Understand
Preserve location, format, budget and purpose while the conversation changes language.
Evidence-first property qualification
Understand the mandate before recommending the unit.
Umwise separates investment, living and rental intent, captures budget and format, and refuses to manufacture a match when the verified portfolio starts above the customer’s range.
No invented performance claims. Validate against your own control group.Qualification pack
What the agent must know.
These fields are part of the deterministic gate. The model can extract them; it cannot waive them.
- 01Target location
- 02Budget and currency
- 03Unit format and property type
- 04Investment, living or rental purpose
- 05Cash, mortgage or installment preference
Revenue execution
One conversation. Four controlled moves.
Each move leaves a decision trace and a truthful operational state.
Qualify
Block the CRM transition until the complete property mandate is verified.
Match honestly
Compare against active portfolio records and disclose budget mismatch.
Advisor handoff
Package memory, sources and next action for a human property expert.
Truth layer
Automation stops exactly where evidence stops.
No qualified mandate without location, budget, format and purpose
No listing claim without active source evidence
Budget mismatch is disclosed, never hidden
Outcome requires an explicit won or lost transition
Adapter-ready sources
Property feed or CRMAvailability and pricing feedWhatsApp BusinessVoice transcriptsUniversal CRM webhook
Controlled design partner pilot
Test property on your own funnel.
One market, one connected inventory source and a measurable control group.