Coordination
Dorothy
Director of Operations
Included with every workspace. Handles general CRE questions, keeps track of who on your roster does what, and hands work to the right specialist instead of…
Answers day-to-day questions and routes work to your specialists.
Market intelligence
Marco
Market Research Analyst
Marco reads a market the way an analyst does: vacancy, absorption, who is leasing, what is delivering, and which drivers actually move occupancy. Every claim…
Turn demand, supply, and occupancy signals into cited submarket memos.
Listing & investor marketing
Margie
Director of Marketing
Margie leads marketing for listings and investor outreach. She drafts the story, the package, and the campaign plan — flyer copy, web blurbs, email blasts,…
Draft listing stories, packages, and campaign plans your team can approve.
Desk operations
Carmen
Contact Relations Manager
Carmen runs the desk: meeting prep, critical dates, aging exceptions, and handoffs to the specialist who owns the next step. She drafts follow-ups and never…
Keep dates, follow-ups, and handoffs visible without drowning the desk.
Data operations
Ophelia
Operations Coordinator
Ophelia knows the ins and outs of any CRM system — where the records rot, which fields your team actually fills in, and what a clean pipeline looks like on a…
Enrich, dedupe, score, and route CRM records — and tell you what changed.
Underwriting & analysis
Andrea
Underwriting Agent
Get to a defensible number sooner. Organizes rent rolls and operating statements into review-ready inputs with every assumption labelled in-place, pro forma,…
Organize rent rolls, assumptions, and NOI questions for review.
Client communication
Christopher
Client Reporting Agent
Client updates drafted, never sent. Drafts deal and portfolio updates from approved context, with a source map for every claim. You review and send.
Draft deal and portfolio updates your team can approve and send.
Deal flow
Dennis
Deal Screening Agent
Qualify inbound deals faster. Summarizes offering memos, scores opportunities against your buy box, and flags what is missing before anyone spends real time…
Qualify inbound deals faster with consistent screening criteria.
Lease & documents
Lisa
Lease Analysis Agent
Abstract leases without missing a deadline. Abstracts key terms with a section citation and quote for each, computes option deadlines, and escalates unusual…
Abstract key lease terms and route exceptions for human review.
Market intelligence
Michael
Market Research Agent
Comps and market context you can cite. Builds briefings from approved comps and market signals, with a dated source on every claim and an honest confidence…
Turn comps and market signals into clear, citable briefings.
Asset & portfolio ops
Patrick
Portfolio Monitoring Agent
Know what changed before the meeting. Runs recurring reviews across your assets and surfaces only exceptions, dates coming due, and what it could not check.
Keep recurring portfolio checks visible without drowning in noise.
Some agents require an addon—such as the CRM connector—before they can work. Your workspace
shows any addon an agent needs before you add them to a seat.