AI TOOL PROFILE
Power Broker CRM: Commercial Real Estate CRM
- Real Estate
- CRM
- Commercial real estate brokers
- Institutional dealmakers
- Capital markets teams
- Commercial real estate firms
Pricing
Pricing starts at $129 per user/month for the Core CRM, with an AI Powered plan at $199 per user/month. A 14-day free trial is available.
At a glance
- Best for
- Commercial real estate brokers, Institutional dealmakers, Capital markets teams, Commercial real estate firms
- Key use cases
- Institutional Deal Matching, Marketing Material Support, Debt and Equity Placement, 1031 Exchange Management
- Integrations
- Salesforce, VDR platforms
- Official website
- Visit power broker crm official website
How AI is used
Power Broker CRM is a relationship management platform designed for commercial real estate professionals. Built on the Salesforce platform, it provides tools for managing investment sales, debt, and equity placement.
The software is intended for institutional dealmakers handling transactions typically ranging from $5M to $500M+. It includes an AI assistant named Power Broker Pete, which supports tasks such as identifying qualified buyers and generating marketing content.
Users can track deal pipelines, map fund hierarchies for institutional investors, and generate standard deal documents. The platform is designed for those managing capital markets workflows who require SOC 2 compliant security.
Buyers should confirm whether the Salesforce-based architecture fits their existing technical stack and whether the AI matching capabilities align with their target investor profiles.
Key Features
Power Broker Pete AI Assistant
An AI tool that supports natural language queries, deal recommendations, and market research.
Intelligent Deal Matching
Algorithms designed to match property listings with qualified investors, lenders, and 1031 exchange candidates.
Document Generation
Supports the creation of Offering Memorandums (OMs), Letters of Intent (LOIs), and Purchase and Sale Agreements (PSAs).
Institutional Pipeline Management
Tools for tracking transactions, including bid round management and due diligence workflows.
Investor CRM & Fund Hierarchy
Relationship management tools that include fund structure mapping and investment preference tracking.
Market Analytics
Provides access to comparable sales analysis, cap rate tracking, and predictive pricing models.
Use Cases
Institutional Deal Matching
Matching commercial listings with institutional buyers, REITs, and private equity firms based on investment criteria.
Marketing Material Support
Supporting the preparation of offering memorandums and investor outreach emails using AI-generated drafts.
Debt and Equity Placement
Tracking structured finance workflows, including CMBS and alternative lending transactions.
1031 Exchange Management
Identifying and managing candidates for 1031 exchanges within the CRM database.
Integrations
- Salesforce
- VDR platforms
FAQ
What is the starting price for Power Broker CRM?
- The Core CRM plan starts at $129 per user per month.
Does Power Broker CRM offer a free trial?
- Yes, a 14-day free trial is available.
Is this software suitable for residential real estate?
- The tool is designed for institutional commercial real estate and capital markets transactions, typically ranging from $5M to $500M+.
What is Power Broker Pete?
- Power Broker Pete is an AI assistant that supports brokers with deal recommendations, market insights, and research.
Source category: Real Estate
Source subcategory: CRM
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