How the AI coaches use your data
What Lenny, Sid and Annie each cover, what a coach can see on the page you are on, how AI credits and guided assistance work, and where a coach's advice stops.
Re:InvestorHub has three AI coaches. Each answers questions in one area of real estate investing. When you open a coach from a deal, property or project, it also receives the details of that record, so you do not have to retype them.
The parts
Section titled “The parts”| Coach | Title | Covers |
|---|---|---|
| Lenny | Financing Coach | Mortgages, hard money, DSCR and portfolio loans, creative financing, loan pre-qualification and rate shopping. |
| Sid | Construction & Rehab Expert | Rehab budgets and cost estimates, contractor vetting, scope of work, project timelines, permits and inspections, punch lists. |
| Annie | Real Estate Market Expert | Market analysis, ARV and comps, negotiation, offer structuring, and agent and seller dynamics. |
Coaches are available on Silver and Gold.
What a coach can see
Section titled “What a coach can see”A coach sees what you type in the conversation. When you open it from a record or page, it also sees that page’s details.
| Where you open the coach | What it receives |
|---|---|
| Deal Analyzer | The numbers and inputs of the deal you are working on. |
| Deal Pipeline card prompts, such as Ask Annie or Ask Lenny | The saved deal on that card. |
| Portfolio property prompts | That property’s details. |
| Search for properties | Your current search. |
| A project, including Talk to Sid - Your AI Construction Coach | That project’s details. |
| Ask AI Coach on the Dashboard, which opens the AI Coach page | Nothing beyond what you type. |
The details are used to answer you in that conversation.
Using the coach window
Section titled “Using the coach window”- Type in the box that reads Ask followed by the coach’s name, then select Send or press Enter.
- Select Stop to cut an answer short.
- Use Switch coach to change coach, and Conversation history to reopen a past conversation under Recent conversations.
- Use Pop out to window, Minimize or Close to arrange the window.
AI credits
Section titled “AI credits”Coach conversations use AI credits. Your plan gives you a monthly allowance, 2,000 credits on Silver and 5,000 on Gold, and the allowance resets every 30 days, on the same cycle as your other monthly allowances. Unused credits do not carry over. The coach feedback you can request in the Deal Analyzer also uses credits.
Plans and limits are explained in How plans, trials and limits work.
Guided assistance
Section titled “Guided assistance”Cards and pages show short next-step prompts, such as “Closed. Ready to renovate?” or Ask Annie on a deal that is under contract. These are guided assistance. They suggest a question and open a coach with it already typed. They never send it for you.
To hide all of them, open Settings, find Guided Assistance and turn the Guided assistance switch off. This hides the tips and coach invitations across the app. The coaches themselves are still there when you open them.
Where a coach’s advice stops
Section titled “Where a coach’s advice stops”Good to know
Section titled “Good to know”- A coach only knows what is in the conversation and the page you opened it from. If a number matters, say it in your question.
- A coach’s answer is a suggestion for you to weigh.
- If a coach is not available on your plan, upgrade from Settings.