Feature · Planned add-on
Answer questions. Route the next step.
A planned add-on. Not a generic chat bubble — a real estate assistant that answers from your approved content, helps visitors take the next step, and hands sensitive questions to a real person.
Drive Assistant gives each brokerage a branded assistant for its website, agent pages, and client portal. It answers from approved sources, creates client-facing requests, searches the portal records a client can access, and routes anything sensitive to the agent or brokerage.
What it does
Branded to the brokerage
The assistant inherits your logo, colors, name, and contact details. On agent pages it shows the agent and routes to them. It looks like your tool, not a third-party widget.
Works on brokerage and agent sites
Visitors can ask about service areas, buying and selling, and how to get connected — then request a valuation, a custom home search, or a callback, with the lead stamped to the right brokerage and agent.
Helps portal clients find records
In the client portal, the assistant finds saved homes, searches, checklists, and the records shared with that signed-in client — and helps them upload a record, with confirmation before anything is submitted.
Creates client-facing requests
- Contact an agent
- Request a home valuation
- Request a custom home search
- Open the right page or the client portal
Learns from feedback, with admin approval
Helpful/unhelpful ratings surface gaps and suggest new help articles. Nothing is published to your knowledge base until an admin approves it.
Refuses sensitive advice and private data
It never gives legal, financial, tax, contract, or compliance advice, and never exposes private CRM, commission, or another client's data. Public chat cannot see portal records; portal chat only sees what that client can already access.
Runs on a private AI setup
V1 runs on a private AI setup inside BrokerDrive's privacy boundary — no third-party AI vendor in the loop for V1.
Who sees what
Broker view
Turn the assistant on per surface, set the greeting and topics, and review suggested help articles before they publish — with analytics on questions, leads, and escalations.
Agent view
The assistant on your pages answers common questions and books the next step with you, with the lead stamped to your surface.
Client view
Ask a plain question, find your records, and get pointed to the right next step — or routed to your agent when it's something only a person should answer.
Why it matters
Most site visitors leave with their question unanswered. A branded assistant that answers from approved sources and routes the next step turns quiet traffic into contacts — without ever guessing with private data.
Frequently asked questions
- Does Drive Assistant answer private client or transaction data?
- No. Public-site chat only uses approved public sources. Portal chat can search records shared with that signed-in client, but it does not give legal, financial, contract, compliance, commission, or private brokerage advice.
- Is it available today?
- It's a planned add-on. This page describes what it will do; pricing and availability are shown as planned until it ships.
- Does it replace my agents or receptionist?
- No. It answers common questions and routes the next step. Anything sensitive — or anything that needs a licensed professional — goes to your agent or brokerage.
- Where does the AI run?
- V1 runs on a private AI setup inside BrokerDrive's privacy boundary. Brokerage data stays inside your brokerage workspace.