Hang up. It's already written.
The admin that eats your evenings will write itself. The promise you made last Tuesday will be on screen before you dial. The buyer from three weeks ago will hear about the new listing from you first. Copilot will turn every call and WhatsApp chat into CRM updates, follow-ups and ranked matches - you confirm, it files.
Three moments, one assistant
This is the shape of a working day with Copilot. Notice what you are not doing in any of them: typing.
Before you answer
The phone rings and the brief is already on screen: who it is, the budget, the areas, and the one thing you promised. You answer knowing more than the caller expects you to remember.
When you hang up
The summary appears with every change laid out for a one-tap confirm: budget up to €850k, San Pedro added, viewing Saturday. Two tasks created. Three matching listings ready to send on WhatsApp.
While you sell
A new listing matches her brief the day it goes live. Copilot flags it to you first - she hears about it from you, not from a portal. That is what a pipeline that runs itself looks like.
Three ways in - start light, go as deep as you like
Copilot is not all-or-nothing. Start with a voice note and nothing to set up, connect your WhatsApp when you are ready, and add a dedicated work line if you want one. Each step captures more for you; none of them is required for the one before it.
Start with a voice note
Finish any call, open WhatsApp, hold the mic and talk for 30 seconds: "Spoke to Marta, budget up to 850, add San Pedro, viewing Saturday, I owe her the Cerquilla listing." The CRM update, the tasks and the matching properties come back in the same thread before you reach the car.
For: every agent, from day one. Nothing to install, nothing to connect.
Connect your WhatsApp
Keep messaging clients exactly as you do today, from your own number, in the WhatsApp you already use. Every conversation with a CRM contact files itself - both directions, automatically. Messages from anyone who is not a client are never captured, never stored.
For: agents who live in WhatsApp - which on this coast is everyone.
Add a work line
A real business number that lives in the PropertyList app, next to your personal SIM. Two numbers, one phone. Every call on it is transcribed live and written up, the legal notice plays itself, and if you miss it on data the call forwards to your mobile. The number belongs to your agency - so the clients on it do too.
For: agents who want work and life separated, and agency owners who want the book to stay.
What Copilot will do, function by function
Not another notes app. An assistant that remembers, files and follows up - so the only thing left in your hands is the part that pays: the conversation.
The brief before every call
Who is calling, what they are looking for, their budget, when you last spoke and what happened - on screen in the two seconds before you answer. On a WhatsApp call you get the full card; on a normal mobile call, a short line on the caller screen. Either way, you never again say "remind me, which property was it?" to a serious buyer.
And the line that matters most: what you promised and have not done. "You said you would send her the Cerquilla listing." Shown privately to you, before you speak. Clients decide who to trust by whether you remember - Copilot makes sure you always do.
You approve everything before it is saved
After every call or voice note, Copilot lays out exactly what it wants to change - budget, areas, bedrooms, timeframe - old value and new value, side by side. One tap confirms, one tap edits any field. Nothing touches your CRM until you say so.
This matters because clients here switch between English, Spanish and four other languages mid-sentence - a hard job for any listener, human or AI. So Copilot checks with you instead of guessing: if it ever mishears, it costs you one tap - not a wrong budget quietly sitting in a shared record.
It ends in properties, not paperwork
The moment the CRM is updated, Copilot searches the shared MLS - 6,000+ listings - against what the client just told you, and hands back the best matches ranked. Send one on WhatsApp with a tap, while the conversation is still warm in both your minds.
Notes get read later, if ever. A matching property sent within five minutes of hanging up is what turns a phone call into a viewing.
A pipeline that keeps working after you stop
Every captured requirement becomes a living search. When a new listing hits the market that fits a client from three weeks ago, Copilot flags it to you the day it goes live - so they hear it from you first, not from a portal alert. Follow-ups, viewing reminders and the promises you made all land in your tasks at the right moment.
This is the difference between a CRM you feed and a CRM that feeds you.
Your memory is excellent. Until Thursday.
Every agent carries fifty open promises in their head, and the one that slips is always the one that mattered: the buyer who was ready, the vendor quietly testing whether you listen. Copilot will carry all of them, and hand each one back at exactly the moment you need it.
Built to be trusted with your calls
An assistant that hears your conversations has to earn its place. These three promises are design decisions, not settings.
Audio is never stored
Calls will be transcribed live and the audio discarded as it happens. The summary is kept; a recording never exists, so there is nothing to leak and nothing to hand over.
You have the last word
Nothing reaches the CRM until you approve it. Copilot shows you exactly what will change, field by field, and a visible button stops transcription mid-call.
Your private life stays private
Only conversations with people in your agency CRM are captured. Family, friends, your plumber: never synced, never stored. You can exclude any chat, even with a client.
It speaks this coast
Clients here switch language mid-sentence, and Copilot is being built for exactly that - English, Spanish and the other languages of the coast, in the same call. The names, the budgets and the areas still land in the right fields.
Inside the platform you already use
Copilot is not another app to adopt. It will live inside PropertyList, where 1,200+ agents and 900+ agencies already work - matching against 6,000+ shared listings the moment a client tells you what they want.
Questions, answered
When will Copilot arrive?
It is in build now and will roll out to PropertyList agents first, in stages: capture first, then connected WhatsApp, then the dedicated work line. Agents already on the platform will be first in the queue.
Which way should I start?
Voice notes. There is nothing to set up, nothing to connect and nothing to learn - you talk for 30 seconds after a call and watch what comes back. Most agents will connect their WhatsApp once they have seen their CRM fill itself a few times, and the work line is there for whoever wants a separate business number on top.
Will it write to my CRM automatically?
No. Copilot proposes, you approve. It will show you exactly what is about to change - budget, areas, bedrooms, timeframe - field by field, and nothing is saved until you tap confirm. A wrong guess costs you one tap, not a corrupted record.
Are my calls recorded?
No. Calls will be transcribed live and the audio discarded as it happens. The transcript and the summary are kept; a recording never exists. You will also be able to stop transcription mid-call with one visible button.
What about my personal WhatsApp chats?
Only conversations with people in your agency CRM will be captured. Messages from anyone else are never captured and never stored. And you will be able to exclude any conversation you choose, even with a client.
Do I have to change my number?
No. Copilot starts with a voice note from your own phone, and connecting your own WhatsApp is optional. For agents who want a separate business line, a dedicated work number will be available - your personal number stays personal either way.
What will it cost?
The MLS and the CRM core stay free. The CRM is not 100% free: moving a qualified buyer lead into a paid pipeline costs 1 credit (~1€), and your first 5 buyer leads are free. Copilot plans and pricing will be announced at launch - and every paid Copilot plan will include those pipeline lead credits, so while you subscribe, moving a buyer into your pipeline costs nothing extra. Creating your free account now costs nothing and puts you in the first wave.
Never walk into a call cold again.
Copilot arrives for PropertyList agents first. Create your free account now - no card required - and be ready on day one, inside the free PropertyList platform.
Not ready to create an account?
We will email you the summary: what is included free, what costs credits, and what it replaces. Read it in your own time, or forward it to your business partner.
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