wholesalers before — and Cenergy builds the list from recorded transactions.

Lists are segments, not snapshots. Each one carries the criteria that produced it, so you can see why a name is on it and rebuild it later against current activity.

Private lender lists

Lenders who have actually funded this kind of deal.

The same approach applied to the financing side. Build a list of private and hard-money lenders by what they have funded: property type, area, loan size, and how recently.

Use it to find financing for a buyer who is short, or to tell a buyer which lenders already work on deals like theirs. A lender list built from recorded loans beats a directory, because every name on it has demonstrably done the thing.

Marketing emails

Campaigns written for one specific property and one specific list.

Cenergy drafts property-specific email campaigns: the subject line, the body, and the segment it should go to. Because it has the property record and the buyer list in the same place, the message can be specific about why this property suits this reader.

Before writing, Cortex reads your existing campaigns so the result sounds like you rather than like a template — your phrasing, your structure, the offers you actually make.

Opportunities

A deal and everything attached to it.

An opportunity gathers the property, the people, the conversation history and the documents into one record. Open one and you see the current state, what was agreed, what is outstanding, and when it was last touched.

Deal pipeline

Where every opportunity stands, by stage.

The pipeline shows opportunities grouped by stage so you can see what is moving and what has gone quiet. Stages mirror the ones in your CRM, so the two do not disagree.

Cenergy will surface a deal with no next action scheduled. It will not move a deal between stages on its own.

Documents

What a file proves, and who may see it.

Documents attach to a deal with a type — a payoff statement, a tax certificate, a term sheet. Each carries its own access restriction, and Cenergy respects it.

A document outranks a note. If a recorded statement says one balance and someone wrote a different figure in a note, the document wins.

Calendar

Appointments, kept in step with the calendar you already use.

Bookings made during a conversation appear here and sync back to your real calendar. Availability alone is not a booking — a slot is held only once the other person has confirmed.

What Cortex is

The assistant that reads your records and works inside your permissions.

Cortex is not a chatbot bolted onto a database. It reads the same records you do, reasons over them, and writes its conclusions with the evidence attached.

Two habits are built in. It does not invent a fact it cannot source. And if something is missing or broken and fixing it is inside what you have allowed, it fixes it rather than reporting the problem back to you.

Buyer and lender matching

Given a deal, who is most likely to fund it.

This is the question Cenergy exists to answer well. Give Cortex a property and it ranks the buyers and lenders most likely to transact on it, using recorded activity: what they bought, where, how recently, at what price, and who financed them.

Every name comes with its reasoning. You can open any one and see the transactions that put it on the list. A ranking you cannot check is a guess with a number next to it, so Cenergy does not produce one.

Ask it directly — who should I call on this one — and it will tell you, in order, with the evidence.

Evidence

Every claim points back to a record.

When Cortex states a figure it names where the figure came from, in plain words: recorded deeds in this ZIP, this contact's message history, this uploaded statement. Provenance is required; plumbing is not provenance, so you will not see internal file paths or system names in an answer.

Where evidence is missing, Cenergy says so. Not captured, unknown and nothing recorded are three different statements and Cenergy keeps them apart.

Governed actions

Cortex acts only inside permissions you have granted, one category at a time.

Permission is granted per kind of work, not all at once. Research, analysis and drafting run freely — none of them reaches anybody. Anything that does reach a customer is held for a person unless you have deliberately opened that channel.

Emergency stop

One control that halts automated activity.

The emergency stop is in the command center, on every screen. Pressing it stops automated work immediately. Anything already queued is held rather than quietly delivered, and nothing resumes until you release it.

Inbox

Every conversation with a contact, in one place.

Calls, texts and emails land in one thread per contact, whichever channel they arrived on. Each message keeps its direction, timestamp and source, and call recordings keep their transcript alongside.

The record is the point. Before anyone says a buyer has not been approached, the thread shows whether they have.

Drafts and approval

Prepared messages wait for a person.

Cortex prepares replies and outreach as drafts. A draft is reversible: nothing has been sent and nobody has been contacted. You review it, edit it, and send it — or let it sit.

Where you have opened a channel for automatic replies, the same record applies: every message sent is logged with what was said and when.

Connect an account

Agency first, then each sub-account.

Connect the agency

Open Integrations and choose Connect agency. You will be asked for the web address you log in to your CRM at, then taken to your CRM's own approval screen. Approving there is what grants access; Cenergy never asks for your CRM password.

Connect a sub-account

With the agency connected, each client sub-account is connected individually from its own record. Connecting one does not connect the rest.

What Cenergy listens for

Changes in your CRM arrive automatically.

Once connected, Cenergy is notified when something changes: a new contact, an updated contact, an incoming or outgoing message, a booked or changed appointment, a new or moved opportunity.

Calls and emails arrive as messages with their type attached, so a phone call and an email both land in the same thread as the text messages.

Autonomy levels

The scale behind every permission.

Provenance labels

Where a number came from, every time it appears.