The Platform has two parts: the Method, for the conversations, and the Workspace, for the work around them. Professionals keep it current, their coaches oversee it, and leadership sees where it is heading.
◆For the professional
A professional, such as a real estate agent, loan officer or insurance agent, enters their own clients and keeps their pipeline up to date, working toward the goals they set with their coach, mentor or advisor. Points are earned for entering production, from agreement to contract to closing, for daily activity in contacts, conversations and appointments, and for the organization’s lessons and classes. Points track their progress, and the leaderboard motivates them to improve their ranking compared with others.
Learning the Method to improve their conversation skills is part of their work: lessons, practice on what each lesson teaches as often as they want, and Reflections on their real conversations. They can submit their conversations in English or in Spanish, and the Reflection comes back in the language they wrote in. In English, they can also simply tell what happened in their own words, and Caveris fills in the form for them to check before it is read. Their dashboard always shows the next step. See how the Platform runs the Method.
A professional can also use the Method on their own, with no organization. If they join one later, their work comes with them. See the plans.
◆For the coach or mentor
A coach works from one roster. The coach can update each professional’s weekly goals, follow their activity against those goals, and open any of their pipelines. The coach can see the Reflections of the professionals on their roster, and the pattern across them, so coaching starts from what happened in real conversations. The coach sees the classes and lessons their organization offers, and can add their own online lessons and classes and keep track of who attends. The coach also keeps a private coaching log for each professional, which goes with that professional if they change coach.
◆For leadership
Leadership sees what is coming, not only what closed: forecast income from signed agreements, projected income from what is under contract, and the results of what closed and what was lost, by coach, office and period. It stays current because professionals enter it as they work, their coaches oversee it, and the leaderboard gives everyone a reason to keep it up to date. Reports download as a PDF or a CSV file.
The screens carry your organization’s name, logo and its own words for each role. Other staff members can help, and each one sees only the areas their job needs.
◆One Method, an edition for each profession
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 every edition: its lessons, its practice scenarios, and the engine that reads a professional’s real conversations and writes the Reflection, or the Orientation while a conversation is still going. Each edition adds the Workspace that profession needs.
Real estate is the first edition. It is built and in use today. See the Workspace for real estate.
The Method itself is open to any licensed professional whose work depends on conversations with clients, on their own through Caveris Direct or through their organization.
◆Your data stays yours
Each organization has its own dedicated account on Caveris. AI is used only to write Reflections, Orientations and practice feedback. Client records and business numbers are never sent to any AI model. Before a real conversation is submitted, the page checks for details that could identify the client, so the professional can remove them. Read the Privacy Policy.
Start with practice
You need only your name and email. Practice is included on every plan, 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.