Digital twin of each deal
Every buyer, seller, partner, task, and dependency modeled in one place, updated automatically as conversations and status change.
Coming soon
Your AI copilot for every call, email, and follow-up.
CopilotEstate isn’t just an AI assistant. It’s a real system with a dynamic planning engine at the core-continuously mapping your deals, tracking every call, email, and message, and deciding what should happen next across all your workflows.
CopilotEstate is currently in development. It will be available soon, so regularly check back here for updates as we get closer to launch.
Not another CRM. A real operations copilot.
CRMs store contacts. Task apps send reminders. CopilotEstate focuses on the actual work: coordinating calls, messages, documents, and deadlines across all your deals.
Multi-channel coordination
Calls, email, SMS, and other channels woven into a single operational view so nothing gets lost between apps.
Proactive next steps
The system identifies what needs to happen next, coordinates the right people, and surfaces only the decisions that truly need you.
Why CopilotEstate is different.
Most AI tools sit on top of your work as a chatbot or a thin layer of automation. CopilotEstate is built as a system underneath your work, with a planning engine that actually runs the workflow.
Dynamic planner at the core
At the heart of CopilotEstate is a dynamic planner that keeps a live model of every deal i.e., tasks, people, constraints, and timelines and updates it as new information comes in.
Deterministic decisions in a messy world
Instead of reacting one message at a time, the system uses operations research–style optimization to decide what should happen next, in what order, and through which channel, even as situations change.
Real memory, not one-off prompts
A knowledge graph ties together buyers, sellers, partners, documents, and events across deals, so the system can learn over time and coordinate multi-agent workflows with consistent context.
Capabilities built around real communication.
Under the hood, CopilotEstate combines a dynamic planner, operations research–style optimization, a knowledge graph, and multi-agent coordination. In practice, that means it doesn’t just reply to messages, it understands the state of each deal and actively drives the workflow forward across calls, email, text, and documents.
Unified communication layer
Connect your communication channels and let the system maintain one clear timeline per deal instead of you stitching together logs from different apps.
- Context preserved across phone, email, and SMS
- Key decisions and commitments extracted automatically
Smart follow-ups & reminders
Let the system keep track of who owes what, and when. It nudges the right people at the right moment, so you don’t have to chase every reply.
- Polite, timed reminders across channels
- Escalations when responses are delayed
Deal-aware scheduling
Schedule showings, inspections, and calls with an understanding of the deal context and who needs to be involved.
- Calendar-aware suggestions for key milestones
- Automatic confirmations and rescheduling flows
Adaptive deal planning
A dynamic planner continuously reevaluates the path to close as constraints change, using a hybrid of optimization, rules, and learned patterns to keep each transaction moving with minimal manual coordination.
- Tasks reprioritized as constraints change
- Clear view of what’s at risk and why
Advantages for busy agents & teams
Hours back every day
Less time on coordination and catching up on threads, more time with clients.
Fewer dropped balls
Every follow-up, reminder, and document request is tracked and owned.
Calmer pipeline
Clean visibility into every active deal, its status, and its next steps.
Connects with the tools you already use.
CopilotEstate is designed to sit on top of your existing stack i.e., CRMs, email, calendar, and real estate platforms, so you don’t have to rebuild how you work.
Real estate CRMs & platforms
Built to integrate with the most common real estate CRMs and transaction tools, so deal data stays in sync across systems.
- Pulls and updates deal and contact information
- Uses existing records instead of duplicating them
Email, calendar & communication
Connect your email and calendar so CopilotEstate can schedule, summarize, and track communication around each transaction.
- Works with your existing email accounts
- Respects your current calendar setup and habits
Easy, configurable workflows
Configure your deal stages, notification preferences, and communication patterns without heavy IT projects or custom code.
- Templates tuned for typical buyer and seller flows
- Simple controls for who gets notified and how
The team behind CopilotEstate.
Built by engineers who have shipped production AI systems across large, complex organizations.
Founder
Ali Vashaee
AI specialist with deep experience in machine learning, agentic architectures, workflow automation, and enterprise AI deployment. Ali has led ML and data science teams at Bombardier and previously at IBM’s Innovation Center, building complex decision-support systems used by large engineering organizations.
- Leads central ML & Data Science at Bombardier
- Designed automation pipelines to reduce operational load
- First-hand exposure to real estate workflow inefficiencies
Co-Founder
Niket Shah
Machine learning engineer with 4+ years of experience delivering end-to-end AI systems across conventional ML, deep learning, and GenAI. Niket has led multi-million-dollar AI initiatives at a Blackstone portfolio company and now at Bombardier, with a strong focus on reliability and impact in production.
- End-to-end AI delivery in complex enterprise environments
- Master’s in Electrical & Computer Engineering (Concordia)
- Hands-on builder focused on shipping real products