AI agent roster
Seventeen roles that draft the work: Chief of Staff, Underwriting Analyst, Debt and Equity Capital Markets Analysts, Brokerage Associate, Asset Manager, Transaction Coordinator, Compliance Officer, Marketing Director, Controller, CFO and Accounting, Risk and Insurance, Relationship Manager, Property Intelligence Analyst, Data Steward and Opportunity Engine.
Autonomy levels
Four levels per agent: propose only, internal drafts, multi-step internal workflows, and external sends.
Approvals queue
Anything external, investor-facing, lender-facing or financial waits for a person to approve, reject or escalate.
Audit trail
Agent runs, approvals and outcomes land in the activity timeline for later review.