Power Broker — built on Salesforce since 2009, accelerated by AI, designed for Capital Markets.
Three named products. One integrated platform.
The three products inside Power Broker.
The core CRE CRM foundation. Built on Salesforce since 2009. Customer, contact, property, and deal data model purpose-built for commercial real estate brokerage workflows.
The institutional layer. Investment sales workflow (BOVs, marketed sale process, CA registration, bid rounds, IC tracking, retrade memory, closing path) plus integrated Debt & Equity / Structured Finance support (term sheets, lender outreach, capital stack, conventional and non-conventional financing). Both sides of the deal coordinated in one record.
The reasoning accelerator. Conversational AI, deal strategy, BOVs, proposals, buyer targeting intelligence, relationship intelligence, transaction memory, AI-powered reporting and execution — directly inside the Salesforce workflows brokers already know and trust. Reasoning over the team's own Capital Markets deal history, not generic market data.
Eight AI capabilities, native to the Salesforce objects brokers use every day.
From inputs to CRM-ready deal intelligence — accelerated by AI.
Native to Salesforce. Built for your firm's environment.
Power Broker installs as a managed Salesforce package. Your firm's Capital Markets team operates in their own Power Broker instance, configured for the specific workflows, security posture, and data sensitivity that Capital Markets work requires.
The platform is SOC 2 compliant, supports SSO/SCIM, and integrates with the institutional CRE technology stack: ARGUS, Real Capital Markets, CoStar, Box, SharePoint, DocuSign.