Case studies

What our clients say.

Project 01 Private lending · Financial services

AI underwriting system for private lending.

Before

Every deal hit his inbox the same way. A broker email or a borrower inquiry. Then the day disappeared. Hours pulling documents, verifying property values, checking the deal against his lending criteria, separating real opportunities from noise.

In private lending, the lender who responds first wins. Manual qualification put him a step behind faster shops every day. Every hour spent on intake was an hour he was not closing.

The system

  • Reads every inbound broker email and borrower inquiry the moment it arrives.
  • Scores every deal against his exact lending criteria. LTV thresholds, document requirements, corporate versus personal. All of it.
  • Verifies property values. Flags inflated or fraudulent valuations before they waste an hour.
  • Chases borrowers for missing docs on its own, so his team is not collections.
  • Delivers every qualified lead as a clean, ranked, decision-ready package.

After

Qualification runs on its own. His day starts with deals already vetted and ranked. He gets to the deals worth touching first. He responds before the competition. He closes more.

Franco Maione
"I hired Porter and the ServiceAgent team to build our AI underwriting platform. As someone with zero development background, stepping into an AI build felt overwhelming at first. But Porter made the entire process feel manageable. His expertise in AI system design and architecture is unparalleled, and more importantly, he has a rare ability to translate complex technical concepts into language a business person can actually understand and act on. He met with our team throughout the entire development process to strategize and align on direction. Never making me feel out of my depth, always keeping me informed and confident in where we were headed. His attention to detail, bar for excellence, and speed of execution are exceptional. If you are a business owner or entrepreneur looking to bring AI into your operations but do not know where to start, Porter is exactly who you want in your corner. I would highly recommend him and the ServiceAgent team to any company looking to develop or implement AI."
Franco Maione Associate Broker · VIMA Real Private Lending · Union Lending
Project 02 Commercial real estate

AI property research system for commercial real estate.

Before

He sources commercial real estate deals. His day started with pulling property and owner lists out of three different platforms. Cleaning messy multi-source exports by hand. Hours of data work before the real work, the conversations that close deals, could even start.

The judgment was his. Sharp, built over years on the phone. But it was buried under spreadsheets.

The system

  • Takes any property and identifies the owner behind it.
  • Traces ownership through entities and filings down to the real decision-maker.
  • Cleans and enriches messy multi-source exports automatically.
  • Surfaces the contacts actually worth pursuing, using his own selection logic.
  • Delivers a per-property research report, ready to act on.

After

Research runs in the background. He spends his time on conversations, not spreadsheets. He starts every morning with a ranked list of owners worth a call.

Shepard Ager
"Porter took the time to actually understand how I work before building anything. He listened, asked the right questions, and delivered something that genuinely made my day-to-day work easier. What stood out to me is that he did not disappear after the initial build. He stays involved, keeps improving things, and is always responsive when something comes up. He is sharp, he moves fast, and he does not overcomplicate things. I would recommend him to anyone looking to implement AI into their business."
Shepard Ager VP of Sales · IronVest Partners
Project 03 Security · Facility services

Digital transformation for an established operation.

Before

A 25-year operation winning contracts with serious property managers. But the digital footprint reflected where the company started, not where it had grown to. A new facility services division had no digital presence at all.

The way prospects encountered the company did not match what the company actually did. The brand was working against the operation.

The system

  • A full digital transformation of a 25-year operation.
  • Repositioning around the company's current scope, not its origins.
  • A new division launched with its own dedicated digital footprint.
  • Credibility and trust signals built into every customer touchpoint.
  • An internal team trained to own and operate the system after handoff.

After

A 25-year-old company has a digital operation that matches the business behind it. A new division has a real front door to grow. The company shows up online the way it deserves to be seen.

Todd Rogers
"Porter is a real game changer. We have run Vital Security for 25 years, but we are a security company, we are not technology people. Porter understood that from day one. He was patient with my team. He took the time to walk us through every decision, explain the why behind it, and make sure we actually understood what we were looking at. The result speaks for itself. If you get the chance to work with Porter, take it."
Todd Rogers President & CEO · Vital Security & Investigations
Partner view Real estate · Financial services

Why partners keep coming back.

He places ServiceAgent systems with operators across real estate and financial services. He keeps coming back because the systems his clients install do not sit on a shelf. They run. The clients keep coming back to him for more. That is the proof that matters.

Brandon Upright
"I have worked with Porter and the ServiceAgent team on multiple AI implementation projects across real estate and financial services. The quality of what they build is exceptional, and the speed at which their systems start producing real business results is unmatched. If you are looking to put AI to work in real business applications, I would highly recommend them."
Brandon Upright Real Estate Agent & Owner · Agent Automation

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