Your property notes, buyer preferences, and follow-up history are split across CRMs, inboxes, and individual agents' memories. We organize them into a structured brain, then run Atlas, your Deal Brief Generator, so your team has the right brief ready before every showing and follow-up conversation.
Sample prototype layout. Not real client data. No live client system is implied.
Real estate deals move fast and involve a lot of people. Context falls through the gaps between systems, agents, and conversations.
The brain organizes the context your team already has. No new systems to introduce at the start.
Built and maintained on our own infrastructure. Each stage has a clear role: nothing sits idle.
Pull in property notes, buyer records, area research, and message history from the agreed sources. Format and access scoped at the Context Audit.
Organize into an AI-readable wiki: deals by status, buyers by preference profile, properties by spec and history, follow-ups by agreed action.
Surface the right context on demand: the right deal record, the right buyer preference set, the right follow-up commitment for a given interaction.
Run Atlas, your Deal Brief Generator: reads the brain and produces a per-deal brief for your team to review before a showing or follow-up conversation.
Scheduled freshness sweeps keep deal records current as activity, offers, and next steps change. Nothing goes stale between interactions.
Atlas is the calm concierge who knows the property history and the buyer's hesitations. Before a showing or follow-up conversation, Atlas pulls the relevant deal context from the brain and produces a brief for your agent to review. Property, buyer, open items, and agreed next steps: one document, ready before the interaction. Signature artifact: The Pre-Showing Blueprint.
Atlas, your Deal Brief Generator, pulls from the deal record in the brain: property spec and viewing notes, buyer preference profile, message history, and the last agreed next step. Atlas reads the organized wiki, not the agent's inbox or CRM export.
The Pre-Showing Blueprint: organized by section, covering the property, the buyer, the current status, open items, and the agreed next step. The agent reviews it before the interaction, confirms it is current, and uses it. The brief does not go to the buyer directly.
All briefs are for your team's review. No follow-up message is sent without your approval.
Prepared from brain for agent review before the 10:30 follow-up call.
3-bed semi, viewed twice (sample). Buyer noted: garden size is the main appeal, kitchen layout raised as a concern on second viewing. No structural issues flagged in viewing notes.
Offer made at asking minus 5% (sample), rejected by vendor. Counter proposed at asking minus 3% (sample). Buyer said they would consider over the weekend.
The Context Audit maps your sources before any build quote is written. That is how fixed prices stay fixed and scope stays honest.
A paid scoping engagement: we inventory your property notes, buyer records, and message history, propose a schema, scope Atlas (Deal Brief Generator), and write a fixed build quote.
One deal and context brain built from the agreed sources, with the schema applied and Atlas (Deal Brief Generator) stood up behind an approval gate.
Deal records kept current as activity changes. Scheduled sweeps across active deals. Skill tuning and one new or upgraded skill each quarter.
Split sources are the norm. The Context Audit maps every source you have, assesses its format and completeness, and determines the ingestion cost before the build is quoted. Sources that are harder to extract cost more and that is made explicit, not absorbed into a flat rate.
No. The brain reads from your existing CRM export and other sources, organizing a structured wiki on top of them. Your team keeps using the CRM for day-to-day activity. The brain is the organized layer that makes the CRM data AI-usable and brief-ready.
A paid scoping engagement (500 to 750 pounds) where we inventory your sources, map their format and condition, propose a schema and organization rules, scope Atlas (Deal Brief Generator), and write a fixed build quote. It is the only route to a defensible price for the build.
No. Atlas produces a brief for your agent to review before an interaction. If a follow-up message is needed, a separate agent (Badger, your Follow-up / Chase agent) can prepare a draft for the agent to review and approve before sending. Nothing goes to a buyer without a human decision on your team's side.
We map your sources, propose a schema, scope Atlas (Deal Brief Generator), and produce a fixed build quote. That is the whole audit.
Book a Context Audit