Small on purpose. Every part exists to keep one commission.
No CRM bloat. No automation theatre. Four capabilities, detection, visibility, action, firm scale, each tied directly to revenue retained.
Signals, not reminders.
Explicit signals
Rate questions, “shopping around,” direct mentions of competitors.
Implicit signals
Tone shifts, hesitation, clarifying questions about exit terms.
Behavioural signals
Forwarded statements, CC'd advisors, off-pattern reply timing.
Silence signals
Sudden drop-off in conversations that were previously consistent.
See the book the way risk actually moves through it.
Retention heatmap
Clients ranked by current risk, not by date last contacted.
Clawback calendar
Month-by-month view of which commissions are most exposed.
90-day forecast
Projected exposure based on live signals and clawback windows.
From alert to sent reply in one tap.
Ready-to-send drafts
Each alert ships with a written reply tuned to the signal type.
Reply YES
Send the draft from your phone without opening the app.
In your voice
Drafts learn your tone over time, so the reply sounds like you, not a tool.
WhatsApp + email
Alerts reach you on the channel you actually check first.
No dormant client stays hidden without a chance to return.
The James case
A broker re-engaged a 4-year-dormant client whose rate had reset, $700,000 of new business from one outbound message.
Dormant signal scan
We replay your historical book to surface clients whose situation has materially changed since you last spoke.
Reason-to-reach-out
Each surfaced client comes with a one-line, specific reason, not a generic “check in.”
Ranked by likelihood
We rank by the probability they're transactable now, not by who you haven't called in longest.
Same tool, team scale.
Team dashboard
Aggregate exposure, top risks, and saves across the firm.
Ghost Audit
Replay the last 12 months of email to surface signals you missed before.
Ready to see it on your own book?
Free Ghost Audit, we replay your last 90 days of client threads and show you what you missed, with the dollar amount attached.