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Multi-office operations

A consistent service floor— without flattening your people.

Livia creates shared response, routing, qualification, escalation, and audit standards across offices while preserving local knowledge and advisor personality.

Regional brokerage leaders coordinating standards and routing across markets
Live operating signal
Regional brokerage · three offices
Context evaluated across the Livia AI System
Right office · right advisor · one record
1 layer
across every office
Local
market knowledge
Auditable
service history
THE BUSINESS PROBLEM

Scale the standard—not the bureaucracy.

Brokerage leaders gain a consistent operating layer while offices and advisors keep the market knowledge and relationships that make them valuable.

Without LiviaWith Livia
Different rules by officeShared service standard
Routing depends on memoryContext-aware routing
Gaps discovered in reviewsRisk visible now
Who this is for

For brokerages that want a consistent, responsive operating layer without replacing the systems or relationships they already rely on.

THE WORKFLOW

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

01

Standardize the promise

Set the response, disclosure, qualification, routing, and escalation standards the brand expects.

02

Localize the execution

Apply local inventory, market language, office structure, specialists, and relationship ownership.

03

See the operating picture

Review coverage, response, handoff, recovery, and outcomes without turning agents into a public scorecard.

HUMANS STAY IN CONTROL

The system does not decide when the relationship stops being human.

Your brokerage defines the moments that require review, approval, specialist judgment, or a complete takeover. Livia arrives at those moments with the history organized and the next move clear.

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.

01Choose one workflow and one team.
02Connect the minimum required systems.
03Review conversations in a supervised window.
04Measure the agreed client and commercial outcomes.
PRIVATE MIRROR DEMO

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

Book a private demo