CX · Customer experience
The moments clients feel.
The moments a commercial real estate agency client feels looked after. Keep these with people, and let an agent prepare, remind and follow up.
Business type · Real Estate & Property
AI agents for Commercial Real Estate Agencies
What should stay human at a commercial real estate agency, what an agent can take on, and the roles that make it run.
How the work splits.
SX · Staff experience
People not buried in admin.
Less admin for the people who work at a commercial real estate agency, so they can stay present in the work that needs them.
BX · Business experience
A healthier business.
Leads, bookings and the numbers behind a commercial real estate agency. Agents can surface the gaps; the owner still decides.
Main roles
The people a commercial real estate agency usually employs. Each card is written for this business, then links out to the full role page.
Role
Real Estate Agent
Sources listings, conducts inspections, negotiates leases or sales, and manages relationships with buyers, tenants, and owners.
Role
Property Manager
Oversees commercial tenancies, coordinates maintenance, handles rent reviews, and manages landlord and tenant communication.
Role
Leasing Consultant
Markets vacant properties, qualifies tenant inquiries, arranges inspections, and supports lease negotiations and documentation.
Role
Administrative Assistant
Prepares listing documents, updates databases, schedules inspections, and supports agents with contracts and correspondence.
Role
Accounts Administrator
Processes commissions, trust accounting entries, invoices, and outgoing owner payments, and reconciles agency transactions.
Freelancers & agencies you might hire
Specialists a commercial real estate agency often brings in. These sit in the same roles database, with a short note written for this business.
Freelancer
Freelance Photographer
Photographs offices, warehouses, retail sites, and industrial assets for listings and marketing campaigns.
Freelancer
Freelance Videographer
Creates walkthrough videos and agent led property tours for major listings and investor presentations.
Agency
Law Firm
Advises on leasing disputes, contract matters, compliance issues, and complex property transactions.
Want this set up for you?
If you would like someone to build these flows for a commercial real estate agency, tell us a little and we can match you with an agency. We don’t list agencies on this site.
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