Your second brain
for closing deals.
Speak after a showing. Forward an email. Pull up a client. Lumi captures the soft signals, fills the brief, and feeds Claude — automatically.
- Voice → CRM, auto. No forms.
- Works offline. Syncs when you're back.
- Free for agents in EU · LatAm · MENA.
10-min read · Updated April 2026
Lumi · Wednesday
Good morning, Niki.
Two showings · three leads need a nudge.
Showing · Passeig de Gràcia 84
A stranger becomes
a dossier. In 30 seconds.
Most agents stop at the name. The form fires, the CRM creates a card, the card sits empty until the agent finds 10 minutes to Google the person and write notes. The window of attention has already closed by then. The agents who triple their reply rate are the ones whose CRM cards are pre-briefed before they pick up the phone.
Marina Costa, Staff Engineer at Neuralink (Porto, 4y), relocated from Lisbon 6 weeks ago. House-hunting in Foz do Douro: 3-bed + garden, likely a family-stage move. Flag: commute and school district will outweigh sea view. → "Marina — three Foz 3-beds came on this week within 15 min of Tech Park. Saturday slots?"
Four sentences. One opening message. Total time from form submission to draft-on-screen: 47 seconds.
The gap between a form and a brief.
A real-estate form is the thinnest possible signal. Name. Email. Maybe a phone number, a budget range checkbox, and a free-text field that says “Looking at houses in Foz”. From this, an agent is supposed to figure out who this person is, why they're moving, what they actually want, and how to open the conversation in a way that doesn't sound like every other agent in the city.
The agents who do this poorly send a generic “Hi Marina, thanks for your interest! Here are five listings.” That message has a 6-9% reply rate in any market we've measured. The agents who do it well — the ones who triple that number — have a brief on screen before they hit send. They know Marina works at Neuralink, that she moved 6 weeks ago, that her commute will pin her to a 15-minute radius around Porto Tech Park, that she's been tweeting about schools.
They didn't research that themselves. The stack did. The brief arrived in their CRM before the lead's email had finished syncing. The first message went out within two minutes of the form submission, in their voice, with one specific detail that proved they'd done the work — even though they hadn't.
“A form is the thinnest signal in your pipeline. A brief is the thickest. Most agents close the gap manually — at the cost of every lead they don't have time to research.”
Four steps. Sixty seconds.
Each step is a constraint that protects the speed-to-brief promise. Skip any one and the brief either arrives too late, contains too much, or doesn't end in a draft message.
- 01
The form fires the stack — within 60 seconds.
Zillow form, IG DM, WhatsApp inbound, website form — whichever channel the lead arrives on, the enrichment stack runs synchronously. The agent should never see a CRM card without a brief. If the brief takes 5 minutes to arrive, the agent has already moved on to a different task. Fast feels personal; slow feels automated.
- 02
The enrichment finds 8 fields, not 50.
Most enrichment APIs return everything they have — employer, alma mater, every job since 2008, every public mention. Agents drown in this. The whole game is choosing which 8 fields actually move a real-estate decision: commute, life event, family stage, channel preference, mover history, neighbourhood pattern, budget signal, urgency signal. The other 42 fields are noise.
- 03
Claude writes the 4 sentences — not 8, not 2.
Four is the sweet spot: enough room to compress a person into a brief, tight enough that the agent can read it in 8 seconds before picking up the phone. Two sentences feels thin and AI-generated. Eight sentences becomes a wall the agent will scroll past. The 4-sentence shape is the contract between the model and the agent.
- 04
The fourth sentence is a draft message, not a summary.
This is the rule that flips the whole workflow from "data assistant" to "opening assistant". The brief is not just for the agent's understanding — it's for the agent's first move. By the time the brief exists, the opening line already exists. The agent reads four sentences, taps approve on the draft, and the conversation is open within 90 seconds of the form submission.
What the stack looks for. What it ignores.
Public enrichment APIs return 50+ fields. Agents need 8. These eight — and the discipline to drop the other 42 — are what turns enrichment into intelligence.
Four tiers. Trigger to delivery.
The stack is tool-agnostic — swap any one tier without rebuilding the others. The contract is the brief format, not the vendors.
Zillow form / IG DM / WhatsApp inbound / website
→ Raw payload: name, email, phone, free-text message
Clay / Apollo / Crustdata / People Data Labs
→ Employer, role, tenure, prior addresses, public socials
Claude (Haiku for speed, Sonnet for nuance)
→ 4-sentence brief + opening message draft
CRM custom field / Lumi inbox / Slack / WhatsApp Business
→ Brief surfaces in the agent's interface within 60 seconds
Three briefs the model defaults to without rules.
When the system prompt is loose, the synthesis tier produces one of these three failure modes. Each one looks like a brief but doesn't act like one.
“Hi Marina! I noticed you submitted a form on our website looking at houses in Foz do Douro. As a Neuralink employee, you might want to know about our exclusive listings near Porto Tech Park. Let me know if you're interested!”
Mentions the form ("submitted"), name-drops the employer in a vaguely creepy way, ends with the dead "let me know if you're interested". This is what agents send when they don't have a brief — the prompt-without-context version of the same input.
“Marina Costa, 4-year tenured Staff Engineer at Neuralink. Moved from Lisbon to Porto 6 weeks ago. Previously lived at Avenida da Liberdade 234. Married in 2024. Currently looking at 3-bed houses in Foz do Douro with a garden. Commute target: Porto Tech Park (15 min driving). Active on Twitter about Porto schools.”
Reads like a CSV. The agent now has to do the synthesis themselves — what's the angle? what should I send? The whole point of the brief is to do the synthesis IN the brief.
“Marina is a Staff Engineer at Neuralink who recently relocated to Porto and is likely planning to have children based on her Twitter activity. We have several premium listings she would love.”
Inferring "planning to have children" from public Twitter posts is creepy and probably wrong — soft-signal pattern matching is a tool, not a fact. The brief must surface signals as flags for the agent to weigh, not promote them to certainties.
The enrichment payload.
This is the JSON the synthesis tier receives. Notice that some fields are empty — the prompt handles that gracefully by skipping them rather than naming the gap.
# ── enrichment payload — input to the prompt ────────
name: "Marina Costa"
email: "marina.costa@neuralink.com"
phone: "+351 91 234 5678"
employer: "Neuralink"
role: "Staff Engineer · Implants team"
tenure_yrs: 4
linkedin_signal: "moved Lisbon → Porto 6 weeks ago"
prior_address: "Avenida da Liberdade 234, Lisbon"
commute_target: "Porto Tech Park (15 min driving)"
public_record: "married 2024, no children listed"
soft_signal: "active on Twitter about Porto schools"
form_message: "Looking at houses in Foz do Douro,
3-bed minimum, garden if possible"
What to feed Claude.
The system prompt that turns the enrichment payload into the 4-sentence brief. Tested against Haiku and Sonnet — Haiku is fast enough to fit inside the 60-second SLA on first pass.
You are a senior real-estate agent's lead-enrichment
analyst. Your job is to turn a raw enrichment payload
into a 4-sentence brief that fits in a CRM card.
INPUT
You receive a JSON object with whatever fields the
enrichment stack found: name, email, phone, employer,
role, tenure, commute estimate, prior addresses,
LinkedIn snippets, social signals, public records.
Some fields will be empty. That is normal.
OUTPUT
Write EXACTLY 4 sentences. Plain text. No bullets,
no headings, no emoji.
1. WHO they are — name, current city, role + tenure,
anything that grounds them as a person.
2. WHY they're moving (or might be) — life event,
job change, family stage, prior-address pattern.
3. WHAT to flag — one constraint or preference the
stack revealed (school district, commute, parking,
pet policy, accessibility, prior-build pattern).
4. WHERE to start — the single line the agent should
send first, in their voice, no more than 12 words.
RULES (non-negotiable)
1. If a field is empty, skip it gracefully — never
say "not found", "unclear", "to be confirmed".
2. Never invent a fact. If the stack didn't surface
it, don't include it.
3. The fourth sentence is a draft message, not a
summary. It must be sendable as-is over WhatsApp
or SMS.
4. Voice: clinical-warm. Senior agent, not a chatbot.
5. No "this lead", "this prospect", "client". Use
their first name from sentence 1 onward.
ANTI-PATTERNS (never produce these)
- "Based on the data provided…"
- "It appears that…"
- "Hi {{first_name}}, I noticed you submitted a form…"
- Any sentence longer than 22 words
- Any sentence that restates the input verbatim
The agent should read the 4 sentences in 8 seconds
and know exactly how to open the conversation.Copy the system prompt above into a new Claude chat as a system message, then paste the enrichment payload as your first user message.
What Claude returns.
Run the payload above through the prompt above. This is the first-pass output — no editing.
Marina Costa is a Staff Engineer at Neuralink (Porto, 4 years tenured) who relocated from Lisbon 6 weeks ago — likely a commute optimisation around the Porto Tech Park. She's house-hunting in Foz do Douro for a 3-bed with a garden, and her Twitter activity about Porto schools suggests she's planning to start a family within the next 12-18 months. Flag: she'll prioritise commute-time and walkability to a good kindergarten over square metres or sea-view. Open with: "Marina — three Foz do Douro 3-beds came on this week within 15 min of the Tech Park. Send Saturday slots?"
Where the 3× comes from.
The 3× reply-rate figure is a working benchmark across ~30 agents in EU and LatAm running a brief-driven first-touch versus a generic first-touch on otherwise comparable lead pools. Generic first-touch (“Hi Marina, thanks for your interest”) sits in the 6-9% reply range. Brief-driven first-touch — where the opener references one specific detail from the dossier — lands at 22-31%. The lift is usually 3-3.5×.
The honest caveat: the 3× is on inbound form leads where the enrichment stack actually finds something. For leads with thin public footprint (~15-20% of inbound, depending on market and channel), the stack returns mostly empty fields and the brief regresses toward the generic baseline. The protocol still helps in those cases — the agent at least knows the stack tried — but the lift is closer to 1.4-1.8× there. Average across the full inbound pool: 2.7-3.1×.
Public signal, not surveillance.
Every field in the enrichment tier comes from data the lead has already made public — LinkedIn employment, public Twitter posts, public records, the form they themselves submitted. The stack is a speed-up of work the agent could (and used to) do manually with 10 minutes of Googling. It is not a surveillance product.
Two boundaries the protocol will not cross: it does not ingest private inboxes, private DMs, or paid people-search dossiers sourcing from breached data. And it does not surface inferred attributes that feel invasive when stated back — “likely planning children based on Twitter” is the kind of inference the brief either omits or downgrades to a hedge (“may be family-stage”). The agent's credibility with the lead depends on the conversation feeling thoughtful, not creepy.
Building the brief is step one.
Trusting the 60-second SLA is step two.
Lumi is the app that runs this workflow for you. You speak after a showing — Lumi captures the soft signals. You forward an email — Lumi updates the constraints. You open the app at 8am — the brief is already there, ready to feed Claude.
- Voice → structured CRM, automatically
- No forms. No data entry. No copy-paste.
- Free for agents in EU · LatAm · MENA
Lumi · Wednesday
Good morning, Niki.
Two showings · three leads need a nudge.
Showing · Passeig de Gràcia 84
Pipeline
Active
8
Warm
4
Cold
2
Clara Ruiz
Active€1.8M · 3BR
Passeig de Gràcia showing · 11:30
Andreas Moreno
Active€2.4M · 4BR
Send comps by 18:00
Dimitri Schneider
Warm€900K · 2BR
Contract review today
Silent 3d · last 3 days ago
Sarah Mitchell
Cold€1.2M · 3BR
Draft re-engagement
Silent 9d · last 9 days ago
A real-estate adaptation of the lead-enrichment-as-synthesis thesis (Clay-style data stacks compressed by an LLM into a 4-line brief). Our slice: closing the 60-second gap between form submission and the agent's first message.
More guides like this on @lumi.estate. Follow if any of this was useful — it's how we know to keep writing.