Who it’s for / Commercial Real Estate
More deals read. Fewer nights in the inbox.
Brokers, sponsors and lenders live in email, offering memos and spreadsheets. We set up AI to work through them with you. Then it learns, so every week it gets more useful.
01Commercial Real Estate
Three things we set up first.
01
Read the package
Drop in an offering memo. Get the key terms and the questions to ask, in your format.
02
Relationship memory
Notes on every call, kept for you, so you walk into the next one prepared.
03
Draft the follow-up
Short emails in your own voice, ready for you to review and send.
02What it learns
What it learns to remember.
Most AI starts every chat from zero. Yours starts from everything it already knows about you, and it learns more each week.
- AEvery broker, lender and partner, and your last call with each
- BYour buy box and the deals you passed on, with the reason
- CHow you underwrite and what you always ask
03The rules
Inside your lines, always.
Deal data that is under an NDA stays where the NDA and your firm say it can go. We set that up first.
We work within your firm's approved tools and policies. We are not lawyers or compliance consultants, and we don't certify anything. Your firm's rules win, every time.
The Setup Review.
One working session. Then a short written plan: what AI you already have, what is switched off, what your firm allows, and what we would set up first.
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