AI for commercial real estate brokers
The specific ways brokers use AI to win and service listings faster: BOVs, OMs, prospect research, and follow-up. What to use, for what, and where to start.
Commercial real estate brokers use AI to compress the production work around a deal: drafting broker opinions of value and offering memorandums, researching owners, tenants, and submarkets, writing listing and outreach copy, and keeping notes and pipelines current. That frees broker time for the two things AI cannot do, sourcing relationships and closing.
What AI does for brokers.
BOVs and OMs
Draft a broker opinion of value or an offering memorandum from your inputs in minutes, then refine, instead of building each one from a blank page.
Prospect and tenant research
Summarize an owner, tenant, or submarket into a one-page brief with cited sources before a pitch or a cold call.
Listing and marketing copy
Turn property facts into listing descriptions, email blasts, and social posts in your voice, ready to edit.
Follow-up and outreach
Draft tour follow-ups, proposal emails, and check-in sequences so no lead goes cold while you are in the field.
Call and meeting notes
Capture tours, listing presentations, and calls automatically, then push the key points and next steps into your CRM.
A practical stack to start with.
Start with a general assistant, then add one purpose-built tool per workflow that earns it. These are tested picks from our tool database, not the whole shelf.
| Tool | Use it for |
|---|---|
| ChatGPT or Claude | Drafting BOVs, OMs, listing copy, and outreach |
| Perplexity | Cited owner, tenant, and submarket research |
| Henry | Branded OMs, BOVs, and syndication decks |
| Granola | Automatic notes for tours, calls, and pitches |
See pricing and alternatives in our roundup of the AI tools brokers actually use.
How do commercial real estate brokers use AI?
Brokers use AI to draft BOVs, offering memorandums, listing copy, and outreach, to research owners, tenants, and submarkets, and to capture call and tour notes into their CRM. The goal is to remove production work so brokers spend more time sourcing and closing.
What is the best AI tool for CRE brokers?
Most brokers start with ChatGPT or Claude for drafting and analysis, add Perplexity for cited research, and use a purpose-built tool like Henry for branded OMs, BOVs, and decks. There is no single best tool, the right stack depends on which production task costs you the most time.
Can AI write a BOV or offering memorandum?
Yes. AI can draft a broker opinion of value or offering memorandum from your inputs in minutes, producing a strong first version you refine. It does not replace your pricing judgment or market read, it removes the blank-page and formatting work around them.
Keep reading
New to this? Start with AI for commercial real estate, then see how to learn AI in CRE and the best AI tools for CRE.
