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AI agents specialised for your business — each focused on a specific domain
Deal Analytics
Capital Deployment Agent
Analyses capital deployed, deal flow, average investment per deal, and property type performance across all offices. Provides trend analysis and originator benchmarking.
Start chattingMarket Intelligence
Investor Intelligence Agent
Tracks investor trends, acquisition sources, geographic distribution, and HNW segmentation patterns. Benchmarks your portfolio against market activity.
Start chattingSales Performance
Originator Performance Agent
Monitors originator productivity, deal pipeline health, and regional performance against targets. Identifies coaching opportunities and top performers.
Start chattingForecasting
Pipeline Forecasting Agent
Models deal pipeline scenarios, forecasts capital deployment, and predicts close rates by stage. Helps with capacity planning and revenue projection.
Start chattingPlanning
Strategy Agent
Models investment scenarios, forecasts budgets, and plans portfolio allocation strategies. Helps with strategic decision-making and what-if analysis.
Start chattingOperations
Operations Agent
Predicts and optimises operational metrics including resource allocation, office performance, and staffing requirements across your portfolio.
Start chattingFinance
Finance Agent
Tracks financial performance and accounting metrics across your portfolio. Analyses margins, costs, and profitability drivers across all property types.
Start chattingSales Outreach
Lead Follow-Up Agent
Automates and personalises follow-up communications with prospects across every pipeline stage. Drafts tailored outreach referencing property type, deal value, and last interaction to keep deals moving forward.
Start chattingMore agents coming soon