AI in DealMade
Assistants that work inside your permissions
DealMade has two assistants. Ask DealMade works on your pipeline and CRM. Dealy answers questions about listings in chats, with sources. Neither sees more than the person using it, and neither changes a record without a click.
Ask DealMade
Ask DealMade answers questions about your pipeline and CRM and can change what your Pipeline or CRM list shows, such as filtering, sorting or grouping leads.
- It changes your screen straight away, but never changes a record until you confirm, and changes can be undone
- It can't send email, set reminders, log calls or read listing documents
- It links only records it actually read
Dealy
Dealy is your brokerage's AI team member in chats. It answers questions about your listings from their documents and summaries, and shows its sources.
- It reads only what the person who prompted it can see, and less when anyone from outside the brokerage is in the chat
- With a buyer in the chat it uses the buyer version of the summary and never mentions other bidders
- It never replies in a seller's chat, and it doesn't read your leads, contacts, notes or email
How client data is handled
Summaries, document Q&A and chat assistance send the listing content needed for a request to the model provider, Anthropic, which is instructed not to train on customer content where the contract allows that commitment. Turning AI on doesn't change confidentiality: a model call for one buyer is not a channel to another. Outputs are drafts for the person who asked, not appraisals or legal advice.
See it with your own deals
DealMade is invite-only. Ask for access and we'll set up your brokerage, or sign in if you already have an account.