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.
CRE Automation Use Cases
What We Automate for Brokerages
Every automation is designed to give your brokers time back without changing how they work.
Comp Reports & Market Analysis
AI pulls property data from CoStar, Reonomy, and public records. Generates branded, client-ready comp reports in minutes instead of hours.
LOI & Proposal Generation
Auto-generate Letters of Intent and proposals from deal parameters. Pull data from your CRM, customize terms, and send in minutes.
Tenant & 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 & Client Reporting
Automated monthly and quarterly reports for landlords and investors. Pull data from property management systems, format, and deliver.
Lease Abstraction & 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.
CRE Automation Packages
Start with one automation or transform your entire brokerage.
Single Automation
One workflow automated. Perfect for testing ROI before expanding.
- Comp reports OR LOI generation
- Integration with 1-2 tools
- Team training included
- 30-day support
Brokerage Package
Full workflow automation for your brokerage operations.
- Comp reports + LOIs + CRM
- Prospecting automation
- All tool integrations
- 90-day support
Managed Retainer
Ongoing optimization and new automation builds.
- Continuous optimization
- New automation builds
- Priority support
- Quarterly strategy calls
How We Work With Brokerages
A proven process designed for CRE operations.
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 & Integrate
We build the automation and connect it to your existing tools. CoStar, Salesforce, Outlook, whatever you use. Tested thoroughly before rollout.
Train & Launch
Your team learns the new workflow. We stay on for 30-90 days to ensure adoption and optimize based on real usage.
Ready to 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.
