Everything below runs from month one. Then we build automations specific to your market and your product type, one every month or two, chosen from the list on this page.
What is possible depends on the systems you use and the data they will give us. We find that out during setup, and we tell you straight which ones are easy and which are not worth doing.
This is the base. It gets configured to your business rather than invented for it, which is why it is running inside the first month.
One brief each morning covering your calendar, what needs a reply, what is overdue, and what is coming. Then it stays available all day. Ask it what is on your plate, have it draft something, have it check a detail. It knows your business, your clients and how you write.See it running →
Every incoming message sorted by who it is from, what it concerns and how urgent it is, with a reply already drafted in your voice. You review and send.
Messages filed automatically to the right client, deal or project, and the noise cleared out on a schedule. What stays in the inbox is what genuinely needs you.See it running →
Connections researched, replies drafted in your voice, the queue actually worked instead of ignored for three weeks.See it running →
Scheduling, follow-up windows, and deadline cycles handled, with everything counted backward from the date that actually matters.
Every call captured, summarized, and turned into action items and a follow-up draft before you have left the room.See it running →
Up to eight custom templates for the documents you produce over and over, matched to your brand colors and formatting, drafting in seconds instead of hours. We build these around what you actually send.See it running →
A recurring digest built around your specific business and interests. Real sources, real articles, filtered to what is actually relevant to you rather than a generic industry newsletter.
These are the automations that matter most in commercial brokerage. We would not build all of them. Tap any of them for the detail. We would start with whichever two or three match what actually eats your week.
Which owners in your market are most likely to sell in the next twelve months.
Combines how long an owner has held an asset, whether their debt is coming due, portfolio and entity signals, and transaction history across your market into a ranked list of who is most likely to transact. Each one arrives with the reasoning attached and an opener written around that specific property.
Most brokers work a farm from memory and a spreadsheet. This turns listing generation into something running in the background, ranked, so your prospecting calls are aimed at owners with an actual reason to move rather than the whole list alphabetically.
The entity owns the building. This finds the person.
Takes a property list or an entire submarket, resolves the ownership entities back to the real decision maker, finds current contact details, and builds a sequenced outreach campaign with an opener referencing their actual asset.
The single most tedious part of prospecting in this business is figuring out who actually controls an asset behind three layers of LLC. This does that at volume, so your time goes to conversations instead of records searches.
Every new listing checked against everyone you know is looking.
Holds the actual criteria for everyone in your book, checks new inventory against all of them, and scores the match. Strong matches go out to the client automatically with a written note. Partial matches come to you first with an explanation of what missed, so you decide whether it is still worth a call.
Requirements live in your head and in old emails, which means matching only happens when you happen to remember. This makes it systematic, and it means a client hears from you the day something fits rather than three weeks later.
The listing pitch, assembled instead of built from scratch.
Pulls comparable sales and leases, market context and submarket trends, runs the valuation math in a spreadsheet rather than a language model, and assembles it into a broker opinion of value formatted to your brand. You spend your time on the judgment and the positioning, not on assembly.
A BOV is often the thing standing between you and a listing, and it is mostly production work. Cutting the assembly time means you can pitch more, and pitch faster than whoever else is chasing the same owner.
The part of the pipeline where deals quietly die.
Watches every active pursuit for silence, measured against how that specific deal has been moving rather than a generic calendar. Drafts the next touch with the deal context already in it, and flags the ones that need an actual phone call rather than another email.
Deals do not usually die from a no. They die from three weeks of nobody following up while everyone assumes somebody else did. This is the least glamorous automation on the page and often the one that pays for itself first.
Where your business actually comes from, measured rather than remembered.
Tracks every opportunity from first contact through pitch to win or loss with the reason captured, and attributes it back to the source. Referral partners, farm, marketing, repeat clients. Then shows you win rate by source and by product type.
Most brokers can name their top three referral sources and are wrong about at least one. Knowing where business actually originates changes where you spend your time, and it also tells you which relationships are worth investing in.
Everything above, running, plus custom builds for your business over time.
For teams that want CRM automation and a faster build cadence.
We do not need a paid discovery engagement to get started. Setting up your base system tells us what you run day to day and where your data actually lives, and from there we can tell you honestly which of the automations above are straightforward, which need work, and which are not possible with the systems you have. Anything larger than the normal build cadence gets quoted on its own, so you always know what you are buying.
Fifteen minutes. We look at what you do and whether any of this actually fits. If it does not, we will say so.
What software you run, where your data lives, and what eats your week. Takes a few minutes and it is what lets us come back with something specific.
An hour with both of us, where we show you exactly which automations we would build for your business and in what order over the next six months.
You own the account and the data. The workspace is set up in your name, on your billing, from day one. If we ever part ways you remove our access and keep everything.
We will tell you what to buy instead. When something you describe is already solved well by a product you can subscribe to, we will name it and tell you to buy it rather than charge you to rebuild it.
We run our own company on this. The daily assistant, the document library, the inbox triage. All of it was built for our own deals first. You are not the pilot.