Real-Time Data Transforms Settlement Services in U.S. Real Estate Markets

Written by:

Steve Marcinuk

Date:

27 Mar 2026

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The real estate industry has long relied on historical data to guide business development. One technology company is shifting focus toward real-time activity. AgentBrief, founded by industry veteran Mike Simon, provides tools intended to help settlement service providers, including title professionals, lenders, and insurance agents, connect with real estate agents during active transaction periods.

Most real estate data platforms focus on transaction history. They show which agents worked with vendors, when deals closed, and past relationships. While this provides context, it offers limited support for identifying new opportunities or reaching agents during active transactions.

Simon, who has more than 30 years of experience, says historical information rarely leads to new business. “There is no opportunity in history. The only opportunity is timely action,” he says. He adds that the most useful insight is knowing what is happening now, not months ago. AgentBrief monitors multiple listing service data in real time to identify moments when agents may require settlement services.

Real-Time Outreach Strategy

Traditional outreach in real estate relies on cold calls and broad sales pitches. Service providers often contact agents without knowing whether there is an active need. This can result in inefficiencies and low conversion rates. AgentBrief tracks four types of agent activity that may indicate demand: new listings, status changes, closings, and open houses. When these events occur, users receive notifications that allow for more timely outreach.

Simon describes the timing of this approach. “I’m reaching out to this real estate agent when there’s a need in a time-sensitive manner,” he says. More targeted contact may reduce interruptions and improve relevance.

Mobile and AI Tools

Settlement service providers often work outside the office, meeting clients and attending closings. AgentBrief was developed as a mobile-first platform to support this workflow. Company data indicates that most usage occurs on mobile devices.

Users can review updates without returning to a desk. The platform functions similarly to a social media feed, allowing users to follow agents and receive updates on their activity. This structure is intended to make information easier to review. It may be useful for users who prefer alternatives to spreadsheet-based tools.

AgentBrief also incorporates artificial intelligence to assist with communication. When users receive alerts, the platform provides pre-filled information and draft message templates. Simon clarifies the intended role of AI. “Our AI is not designed to sell anything,” he says. The system is designed to support message drafting while allowing users to adjust tone and content. This feature is intended to support more relevant initial outreach, depending on how users apply it.

Data-Driven Targeting and Growth

AgentBrief includes a Vendor Diversity Index, which measures how many service providers an agent typically uses. A higher score may indicate openness to new business relationships. A lower score may reflect existing partnerships or joint ventures, such as agents who co-own a title company. Simon explains how this information may be used. “The higher the vendor diversity score, the better shot you probably have,” he says. This helps users prioritize outreach.

AgentBrief serves a range of settlement service providers. About 75% of users are in title services, while others work in lending, insurance, and home warranty. The platform launched two and a half years ago with a focus on title services and later expanded to the broader settlement services sector. The platform uses direct data feeds with MLS systems, with updates occurring as frequently as hourly. Other platforms may rely on third-party aggregators with less frequent updates.

Market Impact and Expansion

AgentBrief expands through partnerships with agency managers who have existing relationships with agents. This approach aligns with the relationship-driven nature of the real estate industry. The company operates within a competitive technology market, where visibility remains a challenge. Simon says the platform’s timing, data updates, and usability are key differentiators.

AgentBrief may expand beyond settlement services. Other local businesses, such as contractors and home service providers, may use similar data to identify opportunities tied to property transitions. Simon says this reflects interest in tools that support relationship-building rather than replace it.

The platform reflects a shift toward using real-time data in business development. Instead of relying on historical information and broad outreach, users can respond to activity in real time. This approach aligns with the industry’s focus on timing and relationships. Tools that support efficiency while maintaining personal interaction may continue to gain attention as the market evolves.

AgentBrief is priced at $119 per month. The pricing is structured to accommodate both individual users and larger firms. Simon explains the approach. “I wanted to offer this at a price where it was accessible by everybody, anybody from a one-man band to a multi-state, multi-branch operation,” he says. “A single transaction offsets the annual cost”.