What our clients say.

Real systems, shipped into real businesses. Here is what we built, and what the operators behind them say.

Project 01 Private lending, Financial services

AI underwriting system for private lending.

Every deal hit his inbox the same way, a broker email or a borrower inquiry, and the day disappeared into pulling documents, verifying property values, and checking each deal against his lending criteria. In private lending the lender who responds first wins, and manual qualification put him a step behind faster shops every day.

Now qualification runs on its own. Every inbound inquiry is read the moment it lands, scored against his exact criteria, and checked for inflated valuations. His day starts with deals already vetted and ranked, so he responds before the competition and closes more.

Deal queueLive

LN-4815Grade A$312k

LN-4819Grade B+$1.2M

LN-4822Flagged$480k

LN-4826Grade A$95k

Scored against his criteria and ranked the moment it arrives.

"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 Estate. Private Lending, Union Lending

Project 02 Commercial real estate

AI property research system for commercial real estate.

He sources commercial real estate deals, but his day started with pulling owner lists out of three different platforms and cleaning messy multi-source exports by hand. The judgment was his, sharp and built over years on the phone, but it was buried under spreadsheets.

Now research runs in the background. The system takes any property, traces ownership through entities and filings down to the real decision maker, and surfaces the contacts worth pursuing. He spends his time on conversations, not spreadsheets, and starts every morning with a ranked list of owners worth a call.

Property researchReady

Property1420 Commerce St

OwnerMeridian Holdings LLC

Decision makerR. Castellano

Direct contactVerified

A per-property brief, ready to act on.

"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.

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 presence at all, and the brand was working against the operation.

Now the company shows up the way it deserves to be seen. We repositioned around its current scope, launched the new division with its own digital footprint, built trust signals into every customer touchpoint, and trained an internal team to own and operate it after handoff.

vitalsecurity.com

Vital Security

25 years protecting what matters.

"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.

"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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