Better conversations. Stronger business. One place to see both.

A professional’s results come from two things: the conversations they have with clients, and the business activity they keep up every day. Other tools usually look at only one of them. Caveris brings both together in one source, and the professional, their coach and their leadership each see the view their role needs.

◆What Caveris is

The Caveris Platform has two parts: the Method and the Workspace. The Method can be used on its own, and the Workspace is added to it.

The Caveris Method™

A discipline for reading where another person’s thinking is, and taking the conversation from there. Professionals practice it, send in their real conversations and receive a Reflection back, and follow lessons that open as their own conversations show what they need. Read about the Method.

The Workspace

Productivity support for the professionals in an organization’s coaching or mentor program. They keep their own clients, agreements and contracts and log their activity against their goals, their coach works the roster from it with onboarding and classes in view, and leadership sees where production is heading. See the Workspace.

◆Who it is for

The professional

A licensed professional who wants to get better at their client conversations, through practice and through their real conversations, whether a conversation has ended or is still going. They can use the Method on their own plan, Caveris Direct, or their organization may offer it as part of its coaching program. If they join an organization later, their work comes with them.

An organization

A brokerage, a team, or any group that develops and supports licensed professionals, in a variety of industries. The organization chooses which features its people use, and each role sees the screens it needs.

The people who guide them

Coaches, mentors, team leads and supervisors. Your organization can choose its own word for this role, and that word is used throughout the Platform. An organization can have several coaches, each with their own roster, and several locations.

Leadership

Owners, broker-owners, team leaders and managers who need to see how their people and programs are doing, and where the business is heading.

◆The Method, and what you can add

An organization chooses the combination that fits how it works.

The Method

Every professional signs in to the Platform to learn and practice the Method, send in their real conversations and receive their Reflections. Practice is always free. For a professional on their own, this is Caveris Direct. For an organization, it is access to the Platform for the people it names, with or without a coach. Where a coach is assigned, the coach has insight into their submissions and Reflections.

The Workspace

Added to the Method: pipelines, projected and forecast income reports, the organization’s own lesson plans and onboarding roadmaps, activity tracking, the leaderboard and class attendance. With both together, the coach sees the numbers and the conversations behind them.

See the plans.

◆Learning the Method

Practice. Work through a suggested scenario or one of your own, and a Field Reflection comes back in four sentences: the signal, the read, the move, and one question to take into the next conversation. Practice is free and unlimited: on the scenarios open to everyone, on a practice conversation of your own, and on the scenarios of any class you took. Start practicing.

Then real conversations. A professional writes up a real conversation with a client. If it has ended, they receive a Reflection: what happened from start to finish, where it first went wrong, and the one thing to work on next. If it is still going, they receive an Orientation: where the client is now and what to watch for. Before anything is sent, the page checks for details that could identify the client. Which form do I need?

The lessons open from their own conversations. Each competency has six lessons, from Seedling to Sprig to Tree. They open as the professional’s Reflections show a pattern, not from a fixed schedule, so the next lesson is always the one their own work calls for. A lesson once passed stays open. See how the Platform runs the Method.

Practice Labs. A class, in person or on Zoom, that teaches one Caveris Method concept. Each Lab has its own set of practice scenarios built around that concept, and the class code from the session lets the people who took it practice them afterwards.

Workshops. The Caveris for Real Estate workshops are taught in person and can also be taken as online courses. See the workshops.

Their record is theirs. Everything a professional submits, and every Reflection they receive, can be downloaded from their own screen at any time.

◆The Workspace for the professional

Professionals keep their own pipeline: clients, agreements and contracts, entered as they happen.

They track their activity against the goals their coach sets.

Points and the leaderboard. Points are earned for entering production, from agreement to contract to closing, and for daily activity in contacts, conversations and appointments. Points show each professional’s progress, and the leaderboard shows how they compare with others.

Their dashboard shows the next step, across both their business and their learning. See the Platform.

◆What it makes easier for the coach

A coach, mentor or supervisor has limited time with each person. Caveris puts what they need in one place, so the time goes to coaching instead of collecting information.

• One roster. Each person’s goals, activity, pipeline and progress through onboarding and classes, on one screen.
• Only what needs them. Reviews collects in one list what is waiting for the coach, such as an amount entered by hand that needs their sign-off. Reminder emails keep work from being missed.
• Coaching that starts from real conversations. Where the organization provides Reflections, the coach sees each person’s Reflections and the pattern across them, so a coaching session starts from what happened with clients, not from memory.
• Their own material. Coaches can add their own lessons and classes, and record attendance.
• A private coaching log. One for each person, and it goes with that person if they change coach.
• Help with the work. An assistant can work inside the coach’s account, with only the access the organization gives them.

◆What leadership sees

Leadership sees production as it is today and where it is heading, not only what closed last month.

Forecast and projected revenue

Forecast revenue from signed agreements, projected revenue from what is under contract, and what closed and what was lost, by coach, office and period. Reports download as a PDF or a CSV file.

Production

Each professional’s clients, agreements, contracts and closings, and their activity against the goals their coach set.

The leaderboard

How each professional’s activity progress compares with others.

Coaches and onboarding

Coaches at a glance: each coach’s roster, what is waiting for the coach to confirm, overdue onboarding, and who has no new agreement in 30 days. Onboarding pace shows who is keeping up with required learning, and who is at risk of falling behind.

◆Why the numbers are current

A forecast is only as good as the information behind it. In Caveris, that information comes from the professional, entered the day it happens. They have a reason to keep it up to date, because the same place gives them their lessons, the Reflections on their conversations and their next step. Their points show their activity progress, and the leaderboard shows how they compare with others.

So leadership sees a forecast built from the work itself, not from a spreadsheet someone updates at the end of the month.

◆It works beside what you already have

The Workspace covers the professionals in your organization’s coaching or mentor program, and reports only on them. It complements, and does not replace, your compliance, reporting and transaction management systems. Keep them. Caveris adds what those systems were never built to give you: a live view of where production is heading, and the development of the people who produce it. For most organizations it is the part that has been missing.

A leader can have a view-only role that shows the dashboard, progress, leaderboard and reports. The numbers come from the people doing the work: each professional enters their own, and if someone falls behind, their coach can enter it for them.

◆Your data stays yours

Each organization has its own dedicated account on Caveris. AI is used only to write Reflections, Orientations and practice feedback, and before a conversation is sent, the page checks for details that could identify the client so the professional can remove them. Client information, records and business numbers are never sent to any AI model. Reports can be downloaded as a PDF or a CSV file, and an organization’s Main admin can download its full records at any time.

◆One discipline, many professions

The work of reading the room is similar in every profession. The Workspace each profession needs is not. So the Platform comes in editions. The Method stays the same in each one: its lessons, its practice, and the engine that reads a professional’s real conversations and writes their Reflection. Each edition adds the Workspace that profession needs. Real estate is the first edition, built and in use today. See the Workspace for real estate.