AI powered use cases built for commercial real estate teams

AI Workflows and applications for Brokers, Property Managers, Developers, Investors, and Service Providers.

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Top CRE firms use our AI to reduce tools and streamline their workflow

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AI Use Cases for Commercial Real Estate

AI PDF Extraction

Automatically extract data from PDFs and add it to the CRM in one click

Upload OMs, lease and purchase agreements, or appraisal reports. AI reads the document, extracts relevant data, and creates the record directly inside your CRM.

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AI Prospect Scoring

See which leads are most likely to convert

AI Prospect Score predicts which leads are likely to convert based on engagement, qualification fields, and previously converted prospects. Unlike traditional lead scoring, the model continuously learns from lead data and the outcomes that resulted in conversions.

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AI Notetaker Integration

Automatically capture MeetGeek meeting summaries and next steps inside the CRM

After every video call, meeting notes are synced directly into the relevant CRM record. No manual notes. No switching tools. Everything stays tied to the contact.

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AI Lead Recommendation

Get clear guidance on what to do next with every lead

AI looks at historical win and loss patterns and recommends the next best action so reps don’t rely on instinct alone.

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See how these AI use cases work for your team

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