Real results.Real clients.
Every engagement is different. What stays the same is the outcome — clarity, structure, and systems that actually work. Here's how we've helped professionals across real estate, mortgage, and coaching transform their businesses with AI.
Walker A.
Mortgage Broker · Mortgage
From AI overload to brand clarity
"I’ve never felt more clarity or more organization in my business than I did after starting working with Huzi."
— Walker A.
The Challenge
Walker was a hands-on, relationship-driven mortgage broker known in his market for personal service. Over the past two years, he'd implemented a wave of AI automations — avatars, auto-generated social posts, chatbots handling client inquiries. The technology was impressive, but something was off. His referral pipeline had slowed. Agents who once sent him business started pulling back. The AI had inserted itself between Walker and the people who trusted him.
Our Approach
Audited every AI touchpoint and identified where automation was eroding his personal brand
Restructured AI systems to operate behind the scenes — powering workflows, not replacing relationships
Rebuilt his personalized brand positioning to re-center his reputation as the go-to local expert
Implemented AI-enhanced referral and agent partner outreach strategy that felt human-first
Designed personalized follow-up sequences that maintained his voice and relationship style
The Results
Referral pipeline reactivated within the first 30 days
Agent partners re-engaged after seeing the authentic brand shift
AI systems now handle 70% of back-office work invisibly
Personal brand perception scores improved across key referral sources
New structured outreach generating consistent weekly conversations
Satori Install
Sabrina J.
Real Estate Agent · Real Estate
20 years of experience, modernized in 30 days
"My VA went from being overwhelmed to being a powerhouse. And my clients actually feel like I know them again — because now I do."
— Sabrina J.
The Challenge
Sabrina had been in real estate for two decades. She had the relationships, the reputation, and the deal flow — but her operations hadn’t evolved. Her VA was handling tasks manually that should have been automated years ago. Her database nurturing was broad and impersonal — the same drip campaigns going to everyone. She knew she needed to modernize, but didn’t know where to start without losing what made her successful.
Our Approach
AI-powered her existing VA to handle 4x the workload with intelligent task routing and automation
Replaced mass database nurturing with personalized, relationship-depth outreach sequences
Built AI-driven client segmentation to identify high-value relationship opportunities
Implemented smart follow-up systems that adapted messaging based on client behavior and history
Created a modernized tech stack that preserved her personal touch while scaling her reach
The Results
VA output quadrupled without adding headcount or hours
Database engagement rates increased significantly with personalized nurturing
Deeper client relationships led to higher repeat and referral business
Operational overhead reduced while maintaining service quality
Sabrina reclaimed 10+ hours per week previously spent on manual coordination
Satori Install
Rick M.
Real Estate Coaching Company · Education & Coaching
From content library to AI-powered action platform
"My students stopped just learning and started doing. The AI doesn’t replace my coaching — it makes sure they actually use it."
— Rick M.
The Challenge
Rick ran a successful real estate coaching company with hundreds of students. He had no shortage of content — courses, frameworks, templates. But his students were drowning in information without taking action. Completion rates were declining. Students would consume content, feel inspired, then stall. Rick needed a way to turn his knowledge into something that worked for his students 24/7 — not just more ideas, but actual tools that drove implementation.
Our Approach
Partnered to build AI-powered systems that helped students take action on course content, not just consume it
Created an AI assistant trained on Rick’s methodology that students could access anytime for personalized guidance
Built implementation tools that turned frameworks into step-by-step, AI-guided workflows
Developed a white-label AI platform allowing Rick to monetize his knowledge through a branded technology offering
Designed a 24/7 system that continued coaching students between live sessions
The Results
Student implementation rates increased dramatically with AI-guided action steps
New revenue stream created through the white-label AI platform
Student satisfaction scores improved as they moved from learning to doing
Rick’s coaching methodology now scales beyond his personal availability
24/7 AI coaching assistant reduced support burden while improving outcomes
SparkPad + Custom Build
National Mortgage Brokerage
Enterprise Client · Mortgage
Invisible to AI, to recommended — in 47 days
"We didn’t even know AI was recommending our competitors until Huzi showed us. Forty-seven days later, it was recommending us."
— National Mortgage Brokerage
The Challenge
A national mortgage brokerage realized they had a visibility problem they didn’t know existed. When potential borrowers asked AI assistants — ChatGPT, Gemini, Perplexity — for mortgage broker recommendations in their markets, the brokerage was nowhere to be found. Competitors with weaker reputations were being recommended instead. In an industry where trust and visibility drive referrals, being invisible to AI was an existential threat they couldn’t afford to ignore.
Our Approach
Deployed Halo to audit their AI visibility across all major AI platforms
Identified critical gaps in their digital authority signals that AI models use for recommendations
Implemented structured authority positioning across key digital touchpoints
Optimized content and entity signals for AI search engines and recommendation systems
Established ongoing monitoring to track AI recommendation performance across markets
The Results
Started receiving AI-generated leads within 47 days of engagement
Went from zero AI visibility to being recommended across multiple platforms
Established measurable authority scores across 5 major AI models
Created a sustainable competitive moat in AI-driven discovery
Ongoing monitoring ensures continued visibility as AI models evolve
Halo
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Client names have been changed and company details withheld to protect their privacy. The results, outcomes, and quotes presented are real. If you'd like referrals, specifics, or to speak with any of our clients directly — just ask.