Finn
Finn is JRE’s AI assistant for agents. He works as you inside your own Relationship Boss CRM and the Merge Portal: today’s plan and numbers, anyone’s full history, drafts in your voice saved on the contact, tasks and notes, pipeline moves, Claire settings, and “I’m away” when your calendar shows time off.
He never contacts clients (you send everything), Brooks screens every draft for fair housing, RESPA, and TREC advertising rules before you see it, bigger changes wait for your confirm tap, rules questions go to Brooks with citations, and he connects to ChatGPT, Claude, and Muse so you can use him in the AI app you already like. Every new JRE tool ships with Finn skills.
