B
Advisor Copilot

Drafts. Decides. Acts.

With approval gates where you want them. Reads each buyer's reflections, hesitations, and timing — then proposes the next move, sends the message, or schedules the visit on your sign-off.

Advisor Copilot
Listening · 1,284 buyers · 3 in active reflection
11 reads today
Good morning Anya. I've sat with overnight activity. Three buyers are showing real shifts — not all of them ready for outreach. Here's what I'd do first.
Olivia Whitfield added Banyan to her shortlist last night with the line *'James loved the photos. The tree did it.'* That's the first sign James is engaging. Don't pitch — send a quiet note that names what she saw, and offer to talk when they're both in the room. Readiness: 78.
Today's focus

Next-best actions

Send ROI deep-dive
Olivia Whitfield
high
WhatsApp check-in
Henrik Andersen
medium
Confirm visit logistics
Mei Tanaka
medium
Re-warm cold lead
Lucas Müller
low
Pattern of the week
Buyers who tour two villas in one visit close 2.3× faster.
Recommend pairing Riverstone A2 with Canopy C1 on visits.