Ask your portfolio a question
The Copilot answers from your verified data — leases, statements, work orders, rent — and attaches the source to every answer. You can always check the work.
Every answer arrives with its receipt
The citation isn't a footnote — it's a live link to the page, row, or record the answer came from. Click it, and the claim and its source sit side by side.
That changes what an AI answer is worth. "NOI is up 8.4%" from a chatbot is a guess to verify later. The same sentence with the statement page attached is a finding you can act on now.
NOI came in at $327,400 — a variance of +8.4% against April, driven by CAM recoveries billed in the May reconciliation.
It knows which records the question needs
Ask about expirations and the Copilot pulls tenants and MLA. Ask about debt and it reaches for mortgages and REO. Pick a question and watch the selection.
Datasets sync as CSVs for analysis — the Copilot reasons over the same verified records your dashboard shows, nothing else.
Start from a prompt that already works
Save the questions you ask every month, and borrow from a gallery of the ones owners ask most.
“Which leases expire within 180 days?”
Exposure, options, and notice windows in one answer.
“Summarize May variance for West Loop Industrial”
Every line that moved, with the statement pages cited.
“Which tenants owe more than $10k past 30 days?”
AR aging resolved to tenants and invoices.
“Compare manager response times this quarter”
The scoreboard, in a sentence.
“Draft a lender summary for Q2”
A first draft assembled from verified figures — downloadable.
“What's still open from the Bay 5 turnover?”
Work orders, events, and the punch list status.
Cards that start the conversation for you
Curated Insight cards surface what needs attention — and each one deep-links into a Copilot conversation with the context already loaded.
3 leases within 180 days
West Loop Industrial · Meridian Office ×2
Ask Copilot →+8.4% at West Loop Industrial
CAM recoveries drove the May move
Ask Copilot →3 routine services overdue
Roof · fire & sprinkler · HVAC filters
Ask Copilot →LOI expected for Unit 6
Corbett & Lane · backfill at 5,000 SF
Ask Copilot →The Copilot never guesses
Five steps run before any answer is written. If the data isn't verified, it isn't in the answer — and if it's in the answer, you can open it.
PDFs, spreadsheets, and MRI reports read into structured fields.
Data-quality checks catch gaps, duplicates, and mismatches first.
Figures mapped to properties, leases, and reporting periods.
Every value tied to its source page, row, or record.
Only then does the Copilot respond — citation attached.
One Copilot, every context
Full-page chat when you're digging in, a global overlay on every page when you're not, and mobile when you're walking a property.
Global overlay
A contextual assistant on every page — the unit you're viewing feeds the conversation.
Mobile
The same Copilot, the same verified data, from the parking lot.
Attachments & files
Add lease agreements or table exports to a conversation — and download the files the Copilot builds for you.
Conversation history
Create, resume, and manage conversations — analysis you can return to, not a chat that evaporates.
See your portfolio in one trusted owner view.