35 workflow automations purpose-built on top of CoStar — no data leaves your system, no parallel tool for your team to learn.
AI tracks every RMD across accounts, drafts the distribution instructions, and confirms execution before year-end — zero missed RMDs across the book. Purpose-built for teams running CoStar — uses the native API or agent integration so nothing leaves the system of record.
AI drafts the IPS from the risk questionnaire, pre-fills custodian forms in Salesforce, orchestrates ACATs, and chases missing signatures — days-to-funded drops from 21 to 7. Purpose-built for teams running CoStar — uses the native API or agent integration so nothing leaves the system of record.
AI assembles the review pack from Salesforce, Moody's CMM, and the CRM — including recent life events from emails — and drafts talking points — advisor shows up prepared in 5 minutes. Purpose-built for teams running CoStar — uses the native API or agent integration so nothing leaves the system of record.
AI monitors every account for drift, tax-loss opportunities, and cash levels, and queues rebalance recommendations — drift lives in a dashboard, not a surprise. Purpose-built for teams running CoStar — uses the native API or agent integration so nothing leaves the system of record.
AI drafts firm-level commentary and personalizes per-client paragraphs from Salesforce data — every client gets a relevant letter, not boilerplate. Purpose-built for teams running CoStar — uses the native API or agent integration so nothing leaves the system of record.
AI surveils 100% of communications, flags anything that might violate rules (promises, performance claims, undisclosed gifts), and routes to the CCO — compliance risk drops, supervision cost too. Purpose-built for teams running CoStar — uses the native API or agent integration so nothing leaves the system of record.
AI ingests each document into Salesforce, classifies it, checks for completeness and consistency, chases missing items, and builds the underwriter-ready package — clear-to-close times drop. Purpose-built for teams running CoStar — uses the native API or agent integration so nothing leaves the system of record.
AI tracks renewals in CoStar, drafts a renewal proposal with market comps, schedules the tenant call, and escalates any non-response — renewal rate climbs and vacancy drops. Purpose-built for teams running CoStar — uses the native API or agent integration so nothing leaves the system of record.
AI ingests inspection photos and notes, generates the owner report, dispatches work orders through CoStar, and tracks completion — inspections create action, not paperwork. Purpose-built for teams running CoStar — uses the native API or agent integration so nothing leaves the system of record.
AI pulls property-level metrics, drafts the investor letter, generates per-investor distribution statements, and publishes to the portal — LPs stay engaged, capital raises easier. Purpose-built for teams running CoStar — uses the native API or agent integration so nothing leaves the system of record.
AI pulls submarket data from CoStar and Apto, drafts the narrative, builds the charts, and publishes — quarterly cadence becomes monthly without extra headcount. Purpose-built for teams running CoStar — uses the native API or agent integration so nothing leaves the system of record.
AI generates the listing from the intake, publishes across CoStar and portals, drafts the launch email, and tracks click-through — listings go live same-day, not same-week. Purpose-built for teams running CoStar — uses the native API or agent integration so nothing leaves the system of record.
AI orchestrates turnover steps in CoStar, dispatches vendors, tracks completion, and triggers re-listing the day a unit is ready — days vacant drop materially. Purpose-built for teams running CoStar — uses the native API or agent integration so nothing leaves the system of record.
AI builds the reconciliation from CoStar, produces per-tenant statements with backup, and drafts responses to tenant challenges — CAM season goes from quarter-long to weeks. Purpose-built for teams running CoStar — 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 CoStar — uses the native API or agent integration so nothing leaves the system of record.
AI assembles the package from CoStar, normalizes financials to lender format, and pre-fills each lender's specific submission form — lenders respond to complete packages, not chased ones. Purpose-built for teams running CoStar — 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 CoStar — uses the native API or agent integration so nothing leaves the system of record.
AI tracks renewals in CoStar, drafts a renewal proposal with market comps, schedules the tenant call, and escalates any non-response — renewal rate climbs and vacancy drops. Purpose-built for teams running CoStar — uses the native API or agent integration so nothing leaves the system of record.
AI ingests inspection photos and notes, generates the owner report, dispatches work orders through CoStar, and tracks completion — inspections create action, not paperwork. Purpose-built for teams running CoStar — uses the native API or agent integration so nothing leaves the system of record.
AI pulls property-level metrics, drafts the investor letter, generates per-investor distribution statements, and publishes to the portal — LPs stay engaged, capital raises easier. Purpose-built for teams running CoStar — uses the native API or agent integration so nothing leaves the system of record.
AI pulls submarket data from CoStar and Placer.ai, drafts the narrative, builds the charts, and publishes — quarterly cadence becomes monthly without extra headcount. Purpose-built for teams running CoStar — uses the native API or agent integration so nothing leaves the system of record.
AI orchestrates turnover steps in CoStar, dispatches vendors, tracks completion, and triggers re-listing the day a unit is ready — days vacant drop materially. Purpose-built for teams running CoStar — uses the native API or agent integration so nothing leaves the system of record.
AI builds the reconciliation from CoStar, produces per-tenant statements with backup, and drafts responses to tenant challenges — CAM season goes from quarter-long to weeks. Purpose-built for teams running CoStar — uses the native API or agent integration so nothing leaves the system of record.
AI drafts each round against the firm's playbook in CoStar, summarizes what changed vs. the prior round, and flags non-standard terms — turnaround per round drops to hours. Purpose-built for teams running CoStar — 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 CoStar — uses the native API or agent integration so nothing leaves the system of record.
AI extracts lease terms from PDFs into CoStar, flags non-standard clauses (exclusives, kickouts, renewal options), and produces a reviewer-ready abstract — weeks of work done overnight. Purpose-built for teams running CoStar — uses the native API or agent integration so nothing leaves the system of record.
AI assembles the tour package from CoStar, Reonomy, 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 CoStar — 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 CoStar — uses the native API or agent integration so nothing leaves the system of record.
AI tracks renewals in ARGUS Enterprise, drafts a renewal proposal with market comps, schedules the tenant call, and escalates any non-response — renewal rate climbs and vacancy drops. Purpose-built for teams running CoStar — uses the native API or agent integration so nothing leaves the system of record.
AI ingests inspection photos and notes, generates the owner report, dispatches work orders through ARGUS Enterprise, and tracks completion — inspections create action, not paperwork. Purpose-built for teams running CoStar — uses the native API or agent integration so nothing leaves the system of record.
AI pulls property-level metrics, drafts the investor letter, generates per-investor distribution statements, and publishes to the portal — LPs stay engaged, capital raises easier. Purpose-built for teams running CoStar — uses the native API or agent integration so nothing leaves the system of record.
AI pulls submarket data from ARGUS Enterprise and Yardi Matrix, drafts the narrative, builds the charts, and publishes — quarterly cadence becomes monthly without extra headcount. Purpose-built for teams running CoStar — uses the native API or agent integration so nothing leaves the system of record.
AI generates the listing from the intake, publishes across ARGUS Enterprise and portals, drafts the launch email, and tracks click-through — listings go live same-day, not same-week. Purpose-built for teams running CoStar — uses the native API or agent integration so nothing leaves the system of record.
AI orchestrates turnover steps in ARGUS Enterprise, dispatches vendors, tracks completion, and triggers re-listing the day a unit is ready — days vacant drop materially. Purpose-built for teams running CoStar — uses the native API or agent integration so nothing leaves the system of record.
AI builds the reconciliation from ARGUS Enterprise, produces per-tenant statements with backup, and drafts responses to tenant challenges — CAM season goes from quarter-long to weeks. Purpose-built for teams running CoStar — uses the native API or agent integration so nothing leaves the system of record.
We build custom AI workflows on top of CoStar for any repetitive process. Tell us what you'd automate.
