Faster deal prep
Organize offering materials, open questions, and next steps before the first serious call.
For CRE brokers
Win and work deals with less time stuck in the data.
Stratiq Agents help brokerage teams screen opportunities, prep comps and LOIs, and keep client reporting moving—so producers focus on relationships and closings.
Built for Commercial real estate brokers
Brokerage teams live in deal flow: OM reviews, rent rolls, comps, follow-ups, and client updates. Prebuilt agents take the repetitive prep; white-glove builds handle the workflows unique to your desk.
Client-ready updates
Draft summaries and follow-ups from approved deal context for a producer to review and send.
Consistent pipeline hygiene
Standardize screening and handoffs across the team without replacing producer judgment.
Where CRE desks get stuck
Familiar friction—addressed with agents, not more busywork.
Repetitive OM and rent-roll review
Analysts and producers burn hours assembling the same facts on every deal.
Inconsistent follow-up quality
Busy desks lose deals when research and client updates lag the conversation.
Hard-to-scale desk knowledge
Top producers’ screening habits rarely transfer cleanly to the rest of the team.
A controlled CRE workflow
Keep people accountable at every important step.
- 1Define the deal and mandate
- 2Run screening or research with a Stratiq Agent
- 3Review outputs and assumptions
- 4Advise the client or advance the deal
Related Stratiq Agents
Prebuilt agents that map to this CRE workflow.
Deal flow
Dennis
Qualify inbound deals faster with consistent screening criteria.
Market intelligence
Michael
Turn comps and market signals into clear, citable briefings.
Client communication
Christopher
Draft deal and portfolio updates your team can approve and send.
Desk operations
Carmen
Keep dates, follow-ups, and handoffs visible without drowning the desk.
Data operations
Ophelia
Enrich, dedupe, score, and route CRM records — and tell you what changed.
A practical next step
Explore a Stratiq Agent for commercial real estate brokers.
Start a free trial of prebuilt agents, or book an AI audit when your process needs white-glove design from workflow videos.