# AI Automation for CoStar > 35 workflow automations purpose-built on top of CoStar — no data leaves your system, no parallel tool for your team to learn. - **Canonical URL:** https://calish.com/workflows/tool/costar/ - **Automation count:** 35 - **Roles:** Commercial Mortgage Broker, Commercial Real Estate Broker, Industrial Real Estate Broker, Multifamily Acquisitions Analyst, Retail Real Estate Broker ## Automations - [RMD & Distribution Tracking for Commercial Mortgage Brokers](https://calish.com/workflows/with/rmd-and-distribution-tracking-for-commercial-mortgage-broker-with-costar/) — AI tracks every RMD across accounts, drafts the distribution instructions, and confirms execution before year-end — zero missed RMDs across - [New Client Onboarding for Commercial Mortgage Brokers](https://calish.com/workflows/with/new-client-onboarding-for-commercial-mortgage-broker-with-costar/) — AI drafts the IPS from the risk questionnaire, pre-fills custodian forms in Salesforce, orchestrates ACATs, and chases missing signatures — - [Client Meeting Prep Pack for Commercial Mortgage Brokers](https://calish.com/workflows/with/client-meeting-prep-pack-for-commercial-mortgage-broker-with-costar/) — AI assembles the review pack from Salesforce, Moody's CMM, and the CRM — including recent life events from emails — and drafts talking point - [Portfolio Drift & Rebalance Alerts for Commercial Mortgage Brokers](https://calish.com/workflows/with/portfolio-drift-and-rebalance-alerts-for-commercial-mortgage-broker-with-costar/) — AI monitors every account for drift, tax-loss opportunities, and cash levels, and queues rebalance recommendations — drift lives in a dashbo - [Quarterly Commentary & Client Letter for Commercial Mortgage Brokers](https://calish.com/workflows/with/quarterly-commentary-and-client-letter-for-commercial-mortgage-broker-with-costar/) — AI drafts firm-level commentary and personalizes per-client paragraphs from Salesforce data — every client gets a relevant letter, not boile - [Communication Compliance Surveillance for Commercial Mortgage Brokers](https://calish.com/workflows/with/communication-compliance-surveillance-for-commercial-mortgage-broker-with-costar/) — AI surveils 100% of communications, flags anything that might violate rules (promises, performance claims, undisclosed gifts), and routes to - [Loan File Assembly for Commercial Mortgage Brokers](https://calish.com/workflows/with/loan-file-assembly-for-commercial-mortgage-broker-with-costar/) — AI ingests each document into Salesforce, classifies it, checks for completeness and consistency, chases missing items, and builds the under - [Lease Renewal & Negotiation for Commercial Real Estate Brokers](https://calish.com/workflows/with/lease-renewal-and-negotiation-for-commercial-real-estate-broker-with-costar/) — AI tracks renewals in CoStar, drafts a renewal proposal with market comps, schedules the tenant call, and escalates any non-response — renew - [Property Inspection Report for Commercial Real Estate Brokers](https://calish.com/workflows/with/property-inspection-report-for-commercial-real-estate-broker-with-costar/) — AI ingests inspection photos and notes, generates the owner report, dispatches work orders through CoStar, and tracks completion — inspectio - [Syndication Investor Updates for Commercial Real Estate Brokers](https://calish.com/workflows/with/syndication-investor-updates-for-commercial-real-estate-broker-with-costar/) — AI pulls property-level metrics, drafts the investor letter, generates per-investor distribution statements, and publishes to the portal — L - [Submarket Market Report for Commercial Real Estate Brokers](https://calish.com/workflows/with/submarket-market-report-for-commercial-real-estate-broker-with-costar/) — AI pulls submarket data from CoStar and Apto, drafts the narrative, builds the charts, and publishes — quarterly cadence becomes monthly wit - [New Listing Launch Package for Commercial Real Estate Brokers](https://calish.com/workflows/with/new-listing-launch-package-for-commercial-real-estate-broker-with-costar/) — AI generates the listing from the intake, publishes across CoStar and portals, drafts the launch email, and tracks click-through — listings - [Unit Turnover Workflow for Commercial Real Estate Brokers](https://calish.com/workflows/with/unit-turnover-workflow-for-commercial-real-estate-broker-with-costar/) — AI orchestrates turnover steps in CoStar, dispatches vendors, tracks completion, and triggers re-listing the day a unit is ready — days vaca - [CAM Reconciliation for Commercial Real Estate Brokers](https://calish.com/workflows/with/cam-reconciliation-for-commercial-real-estate-broker-with-costar/) — AI builds the reconciliation from CoStar, produces per-tenant statements with backup, and drafts responses to tenant challenges — CAM season - [Prospect List Building & Outreach for Retail Real Estate Brokers](https://calish.com/workflows/with/prospect-list-building-and-outreach-for-retail-real-estate-broker-with-costar/) — AI builds targeted prospect lists from CoStar, drafts personalized outreach per prospect, logs replies in the CRM, and queues follow-up — br - [Commercial Loan Application Package for Retail Real Estate Brokers](https://calish.com/workflows/with/commercial-loan-application-package-for-retail-real-estate-broker-with-costar/) — AI assembles the package from CoStar, normalizes financials to lender format, and pre-fills each lender's specific submission form — lenders - [Construction Draw Request for Retail Real Estate Brokers](https://calish.com/workflows/with/construction-draw-request-for-retail-real-estate-broker-with-costar/) — AI assembles the draw package from CoStar, collects subcontractor lien waivers, validates against budget, and submits to the lender — draws - [Lease Renewal & Negotiation for Retail Real Estate Brokers](https://calish.com/workflows/with/lease-renewal-and-negotiation-for-retail-real-estate-broker-with-costar/) — AI tracks renewals in CoStar, drafts a renewal proposal with market comps, schedules the tenant call, and escalates any non-response — renew - [Property Inspection Report for Retail Real Estate Brokers](https://calish.com/workflows/with/property-inspection-report-for-retail-real-estate-broker-with-costar/) — AI ingests inspection photos and notes, generates the owner report, dispatches work orders through CoStar, and tracks completion — inspectio - [Syndication Investor Updates for Retail Real Estate Brokers](https://calish.com/workflows/with/syndication-investor-updates-for-retail-real-estate-broker-with-costar/) — AI pulls property-level metrics, drafts the investor letter, generates per-investor distribution statements, and publishes to the portal — L - [Submarket Market Report for Retail Real Estate Brokers](https://calish.com/workflows/with/submarket-market-report-for-retail-real-estate-broker-with-costar/) — AI pulls submarket data from CoStar and Placer.ai, drafts the narrative, builds the charts, and publishes — quarterly cadence becomes monthl - [Unit Turnover Workflow for Industrial Real Estate Brokers](https://calish.com/workflows/with/unit-turnover-workflow-for-industrial-real-estate-broker-with-costar/) — AI orchestrates turnover steps in CoStar, dispatches vendors, tracks completion, and triggers re-listing the day a unit is ready — days vaca - [CAM Reconciliation for Industrial Real Estate Brokers](https://calish.com/workflows/with/cam-reconciliation-for-industrial-real-estate-broker-with-costar/) — AI builds the reconciliation from CoStar, produces per-tenant statements with backup, and drafts responses to tenant challenges — CAM season - [LOI & Term Sheet Drafting for Industrial Real Estate Brokers](https://calish.com/workflows/with/loi-and-term-sheet-drafting-for-industrial-real-estate-broker-with-costar/) — AI drafts each round against the firm's playbook in CoStar, summarizes what changed vs. the prior round, and flags non-standard terms — turn - [Deal Underwriting Model Build for Industrial Real Estate Brokers](https://calish.com/workflows/with/deal-underwriting-model-build-for-industrial-real-estate-broker-with-costar/) — AI pulls comps, normalizes the rent roll, builds the model from the firm's template, and stress-tests the sensitivities — analyst starts at - [Rent Roll & Lease Abstract for Industrial Real Estate Brokers](https://calish.com/workflows/with/rent-roll-and-lease-abstract-for-industrial-real-estate-broker-with-costar/) — AI extracts lease terms from PDFs into CoStar, flags non-standard clauses (exclusives, kickouts, renewal options), and produces a reviewer-r - [Tour Package & Marketing Book for Industrial Real Estate Brokers](https://calish.com/workflows/with/tour-package-and-marketing-book-for-industrial-real-estate-broker-with-costar/) — AI assembles the tour package from CoStar, Reonomy, and the firm's brand template, and adapts the narrative per prospect — tour packages rea - [Prospect List Building & Outreach for Industrial Real Estate Brokers](https://calish.com/workflows/with/prospect-list-building-and-outreach-for-industrial-real-estate-broker-with-costar/) — AI builds targeted prospect lists from CoStar, drafts personalized outreach per prospect, logs replies in the CRM, and queues follow-up — br - [Lease Renewal & Negotiation for Multifamily Acquisitions Analysts](https://calish.com/workflows/with/lease-renewal-and-negotiation-for-multifamily-acquisitions-analyst-with-costar/) — AI tracks renewals in ARGUS Enterprise, drafts a renewal proposal with market comps, schedules the tenant call, and escalates any non-respon - [Property Inspection Report for Multifamily Acquisitions Analysts](https://calish.com/workflows/with/property-inspection-report-for-multifamily-acquisitions-analyst-with-costar/) — AI ingests inspection photos and notes, generates the owner report, dispatches work orders through ARGUS Enterprise, and tracks completion — - [Syndication Investor Updates for Multifamily Acquisitions Analysts](https://calish.com/workflows/with/syndication-investor-updates-for-multifamily-acquisitions-analyst-with-costar/) — AI pulls property-level metrics, drafts the investor letter, generates per-investor distribution statements, and publishes to the portal — L - [Submarket Market Report for Multifamily Acquisitions Analysts](https://calish.com/workflows/with/submarket-market-report-for-multifamily-acquisitions-analyst-with-costar/) — AI pulls submarket data from ARGUS Enterprise and Yardi Matrix, drafts the narrative, builds the charts, and publishes — quarterly cadence b - [New Listing Launch Package for Multifamily Acquisitions Analysts](https://calish.com/workflows/with/new-listing-launch-package-for-multifamily-acquisitions-analyst-with-costar/) — AI generates the listing from the intake, publishes across ARGUS Enterprise and portals, drafts the launch email, and tracks click-through — - [Unit Turnover Workflow for Multifamily Acquisitions Analysts](https://calish.com/workflows/with/unit-turnover-workflow-for-multifamily-acquisitions-analyst-with-costar/) — AI orchestrates turnover steps in ARGUS Enterprise, dispatches vendors, tracks completion, and triggers re-listing the day a unit is ready — - [CAM Reconciliation for Multifamily Acquisitions Analysts](https://calish.com/workflows/with/cam-reconciliation-for-multifamily-acquisitions-analyst-with-costar/) — AI builds the reconciliation from ARGUS Enterprise, produces per-tenant statements with backup, and drafts responses to tenant challenges — --- Book a free 30-minute consultation: https://calish.com/contact