Included with every plan

Your account comes with Deal Pilot built in

When you log in, an assistant is right there waiting. Ask it about a deal, a contact, a document, or what to do next — and it answers using only what's in your account. It helps across everything you do here, not just one section.

Yours alone. Your deals, contacts, and documents stay in your account. Nothing you ask is used to train an AI for anyone else.

A few things people ask it to do

These are the most common asks. The last card is the honest one — it can help with just about anything else you'd ask a teammate, too.

Sorts incoming files for you

When a buyer or seller uploads a document, the platform recognizes what it is and ties it to the right item on your checklist. You stop being the person hunting through attachments.

Drafts replies to buyer questions

When a buyer asks something, you see a suggested answer alongside the documents it came from. Edit, approve, send — or ignore it entirely. Nothing goes out without you.

Explains long documents in plain English

Open a long contract or financial statement and get a short summary of what matters: terms, dates, parties, and anything unusual. You stay the expert; you just read less.

Drafts your marketing materials

Need a one-pager, summary, or buyer overview? The platform drafts it from what it already knows about the company and your firm. You polish — you don't start from a blank page.

Helps you write in your own voice

Tell the platform a little about how you write and who your clients are. From then on, suggested emails, intros, and updates sound like you — not a generic AI tone.

Spots what's missing before the buyer does

While buyers upload documents, the assistant quietly notices what's still missing from your list and suggests reminders. Fewer awkward 'we still need…' emails.

Anything else you'd ask a sharp teammate

Ask it to recap a deal, find something said three weeks ago, research a buyer, suggest the next step, or just think through a tricky email with you. It works across your whole account — not just one section.

Deal Pilot Active

Standard on every plan

You stay in charge. Always.

Nothing sends without you

Suggestions appear as drafts. You read, edit, and decide what goes out.

You see what it used

Every suggestion shows the documents or facts it pulled from, so you can verify before you trust.

Pay only for what you use

The assistant runs on a small monthly allowance. If you don't use it, it doesn't cost you.

See it on your own deals

We'll walk you through how the assistant fits into a real transaction — using your own workflows, not a sales demo.