Chat, summarize, and generate LOIs with internal context.

Grounded in your knowledge graph, documents, and CRM. Approvals are required for outreach and LOI sends.

Advisor console

Supports streaming, structured plans, and approvals.

Grounding & safety

What the advisor can access and how outputs are controlled.

Sources: Knowledge graph, files, parcel overlays, CRM, pipeline.

Controls: Approvals required for outreach + LOI. Plans are logged with replay + rollback.

Actions: Draft LOIs, summarize docs, create tasks, update pipeline, propose next steps.

Tip

Ask “Generate a first-pass LOI for Capstone Estates with 60-day close and 30-day DD.”