Your AI second brain for every deal
Harvey drafts outreach, runs calls, follows up on stale leads, prioritizes your pipeline, and tells you exactly who to call next — with the message ready to send.
The copilot that actually moves deals
Drafts outreach
Personalized emails for cold leads, stale opportunities, renewals — based on your past closes.
Makes calls
Dialer with call recording + AI-generated summary + next-action suggestion.
Prioritizes pipeline
Daily ranked task list: hottest leads, expiring rate holds, conditions due, renewals 60-90 days out.
Auto-completes
Conditions outstanding? Harvey drafts the borrower email and schedules a follow-up if no response.
Forecasts revenue
Pipeline-weighted GCI forecast with confidence intervals. Updates as deals progress.
Suggests next move
Reading-list view: 'this lead replied to Harvey at 9pm — should I draft a re-engagement?' Yes/no.
SLA enforcement
Inbound lead untouched > 5 min? Page the agent. > 30 min? Reassign automatically.
Team leaderboard
Live volume, conversion, SLA, retention — gameified without being shallow.
Walk in, look at one screen, leave with a plan
Stop letting good leads go cold
Harvey drafts the follow-up; you confirm and send. Outreach gets done even on your busiest weeks.