Built by institutional CRE teams & AI researchers previously at

AI employees that help brokers win listings and close faster.

Custom-built AI employees for investment sales, tenant rep, landlord rep, capital markets, and CRE consulting teams.

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How PSV works

Scope. Integrate. Operate.

Competitors sell AI agents. We partner with a select few operators for the long term. We scope the highest-leverage workflow, then build AI employees that work inside your stack the way a human employee would, clicking through your tools, following your process, escalating when they should. Tokens, infrastructure, hosting, monitoring: all on us.

01 Scope

Scope the highest-leverage workflow.

We pick your highest-leverage workflow (underwriting, sourcing, prospecting, memo creation, compliance, ops) and scope a custom AI employee around it. Target: 10x the output of that workflow in 90 days, so you close more deals without growing headcount. Once it's live, each new workflow ships faster than the last.

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02 Integrate

Wired into your stack.

Wired into the CRM, email, data warehouse, and tools your team already uses. No rip-and-replace, no new dashboards to learn. We handle infrastructure, hosting, and (for regulated clients) on-prem deployment. You ship in weeks, not quarters.

03 Operate

We run it. Continuously.

Your AI agent gets its own email and works alongside your team like a human employee, returning IC-ready work in minutes. We run, monitor, and improve it as you grow so deals stop slipping and your analysts get their nights and weekends back. A long-term partnership, not a handoff.

Speed

Live in 5-15 business days.

From first conversation to a working system in production in 5-15 business days, typically.

Accuracy

Every number traces to a source.

Outputs are grounded in your actual documents and data. When the system can't verify something, it flags it. Full audit trail, not a chatbot's best guess.

Sound familiar?

The broker tax no one talks about.

Every pitch starts from a blank slide.

BOVs, OMs, tour books, and financing decks get rebuilt from scratch for every assignment. Your best work never compounds.

You’re running 10 active deals; each wants hourly attention.

Context switching between listings, clients, and counterparties eats the day. The deal that closes is the one that shouted loudest, not the one with the highest fee.

Clients expect hourly updates; your CRM hasn’t been touched in a week.

Call-downs, tour recaps, LOI trackers, and pipeline reports pile up. Admin drift is how listings and renewals get lost.

Every comp, tour note, and lender intro lives in one person’s inbox.

Institutional knowledge leaves when a producer leaves. There is no central brain for your team’s comp history, relationships, or playbooks.

This isn’t right for you if…

You want a generic ChatGPT wrapper, a bolt-on CRM plugin, or a template library. We build purpose-built AI employees wired into your listings, your pitch motion, and your client book. If you aren’t ready to change how your brokerage actually works, we’re probably not the right fit.

I’m in…

Pick your brokerage discipline to tailor these benchmarks.

Before → After

Same listings. Pitched and marketed in minutes.

Benchmark task timings from PSV deployments inside institutional investment sales and sell-side brokerage teams.

Comparison of task duration before and after the PSV system is in place.
Task	Before
BOV / pitch deck drafting	Before: 3 daysAfter: 20 minutes	3 days	20 minutes
Comp research per pitch	Before: 4 hoursAfter: 15 minutes	4 hours	15 minutes
Targeted buyer list build	Before: 1 dayAfter: 30 minutes	1 day	30 minutes
Tour & CA follow-up sequence	Before: 2 hoursAfter: 10 minutesper cycle	2 hours	10 minutesper cycle
Weekly seller call-down update	Before: 3 hoursAfter: autocontinuous	3 hours	autocontinuous

Representative timings for these workflows done by hand versus with an AI system in place. Your baseline will vary.

Broker-Grade Integrity

We take client data and confidentiality seriously.

5 guardrails built into every output.

Verified or Flagged

Every number in a BOV, OM, or credit memo traces to a source document. If the system can’t verify it, it flags it.

Your Client Book Stays Yours

Owner contacts, buyer lists, and deal history never touch public AI training data. Per-brokerage isolation, per-deal access controls.

AI Drafts. You Sign.

Confidence scores on every output. Approval gates before anything reaches a client or counterparty.

Full Audit Trail

Every pitch, comp pull, outreach send, and follow-up is logged, reviewable for compliance, MLS, and state licensing.

Fully Secure

AES-256 at rest, TLS 1.3 in transit, role-based access, and deal-level data isolation. Confidential CAs and sellers stay confidential.

Each engagement is a custom AI deployment configured to the firm's deal motion, comp library, and templates. Active brokerage-side book.

Boutique Brokerage, Nashville
Inbound qualification + CRM hygiene
SDR
AI inbound desk, tenant-rep + advisory triage
Stride Commercial
Triages every inbound lead the moment it lands — routing tenant-rep requests, advisory inquiries, and non-rep deal flow to the right Stride producer with a clean CRM record attached, so the team's first reply is a qualified one.
Industrial Investment Sales
Market research + sale-leaseback sourcing
SLB
sale-leaseback opportunity sourcing
Industry Real Estate Partners
Aggregates submarket data, owner-occupant signals, and lease-vs-own economics to flag sale-leaseback candidates for IREP's investment-sales producers before they hit the market.
Commercial Brokerage, Florida
BOV production at scale
BOV
broker opinion of value automation
Saunders Real Estate
Drafts BOVs off Saunders Real Estate's templates, comp library, and Central Florida submarket data. Producers review, sign, send. Days of work become hours.

Each PSV system delivers a specific, measurable outcome. Here’s what we’ve shipped.

Commercial Real Estate
OM parsing + underwriting pipeline
50+
deals screened per week
CRE AI Analyst
The same engine that underwrites OMs for investors powers BOV production, comp pulls, and pitch decks for sell-side brokers.

Case studies link to real PSV engagements. Mechanisms transfer across industries; deployment is configured to your workflows and data.

In their words

“We use PSV to underwrite IOS deals and produce BOVs in 1/10th the time it used to take us.”

Sid BhattCommercial Advisor, CCIM SIOR, Saunders Real Estate

The Company Brain, for brokers

Generic AI writes a BOV. Yours writes your BOV.

The output has to arrive in your format, off your comps, in your voice, or the speed costs more than it saves. The Company Brain is what makes that possible.

What your firm knows

Your listings and their history, the tenants and owners in your market, every tour and conversation, and the comp library you have built rather than the one you can buy.

How your firm works

Your BOV template, your pitch format, how you construct a valuation narrative, and the way you actually talk to an owner in writing.

How your firm decides

How you price against a comp set, which listings you take and which you decline, and the judgment behind the number you are willing to defend.

Surfaces in

ClaudeChatGPTMicrosoft Copilot

Without it, you get a competent stranger's opinion of value, in a format you have to rebuild before you can send it.

How the Company Brain works

Before You Loop In Your Principal

The questions every producer asks.

We’ve heard them all. Answers below.

No. Your brokerage CRM stays as the system of record. Our AI employee plugs in on top, reads listings, drafts BOVs and tour packages, handles outreach and follow-ups, and updates CRM fields so your pipeline stays clean without a person babysitting it.

Every deal is isolated with access controls at the deal, team, and user level. Confidential assignments are tagged and siloed so no comp data leaks across deals. Full audit log of every read and write, reviewable any time.

All of it. The core engine handles BOVs/OMs for sell-side, tour books and lease comps for tenant rep, leasing campaigns for landlord rep, financing packages for capital markets, and valuation/market studies for consulting. Pick your discipline on the efficiency table above.

No. Your data never trains public or shared models. Per-brokerage data isolation is a hard guarantee. Your pipeline, your client book, your comps, yours alone.

Yes. The system tracks deal attribution, co-listing flags, and split rules, and respects whatever your CRM has configured. It drafts; you confirm the commission structure on the cover sheet.

The ROI is actually better for lean teams. A 10-producer shop doesn’t have an ops bench. The AI employee becomes the analyst, marketing coordinator, and admin layer, all at the cost of one headcount, running 24/7.

We configure the system to respect each MLS and listing service’s data-use rules. Every outbound comp set, pitch deck, and data pull is logged so your compliance officer has a reviewable trail.

We move in phases. Week 1: we study your process, BOV templates, and CRM. Week 2: shadow mode validation against past pitches. Within the first month, the system is drafting live pitches, pulling comps, and running follow-ups against real deals.

A mid-level broker analyst or marketing lead runs $90–$140K/year, handles 2–3 producers, and leaves with their playbook. The AI employee runs across every producer on the team, 24/7, improves monthly, and keeps the institutional memory when people move.

Yes. BOVs draft off your templates, LOI tracking sits in the system with counterparty comms, and the PSA stage surfaces red-lines and deadline risk. Your producers close deals; the system runs the workflow behind them.

Your listings. Your client book. Built around how you broker.

Send us one active deal and the pitch deck you’d send a seller. We’ll show you exactly what the broker system delivers on your real work.

Scope Your Broker System

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Meet the team

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Purpose-built AI employees for institutional-grade brokerage teams.

Send us one active deal, your BOV/OM template, and your pitch motion. We’ll show you exactly what the broker system delivers on your real work. No contract.

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