Origination and relationship teams
Turn account research and relationship history into a clear brief, a qualified opportunity and an outreach draft for review.
USE CASESBuilt around
Built around
the work you do.
Prepare for the next conversation, recommendation or portfolio review with your team’s information in one place.
ILLUSTRATIVE PROPERTY VIEWTransaction and advisory teams
Bring documents, reviewed terms and project materials into the same workflow. Compare options and develop clear client recommendations.
Portfolio decision-makers
Review properties, lease dates and costs together. Use confirmed inputs to compare renewal, relocation and consolidation.
Client-facing teams
Help clients review selected options, supporting documents and published recommendations in their own workspace.
02 / THE CONNECTED WORKFLOWONE OPPORTUNITY. EVERY PERSPECTIVE.
CONTEXT, CARRIED FORWARDFollow the possibility.
Follow the possibility.
See what it becomes.
A conversation is only the beginning. Explore how the people, the evidence and the next decision stay connected.
ILLUSTRATIVE DEAL JOURNEY
One property. A connected perspective.
A relationship becomes a possibility.
Start with the people. Find the next move.
Bring the account, contact history and property requirements into one brief. Give the next conversation a clear purpose.
BRING TOGETHER
Relationship history + client requirements
MOVE FORWARD WITH
A qualified opportunity to investigate
The possibility meets the evidence.
Find the detail that changes the decision.
Review source documents, extracted terms and unanswered questions together. AI helps prepare the analysis; your team checks what matters.
BRING TOGETHER
Property documents + recorded requirements
MOVE FORWARD WITH
A source-backed recommendation for review
The evidence becomes a shared decision.
Give the client a clearer point of view.
Share selected documents, options and recommendations in the client workspace. Bring the reasoning into the conversation, with access controlled by your team.
BRING TOGETHER
Selected evidence + reviewed options
MOVE FORWARD WITH
A shared view of the next decision
Every decision informs the wider picture.
Look beyond the deal. See the portfolio.
Connect properties, lease dates and recorded costs. Identify the next review and carry the context forward into renewal, relocation or consolidation.
BRING TOGETHER
Properties + lease dates + recorded costs
MOVE FORWARD WITH
A clearer portfolio priority
An illustrative journey through Advantai. Available information depends on your workspace, sources and permissions.
See the platform in action
Earth imagery creditsYOUR NEXT MOVE STARTS HEREYour next move.
Your next move.
Starts here.
Bring your relationships, information and decisions together.