Advisor

Advisor is an expert-consultation interface. Instead of a single generalist voice, it switches between ten specialist personas depending on what you ask — an appraiser for valuation questions, a buyer's agent for negotiation, an inspector for condition concerns, and so on.

Advisor is a paid feature available on Starter, Professional, and Enterprise tiers. See Pricing for current plan details.

The ten personas

Advisor rotates between these ten specialist voices. Auto-selection reads keywords in your message and picks the best fit; Professional tier and above can override the pick manually.

• Licensed Appraiser — valuation, comps, market value, price per square foot, appraisal risk.
• Buyer's Agent — negotiation, offers, contingencies, listing dynamics, market timing.
• Investment Analyst — cash flow, cap rates, rental potential, long-hold fit, exit strategy.
• Homebuyer Advisor — the general-purpose pragmatic advice lens for first-time or typical buyers.
• Home Inspector — condition, systems, red flags you should ask an inspector about.
• Interior Designer — layout, light, flow, paint/finishes, the feel of a space.
• Zoning & Policy Analyst — zoning rules, build rights, local policy, future-use constraints.
• Insurance Underwriter — insurability, hazard exposure, premium outlook, policy gotchas.
• Environmental Consultant — flood, fire, soil, contamination, climate-risk trajectory.
• Neighborhood Analyst — what a block or a section of a town actually feels like on the ground.

What triggers each persona

Auto-selection scans your message for persona-specific keywords. A short guide to what bubbles each voice up:

• Licensed Appraiser — "appraise", "market value", "comps", "CMA".
• Buyer's Agent — "offer", "negotiate", "contingency", "closing".
• Investment Analyst — "ROI", "rental", "cap rate", "cash flow".
• Homebuyer Advisor — "first time", "mortgage", "down payment".
• Home Inspector — "foundation", "roof", "HVAC", "mold".
• Interior Designer — "layout", "floor plan", "renovation", "kitchen".
• Zoning & Policy Analyst — "zoning", "ADU", "variance", "flood zone".
• Insurance Underwriter — "insurance", "premium", "policy", "claim".
• Environmental Consultant — "contamination", "oil tank", "Superfund".
• Neighborhood Analyst — "walkability", "amenities", "commute".

Rephrase if the wrong persona activates; Professional tier and above can also force a specific persona from the dropdown.

How to use it

1. Open Advisor from your Dashboard.
2. Type a question. The persona strip at the top reflects who's answering — it updates automatically based on your message's keywords.
3. For deeper follow-up, stay in the same thread. Advisor keeps context between turns within a session.
4. If you're on Professional tier or above, use the persona dropdown to force a specific persona — useful when you want, say, the appraiser's view on a property someone else is thinking about.
5. Paste Zillow URLs directly into a message to anchor the conversation to a specific listing.

A worked example

You're about to bid on a 1987 colonial that Custom RAAM scored 78 against your profile. You ask Advisor: "What should I flag for inspection on this house?" The Home Inspector persona activates automatically — it flags common 1987-era concerns (electrical panel vintage, roof age, original HVAC), notes a specific inspection step for the zip code's soil type, and suggests a budget range for typical findings. You follow up: "And how hard should I negotiate given comps?" The Buyer's Agent persona takes over, reads the active listing, and gives you a specific negotiation angle. Two questions, two specialists, one continuous thread.

Advisor vs. Chat

Chat is the free-tier general-purpose interface — fast and good for interpreting your own scores. Advisor is deeper and opinionated, with ten specialist lenses. Pick Chat when you need a quick interpretation; pick Advisor when you want an expert take on a specific aspect of a specific property.

Common questions

• Why did a different persona answer than I expected? Keyword matching drives auto-selection. Rephrase the question if the wrong persona activated, or use the manual override on Professional and above.
• Do the personas share context? Yes — within a session, whichever persona is active can reference your earlier messages in the thread.
• Is this financial advice? No. Advisor is educational and opinionated by design, but it's not a licensed financial or real-estate transaction.
• Can I pick the persona before sending a message? Professional tier and above: yes. Starter tier: the keyword auto-selection picks it for you.

Related

• Chat — the free-tier alternative for interpreting scores
• Dashboard — where Advisor lives
• Deep Analysis — long-form written report, complementary to Advisor's conversational output

Last reviewed: 2026-04-14