Commercial real estate AI
AI agents for commercial real estate teams
Move deals forward with AI grounded in your documents, lenders, relationships, and permissions. More than a chat, built for CRE work.
What CRE AI should do
Use the right context, take approved actions, and leave an audit trail. Your team stays in control.
Source-backed answers
Read deal documents and cite the source.
Live deal data
Use current CRM, pipeline, lender, and market data.
CRE-ready work
Draft materials that fit your deal workflows.
Controlled actions
Route actions through permissions and approvals.
Firm-wide context
Remember your processes and relationship history.
Approved updates
Update the system of record after work is approved.
Put CRE agents to work
Turn repetitive, source-heavy work into outputs your team can review and use.
Choose AI built for CRE
Look for secure access to your deal context, clear controls, and updates that carry through to your systems.
CRE context
Understand sponsors, lenders, deals, documents, terms, and properties.
Exact citations
Trace each answer to a record, file, or conversation.
Workflow actions
Work inside CRM, pipeline, data room, memo, and lender workflows.
Admin controls
Manage permissions, approvals, audit trails, and external actions.
Connected tools
Use ChatGPT, Claude, APIs, and internal tools without losing source context.


