AI didn’t replace CRM.
It made CRM essential
AI is only as useful as the deal context it can access. CRM keeps your firm’s properties, relationships, activity and outcomes connected.
Power Broker brings together your commercial real estate data in Salesforce, so AI can help your team work faster, uncover insights and draft content—all grounded in your firm’s trusted records.
Connected records
Properties, deals, contacts, activity and transaction history in Power Broker CRM.
AI assistance
AI uses your CRM context to draft, summarize, identify relevant information and suggest next steps.
Broker review
You review, edit and decide what to share or do next.
The broker stays in control
AI uses your connected deal history in Power Broker CRM to surface relevant information. You review the output and decide what to do next.
From your records to useful results
Your CRM data gives AI the context it needs. You stay in control at every step.
Connected records
Properties, deals, contacts, activity and transaction history in Power Broker CRM.
AI assistance
AI uses your CRM context to draft, summarize, identify relevant information and suggest next steps.
Broker review
You review, edit and decide what to share or do next.
Turn your CRM data into a faster, more informed workflow
OM to structured deal profile
Transform offering materials into organized deal information in your CRM.
Offering memorandum, property details and supporting documents
Extract key information and draft a deal profile
Review fields, confirm details and add context
Deal history to relevant buyer list
Use past transactions, relationships and buyer activity to find the right prospects.
Property profile, past buyers and firm relationships
Identify relevant buyers and surface relationship context
Review, refine and prioritize suggested buyers
CRM context to BOV first draft
Turn deal and market data into a first draft of a broker opinion of value.
Property details, comparable sales and market data
Draft structure, summarize key comps and highlight assumptions
Edit the analysis, validate assumptions and add perspective
Your tools. Your AI. One set of CRM records
AI assistance works from the same properties, deals, contacts, activity and transaction history your team already maintains.
Your data. Your configuration. Your control
AI is most valuable when it is grounded in accurate, well-organized CRM data and aligned to your firm’s workflow.
Permissions matter
Your existing Salesforce environment remains the foundation for your firm’s access and security model.
Configured workflow
Power Broker is configured around the Capital Markets processes and deal types your team runs.
Brokers review outputs
AI provides drafts and suggestions. Your team reviews, refines and decides what to use.
Make your CRM the foundation for what’s next
See how Power Broker CRM and AI can help your team turn connected data into useful insights and stronger outcomes.