

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.
An AI tool that supports natural language queries, deal recommendations, and market research.
Algorithms designed to match property listings with qualified investors, lenders, and 1031 exchange candidates.
Supports the creation of Offering Memorandums (OMs), Letters of Intent (LOIs), and Purchase and Sale Agreements (PSAs).
Tools for tracking transactions, including bid round management and due diligence workflows.
Relationship management tools that include fund structure mapping and investment preference tracking.
Provides access to comparable sales analysis, cap rate tracking, and predictive pricing models.
Matching commercial listings with institutional buyers, REITs, and private equity firms based on investment criteria.
Supporting the preparation of offering memorandums and investor outreach emails using AI-generated drafts.
Tracking structured finance workflows, including CMBS and alternative lending transactions.
Identifying and managing candidates for 1031 exchanges within the CRM database.
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.
The Core CRM plan starts at $129 per user per month.
Yes, a 14-day free trial is available.
The tool is designed for institutional commercial real estate and capital markets transactions, typically ranging from $5M to $500M+.
Power Broker Pete is an AI assistant that supports brokers with deal recommendations, market insights, and research.
Source category: Real Estate
Source subcategory: CRM
Power Broker CRM is a Salesforce-based CRM for commercial real estate brokers. It supports workflows such as AI-driven investor matching and automated document generation. Note that advanced AI features require the AI Powered plan.