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Elevare Technologies
All systems
05 — AI Systems

Brokerage Agent Copilot

An assistant grounded in your listings, contracts, and standard operating procedures — reachable by text, voice, and inside the CRM agents already live in.

Segment
Brokerages & Teams
Discipline
AI Systems
Typical build
8–12 weeks
Profile
05 of 06

/ The problem

Agents are mobile, and the answers they need are not. Commission splits, contract language, showing instructions, and brokerage policy sit in documents nobody opens on a phone between appointments. So agents ask the broker, and the broker becomes the bottleneck.

/ Architecture

5 stages, each one observable and individually replaceable.

  1. 01Index

    Policy documents, contract templates, listing data, and training material chunked and embedded with access rules preserved.

  2. 02Retrieve

    Hybrid keyword and semantic retrieval with recency weighting and per-agent permission filtering.

  3. 03Ground

    Answers cite the source document and section; the model declines rather than guesses when retrieval is thin.

  4. 04Act

    Scoped tools for CRM lookups, showing scheduling, and document generation — each one logged and reversible.

  5. 05Evaluate

    A held-out question set from real agent traffic, run against every prompt and model change before release.

Stack

LLM orchestrationVector databaseNext.jsTwilio-class voice/SMSCRM APIsEval harness

What people actually use

  • SMS and voice line agents can use hands-free
  • In-CRM sidebar for desktop workflows
  • Broker console showing what is being asked and where answers fall short
  • Citation view for every answer given

How we know it works

  • Answer groundedness on the evaluation set
  • Deflection of routine questions from broker staff
  • Agent weekly active usage
  • Escalation rate and reason distribution

Baselines are captured during discovery so the effect of the system is measurable against the process it replaced — not asserted afterward.

Next system

Title & Closing Document Abstraction

/ Build this

Want one of these
running in your operation?

Thirty minutes. We map one workflow, size what fixing it is worth, and tell you honestly whether we're the right build partner for it.

Book a scoping callhello@elevaretechnologies.io

Engagement profile

First build
One system, 6–12 weeks, production-ready
Team
Senior engineers only — no offshore handoff
Stack
TypeScript, Next.js, Postgres, Python, LLM infra
You keep
Source, data, infrastructure, documentation
Accepting engagements for the next quarter