How CRE Agents Uses AI to Automate Workflows in CRE

You’ve probably heard the buzz: CRE Agents is changing how commercial real estate firms operate by introducing AI-driven automation. But what does that actually mean in practice? How does this technology fit into your firm’s day-to-day work?

Let’s break it down.

We asked our digital coworker to create a featured image for this post, and this was its creation!

Digital Coworkers Built for CRE

At the heart of the CRE Agents platform are AI-powered digital coworkers—intelligent agents purpose-built to handle the repetitive, time-consuming tasks that bog down your team. These agents are designed to work with your existing systems, not replace them.

Whether your team uses Slack, Microsoft Teams, or email, our agents plug right in and start delivering value on day one. Here’s how the setup process works:

Step 1: Identify Your Workflows

We begin by pinpointing the manual processes eating up your team’s time—drafting purchase agreements, abstracting leases, managing investor reports, and more. These are prime candidates for automation.

Step 2: Tailor the Agent to Your Firm

Next, we build and train your AI coworker specifically for your organization. It’s not a one-size-fits-all bot—it’s a custom-built assistant, trained on the nuances of CRE workflows and integrated with the tools your team already uses.

Step 3: Integrate with Your Communication Tools

No need for new platforms or logins. Your digital coworker communicates with your team through Slack, Teams, and email—just like a human colleague would. The goal is to embed automation within your existing routines.

Step 4: Automate and Optimize

Once live, your AI coworker doesn’t just perform tasks—it proactively manages workflows, makes decisions based on pre-defined criteria, and continuously learns from each interaction to improve over time.

Step 5: Continuous Improvement

Each task completed makes your digital coworker smarter. Over time, the agent evolves to handle more complex workflows, increasing its impact and ROI.

Want to See It in Action?

We’re getting ready to open up early access to select firms who want to be at the forefront of CRE automation. If you’re curious to see how an AI coworker could work inside your organization, stay tuned—we’ll be sharing early access opportunities soon.