Workflows
Chain agents together so research, outreach, ops, and reporting move as one coordinated process.
How it works
It’s like hiring an entire team for your business.
Employ CRE agents that already know the tools, work with each other, and keep deal work secure, so your people stay focused on judgment and relationships.
The model
A command center staffed by agents, not another chatbot.
- 01
Sign up and get your team
You start with a ready base team, like Dorothy, Carmen, Margie, Marco, and Ophelia, plus specialists for narrower CRE jobs. Instant coverage across ops, relationships, marketing, research, and admin.
- 02
Each agent is trained on CRE tools
They are built around the systems commercial real estate teams already use: CRM, email, docs, deal platforms, and more. No rip-and-replace. Agents meet the desk where work already happens.
- 03
They work together, not in silos
Agents hand off, collaborate, and chain tasks into workflows, scheduled jobs, and proactive follow-through. One desk request can become an entire coordinated run.
- 04
Secure for real deal work
Sensitive OMs, NDAs, and client files stay inside a dedicated environment—its own virtual machine, encrypted volume, and private network—with controls your risk and IT teams can review.
See how we protect your deals →
Your base team
Named agents for the work that slows CRE desks.
Start with the base team and specialists. Together they cover ops, relationships, marketing, research, and admin, then expand into the workflows your firm runs every day.
Director of Operations
Dorothy
Contact Relations Manager
Carmen
Director of Marketing
Margie
Market Research Analyst
Marco
Office Administrator
Ophelia
Connected tools
Works with the systems your desk already runs.
Connect CRM, email, docs, and deal tools first. Agents meet your team where work already happens.
Google Workspace
Microsoft 365
RealNEX
Slack
Asana
DocuSign
Dropbox
Notion
LinkedIn
Mailchimp
Excel
Box
HubSpot
Salesforce- Google Workspace
- Microsoft 365
- RealNEX
- Slack
- Asana
- DocuSign
- Dropbox
- Notion
- LinkedIn
- Mailchimp
- Excel
- Box
- HubSpot
- Salesforce
Teamwork
Infinite workflows, scheduled jobs, and proactive tasks.
Agents do not stop at one prompt. They collaborate across roles, run recurring work on a schedule, and surface what needs attention before it becomes a fire drill.
Scheduled jobs
Put recurring desk work on rails: status packs, follow-ups, market checks, and admin loops that run without chasing.
Proactive tasks
Agents watch for open loops and next steps, then prepare the work so humans can decide and act.
A practical next step
Ready to staff your CRE command center?
Start a free trial and get your agent team working on the tools your desk already uses.