I have always loved technology. My very first cell phone was a Motorola flip phone, and my first smartphone was a BlackBerry. I still have a soft spot for the click of those keys. When I wanted to build a website in my twenties, the only path was to hand-code the HTML and inline styles, because Wix and Squarespace did not exist yet and WordPress was still in its earliest days. My background is graphic design, and I went all in on learning the Adobe Creative Suite, then spent several years teaching it at the college level. I love a complex tool, and I love showing someone else how to use it.

So when AI started showing up in real working environments, I knew where I was headed.

Where AI genuinely delivers

AI is now woven through almost every workflow at Coast to Coast. It drafts, files, reconciles, summarizes, audits, and answers. It does in minutes what used to fill an afternoon. The leverage is real. Private lending paperwork that once took most of a morning now takes minutes. Vendor invoices that used to pile up in an inbox get categorized and filed before anyone has to touch them. Reporting that required pulling from four different places gets assembled in a single pass.

For a team managing a multi-province portfolio, that is not a small thing. It is the difference between spending your day on the work that matters and spending it on the work that just needs to get done.

“AI does not read a room. It does not know when a problem needs a phone call rather than a process.”

Judy Lea, EA and AI Systems Integrator

Where it still falls short

AI also has limits, and the limits are where human discernment is still required.

AI does not read a room. It does not know when a problem needs a phone call rather than a process. It does not know that the right answer for one investor can be the wrong answer for another, even when the situation looks the same on paper. It cannot tell whether the silence from a tenant means everything is fine or something is wrong. It cannot feel the shift in a conversation when a relationship is starting to fray.

Judgment, relationships, knowing what to ignore: those are still ours. And in a business built on trust, they are the most important things we do.

The question worth asking

Most business owners I talk to know AI could help them. What they are less sure about is where to start. The trap is trying to automate everything at once. The better path is finding the one workflow that eats the most time, the one that is repetitive and rule-based and does not actually require anyone’s judgment, and starting there.

The wins compound quickly once you have the first one working.

If you have been thinking about where AI fits in your own operation, I am happy to talk through it. Send me the specific thing that eats your week, the workflow that runs on a weekend, the task that always falls to the bottom of the list. I read everything that comes in, and the answers shape what I write about next.