Target to define — Raise actionable lead rate.
Possible deployment — Pre-qualification agent on your channels, business scoring, clean handoff to advisors.
Across inbound calls, missing documents and mandate follow-up, the agent prepares and routes; the adviser keeps qualification and relationships.

Without triage, advisors waste hours on off-target contacts.
Follow-ups, checklists and compliance slow mandates and sales.
Estimates, pitches and history live in heads and email threads.
Illustrative scenarios — every deployment is scoped with signed KPIs before production.
Target to define — Raise actionable lead rate.
Possible deployment — Pre-qualification agent on your channels, business scoring, clean handoff to advisors.
Target to define — Prepare a seller file faster.
Possible deployment — Documents assistant + synthesis, validated before notary / buyer send.
Target to define — Track mandates and follow-ups without losing the seller relationship.
Possible deployment — Mandate-tracking agent on CRM: deadlines, prepared follow-ups and approval before send.
No. Agents triage and prepares; advisors negotiate and close.
Yes in most cases — we start from your stack, not a forced tool.
Yes. Mandates, qualification criteria and follow-up templates stay in-house — agents speed prep, not commercial decisions.
In one hour, we frame repetitive work, data constraints and the gains to measure — with a partner, not a salesperson.