Commercial real estate: keep your principals on deals, not paperwork.
We install AI agents that take prospecting, CRM updates, reporting, and lease admin off your principals' desks - with a person reviewing everything before it goes out. Valuation, negotiation, and investor relationships stay with them.
Your principals close deals. Most of their week isn't spent closing deals.
Prospect lists, a CRM that's months behind, the monthly investor report, lease terms buried in PDFs - it fills the week, and none of it is deal-making. 66% of CRE pros use AI weekly, but only 5% trust it for a deal decision. That gap is the point: the value is in the admin, not the judgment.
Two ways to run agents in commercial real estate.
A new agent, or more out of the AI tools your team already uses.
We build it and run it for you
It runs around the clock. Your team messages it in chat, it does the work in your tools, and it asks before anything that matters.
We build out what your team already uses
Your team already works in Claude Code or Codex. We connect it to your systems and teach it the jobs you repeat.
What an agent can take. What stays with you.
The operational layer comes off your principals' desks. Judgment and relationships stay with them. Roughly where the line falls:
| Task | Agent | Principal |
|---|---|---|
| Building prospect lists | ||
| Outreach and follow-up | ||
| Updating the CRM after calls | ||
| Drafting monthly reports | ||
| Pulling terms from leases and LOIs | ||
| Valuation and underwriting | ||
| Negotiation | ||
| Investor relationships | ||
| Market and site selection |
It runs inside your CRM and deal software.
We connect it to your CRM and property data - it builds prospect lists, keeps the CRM current, and pulls the numbers for your reports. Most firms run one of these:
On something else? No problem - we connect to what you've got.
Starting with a single job, starting with a single deal.
Scope
One call. We map your work and your stack, agree what's automated and what you review before it goes out, and set the price up front.
Build
We connect your CRM and property data, set what you review before it goes out, and start with the work that eats the most time.
Launch
One job to start. Your principal reviews every output; the agent learns from the edits until they stop.
Support
We stay on for upkeep and new work as your portfolio grows.
Who this is for - and who it isn't.
A fit
- Brokerage, investment, or property management, 5-30 people
- On HubSpot, Salesforce, or Pipedrive with CoStar or Reonomy
- A CRM that's always months behind
- Want principal time back for deals
Not a fit
- Solo operators with a handful of relationships
- No CRM or property database to connect to
- Anyone wanting AI to make valuation or underwriting calls - that's the principals'
See the work in practice.
No deck. Just an honest look at your prospecting and reporting.
One call. We'll show you where your principals' hours go, and whether an agent's worth it.
Book a call