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Referral protection

Make the first response worthy of the introduction.

When the right agent is in a showing or at a closing, Livia responds in your brokerage voice and preserves the trust already transferred.

Advisor guiding a discreet referral conversation with informed clients
Live operating signal
Warm referral · Saturday
Context evaluated across the Livia AI System
Relationship protected · brief ready
24/7
referral coverage
In voice
brokerage-defined tone
Warm
human handoff
THE BUSINESS PROBLEM

A referral begins with borrowed trust.

Fast, thoughtful follow-up shows the referring relationship—and the new customer—that the introduction mattered.

Without LiviaWith Livia
Voicemail after the introImmediate acknowledgement
Contact repeats the storyStory carried forward
Referrer wonders what happenedRelationship visibly protected
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

Acknowledge quickly

Confirm the relationship and reason for the introduction without sounding automated.

02

Understand the need

Learn enough to route thoughtfully while avoiding an interrogation or long intake form.

03

Introduce the human

Make the agent handoff feel intentional, with the context both sides need.

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