Agents

Every workflow your team runs,
built and deployed for you.

Pre-built automation for the most common CRE workflows. Each configured to your criteria, deployed by our team, maintained and yours to own.

Book the scoping call See all agents
The Agents

Eight workflows. Pick the ones that fit.

Each agent is pre-architected for that specific CRE workflow. Not a generic automation tool pointed at your data.

01 · Underwrite

Underwriting

Underwriting eats your analysts' nights. Raw documents become a scored model with flagged risks in 22 minutes.

  • Any format in: PDF, Excel, Word, or scanned documents
  • Structured deal summary and scored model generated in minutes
  • Risks and deal-breakers surfaced and ranked automatically
  • Output scored to your specific underwriting criteria, not a generic template
Built to your underwriting box Book a call →
02 · Screen

Deal Screening

You sift a hundred deals to buy one. This agent kills weak deals in minutes so your team only underwrites the ones worth it.

  • Every inbound deal scored against your criteria in minutes, not days
  • Kill-or-advance call with the reasoning shown. Not a black box.
  • Calibrated to your metros, your returns, and your red lines
  • Plugs into your existing inbox and CRM, nothing new to learn
The work of a full-time analyst, automated Book a call →
03 · Report

Investor Reporting

LP reporting is a monthly fire drill. This agent delivers live GP and LP dashboards synced from your accounting and property systems.

  • GP dashboard: portfolio health across every asset in one view
  • LP reporting: signings, move-outs, occupancy on your schedule
  • Live sync from accounting, CoStar, and your property CRM
  • Branded, automated, and accurate. No spreadsheet assembly.
Continuous, not quarterly snapshots Book a call →
04 · Source

Deal Sourcing

Good deals close before most firms ever see them. This agent runs continuous buy-box matching so you see them first.

  • Buy-box matched parcels across every target metro, on- and off-market
  • Distress signals monitored continuously: liens, judgments, tax delinquencies, NODs
  • Every LLC resolved to the real managing member with verified email, phone, and LinkedIn
  • A written reason-to-call per owner, ready on day one
One operator per buy-box per metro Book a call →
05 · Manage

Property Operations

Work orders fall through email threads. Vendors need chasing. Issues go unlogged. This agent routes, tracks, and closes every request automatically.

  • Tenant requests captured and routed to the right vendor automatically
  • Work order status tracked end to end, no manual follow-up required
  • Owner visibility into every open issue across the portfolio
  • No dropped requests, no duplicate vendor dispatches
Every issue logged from open to close Book a call →
06 · Reach

Acquisitions Outreach

Your team chases owners instead of closing them. This agent runs the outreach and follow-up so booked calls land on your calendar.

  • Multi-channel: email for B2B operators, postcards for family LLCs
  • Follow-up sequences that compound across months. Not one-and-done sends.
  • Every touch tracked: opens, replies, and warm signals surfaced for your team
  • Booked calls dropped straight onto your calendar
Done for you, not another tool to run Book a call →
07 · Diligence

Due Diligence

Diligence drags every deal from LOI to close. This agent reviews title, legal, and financial documents at machine speed.

  • Title, legal, and financial documents reviewed and flagged for exceptions
  • Full diligence checklist tracked end to end. Nothing slips before closing.
  • Every finding cited back to its source page for fast verification
  • 60-day timelines compressed toward 14–18 days
From LOI to close, faster Book a call →
08 · Retain

Tenant Management

Renewals get missed. Delinquency compounds quietly. This agent works the problem 60 days before it becomes one.

  • Renewal notices triggered 90 days out, before tenants start shopping
  • Delinquency flagged at day 1, not day 30
  • Tenant communication centralized and tracked in one place
  • No manual calendar reminders, no chasing your own portfolio
The system works before you have to Book a call →
Who it's for

Three types of CRE firms.
All of them covered.

Profile 01
CRE Investor

Active acquirers running deal flow, underwriting, and diligence. Firms that close multiple deals per year and need to move faster at every stage.

Deal Sourcing Deal Screening Underwriting Due Diligence
Profile 02
CRE Operator

Value-add operators managing portfolios and reporting to investors. The manual work is in reporting, leases, and outreach. All of it automatable.

Investor Reporting Lease Abstraction Acquisitions Outreach
Profile 03
Property Manager

Firms managing multiple properties with recurring documentation, compliance, and reporting workflows that take up more time than they should.

Lease Abstraction Investor Reporting Workflow Automation
ROI estimate

Estimate your hours back.

Choose a workflow and your volume. See what it costs you today versus what it costs automated.

Pick a workflow, then select your volume below
How many deals do you screen per month?

Each deal screened manually takes 4–6 hours of analyst time. Our system handles it in 18 minutes.

Manual hours / month 50 hrs
Automated hours / month 3 hrs
Hours reclaimed / month 47 hrs

At $75/hr analyst cost, that's ~$3,525/month in reclaimed capacity.

How many leases do you abstract per month?

Manual lease abstraction takes 2 hours per lease. Our agent processes each one in 7 minutes with full source citations.

Manual hours / month 10 hrs
Automated hours / month 0.6 hrs
Hours reclaimed / month 9.4 hrs

Based on 2 hrs manual vs. 7 min automated per lease.

How many LP reports do you produce per quarter?

Each quarterly LP report takes 12–15 hours of assembly. Our agent produces it in 45 minutes from live data.

Manual hours / quarter 13 hrs
Automated hours / quarter 0.75 hrs
Hours reclaimed / quarter 12.25 hrs

Based on 13 hrs manual vs. 45 min automated per report.

The 100% guarantee.
Every build is backed by a full satisfaction guarantee. If the system doesn't work as scoped, we fix it at no cost. If we can't make it right, you get your money back. In writing before you commit to anything.
Ready to scope it?

15 minutes.
We scope it on the call.

Fixed price. Fixed scope. Satisfaction guaranteed. You know exactly what you're getting before you commit to anything.

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