Client Intelligence Assistant
Ask across verified identity, dated market facts, property status and preparation guides.
The preview assistant is bounded: it organizes published information and routes next steps. Patrick reviews professional recommendations.
AI boundary: this assistant is not Patrick, a lawyer, lender, appraiser, tax professional or housing counselor. It must not make promises, steer housing choices, negotiate, quote a loan or replace licensee judgment.
Retrieval before generation
The answer should carry its proof with it.
The production assistant is designed to answer from approved sources, show the source and date, identify uncertainty, and hand off when a licensed judgment is required.
1
Retrieve
Find the relevant license record, market period, listing record, article or consented lead context.
2
Bound
Exclude protected-class steering, unsupported claims, stale listing status and unapproved licensed activity.
3
Escalate
Create a clear handoff to Patrick with the question, declared state, sources and urgency.
Put the property—and your timing—into one clear position.
Start with a private, evidence-based conversation. Patrick reviews the final recommendation personally.