4 workflow automations purpose-built on top of ClientLook — no data leaves your system, no parallel tool for your team to learn.
AI assembles the tour package from CoStar, Apto, and the firm's brand template, and adapts the narrative per prospect — tour packages ready in an hour, not a day. Purpose-built for teams running ClientLook — uses the native API or agent integration so nothing leaves the system of record.
AI builds targeted prospect lists from CoStar, drafts personalized outreach per prospect, logs replies in the CRM, and queues follow-up — broker runs a full pipeline with half the SDR headcount. Purpose-built for teams running ClientLook — uses the native API or agent integration so nothing leaves the system of record.
AI pulls comps, normalizes the rent roll, builds the model from the firm's template, and stress-tests the sensitivities — analyst starts at judgment, not formatting. Purpose-built for teams running ClientLook — uses the native API or agent integration so nothing leaves the system of record.
AI assembles the draw package from CoStar, collects subcontractor lien waivers, validates against budget, and submits to the lender — draws fund on schedule, project stays on schedule. Purpose-built for teams running ClientLook — uses the native API or agent integration so nothing leaves the system of record.
We build custom AI workflows on top of ClientLook for any repetitive process. Tell us what you'd automate.
