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Brokerage360 AI
AI assistant

An AI assistant for real estate brokers, grounded in your data

An AI assistant for real estate brokers is only useful if it knows your brokerage. This one reads your transactions, agents, commissions, and documents, then answers in plain language. Ask which files are missing a signed disclosure, which agents are close to cap, or how company dollar looks this month, and get a direct answer with the records behind it.

AI for real estate brokerages should respect the boundaries you already set. Role-based access applies to every answer, so a manager sees their office and nobody sees what they should not. It assists; it does not decide. Every summary, draft, and alert is a starting point for a person who stays accountable for the outcome.

Answers and actions on every screen

  • Natural-language queries across transactions, agents, and commissions
  • Deal and document summarization in seconds
  • Drafting for emails, listings, and marketing copy
  • Proactive alerts on compliance risk and pipeline gaps
  • Grounded in your brokerage's data with role-based access respected

Ask your brokerage data a question in plain English

Reporting usually means knowing where a number lives. Here you ask. Questions span transactions, agents, and commissions, and answers come back with the underlying records so you can check the work. It is faster than building a report and safer than guessing, because you can open what it referenced instead of taking a figure on faith.

  • Questions can cross transactions, agent rosters, and commission records in one ask.
  • Answers point back to the records they came from so you can verify them.
  • Role-based access limits every answer to data the person could already open.
  • Managers get office-level views without waiting on a report request.
  • You stay responsible for decisions; the assistant supplies the reading.

Summaries of deals and documents

A file that took months can be summarized in a paragraph: parties, key dates, contingencies, what is signed, what is outstanding. That helps at handoff, when a manager picks up a coordinator's queue, or when a broker reviews a file before closing. Read the summary, then open the document. It points you at what matters; it does not replace the file.

  • Transaction summaries cover parties, key dates, status, and outstanding items.
  • Document summaries help a reviewer find the clause or date they need faster.
  • Handoffs between coordinators start from a written recap instead of a phone call.
  • Summaries are drafts to verify against the source file, not a substitute for reading it.

Drafting for email, listings, and marketing

The assistant writes first drafts: a follow-up to a cooperating agent, listing copy from property details, a recruiting note, a social caption. Your team edits and sends. Because it works from brokerage records, drafts start with the right names, addresses, and dates already in place, which removes most of the retyping that makes this work tedious.

Nothing leaves the building without a person approving it. Draft quality tracks the quality of the record behind it, so check names, figures, dates, and any language your state or franchise requires before you send. Used this way, drafting time drops without handing your brand voice or your disclosure obligations to a machine.

Proactive alerts on compliance risk and pipeline gaps

Waiting for month-end to find a missing document is expensive. The assistant flags patterns worth a look: a file closing this week with an unsigned disclosure, an agent whose pipeline dropped off, a transaction sitting in one status too long. Alerts are prompts for a human review, not judgments and not actions. You decide what to do about them.

  • Files missing required documents can be flagged before the closing date, not after.
  • Stalled transactions surface based on time in status rather than someone noticing.
  • Pipeline gaps by agent or office are raised while there is still time to act.
  • Alerts point to the record so a manager can review the facts directly.
  • Every alert is a prompt for human review, never an automated action.

Frequently asked questions

Yes. It answers from your transactions, agents, commissions, and documents rather than general web content, and it follows the same role-based access as the rest of the platform. A team lead's answers stay limited to their office. That grounding is what makes answers useful for operations instead of generic real estate advice.

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