AI automation for CRE brokerages.
Your brokers are deal-makers, not data entry clerks. Automate comp reports, LOIs, prospecting, and CRM updates so your team closes more deals.
Get 10+ hours back per broker per week.
The CRE brokerage efficiency problem.
Brokers drowning in admin
Your top producers spend 15-20% of their week on comp reports, CRM updates, and proposal formatting. That is a full day lost to paperwork.
Inconsistent deliverables
Every broker formats things differently. Clients get inconsistent experiences. Your brand looks unprofessional.
Slow deal velocity
While your broker is formatting an LOI, a competitor is already sending theirs. Speed wins deals.
Stale CRM data
Brokers hate updating CRM. Managers cannot forecast. Deals slip through the cracks.
The bottom line: Your brokers should be closing deals and building relationships. Instead, they are formatting comp reports and updating CRM fields. Every hour on admin is an hour not spent on revenue-generating activity.
What we automate for brokerages.
Every automation is designed to give your brokers time back without changing how they work.
Comp reports and market analysis
AI pulls property data from CoStar, Reonomy, and public records. Generates branded, client-ready comp reports in minutes instead of hours.
LOI and proposal generation
Auto-generate Letters of Intent and proposals from deal parameters. Pull data from your CRM, customize terms, and send in minutes.
Tenant and buyer outreach
AI-powered prospecting lists with personalized outreach sequences. Find decision-makers, craft messages, and automate follow-ups.
CRM auto-updates
Your CRM updates itself. AI monitors emails and calls, extracts deal data, and keeps your pipeline accurate without broker data entry.
Investor and client reporting
Automated monthly and quarterly reports for landlords and investors. Pull data from property management systems, format, and deliver.
Lease abstraction and tracking
AI extracts key lease terms, tracks critical dates, and flags upcoming renewals and expirations. Never miss a deadline again.
Integrates with your stack.
We plug into the tools you already use. No rip-and-replace required.
Two pricing paths.
Built for small to mid-cap firms ($30M to $100M revenue). Pick the model that matches the risk tolerance.
Build + retainer
Fixed build fee for the automation, plus a monthly retainer for ongoing optimization and new workflow builds. Predictable, scoped, and capped.
Performance-based
Aligned to hours saved or deals accelerated. We share in the upside once the automation is running in production.
How we work with brokerages.
CRE AI audit
We analyze your workflows, identify the top 3 automation opportunities, and estimate ROI.
Workflow mapping
We document your exact processes. How do brokers request comp reports today? What data goes into LOIs? Where does deal info live?
Build and integrate
We build the automation and connect it to your existing tools. CoStar, Salesforce, Outlook, whatever you use. Tested thoroughly before rollout.
Train and launch
Your team learns the new workflow. We stay on for 30-90 days to ensure adoption and optimize based on real usage.
Give your brokers time back.
Book a CRE AI audit. We will identify your highest-ROI automation opportunities and show you exactly how much time your brokers can save.
