- Ingresos de jubilación y estrategia de retiradas
- Fiscalidad: Roth/RRSP, cosecha de pérdidas, cambios normativos
- Planificación patrimonial, de seguros y transfronteriza
- Herramientas del asesor: preparación de reuniones, prefiltro de cumplimiento
21.500+ skills y agentes. Todos gobernados.
5,814 agentes preconstruidos y 15,654 habilidades de biblioteca en 24 sectores y 12 roles por sector, instalables desde el catálogo, conectados a tus sistemas y ejecutados a través de la misma cadena de puertas de fallo cerrado que todo lo demás en Cortex.
21,511 plantillas de biblioteca en la matriz del catálogo
Empieza por una colección curada.
Suites creadas a mano para los trabajos que las empresas automatizan primero — cada colección se entrega gobernada, con políticas y auditoría incorporadas.
- Atención, ventas y customer success
- Service desk de TI, RR. HH. y operaciones financieras
- Recepción legal, compras y operaciones de campo
- Riesgo y cumplimiento
- Triaje de bandeja de entrada y redacción de correos
- Preparación de reuniones, notas y seguimiento
- Agenda inteligente y resumen diario
- Orquestación de asistente ejecutivo
- Siniestros inteligentes, actuarial y AML
- Auditoría, GRC e informes ESG
- ITAM / ITSM y operaciones de seguridad
- Entornos de datos y analítica
Encuentra la habilidad que tu equipo necesita.
Busca entre 21,500+ habilidades y agentes gobernados, o filtra por sector y tipo: cada resultado se instala desde el catálogo y pasa por las mismas puertas.
864 resultados · Real Estate
Real Estate: Mortgage Processor Compliance Checker
Compliance Checker template for Mortgage Processor teams in Real Estate. Evaluates supplied context against applicable policy and prepares review findings. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include Yardi, MRI, AppFolio.
Real Estate: Mortgage Processor Risk Assessment
Risk Assessment template for Mortgage Processor teams in Real Estate. Assesses a supplied entity or transaction against policy thresholds and explains the result. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include Yardi, MRI, AppFolio.
Real Estate: Mortgage Processor Reconciliation Brief
Reconciliation Brief template for Mortgage Processor teams in Real Estate. Queries supplied record data and prepares a discrepancy brief; it does not adjust source records. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include Yardi, MRI, AppFolio.
Real Estate: Mortgage Processor Exception Review
Exception Review template for Mortgage Processor teams in Real Estate. Reviews a supplied event or record for risk; it does not watch streams or raise alerts autonomously. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include Yardi, MRI, AppFolio.
Real Estate: Mortgage Processor On-demand Reporting & Insights
On-demand Reporting & Insights template for Mortgage Processor teams in Real Estate. Runs an on-demand read query and summarizes the result; it does not schedule or deliver recurring reports. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include Yardi, MRI, AppFolio.
Real Estate: Mortgage Processor Decision Support
Decision Support template for Mortgage Processor teams in Real Estate. Assesses supplied context and drafts a recommendation for a person to review. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include Yardi, MRI, AppFolio.
Real Estate: Mortgage Processor Routing Advisor
Routing Advisor template for Mortgage Processor teams in Real Estate. Summarizes supplied work and recommends a priority; it does not assign owners or rebalance queues. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include Yardi, MRI, AppFolio.
Real Estate: Mortgage Processor Trend Briefing
Trend Briefing template for Mortgage Processor teams in Real Estate. Summarizes supplied historical data and query results; it does not run a forecasting model. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include Yardi, MRI, AppFolio.
Real Estate: Mortgage Processor Onboarding Guide
Onboarding Guide template for Mortgage Processor teams in Real Estate. Searches approved knowledge and drafts onboarding guidance; it does not collect inputs or track completion. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include Yardi, MRI, AppFolio.
Real Estate: Mortgage Processor Feedback Summary
Working supplied-feedback summary for Mortgage Processor teams in Real Estate. Paste the respondent comments when you run it; Cortex surfaces recurring and minority viewpoints and prepares follow-up questions without scoring sentiment or contacting anyone.
Real Estate: Mortgage Processor Research & Discovery
Research & Discovery template for Mortgage Processor teams in Real Estate. Searches approved Cortex knowledge, summarizes supplied findings, and drafts a research brief. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include Yardi, MRI, AppFolio.
Real Estate: Mortgage Processor Process Guidance
Process Guidance template for Mortgage Processor teams in Real Estate. Drafts process guidance from approved knowledge and supplied context; it does not execute steps or coordinate systems. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include Yardi, MRI, AppFolio.
Real Estate: Appraiser Intake Review & Triage
Working supplied-intake review and triage agent for Appraiser teams in Real Estate. Paste the request or incident context when you run it; Cortex summarizes the supplied facts, identifies missing information, and recommends an advisory human-review priority without routing or assigning work.
Real Estate: Appraiser Document Summarizer
Working supplied-content summarizer for Appraiser teams in Real Estate. Paste the material to summarize when you run it; no external system connection is included or required.
Real Estate: Appraiser Q&A Assistant
Q&A Assistant template for Appraiser teams in Real Estate. Searches approved Cortex knowledge and drafts a grounded response for review. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include Yardi, MRI, AppFolio.
Real Estate: Appraiser Drafting & Generation
Working supplied-context drafting agent for Appraiser teams in Real Estate. Paste the facts and requested message when you run it; Cortex produces a clearly labelled draft for human revision without sending it or inventing missing details.
Real Estate: Appraiser Record Review
Record Review template for Appraiser teams in Real Estate. Summarizes a supplied record and assesses possible risk or ambiguity; it does not apply system labels. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include Yardi, MRI, AppFolio.
Real Estate: Appraiser Data Query & Summary
Data Query & Summary template for Appraiser teams in Real Estate. Runs a governed read query and summarizes the returned records; it does not write source data. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include Yardi, MRI, AppFolio.
Real Estate: Appraiser Compliance Checker
Compliance Checker template for Appraiser teams in Real Estate. Evaluates supplied context against applicable policy and prepares review findings. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include Yardi, MRI, AppFolio.
Real Estate: Appraiser Risk Assessment
Risk Assessment template for Appraiser teams in Real Estate. Assesses a supplied entity or transaction against policy thresholds and explains the result. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include Yardi, MRI, AppFolio.
Real Estate: Appraiser Reconciliation Brief
Reconciliation Brief template for Appraiser teams in Real Estate. Queries supplied record data and prepares a discrepancy brief; it does not adjust source records. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include Yardi, MRI, AppFolio.
Real Estate: Appraiser Exception Review
Exception Review template for Appraiser teams in Real Estate. Reviews a supplied event or record for risk; it does not watch streams or raise alerts autonomously. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include Yardi, MRI, AppFolio.
Real Estate: Appraiser On-demand Reporting & Insights
On-demand Reporting & Insights template for Appraiser teams in Real Estate. Runs an on-demand read query and summarizes the result; it does not schedule or deliver recurring reports. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include Yardi, MRI, AppFolio.
Real Estate: Appraiser Decision Support
Decision Support template for Appraiser teams in Real Estate. Assesses supplied context and drafts a recommendation for a person to review. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include Yardi, MRI, AppFolio.
Instalar es lo fácil. La gobernanza viene incluida.
Los agentes de la biblioteca no son scripts: son identidades gobernadas. Instalar uno lo registra con un propietario, un presupuesto, modelos y acciones permitidos y un lugar en el registro de auditoría.
Elige en el catálogo
Filtra por tu industria y tu rol; cada elemento indica los sistemas a los que se conecta y las habilidades que invoca.
Conéctalo a tu stack
Conectores, servidores MCP e importaciones OpenAPI — acotados por listas de permitidos y DLP en el gateway.
Cada ejecución pasa por los controles
Identidad, presupuesto, guardrails, registro, Control Tower, ejecución, guarda de salida — y luego un recibo firmado en el Trust Ledger. En todos los planes.
¿No encuentras la habilidad que necesitas?
El constructor visual de habilidades permite lanzar nuevas habilidades sin código — o dinos qué te falta y te señalaremos el patrón gobernado más cercano.