Client Meeting Prep Pack for Commercial Mortgage Brokers with CoStar
The Problem
Prepping for a Commercial Real Estate Finance client review means pulling performance, allocations, tax posture, and life updates from 5 systems — and the advisor does it the night before.
What We Build in CoStar
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.
CoStar Integration Approach
Audit your CoStar configuration
We map the specific CoStar objects, custom fields, and workflows the automation needs to touch for your commercial real estate finance practice.
Build on the CoStar API or agent
Integration happens inside CoStar — no data leaves the system, no parallel tool for your team to learn, no license changes.
Human-in-the-loop handoff
Every automation routes exceptions back to a human in CoStar with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your CoStar instance
30-minute call. We'll look at your actual CoStar setup and show exactly how this workflow fits.