Commercial Real Estate

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

$1.2T
US CRE transaction volume (2024)
23%
Broker time on admin tasks
10+
Hours saved per broker per week
3x
More prospects touched

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.

3 hours to 10 minutes per report

LOI & Proposal Generation

Auto-generate Letters of Intent and proposals from deal parameters. Pull data from your CRM, customize terms, and send in minutes.

45 minutes to 5 minutes per LOI

Tenant & Buyer Outreach

AI-powered prospecting lists with personalized outreach sequences. Find decision-makers, craft messages, and automate follow-ups.

3x more prospects with same effort

CRM Auto-Updates

Your CRM updates itself. AI monitors emails and calls, extracts deal data, and keeps your pipeline accurate without broker data entry.

Zero manual CRM updates

Investor & Client Reporting

Automated monthly and quarterly reports for landlords and investors. Pull data from property management systems, format, and deliver.

Hours saved per property per month

Lease Abstraction & Tracking

AI extracts key lease terms, tracks critical dates, and flags upcoming renewals and expirations. Never miss a deadline again.

Reduce missed renewals to zero

Integrates With Your Stack

We plug into the tools you already use. No rip-and-replace required.

CoStar
Reonomy
Buildout
Salesforce
HubSpot
Outlook
Gmail
Yardi
VTS
LoopNet

CRE Automation Packages

Start with one automation or transform your entire brokerage.

Single Automation

$5K-15K

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
2-4 week delivery
MOST POPULAR

Brokerage Package

$15K-40K

Full workflow automation for your brokerage operations.

  • Comp reports + LOIs + CRM
  • Prospecting automation
  • All tool integrations
  • 90-day support
4-8 week delivery

Managed Retainer

$2.5K-5K/mo

Ongoing optimization and new automation builds.

  • Continuous optimization
  • New automation builds
  • Priority support
  • Quarterly strategy calls
After initial build

How We Work With Brokerages

A proven process designed for CRE operations.

1

CRE AI Audit

We analyze your workflows, identify the top 3 automation opportunities, and estimate ROI.

2

Workflow Mapping

We document your exact processes. How do brokers request comp reports today? What data goes into LOIs? Where does deal info live?

3

Build & Integrate

We build the automation and connect it to your existing tools. CoStar, Salesforce, Outlook, whatever you use. Tested thoroughly before rollout.

4

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.