AI Workflow Automation

Levity AI for Real Estate: Review & Guide

RW
Ryan Wanner

AI Systems Instructor • Real Estate Technologist

Quick Answer: Levity AI is a no-code AI automation tool that handles document processing, email classification, and data extraction for real estate professionals. Train custom AI models by providing examples—no coding required. Best for agents processing high volumes of emails and documents. Rated 7.0/10. Free tier available, Growth plan $149/mo.

Quick Facts

Rating
7/5
Pricing Free tier available; Starter $49/mo; Growth $149/mo
Best For Agents and teams who want to automate document processing, email classification, and data extraction without coding—ideal for high-volume administrative tasks
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What Levity AI Does for Real Estate

Levity AI fills a specific gap in the real estate tech stack: automating the document-heavy, classification-heavy administrative work that eats hours every week. While tools like Zapier and Make connect apps together, Levity applies AI directly to the content flowing through your business—classifying emails, extracting data from documents, categorizing leads, and processing paperwork automatically. For real estate professionals, this means: incoming emails get automatically sorted (lead inquiry vs. transaction update vs. spam), inspection reports get key findings extracted and summarized, contracts get reviewed for missing fields, and lead inquiries get categorized by type and urgency—all without manual review. Levity's no-code interface lets you train custom AI models by providing examples. Show the system 20 emails that are 'hot lead inquiries' and 20 that are 'general questions,' and it learns to classify new emails automatically. This 'teach by example' approach makes Levity accessible to non-technical agents while delivering AI automation that would normally require a developer. Where Levity fits in the AI Acceleration Tiny Stack: it's the 'processing layer' that sits between your lead sources and your CRM, intelligently sorting and extracting data from the raw input your business receives every day. It's not a CRM, not a writing tool, and not a lead gen platform—it's the AI that makes your existing tools smarter by preprocessing the information they handle.

Automatically sort incoming emails into categories you define: hot leads, cold leads, transaction updates, vendor communications, spam. Train the AI with examples, and it classifies new emails in real-time, routing them to the right folder or triggering the right follow-up.

Extract key information from contracts, inspection reports, appraisals, and other real estate documents. Pull out dates, amounts, property details, and flagged items automatically. Turn unstructured PDF documents into structured, actionable data.

Train your own classification models by providing examples—no coding required. Show the AI what a 'hot lead' email looks like vs. a 'cold inquiry,' and it learns your specific criteria. Models improve as you correct and provide more examples over time.

Connects to Gmail, Outlook, Google Drive, Dropbox, Zapier, Make, and other platforms. Levity processes the content, then triggers actions in your existing tools—route classified emails to Follow Up Boss, send extracted data to Google Sheets, alert agents via Slack.

Classify images and documents by type: listing photos, inspection images, contract pages, marketing materials. Automatically organize incoming files into the right folders and tag them for easy retrieval.

Process large volumes of documents or emails at once. Upload a stack of inspection reports and extract key findings from all of them simultaneously. Useful for teams processing high transaction volumes or cleaning up historical data.

Context Cards + HOME Framework

How AI Acceleration Teaches Levity AI

AI Acceleration teaches Levity as the 'preprocessing layer' in your automation stack. Levity handles the classification and extraction that other tools can't—sorting, categorizing, and extracting data from unstructured content—then feeds clean, structured information into your CRM and workflow tools.

1

Identify Your Classification Bottlenecks

List every task where you manually sort, categorize, or extract data: email triage, document review, lead categorization, file organization. Use the 5 Essentials to define each: what's the Task (classify/extract), what Materials does it process, and what are the output categories?

2

Train Your First AI Model

Start with your highest-volume task (typically email classification). Provide 20-30 examples per category. For lead emails: 20 examples of 'hot lead' emails, 20 of 'general inquiry,' 20 of 'transaction update.' Levity learns your specific classification criteria.

3

Connect to Your Workflow

Wire Levity's output to your existing tools via Zapier or Make. Hot lead emails → Follow Up Boss contact creation. Contract data extraction → Google Sheets summary. Classified documents → appropriate Google Drive folders. The AI classification triggers the right action.

4

OODA Loop Classification Accuracy

Review Levity's classifications weekly using the OODA Loop. Observe: check the accuracy of recent classifications. Orient: identify misclassified items and patterns. Decide: provide correction examples to improve the model. Act: retrain with new examples and monitor improvement.

Pros & Cons

Pros

  • No-code AI training—teach custom classification models by providing examples
  • Excels at email classification, document extraction, and content categorization
  • Integrates with Zapier, Make, Gmail, and other workflow tools
  • Free tier lets you test with 100 items/month before committing
  • Batch processing handles high-volume document tasks efficiently

Cons

  • Narrow focus—handles classification and extraction but not CRM, lead gen, or content creation
  • Requires 20-30+ training examples per category for reliable accuracy
  • Not real estate-specific—needs configuration for real estate document types
  • Value is limited for low-volume agents who don't process many documents or emails
Real-World Example

Levity AI in Action

Prompt

[Levity AI — Email Classification + Inspection Report Extraction]

Scenario 1: Email Classification
Agent Amanda receives 60 emails per day. She's trained Levity with these categories:
- Hot Lead (wants to buy/sell soon)
- Warm Lead (interested, not urgent)
- Transaction Update (from title, lender, inspector)
- Marketing/Vendor (solicitations)
- Personal/Other

Scenario 2: Inspection Report Extraction
Amanda receives a 47-page home inspection PDF for a transaction.

Output

**Scenario 1 — Email Classification (happens automatically, real-time):** Incoming email at 9:14am: From: mike.johnson@gmail.com Subject: Saw your listing on Elm Street Body: "Hi, my wife and I are relocating to Nashville from Chicago. We're pre-approved up to $600K and need to find something by April for the school year. Is the Elm Street property still available? We can fly in for showings next weekend." **Levity Classification: HOT LEAD (98% confidence)** Auto-triggered actions: → Follow Up Boss: Create new contact (Mike Johnson, pre-approved, $600K, April timeline, relocating from Chicago) → Slack: #hot-leads alert to Amanda → Gmail: Move to 'Priority - Respond Now' folder → Auto-response: Send 'confirming receipt, will respond within the hour' template --- Incoming email at 9:22am: From: marketing@realestatecoach.com Subject: 5 secrets to double your closings! **Levity Classification: MARKETING/VENDOR (99% confidence)** Auto-triggered actions: → Gmail: Move to 'Marketing - Review Later' folder → No agent notification --- **Scenario 2 — Inspection Report Data Extraction:** Levity processes the 47-page PDF and extracts: **Property:** 3847 Oakwood Dr, Nashville, TN 37215 **Inspector:** Bob Wilson, Wilson Home Inspections **Date:** February 3, 2026 **Critical Items (flagged):** - Roof: "Evidence of aging, estimated 3-5 years remaining useful life" - HVAC: "AC unit manufactured 2008, approaching end of typical lifespan" - Foundation: "Minor settling crack observed on south wall, monitoring recommended" **Major Items:** - Electrical: "Panel is Federal Pacific brand — recommend evaluation by licensed electrician" - Plumbing: "Galvanized supply lines in crawl space — functional but aging" **Minor Items:** 14 items (cosmetic, maintenance) **Auto-triggered actions:** → Google Sheets: Add summary row with property, date, and critical item count → Agent notification: "Inspection report processed — 3 critical items, 1 major item flagged" → Google Drive: File in transaction folder 'Oakwood Dr / Inspections'

Levity handled two tasks that typically consume significant agent time. The email classification saved Amanda from manually sorting 60 emails—the hot lead got flagged and routed to her CRM in seconds instead of sitting in an inbox for hours. The inspection report extraction turned a 47-page PDF into an actionable summary in minutes instead of the 30+ minutes of reading and note-taking it usually requires. These aren't glamorous AI applications, but they represent the kind of administrative time savings that compound: 30 minutes per day on email triage + 30 minutes per inspection report = hours per week. This is the 80/20 Rule: AI handles the processing (the 80%) so the agent focuses on the decisions and relationships (the 20%).

Levity AI Pricing

Current pricing as of

Free

$0

Starter

$49/month

Growth

$149/month

Enterprise

Custom pricing

Alternatives to Levity AI

Other tools real estate agents use for similar tasks.

Zapier AI

Broader automation with AI actions—better for connecting apps, less specialized for document processing

Make

Visual automation builder with AI modules—more flexible workflows but less focused on classification

ChatGPT

Can analyze individual documents via file upload—manual process, but free tier available

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Frequently Asked Questions

Is Levity AI useful for real estate specifically?
Yes, but it requires setup. Levity isn't pre-configured for real estate—you need to train it on your specific document types and classification categories. Once trained, it excels at tasks common in real estate: sorting lead emails, extracting inspection report findings, classifying transaction documents, and categorizing client communications. Agents processing high volumes of email and documents see the most value.
How many training examples does Levity need?
Plan for 20-30 examples per category for reliable classification. For email sorting with 5 categories, that's 100-150 example emails total. You don't need to provide them all at once—start with 20 per category and add more as you find misclassifications. The model improves continuously as you correct its mistakes and provide additional examples.
Can Levity replace a transaction coordinator?
Partially. Levity can automate the document processing and classification aspects of TC work: sorting emails, extracting contract details, organizing files, and flagging missing documents. It cannot make phone calls, negotiate timelines, coordinate between parties, or handle the relationship management that good TCs provide. Think of it as making your TC more efficient, not replacing them.
How does Levity compare to just using ChatGPT for document analysis?
ChatGPT requires you to manually upload each document and write a prompt every time. Levity automates the process—documents are classified and extracted automatically as they arrive, with results routed to your other tools. For one-off document analysis, ChatGPT is simpler. For processing 10+ documents per week consistently, Levity's automation saves significant time. The two complement each other: Levity for automated batch processing, ChatGPT for ad-hoc analysis and writing.

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