AI for buying agents who want 75% of their time in front of people — not sitting at a desk.
Harold handles intake, qualification, packaging, and distribution. You review, approve, and close. The system feeds the clients constantly.
Sound familiar?
One day a week lost to sitting down and processing deals — writing reports, sending them to clients, updating them. That’s a day you’re not making money.
Client mandate matching is in your head. Deals come in by email, WhatsApp, phone, and LinkedIn — all going into different places. You know what each client wants, but there’s no system that does.
You want to do 100 reports a day. You’re doing 10. The workflow caps you.
When Client A says no, the deal gets abandoned. The due diligence is done. There are three other clients it would suit. But there’s no system to package it and send it on.
Built for buying agents
Multi-channel intake
Deals from email, WhatsApp, LinkedIn, phone — Harold catches all of them and creates a deal record. One system.
Mandate matching
Every active client mandate stored and updated. When a deal comes in, Harold scores it against every mandate automatically.
Report generation
Address + title number → Harold pulls the data, runs the analysis, generates a client-ready report in your format. 10 a day becomes 100.
Deal redistribution
Client A passes. Harold flags it to Client B and Client C whose mandates it fits — with the due diligence already packaged.
Speak & Sync
Just finished a meeting. Harold asks you three questions by voice. Deal updated, client comms drafted. No desk time.
Sector intel (healthcare)
Harold parses local authority market position statements to surface supply/demand gaps. Updated annually. Intelligence worth more than the platform costs.
“If we can get that right, we can spend our time on the golf course.” That’s the goal. Harold runs the system. You build the relationships.