AI workflows for commercial real estate brokerages.
Tour memos, comps, broker opinions of value, LOI tracking, recurring landlord updates. The repeatable work runs itself. Brokers stay on the calls and the meetings that actually close deals.
Five workflows we ship into brokerages.
Tour memo automation
Broker dictates two minutes after a tour. The agent returns a structured memo, an action item list, and a drafted followup email to the seller broker. Same pattern we built for inside salesreps at investment firms.
Comp pulls and OBV drafting
CoStar comps in, filtered for true comparability, comp set table built, cover narrative drafted in your principal's voice. Pulls historic OBVs from your folder so the new one matches house style.
LOI back-and-forth tracking
Reads the whole email thread, maintains a running terms summary after every email, surfaces the spread and the recommendation in your inbox in real time.
Recurring landlord and investor updates
Drafts the monthly update for every account in the principal's voice. Pipeline status, active listings, recommended next moves. The principal edits, signs, sends.
Lead intake and qualification
Inbound form, ad, and partner referral leads scored, enriched, and routed to the right broker with talking points. Same pattern we wire into investment teams.
Custom advisory
If your shop has a workflow that does not look like the five above, we will scope it. Common asks include vendor selection, data infrastructure for AI readiness, and turnaround on stalled internal AI projects.
Engagement: Scoped during discovery.
Common questions from brokerage principals.
How does a Claude agent fit into a brokerage CRM?
The agent reads from your CRM, drafts emails, summaries, and memos in your brokers' voice, and writes back to the same CRM. We integrate with HubSpot, Salesforce, Apto, REthink, and Buildout. The CRM stays the system of record.
How long does it take to ship one workflow?
Scoped during discovery and written into the SOW. Simpler workflows land fast; document-heavy pipelines take longer.
What models do you use?
Anthropic Claude Opus 4.8 for reasoning-heavy tasks like LOI analysis and OBV drafting. Claude Sonnet 4.6 for everyday email and CRM updates. Claude Haiku 4.5 for classification and routing.
Will it replace my brokers?
No. It replaces the admin around the broker. Brokers spend more time in meetings and on calls. The agent handles the writing and tracking.