A Co-Analyst That Sees Your Screen, Searches Your Docs, and Proposes Edits

The Relm Pro chat isn't a chatbot — it's a section-aware AI co-analyst. It sees exactly what you see on screen, searches your uploaded documents and the internet before answering, and proposes precise edits with before/after comparisons. Every change requires your explicit approval.

Key Capabilities

Section-scoped context — AI sees what you see
Searches uploaded documents before answering
Searches the internet for current market data
Proposes edits with full before/after comparison
Shows cascading impact on all financial metrics
Every change requires explicit human approval

Section-Scoped Intelligence

The chat analyst operates in the context of whichever section you're viewing. On the Financial page, it knows your current pro-forma assumptions. On the Units page, it can see every unit's details. On the Summary page, it understands the executive analysis. This contextual awareness means you get relevant, precise answers without having to re-explain what you're looking at.

Document & Market Search

Before answering any question or making a recommendation, the AI performs a multi-step search: first your uploaded documents (highest priority), then property data and market comps, then the open internet for current market conditions. When it recommends adjusting vacancy to 5%, it cites the specific submarket data and housing vacancy rates that support the suggestion.

Reviewable Edit Proposals

When you ask the AI to change something — "increase vacancy to 7%" — it doesn't just change the number. It creates a proposal card showing the exact field being changed, the current value, the proposed value, and the cascading impact on NOI, DSCR, IRR, and other dependent metrics. You review the full impact and click Accept or Reject. Every accepted change is logged in version history with the AI's reasoning.

Related Features

See Agentic Chat Analyst in Action

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