You’ve probably heard the buzz: CRE Agents is changing how commercial real estate firms operate by introducing AI-driven digital coworkers. But what does that actually mean in practice? And how does this new model of work fit into the way your team already operates?
Let’s break it down.
Digital Coworkers, Built to Work Like You
At the heart of the CRE Agents platform is the digital coworker—an AI-powered teammate trained to behave like your best hire and execute like your sharpest analyst. These are not generic chatbots or pre-built tools. They’re context-aware, CRE-literate assistants trained by you to behave and perform just the way your business demands.
Unlike traditional RPA or SaaS automation, CRE Agents combines two pillars of training:
- Modes, which teach your digital coworker how to behave in specific situations
- Workflows, which teach them how to execute complex tasks with precision
The result? A digital coworker that doesn’t just do tasks—but thinks, communicates, and operates like a trusted team member.
Step 1: Identify Key Tasks and Behaviors
We begin by identifying two things:
- The repetitive workflows draining your team’s time—budget variance analysis, pitch deck copywriting, REIT filing summaries, etc.
- The situational behaviors you want the coworker to emulate—investor-facing professionalism, analyst-style brevity, or deal team urgency.
This forms the foundation of the training.
Step 2: Train Your Digital Coworker
Using our proprietary Training Assistant, you’ll guide the creation of:
- One or more Modes (e.g. “LP Concierge,” “Excel Analysis”) that define behavior, tone, tools, and knowledge access
- Structured Workflows that break down multi-step processes into automated, reliable tasks
The process is simple, no technical background needed. If you can explain it to a teammate, you can teach it to your digital coworker.
Step 3: Integrate Seamlessly Into Your Day-to-Day
No new processes. No new systems. Your digital coworker lives where your team already works. It shows up like any other teammate would, responding to requests, executing tasks, and following up intelligently.
Step 4: Automate and Optimize
Once trained, your digital coworker proactively manages Workflows, responds to ad hoc requests in character (based on Mode), and makes decisions aligned with the boundaries you set. The more it works, the smarter it becomes—constantly improving based on usage and feedback.
Step 5: Evolve with You
Because you control the training, your digital coworker grows as your firm evolves. Add new Modes as new roles emerge. Refine Workflows as processes shift. The platform is flexible by design, letting you build a competitive advantage over time.
Want to Be Among the First?
We’re now onboarding early access partners who want to be first in line to train their own digital coworkers. If you’re curious how AI could supercharge your team without disrupting your stack, we’d love to show you what’s possible.
