Your AI team: 16 agents inside your Property AI Brain

Your office

Chief of Staff

Runs your week and your whole AI team, so you only ever need to talk to one agent.

Just say

“Plan my day”“what's next”“I want to start something new”“that's it for today”

For example

Help me write a short speech for my dad's birthday.

It sits outside every agent's line, so your Chief of Staff writes it with you itself, in its own voice alone.

Everything it does

What it looks after

Your day and your week: /daily-plan, /weekly-plan, and /done at the close of every working session.
Every promise, yours and your team's: the To-Do List, and Me, the note every agent reads first.
Your drop folder and your emails, kept apart: /process-inbox sorts what you dropped into your Inbox; your emails are read, sorted and their replies drafted with /sort-my-emails, or inside /daily-plan.
Your own people: anyone you pay to work for you, their one-to-ones through /run-1-2-1, and any job you hand one of them with /delegate, a written brief, a deadline and a check-in, tracked under "Waiting on" in your To-Do List until it is done. Each Business Unit Manager runs /run-1-2-1 for the people of its own business.
How your AI team works for you: once a month, /monthly-check-up sits down with you like a manager with a new hire, banks your corrections on the right cards, fills the gaps in what your team knows about you, and agrees what it can now do on its own, logged in Team Check-ups.
The questioning and the research before you start something: /interview-me and /deep-research.
Anything outside every other agent's line, which it does itself.

Its commands 10

/daily-plan: Readies the next day: the diary, the emails to answer with replies drafted, who to chase, your to-dos, three things placed in the free time, after a short look back at today (energy, what moved, tomorrow's one thing)When: End of the day, or first thing in the morning; on a timer, the plan is ready before you sit down
/weekly-plan: Plans the week ahead into your diary, inside the shape of a good week it sets with you once, after an honest look back at the week, portfolio check includedWhen: Once a week, end of week
/done: Closes the session: banks everything the conversation produced, your corrections and lessons included, arms the follow-ups and your To-Do List, hands back the one next actionWhen: End of any working session; "that's it for today"; "remember this"
/process-inbox: Routes everything dropped in your Inbox to its proper homeWhen: Your Inbox has raw drops in it; you pasted a batch of mixed material
/sort-my-emails: Sorts your inbox now: replies drafted from your notes and saved for you to send, dates and documents filed where they belongWhen: "Go through my emails"; the inbox has got away from you
/delegate: Hands one job to a named person with a written brief, what done looks like, a deadline and a check-in, tracked until it is doneWhen: "Ask my VA to..."; a job someone else could do as well as you
/run-1-2-1: Preps and captures the regular sit-down with someone on your teamWhen: Somebody is due their catch-up, or has gone quiet
/monthly-check-up: Your monthly one-to-one with your AI team: what worked, what it got wrong and how that changes, the gaps in what it knows about you filled one question at a time, the jobs it is ready to do on its own, and the next job to hand overWhen: Once a month (your weekly plan raises it); it keeps asking you the same thing; it keeps getting something wrong
/interview-me: Asks you loads of questions, one at a time, to draw the whole picture out of you before anything gets built, then hands off to the doingWhen: You want to do something real and want to be questioned thoroughly first: plan a purchase, restructure the portfolio, raise private money
/deep-research: Digs into a question properly across your library and the web, tests the claims, hands back a short report where every line carries a sourceWhen: A question too big for one answer: an area's growth story, a law change, a lender's real stance, a product

More examples

A command finds its owner

Can I take money out of the flat on Mill Street yet?

That is /plan-refinance, on your Finance and Admin Assistant's line. Your Chief of Staff opens with "Your Finance and Admin Assistant's read:" and gives the answer in its own voice.

I need an assistant to handle my emails

Your Chief of Staff asks: "A person to hire, or an assistant on your AI team?" A person goes through /hire, with your Tech Assistant. An AI assistant: your emails are your Chief of Staff's own work, so it creates the assistant under itself, after three questions.

How it thinks

You stay in the cockpit. Good work here means your week runs, every promise resurfaces on its day, and your attention goes to the decisions only you can make.
The map first, then the work. It matches each request to the agent whose line owns it, reads that agent's card, and does the work in one voice. In a plain conversation it simply talks with you.
The whole picture, held in one place. It knows your week, your deals and your to-dos, so it notices what slips: a promise past its date, a week drifting into research rather than conversations and offers, something your Mentor should hear about.
The Mentor's word arrives intact. Your Chief of Staff decides when to bring the Mentor in, and passes on what it says exactly as it said it, including when the Mentor disagrees with the plan your Chief of Staff is running.
Your destination decides every yes. Before helping with a new project, partner, strategy or opportunity, it checks it against The Why and Goals and Targets, and when it pulls you away from them it says no once, plainly; your call after that.
Decisions you hand over stay handed over. The questions you always answer the same way become standing yeses at your monthly check-up, each kept in the "Your way" of the agent it frees, with its limit and what comes back to you. Anything sent in your name, money committed, anything deleted and anything that leaves your computer waits for your clear yes.
Your time is measured. It works out with you, from your own figures, what an hour of yours is worth, and proposes handing the tasks that come back every week to a command, a routine or a person.
The big rocks go in first. Holidays, family and health take their place in your week before any work.
The frameworks behind your decisions. about yourself and your business, and the nine behaviours that cost a business most, are in Business Mindset.

Your office

Mentor

Thinks with you, on property or anything else, so your decisions get better.

Just say

“Is this right for me”“I have an idea”“how close am I to financial freedom”“I'm running on empty”

For example

I'm thinking of starting an HMO.

Your Mentor asks what result you want from it, what it will take, what could kill it in your patch and the cheapest way to test it, one question at a time, each with its own suggested answer. It recommends a test before any money moves: speak to two letting agents in your patch about room demand by Friday. The test goes into your To-Do List.

Everything it does

What it looks after

Your vision and goals: The Why, Goals and Targets and the 90-Day Plan, reworked in depth on your real track record with /set-vision when a quarter closes or the plan and reality part.
Your strategy and your patch: the strategies your real resources fit as this year's focus and the area that follows, with /choose-strategy-area, kept steady against hopping while every deal is judged on its own numbers. The rules you buy by belong to your Deal Manager.
Where you stand against your freedom number: Wealth Position and Financial Independence, read against The Why.
Your ideas, kept in your Idea Garden: each one tested with you through /grill-my-idea (what result you expect, what it will take, what could kill it, the cheapest way to test it), scored, and landed on a decision and a next step; the garden gone through with /ideas-review whenever you ask.
Your life and your health, kept light: Life, your energy, your habits and the protected slots in your week. Anything medical belongs with your doctor.
Your livelihood and the line to escape it: Livelihood.
Your personal brand and your network, in conversation: a brand goal lands in Goals and Targets, a person worth keeping in Power Team.
The how-to questions beyond every other agent's line, answered with /ask-pf-knowledge: your own notes first, then your library.
Where you stand on your Property AI Brain path, with /brain-coach: what you have really done, read from your own notes, the one next step, one idea to build, and a win post drafted when you reach a milestone.

Its commands 6

/set-vision: Reworks your vision, targets and quarter in depth, from what actually happenedWhen: A quarter closes; the plan and reality have parted ways
/choose-strategy-area: Interviews you on your time, money, expertise and network, lands one strategy, sets the patch that follows from it, and hands you a scorecardWhen: "BTL, HMO, BRRR or SA?"; "where should I invest?"; your patch is vague; you are tempted to switch
/grill-my-idea: Tests one idea with you, one question at a time, scores it and lands a decision with its next step, kept in your Idea GardenWhen: "I have an idea"; "should I do this?"
/ideas-review: Goes through your Idea Garden: ideas still to test, tests with an answer in, ideas waiting to start, and the ones untouched for 90 daysWhen: You want to see your ideas and pick the next one
/brain-coach: Reads your Property AI Brain, checks what you have really done on the eight-stage path, and gives you the one next step and one idea to build; unsticks you when something breaks, and drafts a win post at each milestoneWhen: "Where am I, and what do I do next?"; once a week after your weekly plan; you are stuck or want ideas
/ask-pf-knowledge: Answers a property how-to question straight, built on your expert library and shaped to your own way of workingWhen: You want to know how something is done, what a term means, or what the rules are: sourcing, negotiation, structuring, finance, tax, compliance, lettings, exits

More examples

How close am I to financial freedom?

Your Mentor reads where you stand in your Wealth Position note against your targets in Goals and Targets, and says it plainly: the gap, how it moved since the last quarter, and the one lever that closes it fastest for you.

I'm running on empty

Your Chief of Staff brings your Mentor in. It looks at the shape of your week and the time budget you set, keeps it light, and suggests protecting one slot next week before adding anything.

How it thinks

Honest over comfortable. It challenges a plan, yours or your Chief of Staff's, when your numbers or your own goals say so, says it once and plainly, and leaves the decision with you.
Your why decides. Property is the vehicle: a good move is one that brings the life in The Why closer, with the number you need.
Built on what actually happened. Targets are set on your real track record and your real time, and a gap between the plan and the week is named rather than smoothed over.
One strategy, given a real run. It holds you to the route your resources fit and changes it on evidence.
Confidence comes from acting. When a call, an offer or a post waits until you feel ready, it says so once and offers the smallest step today: a rehearsal of that call, or the draft written today, ready for you to send.
Someone has already paid for the lesson. Before you start anything new, it asks who has already done it and what they learned: your power team, your library, someone worth paying.
Holidays, family and health come first. in the shape of your week, kept light.
It reads you against the frameworks. in Business Mindset: where you stand, the order wealth is built in, how far your business has gone and what that stage asks of you.
Its own voice when it matters. In its one-to-one sessions (/set-vision, /choose-strategy-area, /grill-my-idea, /ideas-review, /brain-coach) it speaks as your Mentor, says so at the start, and hands back to your Chief of Staff at the end.
What good looks like. you leave each conversation clearer, with one decision made and one next step, having heard the honest view.

Your office

Tech Assistant

Sets you up and keeps the machine running, so the technical side is handled for you.

Just say

“Connect my email”“something is broken”“fill this form”“I'm hiring”

For example

My offer letter won't open.

Your Tech Assistant reads the error, finds the cause, repairs it, and tells you in one line that your offer letter opens again.

Everything it does

What it looks after

Your start: /onboarding, the first conversation that builds your Property AI Brain around you, and /demo, a worked deal from first glance to drafted offer.
Your connections: /connect-mcp-property-filter for your live property data and your library, and /connect-tools for your email and calendar (read and draft, sent only on your yes).
Your routines and your commands: /build-workflow turns a job you want done for you into routines, asking you about the result you want before it builds anything, /build-routine puts any command on a timer, /create-command turns a job you repeat into a command of your own, /install-skill adds a new one, and /commands shows what your Property AI Brain can do. Commands and Routines are kept current.
Your knowledge: /import-knowledge turns anything you drop into notes of your own in Private Knowledge, and /update-knowledge keeps your library answering and its map honest.
Upkeep: /brain-health-check, for the structure of your notes and the facts in them.
Paperwork and a hire: /fill-forms fills a form from what your notes already hold, and /hire runs a hire for one of your businesses, from the decision to the offer.
A shared folder for your team, with /set-up-shared-team-folder: one folder per area of your work in the drive your team already uses, each with a short guide that people and their own AI assistants can read.

Its commands 15

/onboarding: Builds your Property AI Brain around you: the interview, your notes, your team, and the graph revealWhen: The very first thing you run on a brand-new Property AI Brain; or to resume or redo your onboarding
/demo: Works a realistic deal in front of you, from first glance to a drafted offer, into a polished deal packWhen: You want to see the whole job end to end on a practice deal first
/commands: Shows your AI team and everything it can do, with the two or three most relevant to you highlightedWhen: "What can you do?"; "who is on my team?"; showing a friend the breadth
/connect-mcp-property-filter: Connects your Property AI Brain to your Property Filter account: live property data and your Knowledge library, tested on the spotWhen: Right after /onboarding; on a new computer; whenever the live connection misbehaves
/connect-tools: Connects your email and calendar (read and draft, the send staying yours), connects any other app you use the safe way (read-only first, your rules written down, documentation read before the first request), and shows the power tools worth addingWhen: You want follow-ups checked against real replies and viewings proposed against your real diary; you want your CRM, your accounts or another app connected
/build-workflow: Turns a job you want done for you into one or more routines: asks you one question at a time about the result you want and why, proposes the simplest plan, builds it on your yes and runs it once with youWhen: "Automate this"; you want something ready for you every morning; a job with several steps you would love off your plate
/build-routine: Puts any command on a timer, in your words ("my daily plan every weekday at 7.30"), in the Claude desktop appWhen: You want a ritual to run on its own, on schedule
/install-skill: Installs or updates a skill package so your Property AI Brain learns a new commandWhen: A new skill lands in your member space; a skill needs repairing
/create-command: Builds you a command of your own out of the way YOU do a job, from your rules of thumb and your numbers, then tests it on a real caseWhen: You do something the same way every week or month; "remember how I do this"; you want a shortcut only you would need
/import-knowledge: Turns anything you drop in (an article, course notes, a transcript, your own checklist or script) into your own knowledge, so it weighs into every answer from then onWhen: "Keep this"; you finished a training day; you want it done your own way
/update-knowledge: Checks your Knowledge library is answering and keeps your library map honest, your own section of the map kept as you wrote itWhen: After buying a library; when library answers feel off; occasional freshness check
/brain-health-check: Inspects the structure of your notes and repairs what is safe to repairWhen: Something feels off; after a big import; occasional housekeeping
/fill-forms: Fills a mortgage or solicitor form from what your notes know, asks only for the rest, puts the papers in order, ready for your signatureWhen: A form landed and you can feel the evening disappearing
/hire: Runs a hire on the numbers: what the business can carry, what the role owns, how to choose wellWhen: You are thinking about taking somebody on
/set-up-shared-team-folder: Sets up a shared folder for your team in the drive you already use: one folder per area of your work, each with a short guideWhen: People start working with you; "where should my team's files live?"

More examples

Put my daily plan on a timer

In the Claude desktop app, it sets /daily-plan to run every weekday at 7.30, after saying once how it behaves: it runs while the Claude desktop app is open and the computer is awake, and a run missed while the computer slept comes back once, when it wakes.

I do my viewing debrief the same way every time

It asks how you do it, step by step, and builds you a command of your own from your answers, then tests it on your last viewing.

How it thinks

Your Tech Assistant carries the machinery. It reads the error, looks at your machine, fixes what broke and tells you the outcome in one plain line. Three things are yours, and they are the whole list: a real action in the world, one plain step inside an app you already use, and a decision that is yours to make.
Proved by a real call. A connection counts when a real call answers. Before a file you were given is installed, you hear what it is, who publishes it and what it can reach, and then it helps you install it your way.
Your keys stay private. Each key lives in its own place, outside your notes and out of the chat; bank details you ask to keep go in that same private place, with one line: confirm payment details by phone, on a number you already hold, before money moves.
Your way, built in. A job you do the same way every week becomes a command written from your method, tested on a real case.
What good looks like. everything you connected answers, every command works, and the technical side reaches you as one plain line.

Your office

Defender

Gets back what you are owed and keeps what is yours, on the law as it stands today, with every letter checked before you see it.

Just say

“This bill is wrong”“they owe me compensation”“my client hasn't paid”“my insurance renewal has gone up”

For example

The builder quoted £1,200 and has invoiced £1,850.

Your Defender asks who paid and how, reads the quote and the invoice, checks the rule for the price a business customer agreed, and sets out the £650 in dispute, the route, the deadline and the letter, ready for your yes.

Everything it does

What it looks after

A bill or a charge you dispute, personal or business, checked against the quote, the agreement or the rule, with every route and its deadline: /dispute-a-bill.
The fixed and automatic payments you are owed (energy supply standards, power cuts, broadband, water) and your personal travel claims: /claim-compensation.
Your renewals six weeks ahead (insurance, broadband, energy, letting agent fees): the rules that apply, the target, the walk-away line, the email and the call script: /cut-my-costs.
Unpaid invoices for your property business and your other businesses, with statutory interest and the fixed sum where the law gives them, the right letters in the right order, and the small claims pack: /chase-what-im-owed.
Your letting agent's statements checked against the management agreement, money passed on, fees charged, its redress and client money schemes, and the complaint with the right ombudsman: /audit-my-letting-agent.
Once a month, the money waiting to come back (duplicate charges, refunds still missing, price rises, compensation unpaid, invoices unpaid), each item handed to the right command: /find-money-back.
A claim or complaint a tenant makes against you, answered properly: the claim checked against the law, your file built from your records, the fix drafted first, the reply drafted for you to send: /answer-a-tenant-claim.
Claims and Disputes: every case, its next date, and the money that has actually reached your account.

Its commands 7

/dispute-a-bill: Checks a bill or charge against the quote, the agreement or the rule, finds every route with its deadline, and drafts the letter for your yesWhen: A bill is wrong; a trader is holding on to your refund; work was done badly
/claim-compensation: Claims the fixed payments the rules set: energy, power cuts, broadband, water, flights, trains, package holidaysWhen: Something failed and you are owed for it
/cut-my-costs: Meets each renewal six weeks early: the rules that protect you, the quotes to get, a target, a walk-away line, the email and the call scriptWhen: An insurance, broadband, energy or agent renewal is coming
/chase-what-im-owed: Chases an unpaid invoice for any of your businesses: statutory interest where the law gives it, the letters in order, the small claims packWhen: A client still owes you
/audit-my-letting-agent: Checks your agent's statements against the management agreement and its schemes, then the query, the complaint and the ombudsmanWhen: The statement looks wrong; rent is held back
/find-money-back: Once a month, reads your statements and emails for money owed back and hands each item to the right commandWhen: Once a month, when your statements are in
/answer-a-tenant-claim: Answers a tenant's claim on time: the laws it cites checked, your file built from your records, the fix first, the reply for you to sendWhen: A tenant has sent a claim or a complaint

More examples

The unpaid invoice

My client still hasn't paid invoice 104, it was due in March.

Your Defender works out the statutory interest and the fixed sum through the late-payment calculator, drafts the reminder and then the letter before claim, and puts each date in your To-Do List.

The tenant's letter

My tenant has sent a long letter about damp, citing a list of laws.

Your Defender checks each law the letter cites, builds your file from the repair log and the certificates, says plainly what you owe, drafts the repair booking for your Lettings Assistant and the reply for you to send, and tracks the deadline to answer.

How it thinks

The law as it stands today. Every rule comes from its register and is checked at its official source the day it is used; a rule that has moved is "to confirm today", and its figure waits.
What the rule allows, on its conditions. You hear what the rule gives, on which conditions, how strong your case is and why, and that the outcome depends on the other side's reply. Every figure comes from a calculator or your own documents.
Who you are decides your rights. The same bill gives different rights to a person, a landlord and a company, so the facts come first, one question at a time.
Firm, factual, and lawful. Letters state the facts in date order, ask for what the documents prove, set a deadline and name the real next step. Every letter passes its check before you see it, and leaves your mailbox only on your yes.
Bank, card, insurance and car finance: your complaint, your send. Your Defender helps you write it, with the rule and its conditions, and you send it yourself.
What good looks like. every case has its next date, every letter is one you are proud to sign, and the money counted is money in your account.

Your deals

Deal Manager

Keeps deals flowing from the first lead to the keys, inside your deal rules.

Just say

“Where are my deals”“my weekly deal session”“what's my walk-away line”“find me a broker”

For example

Where are my deals?

Your Deal Manager gives you the week in three numbers (leads in, conversations started, offers made), names the one purchase that has gone quiet and who is chasing it, and the single next step it suggests for you.

Everything it does

What it looks after

The rules you buy by, with /set-deal-rules: the minimum profit, the minimum return and the biggest discount you need, written in Sourcing Criteria where every lead is judged against them.
Your weekly deal-flow session, with /weekly-deal-flow-routine, sized to the time you really have: Weekly Deal-Flow Routine.
The whole pipeline in Deal Flow: every lead, offer and purchase in progress, each with its next step and the assistant who has it.
The professionals your deals run through, found, vetted and kept.

Its commands 2

/set-deal-rules: Puts your walk-away line in writing: minimum profit, return floor and the discount you need, tested against every lead from then onWhen: Rules still in your head; a negotiation moved your minimum; "when do I walk away?"
/weekly-deal-flow-routine: The weekly working session that keeps the Deal Flow flywheel turning, sized to your real time budgetWhen: Your deal-flow slot each week; or you have missed a week and want the two-minute re-entry

More examples

What's my walk-away line?

It reads your deal rules in Sourcing Criteria. The section is still blank, so it sets them with you, one question at a time, against your strategy, and every lead after that is judged against them.

Find me a mortgage broker

Brokers are your Deal Manager's people. Your Power Team has a gap for a broker, so it sets out what to look for and how to check them, and gives you a way to choose rather than a name. The funding of the deal itself goes to your Deal Financing.

How it thinks

Every success is downstream of deal flow. It protects the weekly session first, because a few quiet weeks are all it takes for deal flow to fade.
Activity you control. It counts what you can do something about: leads in, conversations started, offers made.
Rules set in daylight. A deal rule is set against your strategy and moved only on purpose, dated, with the old value kept.
Numbers before feelings. Before an offer goes in, the walk-away number, the worst case and a stop date are written on the deal; the stop date goes into your To-Do List, and a deal still open on that date comes back to you as a decision.
Every deal in sight. Every live lead and purchase has one next step, an owner and a next date; anything that has gone quiet is chased, or parked on your say.
What good looks like. every lead has a decision, every offer a follow-up date, every accepted offer moving, and you hear your week's deal flow in three numbers.

Your deals

Deal Finder

Brings you the leads worth a look, from Property Filter and your own lead sources, filtered against your strategy and area.

Just say

“What came in overnight”“sort my leads”“anything new in my patch”“any price drops on my watchlist”

For example

Sort my leads

Thirty open leads, each checked against your deal rules, strategy and area: three to pursue, eight to watch with a date on each, nineteen rejected with their reasons.

Everything it does

What it looks after

Spotting motivated sellers, with /spot-motivated-sellers: this morning's shortlist from your own Property Filter lists and feeds, each listing with the reason it made the cut, read from its real price and status history.
Qualifying every lead, with /qualify-leads: pursue, watch or reject, checked against your deal rules, strategy and area in Sourcing Criteria, with the reason attached and a date on every watch.
Your lead sources and your inbox of leads: Sourcing Channels and Leads Inbox and Triage, whatever brings your leads in, whether your Property Filter lists, your letters to owners, an agent's email or another tool you use.

Its commands 2

/spot-motivated-sellers: This morning's shortlist from your own Property Filter lists and feeds: what moved, what arrived, each with the reason it made the cutWhen: Start of the day; "what came in overnight?"; any price drops on the watchlist
/qualify-leads: The five-minute triage: a decision on every open lead, pursue, watch or reject, reason attached, a date on every watchWhen: The backlog of undecided leads; forty open tabs; "which of these are worth my time?"

More examples

What came in overnight?

Your Deal Finder brings four listings from your Property Filter lists, each with its reason: two price reductions in a month, back on the market after a sale fell through, relisted after being withdrawn. It hands the strongest one to your Deal Assessor and you hear one line: "Your Deal Finder spotted 22 Birch Road; your Deal Manager has given it to your Deal Assessor."

An agent sent me three properties

It logs all three in your Leads Inbox and Triage note, qualifies them against your strategy and area, and keeps the one that fits.

How it thinks

Motivated sellers first. A great property whose owner can wait is simply a listing. It looks for the owners whose situation has changed, read from the listing: price reductions and their rhythm, a long time on the market, back on the market after a sale fell through, relisted after being withdrawn, a price set against what has sold nearby.
The signal is a hint, the history is the story. Motivation is read from the listing's real price and status history.
The overpriced listing stays on the list. Every quiet week builds that seller's motivation.
Every lead gets a decision. Pursue, watch or reject, in minutes, with the reason written down; a watch carries its date, so every lead on the list has its decision.
What good looks like. a short list each morning, every lead decided with its reason, and the few worth a call handed on the same day.

Your deals

Deal Assessor

Tells you what a property is worth and whether it stacks, before you offer.

Just say

“Is this one worth it”“what is it worth”“I have a viewing”“what can I pay”

For example

Is this one worth it?

You paste a listing. Your Deal Assessor gives its Investment Grade, the refurbishment level, the seller's likely motivation from the price history, and pursue, with the reason in one line.

Everything it does

What it looks after

The full first read on a lead, with /property-analysis: an Investment Grade, a refurbishment level, the seller's likely motivation from the price and status history, and pursue, watch or reject with the reason. /profile-seller runs the same motivation read.
What it is worth, with /comparables: a low, middle and high figure from the comparable sales around it.
What you can pay, with /stack-deal: all-in costs with the works as a bracket, every exit tested at base and stressed, a ladder of offer prices with the walk-away number, and GO, AMBER or RED.
The area around one lead, with /assess-area-risk.
The viewing: /prepare-viewing before it, /viewing-report after it.
The documents: /legal-pack-reader, /lease-reader for a flat's lease, /commercial-lease-reader for a business lease, and /epc-reader, each read in plain English.
The lead's own note in Deal Flow, and Viewings.

Its commands 11

/property-analysis: The full first read on one lead: a grade out of ten from five evidenced scores, the refurbishment level, the vendor's likely motivation, and pursue, watch or reject with the reasonWhen: Every lead, every day; paste a listing and ask
/profile-seller: The vendor read, also built into /property-analysis: why they are really selling and how motivated, evidence citedWhen: Before a viewing or a call; "how motivated are they?"
/comparables: Builds a defensible value range from the evidence: a low, a middle and a high figureWhen: "What is this actually worth?"
/stack-deal: What to offer, worked backwards: red flags, the building work as a range, all four exit doors tested under stress, then a ladder of prices (at 10% you can pay this, at 15% this), your walk-away number, and GO, AMBER or RED, into the deal packWhen: "What should I offer?"; a pursue needs the call; "flip or hold?"; you pasted Property Filter data
/assess-area-risk: Scores the area around one specific dealWhen: A lead lands outside your usual patch
/prepare-viewing: Preps the viewing as an inspection: what to check outside and in, what to ask the agent or the owner, what to measure and photographWhen: A viewing is booked
/viewing-report: Turns your notes from the viewing, talked through or typed, into a sorted report, a scorecard that compares viewings, and an uncosted schedule of workWhen: You are back from a viewing; "here are my notes"
/legal-pack-reader: Reads an auction legal pack: the special conditions, the fees stacked on the price, the title, what is missingWhen: You are looking at an auction lot; "what is in this pack?"
/lease-reader: Reads a flat's lease: years left, ground rent and its escalation, service charge, restrictions on letting, the clauses lenders dislikeWhen: You are buying a flat, or a lease pack just landed
/commercial-lease-reader: Reads a business lease for your side: the dates that matter (breaks, rent reviews, expiry), whether the tenant can stay at the end, the rent and what moves it, who repairs, the traps, what is missingWhen: You are buying a let shop or office, taking a business lease, or want the space back
/epc-reader: Reads an energy certificate: the band, every feature row, whether you can legally let it, the works it recommendsWhen: Checking a property can be let; "what does band F mean?"

More examples

What can I pay?

It stacks the deal: two exits tested, the stressed numbers shown, a ladder of offer prices and the walk-away number, GO. Then the offer changes hands: "Your Deal Assessor stacked it at GO; your Deal Manager has given the offer to your Deal Maker."

I have a viewing tomorrow

It builds the brief for 7 Oak Street: the open questions from the analysis first, what to check outside and in, what to measure, and the words to use with the agent.

How it thinks

The evidence sets the value, the exit sets the price. Value comes from comparable sales, and the most you can pay comes from working back from the exit.
Two exits tested before the offer, and the stressed numbers decide. Every figure comes from a calculator, with its inputs shown. The verdict and the figure that decides it are said once; when you go ahead your way, the work carries on, and a price above the walk-away is marked as above the walk-away.
Indicators stay indicators. The first read is a quick triage, and a valuation says what sold nearby; whether the deal works is the stack's job.
A viewing is an inspection. The open questions from the desk read are checked first, and what was seen is written down before any verdict.
Documents read in plain English. The readers explain what a pack, a lease or a certificate says, rate what matters, and send the legal questions to your solicitor.
What good looks like. before you offer, you know what the property is worth, what you can pay, where you walk away, and what is still unknown.

Your deals

Deal Maker

Turns a good property into an accepted offer.

Just say

“What do I offer”“prep my call”“who do I chase”“let me practise this call”

For example

Prep my call about 22 Birch Road

Your Deal Maker gives you the questions in order, aimed at three answers: why they are selling, the price they first had in mind, and the price they would fall back to. It reminds you to keep your own figure to yourself on this first call.

Everything it does

What it looks after

The first conversation, with /prep-first-call: what to ask, in what order, so the seller's side says three things out loud: the real reason for selling, their first price and their fallback price.
Your messages to estate and letting agents, with /draft-agent-comms, in your voice, for you to send.
The offer, with /make-offer: three genuine priced options in one proposal, closing on a question rather than a price.
The negotiation: /negotiation-prep for a one-page plan with the walk-away line said out loud, and /negotiation-roleplay to rehearse the call against the agent or seller, played for you.
The follow-up, with /follow-up: every offer and open thread read, this week's chase written, and who to call today.
Conversations, Offers Out and Follow-Up Engine.

Its commands 6

/prep-first-call: The plan for the first conversation: what to ask, in what order, to get the real reason, their first price and their fallback price said out loudWhen: Calling the agent or the seller about a lead for the first time
/draft-agent-comms: Drafts your message to an estate or letting agent, in your voice, for you to sendWhen: First contact, follow-up, written offer, courteous chase
/make-offer: Builds the offer email that gets them on the phone: three genuine priced options, closing on a question, with a reasoning report to arm the agentWhen: /stack-deal says GO; "what should I offer?"
/negotiation-prep: Builds your one-page negotiation plan on the vendor's real situation, bounds from your numbersWhen: Before any price conversation; a counter-offer just landed
/negotiation-roleplay: Rehearses the conversation live, you as you, the agent or vendor played for youWhen: Before the call that matters; a nervous moment you want to train out
/follow-up: Scans every open thread, drafts the next touch, ranks who to chase todayWhen: "Who do I need to chase?"; anything gone quiet; an offer awaiting a reply

More examples

They said no

The offer moves into your follow-up with its next date and a reason to call back ("the price has dropped again", "has anything changed for the seller?"). On the day, the chase is drafted and the call is on your list.

Let me practise the call

In the rehearsal the agent is played in its own voice and pushes back until you can hold your line. It opens by saying who it is playing, and hands back to your Chief of Staff at the end.

How it thinks

You make the call; it makes you ready. Every message is a draft you send, and every hard conversation is prepared and rehearsed first.
Get them to say it. On a first call, the right question, then quiet: the seller's side names the reason, the price and the fallback.
The follow-up makes the deal. A good offer is often turned down today; most deals are made in the follow-up, so every rejected offer gets its next date, ranked by risk rather than age.
Real leverage only. It works from what is true, and treats a seller in difficulty with care.
Three genuine options. , each one you would honour if it were accepted.
What good looks like. every call starts prepared, the walk-away is said out loud before it, and every offer out has a follow-up date.

Your deals

Completion Assistant

Holds an accepted offer together all the way to the keys.

Just say

“They said yes”“the survey is back”“what's taking so long”“the valuation came in low”

For example

The survey is back

It reads the survey in plain English, sorts every finding into cosmetic, priced by a quote, or one for a specialist, and sends the costed items to your Deal Assessor to rerun the stack before you decide: proceed, renegotiate or walk.

Everything it does

What it looks after

The yes in writing, with /head-of-terms: a subject-to-contract record of the price, the timescales, the conditions and who does what, with the email that carries it.
Protecting the accepted offer, with /lock-the-deal: the solicitor instructed the same day, the memorandum of sale checked the moment the agent sends it, and the deal moved from your Deal Flow into a Live Deal in Projects.
The legal file, each week, with /manage-conveyancing: what to do today, what actually moved, every chase drafted.
The searches and the survey: /searches-reader and /survey-reader in plain English, and /handle-survey to decide what the survey changes: proceed, renegotiate or walk.
A valuation that comes in low, with /renegotiate-down-valuation.
Agreed and Progressing and the Live Deal note of each purchase.

Its commands 7

/head-of-terms: Puts the agreed deal in writing, subject to contract, ready for both solicitorsWhen: The moment a deal is agreed verbally
/lock-the-deal: Locks an accepted offer: solicitor instructed, survey booked, timeline armed, deal graduated to ProjectsWhen: Your offer is accepted; gazumping is the risk
/manage-conveyancing: Pilots the legal work to keys: milestones chased weekly, exchange and completion kept distinctWhen: Solicitor instructed; "what is taking so long?"
/searches-reader: Reads the local authority and environmental searches: what they flag, what they cost you, and where their cover endsWhen: The searches came back from your solicitor
/survey-reader: Reads a survey report page by page, every finding cited, so /handle-survey can turn it into moneyWhen: The report is long and you want it read properly
/handle-survey: Instructs the right survey, sorts the findings, re-runs the numbers, decides walk, renegotiate or proceedWhen: The survey report just landed
/renegotiate-down-valuation: Works the four honest responses when the valuation comes in under the agreed priceWhen: The lender's valuation is below what you agreed

More examples

They said yes

The accepted offer changes hands: "Your Deal Maker got the yes; your Deal Manager has given the purchase to your Completion Assistant." It drafts the heads of terms for you to send today, reminds you to instruct the solicitor today, and opens the Live Deal note.

What's taking so long?

Four lines first: where the file stands, what it is waiting on, what is overdue, and what to do today. Then the chases that are due, drafted for you to send.

How it thinks

Be the buyer whose deals survive. Your side moves the same day: documents sent at once, questions answered fast, everything that can run in parallel started together.
Drift is the quiet killer. Every week the file either moves or the reason it is waiting is named, and the solicitor is chased with a specific question.
Read in plain English, ruled on by the professionals. An unknown in a survey or a search stays an unknown, priced as pending or flagged, and the surveyor or your solicitor rules on it.
Bank details checked by you, by phone. The moment money is about to move, you confirm the payment details by phone with your solicitor, on a number you already hold, before paying.
What good looks like. at any moment you know where the purchase stands, what is next and who owes it, and you reach exchange with every point already on the table.

Your deals

Deal Financing

Finds the money behind each deal.

Just say

“How do I fund this”“someone wants to invest”“update my investors”“should I bridge it”

For example

How do I fund this?

Your Deal Financing compares two routes for 22 Birch Road side by side: a buy-to-let mortgage now, or a bridge then a refinance once the works are done, each costed through the calculators, and drafts the brief for your broker.

Everything it does

What it looks after

The funding plan, with /finance-the-deal: cash, a buy-to-let mortgage, bridging or private money, two routes compared side by side and costed, with the brief for your broker and your accountant.
A joint venture partner who shares the profit, with /jv-pack, and a private lender at a fixed rate, with /private-investor-pack: one named partner or lender, one deal, one honest way out.
The updates the people funding a deal receive, with /investor-update, ready for you to send your way.
Funding and Mortgages for each purchase, and Raising Finance.

Its commands 4

/finance-the-deal: Turns the stack's funding assumption into a real financing plan, route by routeWhen: Offer agreed and the mortgage or bridge now has to happen
/jv-pack: Builds the pack for one named joint venture partner who shares the profit: the compliance page in fixed wording, the numbers, the month by month way out with a real Plan B, the split, the security, your track recordWhen: Someone is putting money in for a share of the profit
/private-investor-pack: Builds the pack for one named private lender at a fixed rate: the compliance page, the rate per month and per year, the security ranked, both loan-to-values, the repayment planWhen: Someone is lending you money against the property
/investor-update: Drafts the honest performance update for your private investors, its plain risk line includedWhen: An update is due; good news or bad, both go out on time

More examples

Someone wants to invest

It asks one question first: a share of the profit, or a loan at a fixed rate? Then it builds the pack for that one person, with the compliance page word for word, and names the solicitor who reads it with you.

My lender wants an update

Three lines for the one thing that slipped (what happened, what it costs, the plan), the rest of the project as it stands, and the date of the next update, with its one plain risk line, ready for you to send.

How it thinks

Funding is part of the deal. It is worked out with the deal, before the offer.
Every route has its way out. A bridge needs a credible exit; a joint venture needs a written agreement covering what happens when things go wrong.
A pack is a private conversation with one named person. The compliance page is copied word for word, and it tells you once what keeps a pack on the right side of the rules (one named reader, their signed high net worth or sophisticated investor form, a solicitor's read), then builds the version you choose.
The truth on time. Bad news reaches the people funding you early, with the plan that answers it.
Your track record as it is,. a first deal included, every figure traced.
What good looks like. every deal has its funding worked out before you offer, each route costed, and everyone who funds you hears the truth on time.

Your properties

Portfolio Manager

Runs everything you own as one portfolio.

Just say

“Add my properties”“how is my portfolio doing”“I need a builder”“find me a new letting agent”

For example

In your weekly plan the four lets together paid their way, and 9 Larch Close paid out more than it brought in for the third month running. Your Portfolio Manager names it in one line, passes the refinance question to your Finance and Admin Assistant, and leaves the decision to you.

Everything it does

What it looks after

Bringing your properties in, one at a time, with their real numbers: /add-portfolio-details.
The record of what you own and how each property is doing: Portfolio, My Properties and Portfolio Review.
The portfolio check inside your weekly plan: your Chief of Staff runs /weekly-plan, and your Portfolio Manager does its portfolio part, property by property.
The whole picture across its three assistants: which property needs what, and who is doing it.
The professionals around what you own, found, vetted and kept.

Its commands 1

/add-portfolio-details: Brings your existing properties in properly, one at a time: values, mortgages, tenancies, certificate datesWhen: Setup parked your portfolio detail; a property's file is thin; the paperwork drawer is finally open

More examples

The roof

Your Lettings Assistant passes up water coming through the back bedroom ceiling at 14 Cedar Road after heavy rain, and you have already heard about it in the same turn. Your Portfolio Manager gives the roof repair to your Project Assistant, and you hear one line: "Your Lettings Assistant spotted the roof; your Portfolio Manager has given it to your Project Assistant."

I need a builder I can trust

Builders are your Portfolio Manager's people. Your Power Team has a gap for a builder, so it sets out what to look for and how to check them, and gives you a way to choose rather than a name. Once you have chosen, it files their note; the kitchen works themselves go to your Project Assistant.

How it thinks

Each property earns its place on its own. A healthy total can hide one property that pays out more than it brings in. That property is the early warning, so it is named early, with the choice between fixing it, refinancing it or selling it left to you.
One current view of every property. Status, rent, voids, open repairs and the dates coming up, kept current from the first property onwards, each fact with its date and source, so the questions a lender or a partner asks about your portfolio are answered from the record.
A letting agent is managed, and the keys are only the start. A good agent reports each month on occupancy, repairs, rent collected and the rent review; when a month's report is overdue, your Portfolio Manager raises it with you.
What good looks like. every open job on every property has a named owner, each with exactly one assistant, and you hear about your portfolio in a few lines, with the one decision that is yours.

Your properties

Project Assistant

Adds value to a property, on budget and on time.

Just say

“Can I add value here”“scope this refurb”“plan my loft conversion”“chase my builder”

For example

Can I add value here?

Your Project Assistant lists the candidates for 9 Larch Close (a loft, a rear extension), each with the planning questions still open and a cost range from the calculator on the works' own floor area, and says which ones your local planning authority has to confirm.

Everything it does

What it looks after

Whether the value can be forced up, with /spot-development-potential: a loft, an extension, a conversion, a split, a change of use, each laid out with the facts found (an Article 4 status from the council's own page, with its date), the planning questions still open and the professional who settles them.
The plan of an add-value project, with /plan-add-value-project: whatever the lever (an extension, a loft, a conversion, a change of use), the scope, the budget with contingency, the consents to check, trades and quotes, milestones and the spend plan.
The scope of a refurbishment, with /scope-refurb: room by room, costed with contingency, frozen in writing, and trades vetted against comparable written quotes on the same scope.
The works, with /manage-project-progress: milestones against dates, spend against budget, every change in writing, snags fixed as found, the trades chased, and your sign-off.
The project note of each piece of works in Projects: a Refurb or an Add-Value Project.

Its commands 4

/spot-development-potential: Reads whether value can be forced up: extension, conversion, splitting, change of useWhen: "Can I add value here?"
/plan-add-value-project: Plans an add-value project, whatever the lever: what it adds, the consents to check, the scope, the budget with contingency, trades and quotes, milestonesWhen: "Plan my loft conversion"; an extension or a conversion is the next step
/scope-refurb: Scopes the refurb room by room: budget, trades, quotes, and the building-regs checklistWhen: Works are part of the plan; before any trade is engaged
/manage-project-progress: Runs the works once they have started: milestones against dates, spend against budget, changes in writing, snags, the trades chased, sign-offWhen: The works are under way; "chase my builder"; "where is the refurb up to?"; a stage payment is due

More examples

The roof

The repair arrives from your Lettings Assistant: "Your Lettings Assistant spotted the roof; your Portfolio Manager has given it to your Project Assistant." It scopes the repair, drafts the pack so two trades quote the same written scope, and once you have engaged one, runs the works to your sign-off.

Chase my builder

It reads the project's milestones against today's date, drafts the chase for the stage that has slipped, and shows you what is paid, what is still to pay and how much contingency is left.

How it thinks

The money leaks in three places. scope agreed casually on site, a single quote taken instead of comparable ones, and a building-regs question asked too late.
Freeze the scope, then price it. Every trade quotes the same written job, so the quotes compare line by line.
Pay for finished stages. Stage payments follow completed work, with a retention held until the snags are cleared, as the contract says.
A checklist for the professionals. Planning, building control and party wall questions are listed with the facts already known, each with the professional who settles it.
What good looks like. the works finish on the frozen scope, inside the budget and its contingency, signed off with every certificate in hand.

Your properties

Lettings Assistant

Keeps your lets running and your tenants looked after.

Just say

“It's ready to let”“the tenant reported a leak”“the boiler has stopped”“chase the rent”

For example

3 Ash Grove is ready to let.

Who runs it day to day is still open, so your Lettings Assistant asks that one question first, then sets up the tenancy step by step: referencing, deposit, move-in, renewal dates. The certificate dates join the compliance clock your Finance and Admin Assistant keeps.

Everything it does

What it looks after

Who runs each tenancy day to day, you or a letting agent, best settled before the property is let: /decide-management-model.
A property from empty to lawfully let: the tenant found and referenced, the deposit's protection tracked until you confirm it, the move-in documented, the compliance steps of a new let, and every renewal date set: /set-up-tenancy.
Your messages to tenants: a rent reminder, a repair acknowledged, an access request, a courteous note before a delicate conversation: /manage-tenants.
The check of a tenancy agreement for what is missing: /tenancy-agreement-checker.
The small repairs your tenant reports (a boiler, a leak under the sink, a broken lock): logged in Maintenance against the property, the trade from your Power Team booked through a message drafted for you to send, chased until it is fixed, and your tenant kept informed.
Lettings and Tenants: who lives where, on what terms, what is coming up, and any void.

Its commands 4

/decide-management-model: Weighs self-managing against a letting agent on your real time, distance and numbersWhen: First let coming up; or the 22:00 calls are wearing thin
/set-up-tenancy: Walks the let from legally-ready to keys handed over, every compliance step trackedWhen: A property is ready to let
/manage-tenants: Drafts tenant communications with discipline: arrears, maintenance, the difficult conversationsWhen: A tenant issue needs the right words, documented
/tenancy-agreement-checker: Reads a tenancy agreement clause by clause against what the law now requiresWhen: You are taking on a tenanted property, or issuing a new tenancy

More examples

The roof

My tenant at 14 Cedar Road says water is coming through the back bedroom ceiling after the rain.

Water through a ceiling is a safety matter, so you hear it in this turn, with the step to take now and the roofer to call out today. Your Lettings Assistant drafts the reply that tells your tenant it is in hand, logs the leak in Maintenance, and passes the roof up. You hear one line: "Your Lettings Assistant spotted the roof; your Portfolio Manager has given it to your Project Assistant."

The boiler

My tenant at Flat 2 says the boiler has stopped.

Your Lettings Assistant drafts the reply that tells your tenant it is being sorted, logs the repair in Maintenance, and drafts the booking message to the heating engineer already in your Power Team for you to send, then chases until it is fixed. The repair stays with it, so the whole job reaches you in one voice.

How it thinks

Tenants are people, and good processes keep good tenants. A protected deposit, a signed inventory and a repair acknowledged quickly are how a tenancy lasts for years.
Safety first, every time. Gas, water, electrics, security, anything that makes the home unsafe is urgent: you hear about it in the same turn, with the step to take now and the qualified professional to call, a reply for your tenant is drafted at once for you to send, and only then is anything passed up.
Quick, informed and on the record. The tenant is kept informed at each step, every exchange is logged with its date and subject, and the tenant's details are kept in your notes for the let; a document going to someone else carries the details that reader needs.
Every rule from its source, today. A legal duty, deadline, interval or emergency number reaches the investor read at the official source for the property's nation in this conversation, with that source and date; a rule only mentioned carries "to check at <source>".
The right tenant over a quick let. An empty month costs less than the wrong tenant for a year, so referencing is done properly before anyone moves in.
Arrears handled kindly and in writing. A courteous reminder first, assuming an oversight, then the offer of a payment plan, with every step written down.
What good looks like. every let has its terms and dates on record, every tenant hears back quickly, and every repair has an owner before the conversation ends.

Your properties

Finance and Admin Assistant

Keeps the portfolio's money clear and its paperwork on time.

Just say

“The accountant sent the figures”“can I refinance”“is my gas safety due”“where does my money go”

For example

Can I refinance Flat 2 yet?

It checks the three facts a refinance turns on (the works finished, the property let, how long you have owned it), values it on the comparable sales, and gives you the timing and what would come out, with each figure's working.

Everything it does

What it looks after

How you own your properties, with /choose-ownership-structure: personal name or a company explained in plain English, and the brief for your accountant, with whom the choice is made. Tax and Structure.
The whole picture of your money, with /map-cashflow: every stream in and out on one page. Cashflow.
The books, with /book-keeping, kept the way you already keep them: Bookkeeping.
The profit and loss of your portfolio, a property company or a business you run, read like an operator with /review-pnl: what moved, why, and the one thing to do.
The refinance, with /plan-refinance: the timing worked out alongside the headline figure.
One compliance clock across every property, with /manage-compliance: each certificate, licence and duty with its date, each duty checked at its official source before you act on it, renewals flagged early, rebuilt in a Compliance Clock note on every run with every line you added carried into the new version. Compliance.

Its commands 6

/choose-ownership-structure: Explains personal vs company in plain English and briefs your accountantWhen: Structure undecided; "should I buy in a company?"
/map-cashflow: Puts every stream in and out on one page: each business, each property, what life costsWhen: Money feels tight despite good months, or you want the whole picture
/book-keeping: Keeps your property books your way: learns your set-up the first time, then files receipts, sorts what came in and went out, and readies what your accountant needsWhen: Receipts piling up; month or quarter end; the accountant is asking for figures
/review-pnl: Reads a profit and loss like an operator, for your portfolio, a property company or a business you run: what moved, why, and the one thing to doWhen: The figures have landed, or month end
/plan-refinance: Plans the refinance honestly: defensible value, timing, cash out, what stays inWhen: Works done and money to recycle; a fixed rate ending
/manage-compliance: One compliance clock across every property: each certificate and licence dated, renewals flagged early, the move before eachWhen: "Am I compliant?"; a renewal might be near; after any purchase completes

More examples

Is my gas safety due?

Your Finance and Admin Assistant reads the compliance clock: two certificates fall due in the next two months. The access request to your tenants changes hands: "Your Finance and Admin Assistant found two certificates due; your Portfolio Manager has given the access requests to your Lettings Assistant."

My receipts are piling up

The first time, it learns how you keep your books, one question at a time, and writes it in your Bookkeeping note; then it sorts this month's receipts by property and lists what is missing.

How it thinks

Tax is information. A tax rate or band is checked at HMRC and written "as of <date>, <source>"; every tax point ends with "confirm with your accountant on your facts", and the choice of structure stays with you and your accountant.
Every total shown with its working. Money in and out is added up in the open, life's costs counted once, and a figure still waiting for its source stays a gap.
One clock, sorted by the next deadline. A date still to find is named as a risk, with one question for it; "done" is your dated word, and the certificate is asked for once and filed when it comes.
A refinance on real evidence. The works finished, the property let and how long you have owned it are each confirmed, with one question for any still open while the plan carries on with what is known, and the value rests on real comparable sales.
What good looks like. you know what each property earns after every cost, every renewal lands on time, and the books are ready when your accountant asks.

Your other businesses

Sourcing Business Manager

Runs your deal-sourcing business: selling deals to other investors, compliantly.

Only when you sell deals on to other investors.

Just say

“Package this deal”“who do I send this to”“I sell deals on”“invoice the fee”

For example

Package this deal

Your Sourcing Business Manager builds the pack in your own branding: the numbers with their working, the value anchored on the comparable sales, the works estimate labelled as an estimate, the risks, and your fee in pounds plus VAT.

Everything it does

What it looks after

Switching the sourcing side on, with /set-up-sourcing: the briefing on what a sourcing business has to have in place, each requirement checked at its official source and dated, your own confirmation record, and the drafts of your terms of business.
Your buyers, with /manage-buyer-list: each buyer's criteria, funding, and marketing consent, explicit and dated.
The pack that sells a deal on, with /deal-pack: the numbers with their working, the value anchored on evidence, the works, the risks, and your fee.
Placing a deal, with /place-deal: the genuine fits ranked, and one personal approach drafted for each; a buyer whose consent is still to be recorded is named once, with the message asking for it offered as a draft, and the choice stays yours.
Your fee, with /sourcing-fee: the reservation or sourcing fee invoice and its terms, tracked to paid.
The notes /set-up-sourcing creates for this side: the Buyer List, Deals to Place and Sourcing Business.

Its commands 5

/set-up-sourcing: Switches the sourcing side on: the dated compliance briefing, your own confirmation record, the paperwork drafts, and your buyer and pipeline notesWhen: You source, or want to start sourcing, for other people
/manage-buyer-list: Adds and qualifies the buyers you sell to, and keeps each one's marketing consent explicit and datedWhen: A new buyer wants your deals; a buyer's criteria changed
/deal-pack: Builds the print-ready pack that sells the deal on: the metrics your strategy locks, the value anchored on evidence, the works, the risks, and your fee in pounds plus VAT, in your own brandingWhen: A deal is worth selling on rather than buying
/place-deal: Matches a packaged deal against your buyer list and drafts a personal approach for each consented fitWhen: The pack is ready; "who do I send this to?"
/sourcing-fee: Drafts the reservation or sourcing fee invoice and terms, and tracks the fee to paidWhen: A buyer reserves a deal

More examples

Who do I send this to?

It ranks the buyers whose patch, strategy and budget fit. Two of them have their dated consent still to come, so it says so once and drafts the short message asking for it, the choice of what goes to them staying yours; the other three get a personal approach each, for you to send.

He wants to reserve it

It drafts the reservation fee invoice and its terms, with the line saying they are drafts for your solicitor to check, and moves the deal to reserved in Deals to Place until the money lands.

How it thinks

Compliance on the record. What a sourcing business needs in place is checked at its official source and briefed with its date each time; the items still open are named once, each item you confirm is recorded as your own dated word, any verdict on your position is your solicitor's or your redress scheme's, and then it helps you with the work.
Consent first. Each buyer's own dated yes is kept in the Buyer List; where it is still to come, that is said once and the message asking for it offered as a draft, the choice stays yours, and the yes is recorded when it comes. Each approach is personal, sent by you, and an opt-out is honoured the moment it is spoken.
Every figure traces. Value rests on comparable evidence rather than the asking price, the risks are told honestly, and the pack carries your name and branding.
Paid means paid. A fee is on paper the moment a buyer reserves, and counted when it lands.
What good looks like. every deal you sell on goes out with an honest pack, to buyers who asked to hear from you, with the fee in writing.

Your other businesses

Business Unit Manager

Runs one of your other businesses.

One for each business you run besides property.

Just say

“Update my numbers for …”“we won a client”“map how we deliver”“track this job”

For example

Update my numbers for Foxglove

Your Foxglove Manager reads last week's scorecard, takes this week's numbers one at a time (or all at once if you paste them), works each derived figure with its inputs shown, and tells you in two lines what moved and why.

Everything it does

What it looks after

Bringing the business in and keeping its folder true, with /add-business-details: only the departments the business actually runs on.
How it makes, sells and delivers, with /map-engine, one engine at a time.
Its weekly numbers, with /bu-scorecard: five to ten numbers you can actually get.
Its work: each job from the day it lands to the day it is paid with /manage-job, a new client well started with /onboard-client, and what one sale really earns with /unit-economics.
Its people and its accounts: their one-to-ones with /run-1-2-1, the command your Chief of Staff uses for your own staff, and the business's profit and loss read with /review-pnl, the command your Finance and Admin Assistant keeps.
Its purpose and strategy: it switches on the business's 01 Purpose and Strategy department the moment you talk about where the business is going.

Its commands 6

/add-business-details: Brings one business in properly and keeps it up to date: the people, the customers, the real numbers, and only the folders that business needsWhen: A business of yours is still to be brought in, or its folders have gone thin
/map-engine: Maps how one business makes, sells or delivers, stage by stage, onto its own canvasWhen: You want to see where the work actually flows, or where it leaks
/bu-scorecard: Keeps the five to ten numbers that tell the truth about a businessWhen: It is scorecard day, or a card has gone stale
/manage-job: Follows one job from the day it lands to the day it is paidWhen: Work is slipping, or something finished is still unpaid
/onboard-client: Turns a signed client into a well started one, with the first weeks mappedWhen: They said yes
/unit-economics: Works out what one sale really earns once its true costs are countedWhen: Before raising a price, or when you want to know which work actually pays

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We won a client

It turns the signed client into a well-started one: a client note with what they bought and the outcome in their own words, the first weeks mapped with an owner and a date on each step, and the opportunity closed as won.

Where should Foxglove be in a year?

It switches on Foxglove's Purpose and Strategy department and works the plan for the year with you. When the question becomes whether to keep the business at all, your Mentor joins.

How it thinks

Only what the business runs on. A department is switched on when there is something to put in it today, so the folder stays a true picture rather than a set of empty boxes.
The scorecard is its weekly truth. Each figure is worked in the open, every input named with where it came from, and a number still waiting for its source stays a gap until one arrives.
Paid is the finish line. A job is followed past the day the work is done, to the day the money is in.
One name, one business. Every note in the business carries the business's name, so that name belongs to that business alone across your notes.
What good looks like. you see in a few lines how the business did this week, what slipped, and the one decision that is yours.

Run your property business with a whole team behind you.

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What it looks after

Its commands 10

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How it thinks

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How it thinks

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Run your property business
with a whole team behind you.