The client’s assistant: their deal, and nothing else
Every client board has an assistant behind its sparkle button. A buyer can ask “When is the appraisal?” or “What do I still need to send?” at eleven at night and get an answer from their actual deal, not a generic article. It answers from what that client can see on their board:
- Their timeline: which steps are done, what’s next and when.
- Their to-dos, the documents requested from them, and how their uploads were reviewed.
- Appointments, your updates, the lender and title company on the file, and their own conversation with you.
- What they’ve been notified about so far, and your booking link if you saved one.
It never sees other deals, other clients, agent-only steps or your notes, and it never talks about plans or billing. It can tell a client that a document is on their board, but it can’t read the file, unless the client taps “Explain” on a shared document to get a plain-English explanation of that one document.
When it doesn’t know, it says so. It won’t give legal, tax or financial advice, and for anything it can’t answer it suggests asking you. A tick box under the chat, “Send to [your name] instead”, sends the question to you; it lands in your questions thread.
Your side can read what clients asked the board’s assistant and what it answered, so nothing it says is hidden from you. Each client can ask up to 50 questions per deal in any 24 hours, and the chat tells them that you and your team can read it.
Your private deal assistant and portfolio assistant
Inside each deal’s workspace, everyone on the agent side has a private assistant that knows the whole deal: agent-only steps, every client conversation, the activity log, and what clients asked on their board. Ask “What needs attention on this deal?” or “Draft a quick client update,” and it answers from the deal you’re looking at.
It knows what you’re allowed to do, too. A TC on your account works only from the deal they’re viewing; a freelance coordinator’s assistant sees only the deals for that same agent. Drafts meant for clients are written in your voice, unless you’ve chosen to introduce your coordinator to clients.
On your dashboard, the portfolio assistant answers across your own deals and the deals a coordinator runs under your name, for questions like “What needs my attention?” Coordinators get a separate thread on each agent’s page, and nothing crosses between agents.
Help with writing: the brief, weekly updates and replies
Three helpers write the first draft of things you’d otherwise write by hand every day:
- Your morning brief: three sentences at the top of Today and in the dashboard’s “Needs you today,” covering what’s urgent, who’s waiting on whom, and what closes this week. Tick “Email me this each morning” to get it at the top of your morning email, “Today on your deals.” It’s rewritten only when something changed.
- “Draft this week’s update”: under the update box in Questions & updates, it writes a short update in your voice from what finished since your last update and what’s due in the next 10 days. It uses only client-visible steps, never agent-only ones or your TC’s name, and it just fills the box. Nothing posts until you tap Post.
- Reply drafts: “Draft reply” on a client’s comment writes an answer in your voice from the deal as that client sees it, and puts it in the reply box for you to edit and send.
A few smaller helpers work the same way: “Catch me up” (what changed since you last looked), a drafted reminder when you nudge a client from Today, and a check on client uploads that flags a document that might not be the right one. Each is a hint or a draft, never a decision.
The privacy rules
- It never sends anything itself. Every draft lands in a box for a person to read, edit and send, and the AI never checks off a step or approves a document.
- Each person’s AI sees only what that person can see. A client’s question is answered from their board alone, and a reply draft is written from the deal as that client sees it.
- Reply drafts are checked before you see them. If a draft names an agent-only step or a hidden file, it’s dropped, and you’re asked to write that one yourself.
- No AI reads the emails sent to a deal. Documents forwarded to a deal’s email address are filed for you; the assistant doesn’t read the emails.
- Your own chat with your deal assistant stays private. Clients don’t see it, and neither does a team or brokerage you’re part of.
- Questions and deal details go to our AI provider only to write the answer, and under our commercial terms it doesn’t use them to train its models. The privacy page has the details.
Good to know
- It can be wrong. It’s built to answer only from the deal and to say when it doesn’t know, but read every draft before it goes out, as you would a new assistant’s work.
- A step counts as done only when it’s ticked on the timeline. If a report is uploaded but the step isn’t ticked, the assistant treats the step as still open, and may suggest you tick it.
- The board is a convenience, not the legal record; your file is. The client’s assistant reminds clients of that when it’s relevant.
- Daily limits keep things predictable. For example, each person gets 40 reply drafts and 20 weekly-update drafts a day.
- If the AI is unavailable or a limit is reached, the morning brief falls back to a plain version built from the same facts.