Thirty-plus typed fields
Intent, budget, suburbs, beds, timeline, must-haves, occupancy, warmth, language — filed into the right profile and deduplicated by phone number, so a repeat caller updates rather than duplicates.
Every call and text distils into typed fields on the right person — buyer, renter, seller, landlord, investor — with a memory that carries from one conversation to the next.
A line drawing of one person's record. Their conversation — a call, a text, an email, a booking — hangs from one line in the order it happened, and the call carries a link to its transcript. A line runs from that call across into the record, where typed fields fill one at a time: budget, timeline, areas, property, beds, language, then must-haves and tags. On the right the assistant keeps a short memory of four parts — snapshot, looking for, constraints, next step — beside a journal that gains one dated line and loses none; the memory is rewritten, the journal only grows. Along the foot the undo trail lists two changes and who made each — an agent, and the assistant — under a line saying that every change keeps what it replaced. One field is edited; the value it replaced is proposed back as a dashed bar, and the agent presses Undo: the dashed bar becomes solid and the old value stands again.
A call becomes typed rows. A short memory kept, one dated line added. Nothing is deleted: every change keeps the value it replaced, and your press puts it back.
Intent, budget, suburbs, beds, timeline, must-haves, occupancy, warmth, language — filed into the right profile and deduplicated by phone number, so a repeat caller updates rather than duplicates.
A bounded snapshot of where things stand, plus an append-only journal of how they got there. The next conversation resumes; it does not restart.
Calls, texts, emails and bookings sit on the person's record in the order they happened, each one linked to its transcript or its message.
The buyer track — new enquiry, qualified, inspecting, watching, deciding — with a revisit timer for the buyer who is months away. Entering a stage can enrol someone on a campaign.
A tag registry the agency owns, applied by agents or by AIRIS on instruction, with a hygiene setting for the ones that go stale.
Records are archived, not deleted, and the undo trail lists every change and who made it — including hers — and walks any of it back.
“Who are my hot buyers in Clayton under $800k?” The assistant searches the same fields you would, and answers with the people, not a report.
What this page may claim. Every field an agent can edit, AIRIS can edit on your instruction — through the same server function, with the same rules. Nothing she writes bypasses what the form would refuse.
Put it on a real call today — no card, no commitment.