Show the options clearly
Publish reviewed shortlists with property fit, trade-offs and the questions that still need answers.
Property optionsProperty fitTrade-offsOpen questions
Client collaborationReal estate client collaboration.
Real estate client collaboration.
Share the decision.
Give clients a focused project workspace for published options, shared documents and feedback. Keep the conversation connected to the recommendation.
See how it fits your workflowOne place for the client conversation.
Exchange information
Share selected documents, receive uploads and keep project messages with the work.
Shared files
Questions & feedback
One project conversation
Record the decision
Let eligible clients approve or reject published recommendations, with their response retained in the project.
WITH YOUR EXISTING TOOLS
Share through one controlled workspace.
Use email invitations and familiar files to bring clients into the project. Sharing controls determine what each client can see.
Invite the right people
Give clients access to their assigned project portal through email invitations.
Exchange project files
Clients can download shared original files, upload documents and respond through project messages.
Carry the response forward
Keep feedback and eligible decision approvals with the recommendation. Export shared portfolio information to Excel.
Client decisions are recorded in Advantai. Document signing remains in your existing signing workflow.
Your next move.
Starts here.
Bring your relationships, information and decisions together.