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2 STORIES / PSV ORIGINAL REPORTING

Brokerage

AI for brokers: owner outreach, BOVs, inbound triage, and pipeline automation at institutional scale.

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THE LEAD / BROKERAGE

8 MIN READ4 SOURCES

The CRM Claude Builds From Your Sent Folder. No Scraping.

Are people using AI to build their own CRMs, tracking the brokers, owners, and managers rather than just the deals? The question comes up in PSV office hours in almost those words, usually followed by the wrong plan: scrape LinkedIn for everyone I used to work with. The right plan is better and cleaner, because the highest-value relationship dataset a CRE professional owns is one no vendor sells and no scraper reaches: their own correspondence.

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Turn the signal into a system. Train inside the Institute.

The AI MBA for commercial real estate: the workflows this desk reports on, taught end to end on real deal files.

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