OM Automation
Ingest diligence materials, extract facts with citations, and render brokerage-grade PDFs automatically. Turn 2 weeks of production into a 1-hour review cycle.
Accelerate your brokerage with specialized automation for high-stakes deal work.
Most CRE brokerages are limited not by their talent, but by their manual operations. We embed Forward Deployed Engineering to build the proprietary automation layers that giants use to dominate—at a fraction of the headcount.
Ingest diligence materials, extract facts with citations, and render brokerage-grade PDFs automatically. Turn 2 weeks of production into a 1-hour review cycle.
Instantly convert messy Rent Rolls and P&Ls into structured financial models. Start your analysis with a populated pro-forma, not a blank sheet.
Turn stacks of multi-hundred-page leases into clean, structured data tables. Identify key dates, clauses, and options without the manual slog.
Identify off-market opportunities using proprietary data triggers—like debt expiration, ownership tenure, and zoning changes—before they hit the market.
Impress sellers with automated, high-fidelity marketing reports. Show real-time tour activity and marketing metrics in a proprietary portal.
Numeric values are sourced deterministically from your data—zero improvisation, 100% traceability across all build areas.
Eliminate the production bottlenecks that slow down your deal flow.
Free up analysts to focus on deal sourcing and negotiation, not data entry.
Maintain institutional-grade accuracy with human-in-the-loop review.
Build a proprietary data moat that gives you a competitive edge over larger firms.
Generic software subscriptions solve generic problems. High-stakes brokerage work requires bespoke systems built for your specific workflow.
We map every manual step in your deal cycle—from diligence ingest to final OM rendering.
We build deterministic parsers for your specific spreadsheet and PDF formats.
We deploy specialized AI agents to handle narrative drafting, fact review, and mapping.
We ship a production-ready system that your analysts use to close deals faster.
In CRE, your data and your process are your edge. When you use generic SaaS, you're using the same tools as your competitors. When you build a proprietary automation layer, you own the speed.
Unlike generic AI, our systems are source-grounded. If the data isn't in the source, the system flags it for review—it never guesses.
You own the proprietary workflow logic that makes your brokerage unique. The system is built for you, not rented.
Your deal data stays in your environment. We build secure, private silos for high-stakes diligence materials.
Start with an Ops Bottleneck Audit. We'll map your workflow and show you exactly where to automate first.