Lease abstracts, investor updates, deal underwriting, inbox management. Configured live for the way your operation actually runs - your assets, your voice, your team.
Every workflow is built during your session - specific to your assets, your voice, and how your team actually works.
Drop in any industrial, office, or multi-family lease and get back key terms, critical dates, options, and red flags in plain English - in minutes, not hours.
Auto-draft quarterly performance letters and JV partner updates in your brand voice. Consistent, professional, and done before you'd have opened the template.
Drop in an OM, T-12, or rent roll and get a first-pass underwriting summary with key metrics, assumptions flagged, and deal-breakers surfaced automatically.
Tenant matters, broker offers, and acquisition inquiries sorted by priority. What requires your attention is flagged; routine correspondence is drafted for your review.
Auto-draft renewal letters, rate-increase notices, and late notices in your brand voice - across all asset classes, consistent every time.
On-demand one-pagers covering comps, vacancy, absorption, and demographic snapshots for any address or submarket you're evaluating.
Summarize property-management invoices, flag cost anomalies, and route approvals to accounting - without manually reviewing every line.
Generate suite-availability one-pagers for industrial, office, or retail spaces on demand. Send to brokers and tenants same day.
Pre-meeting briefs on counterparties, lenders, and brokers - plus auto-drafted action items and follow-ups after every call.
Codify how your firm underwrites, leases, and reports - so AI follows your house style every time, not a generic template.
From booking to fully operational within a reasonable period, avoiding extensive weeks or months-long implementation plans
15 minutes. We map out exactly what we'd build for you - specific to your operation. No generic pitch, no slide deck.
In a 2–3 hour session, we install Cowork, connect your apps, and build your top workflows live - built around how your business actually operates.
We run a real task end-to-end before we wrap - actual document, actual draft. You leave with verified performance, not a tour.
"they set this up for us on a Tuesday morning and on Tuesday afternoon my team was using it in real work"
The five we get asked most. If you have others - that's what the free 15-minute call is for.
No. The whole point of the session is that you leave knowing how to use it - not just that it's installed. Most of our real-estate clients are principals and asset managers, not tech people. If you can write an email, you can use this.
we configure co-work security settings during the session so your data stays inside your environment. Nothing is stored or shared externally without your explicit action.
All asset classes. We tailor the workflows to your specific portfolio during the session. If you own industrial and self-storage, the lease abstracts and vacancy flyers are built for those formats specifically.
Especially worth it for small teams. If you're running a 2–5 person shop doing the work of a much larger organization, AI handles the repeatable stuff so your people focus on what actually moves deals forward.
2–3 hours for the Business tier (most real-estate firms choose this). In-person at your office or remote - your call.
Start with a complimentary 15-minute briefing to map out what we'd build for your operation - or engage directly from $500, guaranteed.
Book your briefing See pricing