Collaborative Decision-Making
The search shouldn’t live
in an email thread.
Prism keeps the advisor, client and decision team connected to the same live search. Candidate status, recommendations, messages, documents and activity stay attached to the decision as it develops.
Candidate status
From survey to shortlist, without the back-and-forth.
Advisor and client can move locations from Candidate to Shortlist, Finalist or Eliminated directly in the live search. Every change is reflected immediately, so the team is always working from the same list — with the market, property and financial evidence behind every decision close at hand.
Candidate
The default status for all locations added to a search.
Shortlist
Worth deeper diligence and a property tour.
Finalist
Locations which have been selected for an RFP or LOI.
Eliminated
Removed from the search, but still visible for context.
Work as a team
Keep everyone on the same page.
Prism gives the advisor and client team one live place to work through the search. Messages, documents, recommendations, candidate status and activity stay with the decision, so everyone sees the same information and the history of the search stays intact.
Messages on the search
Keep the conversation with the search instead of scattering it across email threads.
The right people in view
Advisor and client contacts stay visible to everyone working on the decision.
A shared decision history
Status changes and search activity create a running record of how the decision developed.
Documents where they belong
Flyers, floor plans and property files stay with the locations they describe, not buried in someone’s inbox.
Recommendations in writing
The advisor’s view of each location is documented inside the search where the entire team can review it.
One shared search
Criteria, candidates, market context, scores and status stay consistent for everyone working on the search.
Your first search is on us.
Run one real search, from candidate properties to a final recommendation your client can act on.