Your Chief of Staff as a real estate assistant

On the Real Estate plan, your Chief of Staff knows your business, your neighborhood and your clients, and it works across your CRM, your marketing and your projects. From a showing, a listing appointment, or anywhere, you can ask it to help.

What it cannot do from chat yet

Your Chief of Staff cannot look up what a home is worth, pull public records or market statistics, or build a valuation report or listing presentation from chat yet. Ask it and it says so plainly, never quotes a value, and gives you the link to where you do it:

• The full valuation, with comparable sales and your own adjustments: Property Analysis (opens in a new tab).
• The seller presentation from an approved analysis, with a client link: Listing Presentations (opens in a new tab).
• Quick valuation reports, listing packages, equity updates and buyer offer analyses: Marketing, then Pages, then Home values, then Valuations.
• Market reports: Market reports in Marketing (opens in a new tab).

It does not guess at building codes, permits or zoning either. It points you to your city's planning or building department.

What it helps with today

• "Help me prepare for the listing appointment at 214 Pelican Way." It organizes the questions to ask and the evidence to gather before you build the presentation.
• "Find Dana in my CRM and draft a reply to her question about the open house." It looks her up and drafts the reply in your voice; to email it, it files the email for your approval, and it sends from your connected mailbox once you approve.
• "Is the market report waiting for my OK? Approve it and send it to my past clients." It approves what waits in your Marketing Inbox when you ask.
• "Move the Pelican Way deal to Under contract." It moves deals through your pipeline.

If you connect a channel in your Chief of Staff settings, like Telegram, Discord, or iMessage (early access), you can ask all of this from your phone. See Connect a channel.