Prebuilt for CRE workflows
Agents cover the repetitive work behind deal flow, underwriting, comps, leases, and reporting.
Stratiq Agents for CRE
Prebuilt CRE agents—plus custom builds when your process is unique.
Ready-to-use AI agents for commercial real estate deal screening, underwriting, comps, lease analysis, reporting, and portfolio monitoring—or a white-glove path built from your workflow videos.
Built for CRE desks
Start with prebuilt Stratiq Agents that speak the language of brokers and investors. When the work is firm-specific, we audit your operations, review short videos of how your team works today, and deploy custom agents and workflows.
Custom when you need depth
White-glove implementation turns your real desk processes into durable, reviewable automation.
Private by design
Each customer runs in an isolated environment suited to sensitive deal and property data.
Humans keep the decisions
Agents prepare; brokers, analysts, and principals remain accountable for outcomes.
Prebuilt Stratiq Agents
Named agents for the work behind CRE deals.
Deal flow
Dennis
Qualify inbound deals faster. Summarizes offering memos, scores opportunities against your buy box, and flags what is missing before anyone spends real time…
Qualify inbound deals faster with consistent screening criteria.
Hire this agent →Underwriting & analysis
Andrea
Get to a defensible number sooner. Organizes rent rolls and operating statements into review-ready inputs with every assumption labelled in-place, pro forma,…
Organize rent rolls, assumptions, and NOI questions for review.
Hire this agent →Market intelligence
Michael
Comps and market context you can cite. Builds briefings from approved comps and market signals, with a dated source on every claim and an honest confidence…
Turn comps and market signals into clear, citable briefings.
Hire this agent →Lease & documents
Lisa
Abstract leases without missing a deadline. Abstracts key terms with a section citation and quote for each, computes option deadlines, and escalates unusual…
Abstract key lease terms and route exceptions for human review.
Hire this agent →Client communication
Christopher
Client updates drafted, never sent. Drafts deal and portfolio updates from approved context, with a source map for every claim. You review and send.
Draft deal and portfolio updates your team can approve and send.
Hire this agent →Asset & portfolio ops
Patrick
Know what changed before the meeting. Runs recurring reviews across your assets and surfaces only exceptions, dates coming due, and what it could not check.
Keep recurring portfolio checks visible without drowning in noise.
Hire this agent →Desk operations
Carmen
Carmen runs the desk: meeting prep, critical dates, aging exceptions, and handoffs to the specialist who owns the next step. She drafts follow-ups and never…
Keep dates, follow-ups, and handoffs visible without drowning the desk.
Hire this agent →Data operations
Ophelia
Ophelia knows the ins and outs of any CRM system — where the records rot, which fields your team actually fills in, and what a clean pipeline looks like on a…
Enrich, dedupe, score, and route CRM records — and tell you what changed.
Hire this agent →Custom white-glove
When prebuilt is not enough, we build from your workflow videos.
Firm-specific underwriting checklists, brokerage handoffs, and portfolio rituals deserve agents shaped around how your team actually works—not a generic demo script.
AI audit
Map one high-impact CRE workflow, review points, success criteria, and data boundaries with your team.
Workflow videos
Share short recordings of how underwriting, brokerage, or portfolio work happens on your desk today.
Custom agents deployed
We implement agents and policies around your process, enable the team, and refine with real deal feedback.
Privacy for deal & property data
Sensitive CRE materials stay in isolated customer environments.
Offering memos, rent rolls, leases, and portfolio details are processed in private agent environments with encrypted credentials, role-based access, and human checkpoints on consequential actions—not a shared runtime for your deal work.
A practical next step
Choose prebuilt speed or white-glove depth.
Start a free trial of CRE agents, or book an AI audit when your process needs custom design.