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For luxury brokerages

A faster response should still feel considered and discreet.

Livia gives high-net-worth referrals and inquiries immediate, context-aware attention while preserving brand voice, privacy, advisor judgment, and a warm human relationship.

Luxury real estate advisor reviewing a private property collection with clients
Live operating signal
Wealth manager referral · 10:14 PM
Context evaluated across the Livia AI System
Private brief complete · advisor joined
24/7
concierge coverage
Your brand
client-facing identity
Any time
human takeover
THE BUSINESS PROBLEM

Luxury is an operating standard, not a visual treatment.

Speed matters because the relationship matters. Livia handles the waiting and coordination around the work while the advisor owns the judgment and trust.

Without LiviaWith Livia
Referral waits overnightImmediate acknowledgement
Generic form or chatbotConcierge-level brief
Advisor enters coldAdvisor enters informed
Who this is for

For boutique luxury teams, invitation-led networks, and high-end independent brokerages where one referral can represent years of relationship equity.

THE WORKFLOW

What happens from the first signal to the next human move.

01

Receive the introduction properly

Acknowledge the relationship, mirror the brokerage’s standards, and avoid a transactional intake.

02

Build a discreet client brief

Understand market, timing, privacy, lifestyle, property needs, and the preferred communication path.

03

Bring in the right advisor

Match the opportunity to the right human and introduce them with the context already understood.

HUMANS STAY IN CONTROL

The advisor owns the relationship. Livia protects the moments around it.

Sensitive questions, negotiation, interpretation, and trust stay with the human expert. Livia makes sure the client is never waiting, repeating, or wondering who owns the next move.

See the control model →
Human orchestration modes
Join

Enter the existing conversation with the full history.

Redirect

Move the opportunity to the right office or specialist.

Approve

Review a sensitive answer or action before it happens.

Take over

Own the thread while Livia keeps supporting quietly.

CONTROLLED PILOT

Prove the workflow before you widen the footprint.

The first deployment is deliberately narrow: one visible gap, a supervised launch, and outcomes agreed before the work begins.

01Use a controlled referral or inquiry set.
02Configure brokerage voice and discretion rules.
03Choose the exact advisor-entry moments.
04Review every thread before widening coverage.
PRIVATE MIRROR DEMO

See this exact workflow on the leads and systems your team already uses.

Book a private demo