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 approving before anything 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.
One service, two shapes - depending on whether you're starting fresh or already run agents.
An agent we set up for you
An agent - OpenClaw, Hermes, or custom - on a server. Your team messages it, it does the work, and it asks before anything that matters. For teams starting from scratch.
We extend what you already use
Your team already uses Claude Code or Codex. We make it more capable - connect it to your tools, build the endpoints and skills it's missing. For teams already working with agents.
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 the tools you already use.
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.
Live in one to two weeks, starting with a single workflow.
Scope
One call. We map your workflows and your stack, agree what's automated and what waits for your approval, and set the price up front.
Build
We connect your CRM and property data, set what needs your sign-off, and start with the workflow that eats the most time.
Launch
One workflow to start. Your principal approves every output; the agent learns from the edits until they stop.
Support
We stay on for upkeep and new workflows 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'
$1,000–$5,000
Setup
< $200/mo
Running cost
1–2 months
Typical payback
Common questions.
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.
Get a free consultation