Product
One memory your whole firm can ask
Blue Orchid is an AI deal file for real-estate firms: your email, calls and chats become one sourced record your team asks from Claude, ChatGPT, Slack or the web
When does Maple Crossing close, and who confirmed it?
Checked the deal file
November 3. First Bank moved it from October 20 in Tuesday’s email, and the signed first amendment confirms the new date.
Sources named
- Re: Maple Crossing closeEmail from First Bank · Oct 14
- First amendment, signedPDF · page 2
Sourced answers
Every answer shows where it came from.
Blue Orchid links each fact to the email, call, chat or document behind it, so you can check the original.
- People and companies are matched across aliases and renamed records
- One shared version of each fact, with no private copies drifting apart
First amendment to purchase agreement
Signed Oct 14 · page 2 of 6
2. Section 4.1 of the Agreement is amended as follows:
Closing shall occur on or before November 3, 2026, subject to the Lender’s final approval.
Matched to Maple Crossing, First Bank and the closing date
Sources it reads
It reads the tools your team already uses.
Email and meeting notes arrive within about 15 minutes. HubSpot, QuickBooks Online and Notion are read live, without being copied in.
Your memory, any AI
Use any AI, and the memory stays yours.
Ask from Claude, ChatGPT, Slack, the web or any assistant that takes a connector link. Change tools anytime; the memory stays with your firm.
Who’s our title contact on Maple Crossing?
What’s still open on Maple Crossing?
When does the rate lock on Maple Crossing expire?
Your firm’s memory
Its own database, never used for training
Plus any assistant with a connector link
How it works
From your inbox to a deal file.
- 01
Connect your sources
On a call with us, your team connects email, meeting notes, chats and files.
- 02
The deal file fills in
Blue Orchid links each update to the deals, properties, companies and people it already knows.
- 03
Ask and check
Your team asks questions, checks the sources, and approves its own changes before others see them.
Judgment stays with you
When it isn’t sure, it asks.
When it can’t tell who an email or number belongs to, it asks your team. Changes you ask for wait for your approval.
Unsure about
Who does jortiz@ortizcre.com belong to? It wrote about the Maple Crossing survey.
Your change, waiting for approval
- Field
- Maple Crossing · closing date
- Change
- Oct 20 → Nov 3
- Asked in
- Slack direct message
Facts with history
Old facts stay on file, marked and dated.
When a date or price changes, Blue Orchid keeps the earlier value with its source, so you can see what changed and who said so.
Nov 3, 2026
CurrentFirst amendment, signed Oct 14
Oct 20, 2026
Replaced Oct 14Purchase agreement, Aug 2
The difference
A shared memory, not another assistant.
Assistants work one conversation at a time. Blue Orchid keeps one memory your assistants and teammates read, each seeing only what they’re allowed to.
Answers questions about the files you give it
- An AI assistant alone
- Yes
- Blue Orchid
- Yes
Keeps one version of each fact for the firm
- An AI assistant alone
- No
- Blue Orchid
- Yes
Stays with your firm when you change AI tools
- An AI assistant alone
- No
- Blue Orchid
- Yes
Keeps replaced facts, marked as old
- An AI assistant alone
- No
- Blue Orchid
- Yes
Asks before your changes reach others
- An AI assistant alone
- No
- Blue Orchid
- Yes
| What matters | An AI assistant alone | Blue Orchid |
|---|---|---|
| Answers questions about the files you give it | Yes | Yes |
| Keeps one version of each fact for the firm | No | Yes |
| Stays with your firm when you change AI tools | No | Yes |
| Keeps replaced facts, marked as old | No | Yes |
| Asks before your changes reach others | No | Yes |
Security
Separate, private and never used for training.
Its own database
A separate database for each company.
Read-only email and files
It can read, never send, delete or edit.
Workspaces
Personal and team workspaces decide who sees what.
No training on your data
Not by Blue Orchid, and not by its AI providers.
FAQs
What teams ask before starting.
See your own deals in the deal file.
We'll set it up on one live deal with your team, then walk you through each answer and approval.