AI
Intelligent Automations
for Real Estate Experts
Buildwise team combines experience managing $100M+ AUM funds
with cutting-edge AI tools to help you win your deals
Our Services
AI-Powered Business Development for Commercial Real Estate Professionals
You don’t need another outreach tool or AI consultant.
You need a partner who speaks CRE - and builds systems that close deals.
All Tasks
Respond to customer
Page visited
July 2nd
Post Liked
in 30 minutes
Invitation Sent
in 2 hours
Invitation Accepted
July 5th
LinkedIn Message Sent
in 15 minutes
Response received
July 5th
All Tasks
Respond to customer
Page visited
July 2nd
Post Liked
in 30 minutes
Invitation Sent
in 2 hours
Invitation Accepted
July 5th
LinkedIn Message Sent
in 15 minutes
Response received
July 5th
All Tasks
Respond to customer
Page visited
July 2nd
Post Liked
in 30 minutes
Invitation Sent
in 2 hours
Invitation Accepted
July 5th
LinkedIn Message Sent
in 15 minutes
Response received
July 5th
Workflow Automation
CRE-Focused LinkedIn Outreach Engine
LinkedIn outreach system built by CRE dealmakers, for CRE dealmakers. We don’t spray and pray - we design intelligent, automated outreach campaigns that speak your prospect’s language, whether you're engaging LPs, GPs, developers, or brokers.
Post likes
Comments
Invitation
LinkedIn Messages
Email Follow-ups
Explore Pricing
Choose this plan
AI Assistant
AI chatbot for CRE website
This isn't your average chatbot. It’s a custom-built AI assistant that understands CRE language, answers questions with precision, and knows when to hand leads off to your team. Trained on your FAQs, offerings, and even fee structures, it responds instantly - even at 3 AM - while you sleep.
Responses 24/7 Based on Knowledge Base
Calls Scheduling
Sending Materials to Email
Team Updates
Explore Pricing
Choose this plan
What can I help with?
I’m the Bushman & Partners AI Assistant - here 24/7 to help. I can answer questions about our products, book a call with the team, or send details straight to your inbox.
Add document
Analyze
Schedule a call
Send info
What can I help with?
I’m the Bushman & Partners AI Assistant - here 24/7 to help. I can answer questions about our products, book a call with the team, or send details straight to your inbox.
Add document
Analyze
Schedule a call
Send info
What can I help with?
I’m the Bushman & Partners AI Assistant - here 24/7 to help. I can answer questions about our products, book a call with the team, or send details straight to your inbox.
Add document
Analyze
Schedule a call
LinkedIn URL and Website Sending..
Profile Summary
Company Summary
Selling Angle
Sales Copilot Summary for Jack Daniel
Founder, Daniel Partners LLC | Verified LeadCompany Focus:
Daniel Partners LLC specializes in value-add retail and mixed-use acquisitions across secondary markets in the Southwest U.S., targeting $10M–$50M assets with short execution windows.Recent Activity (from site + LinkedIn):
Closed on a $22M retail center in Mesa, AZ in Q2
Actively bidding on an off-market mixed-use deal in Las Vegas with a 30-day close target
Recently posted about an LP capital raise on LinkedIn
Key Takeaways for Bridge Loan Pitch:
Speed is critical – The Mesa deal closed in under 45 days. Position CPL Capital as a fast, reliable bridge lender that helps secure acquisitions under tight deadlines.
Capital stack complexity – Likely navigating LP equity, preferred equity, and senior debt. A bridge loan can fill the timing gap and provide flexibility until long-term capital is secured.
Execution-focused – Emphasize certainty, quick underwriting, and deal enablement over pricing alone.
Suggested CTA:
Jack, saw the Mesa deal — impressive turnaround. If you're looking to move just as fast on the Vegas project, CPL Capital can provide a bridge loan within 5–7 days to help you close while equity and perm debt come together. Want to take a look at terms or see if it fits your current pipeline?Sales Copilot Summary for Jack Daniel
Founder, Daniel Partners LLC | Verified LeadCompany Focus:
Daniel Partners LLC specializes in value-add retail and mixed-use acquisitions across secondary markets in the Southwest U.S., targeting $10M–$50M assets with short execution windows.Recent Activity (from site + LinkedIn):
Closed on a $22M retail center in Mesa, AZ in Q2
Actively bidding on an off-market mixed-use deal in Las Vegas with a 30-day close target
Recently posted about an LP capital raise on LinkedIn
Key Takeaways for Bridge Loan Pitch:
Speed is critical – The Mesa deal closed in under 45 days. Position CPL Capital as a fast, reliable bridge lender that helps secure acquisitions under tight deadlines.
Capital stack complexity – Likely navigating LP equity, preferred equity, and senior debt. A bridge loan can fill the timing gap and provide flexibility until long-term capital is secured.
Execution-focused – Emphasize certainty, quick underwriting, and deal enablement over pricing alone.
Suggested CTA:
Jack, saw the Mesa deal — impressive turnaround. If you're looking to move just as fast on the Vegas project, CPL Capital can provide a bridge loan within 5–7 days to help you close while equity and perm debt come together. Want to take a look at terms or see if it fits your current pipeline?Sales Copilot Summary for Jack Daniel
Founder, Daniel Partners LLC | Verified LeadCompany Focus:
Daniel Partners LLC specializes in value-add retail and mixed-use acquisitions across secondary markets in the Southwest U.S., targeting $10M–$50M assets with short execution windows.Recent Activity (from site + LinkedIn):
Closed on a $22M retail center in Mesa, AZ in Q2
Actively bidding on an off-market mixed-use deal in Las Vegas with a 30-day close target
Recently posted about an LP capital raise on LinkedIn
Key Takeaways for Bridge Loan Pitch:
Speed is critical – The Mesa deal closed in under 45 days. Position CPL Capital as a fast, reliable bridge lender that helps secure acquisitions under tight deadlines.
Capital stack complexity – Likely navigating LP equity, preferred equity, and senior debt. A bridge loan can fill the timing gap and provide flexibility until long-term capital is secured.
Execution-focused – Emphasize certainty, quick underwriting, and deal enablement over pricing alone.
Suggested CTA:
Jack, saw the Mesa deal — impressive turnaround. If you're looking to move just as fast on the Vegas project, CPL Capital can provide a bridge loan within 5–7 days to help you close while equity and perm debt come together. Want to take a look at terms or see if it fits your current pipeline?Sales Copilot Summary for Jack Daniel
Founder, Daniel Partners LLC | Verified LeadCompany Focus:
Daniel Partners LLC specializes in value-add retail and mixed-use acquisitions across secondary markets in the Southwest U.S., targeting $10M–$50M assets with short execution windows.Recent Activity (from site + LinkedIn):
Closed on a $22M retail center in Mesa, AZ in Q2
Actively bidding on an off-market mixed-use deal in Las Vegas with a 30-day close target
Recently posted about an LP capital raise on LinkedIn
Key Takeaways for Bridge Loan Pitch:
Speed is critical – The Mesa deal closed in under 45 days. Position CPL Capital as a fast, reliable bridge lender that helps secure acquisitions under tight deadlines.
Capital stack complexity – Likely navigating LP equity, preferred equity, and senior debt. A bridge loan can fill the timing gap and provide flexibility until long-term capital is secured.
Execution-focused – Emphasize certainty, quick underwriting, and deal enablement over pricing alone.
Suggested CTA:
Jack, saw the Mesa deal — impressive turnaround. If you're looking to move just as fast on the Vegas project, CPL Capital can provide a bridge loan within 5–7 days to help you close while equity and perm debt come together. Want to take a look at terms or see if it fits your current pipeline?
Posts
News
Acquisitions
LinkedIn URL and Website Sending..
Profile Summary
Company Summary
Selling Angle
Sales Copilot Summary for Jack Daniel
Founder, Daniel Partners LLC | Verified LeadCompany Focus:
Daniel Partners LLC specializes in value-add retail and mixed-use acquisitions across secondary markets in the Southwest U.S., targeting $10M–$50M assets with short execution windows.Recent Activity (from site + LinkedIn):
Closed on a $22M retail center in Mesa, AZ in Q2
Actively bidding on an off-market mixed-use deal in Las Vegas with a 30-day close target
Recently posted about an LP capital raise on LinkedIn
Key Takeaways for Bridge Loan Pitch:
Speed is critical – The Mesa deal closed in under 45 days. Position CPL Capital as a fast, reliable bridge lender that helps secure acquisitions under tight deadlines.
Capital stack complexity – Likely navigating LP equity, preferred equity, and senior debt. A bridge loan can fill the timing gap and provide flexibility until long-term capital is secured.
Execution-focused – Emphasize certainty, quick underwriting, and deal enablement over pricing alone.
Suggested CTA:
Jack, saw the Mesa deal — impressive turnaround. If you're looking to move just as fast on the Vegas project, CPL Capital can provide a bridge loan within 5–7 days to help you close while equity and perm debt come together. Want to take a look at terms or see if it fits your current pipeline?Sales Copilot Summary for Jack Daniel
Founder, Daniel Partners LLC | Verified LeadCompany Focus:
Daniel Partners LLC specializes in value-add retail and mixed-use acquisitions across secondary markets in the Southwest U.S., targeting $10M–$50M assets with short execution windows.Recent Activity (from site + LinkedIn):
Closed on a $22M retail center in Mesa, AZ in Q2
Actively bidding on an off-market mixed-use deal in Las Vegas with a 30-day close target
Recently posted about an LP capital raise on LinkedIn
Key Takeaways for Bridge Loan Pitch:
Speed is critical – The Mesa deal closed in under 45 days. Position CPL Capital as a fast, reliable bridge lender that helps secure acquisitions under tight deadlines.
Capital stack complexity – Likely navigating LP equity, preferred equity, and senior debt. A bridge loan can fill the timing gap and provide flexibility until long-term capital is secured.
Execution-focused – Emphasize certainty, quick underwriting, and deal enablement over pricing alone.
Suggested CTA:
Jack, saw the Mesa deal — impressive turnaround. If you're looking to move just as fast on the Vegas project, CPL Capital can provide a bridge loan within 5–7 days to help you close while equity and perm debt come together. Want to take a look at terms or see if it fits your current pipeline?Sales Copilot Summary for Jack Daniel
Founder, Daniel Partners LLC | Verified LeadCompany Focus:
Daniel Partners LLC specializes in value-add retail and mixed-use acquisitions across secondary markets in the Southwest U.S., targeting $10M–$50M assets with short execution windows.Recent Activity (from site + LinkedIn):
Closed on a $22M retail center in Mesa, AZ in Q2
Actively bidding on an off-market mixed-use deal in Las Vegas with a 30-day close target
Recently posted about an LP capital raise on LinkedIn
Key Takeaways for Bridge Loan Pitch:
Speed is critical – The Mesa deal closed in under 45 days. Position CPL Capital as a fast, reliable bridge lender that helps secure acquisitions under tight deadlines.
Capital stack complexity – Likely navigating LP equity, preferred equity, and senior debt. A bridge loan can fill the timing gap and provide flexibility until long-term capital is secured.
Execution-focused – Emphasize certainty, quick underwriting, and deal enablement over pricing alone.
Suggested CTA:
Jack, saw the Mesa deal — impressive turnaround. If you're looking to move just as fast on the Vegas project, CPL Capital can provide a bridge loan within 5–7 days to help you close while equity and perm debt come together. Want to take a look at terms or see if it fits your current pipeline?Sales Copilot Summary for Jack Daniel
Founder, Daniel Partners LLC | Verified LeadCompany Focus:
Daniel Partners LLC specializes in value-add retail and mixed-use acquisitions across secondary markets in the Southwest U.S., targeting $10M–$50M assets with short execution windows.Recent Activity (from site + LinkedIn):
Closed on a $22M retail center in Mesa, AZ in Q2
Actively bidding on an off-market mixed-use deal in Las Vegas with a 30-day close target
Recently posted about an LP capital raise on LinkedIn
Key Takeaways for Bridge Loan Pitch:
Speed is critical – The Mesa deal closed in under 45 days. Position CPL Capital as a fast, reliable bridge lender that helps secure acquisitions under tight deadlines.
Capital stack complexity – Likely navigating LP equity, preferred equity, and senior debt. A bridge loan can fill the timing gap and provide flexibility until long-term capital is secured.
Execution-focused – Emphasize certainty, quick underwriting, and deal enablement over pricing alone.
Suggested CTA:
Jack, saw the Mesa deal — impressive turnaround. If you're looking to move just as fast on the Vegas project, CPL Capital can provide a bridge loan within 5–7 days to help you close while equity and perm debt come together. Want to take a look at terms or see if it fits your current pipeline?
Posts
News
Acquisitions
LinkedIn URL and Website Sending..
Profile Summary
Company Summary
Selling Angle
Sales Copilot Summary for Jack Daniel
Founder, Daniel Partners LLC | Verified LeadCompany Focus:
Daniel Partners LLC specializes in value-add retail and mixed-use acquisitions across secondary markets in the Southwest U.S., targeting $10M–$50M assets with short execution windows.Recent Activity (from site + LinkedIn):
Closed on a $22M retail center in Mesa, AZ in Q2
Actively bidding on an off-market mixed-use deal in Las Vegas with a 30-day close target
Recently posted about an LP capital raise on LinkedIn
Key Takeaways for Bridge Loan Pitch:
Speed is critical – The Mesa deal closed in under 45 days. Position CPL Capital as a fast, reliable bridge lender that helps secure acquisitions under tight deadlines.
Capital stack complexity – Likely navigating LP equity, preferred equity, and senior debt. A bridge loan can fill the timing gap and provide flexibility until long-term capital is secured.
Execution-focused – Emphasize certainty, quick underwriting, and deal enablement over pricing alone.
Suggested CTA:
Jack, saw the Mesa deal — impressive turnaround. If you're looking to move just as fast on the Vegas project, CPL Capital can provide a bridge loan within 5–7 days to help you close while equity and perm debt come together. Want to take a look at terms or see if it fits your current pipeline?Sales Copilot Summary for Jack Daniel
Founder, Daniel Partners LLC | Verified LeadCompany Focus:
Daniel Partners LLC specializes in value-add retail and mixed-use acquisitions across secondary markets in the Southwest U.S., targeting $10M–$50M assets with short execution windows.Recent Activity (from site + LinkedIn):
Closed on a $22M retail center in Mesa, AZ in Q2
Actively bidding on an off-market mixed-use deal in Las Vegas with a 30-day close target
Recently posted about an LP capital raise on LinkedIn
Key Takeaways for Bridge Loan Pitch:
Speed is critical – The Mesa deal closed in under 45 days. Position CPL Capital as a fast, reliable bridge lender that helps secure acquisitions under tight deadlines.
Capital stack complexity – Likely navigating LP equity, preferred equity, and senior debt. A bridge loan can fill the timing gap and provide flexibility until long-term capital is secured.
Execution-focused – Emphasize certainty, quick underwriting, and deal enablement over pricing alone.
Suggested CTA:
Jack, saw the Mesa deal — impressive turnaround. If you're looking to move just as fast on the Vegas project, CPL Capital can provide a bridge loan within 5–7 days to help you close while equity and perm debt come together. Want to take a look at terms or see if it fits your current pipeline?Sales Copilot Summary for Jack Daniel
Founder, Daniel Partners LLC | Verified LeadCompany Focus:
Daniel Partners LLC specializes in value-add retail and mixed-use acquisitions across secondary markets in the Southwest U.S., targeting $10M–$50M assets with short execution windows.Recent Activity (from site + LinkedIn):
Closed on a $22M retail center in Mesa, AZ in Q2
Actively bidding on an off-market mixed-use deal in Las Vegas with a 30-day close target
Recently posted about an LP capital raise on LinkedIn
Key Takeaways for Bridge Loan Pitch:
Speed is critical – The Mesa deal closed in under 45 days. Position CPL Capital as a fast, reliable bridge lender that helps secure acquisitions under tight deadlines.
Capital stack complexity – Likely navigating LP equity, preferred equity, and senior debt. A bridge loan can fill the timing gap and provide flexibility until long-term capital is secured.
Execution-focused – Emphasize certainty, quick underwriting, and deal enablement over pricing alone.
Suggested CTA:
Jack, saw the Mesa deal — impressive turnaround. If you're looking to move just as fast on the Vegas project, CPL Capital can provide a bridge loan within 5–7 days to help you close while equity and perm debt come together. Want to take a look at terms or see if it fits your current pipeline?Sales Copilot Summary for Jack Daniel
Founder, Daniel Partners LLC | Verified LeadCompany Focus:
Daniel Partners LLC specializes in value-add retail and mixed-use acquisitions across secondary markets in the Southwest U.S., targeting $10M–$50M assets with short execution windows.Recent Activity (from site + LinkedIn):
Closed on a $22M retail center in Mesa, AZ in Q2
Actively bidding on an off-market mixed-use deal in Las Vegas with a 30-day close target
Recently posted about an LP capital raise on LinkedIn
Key Takeaways for Bridge Loan Pitch:
Speed is critical – The Mesa deal closed in under 45 days. Position CPL Capital as a fast, reliable bridge lender that helps secure acquisitions under tight deadlines.
Capital stack complexity – Likely navigating LP equity, preferred equity, and senior debt. A bridge loan can fill the timing gap and provide flexibility until long-term capital is secured.
Execution-focused – Emphasize certainty, quick underwriting, and deal enablement over pricing alone.
Suggested CTA:
Jack, saw the Mesa deal — impressive turnaround. If you're looking to move just as fast on the Vegas project, CPL Capital can provide a bridge loan within 5–7 days to help you close while equity and perm debt come together. Want to take a look at terms or see if it fits your current pipeline?
Posts
News
Acquisitions
Sales & Marketing
Sales Copilot – Prospect Intelligence Generator
Do you wish you had a sharp, experienced CRE associate doing live research before every cold call?
Someone who reads your prospect’s website, LinkedIn profile, and latest news - then arms you with insights, angles, and a sales strategy tailored to each call? We built this person for you.
LinkedIn Scrapper
Posts Analysis
Deals Monitor
Recent Deals Review
Website Change Summary
Result: Sales Call Briefing
Explore Pricing
Choose this plan
Content Planning
Thought Leadership Content Engine
Establish your authority and stay top-of-mind with investors, lenders, and partners - without hiring a ghostwriter. We are turning your market insights, deal activity, and positioning into consistent, high-quality LinkedIn posts and newsletters that reflect your voice and expertise. Content creation, AB testing, deep data analysis: all powered by AI, guided by CRE-savvy operators.
Newsletter Drafting
Post Testing
Engagement Review
Underwriting
Document Intake & AI Validation
Free your team from manual document checks - and let AI do the heavy lifting. We are automating the review of submitted documents like investor forms, borrower applications, and deal decks. The system flags missing data, formatting issues, and inconsistencies instantly. No more bottlenecks. No more back-and-forth with clients.
Form Review
Deal Deck Scan
Error Detection
Our Process
Our Simple, Smart, and Scalable Process
We design, develop, and implement AI and automation tools
that help you close more deals
Step 1
CRE Workflow Audit
We analyze your current deal flow, capital raising, and client intake processes to uncover inefficiencies and automation opportunities.
Analyzing current workflow..
Targeting & outreach review
Deal pipeline mapping
Manual bottleneck identification
Repetitive tasks breakdown
Analyzing current workflow..
Targeting & outreach review
Deal pipeline mapping
Manual bottleneck identification
Repetitive tasks breakdown
Step 2
AI Development
We build AI-powered workflows tailored to your CRE use case - whether it’s capital raising, deal sourcing, investor onboarding, or content distribution.
- class AutomationTrigger:def __init__(self, threshold):
self.threshold = threshold
self.status = "inactive"
def check_trigger(self, value):
if value > self.threshold:
self.status = "active"
return "Automation triggered!"
else:
return "No action taken."def get_status(self):
return f"Status: {self.status}" - class AutomationTrigger:def __init__(self, threshold):
self.threshold = threshold
self.status = "inactive"
def check_trigger(self, value):
if value > self.threshold:
self.status = "active"
return "Automation triggered!"
else:
return "No action taken."def get_status(self):
return f"Status: {self.status}"
- class AutomationTrigger:def __init__(self, threshold):
self.threshold = threshold
self.status = "inactive"
def check_trigger(self, value):
if value > self.threshold:
self.status = "active"
return "Automation triggered!"
else:
return "No action taken."def get_status(self):
return f"Status: {self.status}" - class AutomationTrigger:def __init__(self, threshold):
self.threshold = threshold
self.status = "inactive"
def check_trigger(self, value):
if value > self.threshold:
self.status = "active"
return "Automation triggered!"
else:
return "No action taken."def get_status(self):
return f"Status: {self.status}"
Step 3
Seamless Integration
We connect our AI systems to your existing tools - fast, secure, and without disruption. Works with your CRM, investor platforms, and email stack.
Our solution
Your stack
Our solution
Your stack
Step 4
Continuous Optimization
We refine performance, analyze insights, and enhance automation for long-term growth.
Chatbot system
Efficiency will increase by 20%
Workflow system
Update available..
Sales system
Up to date
Chatbot system
Efficiency will increase by 20%
Workflow system
Update available..
Sales system
Up to date
Case Studies
See How Smart AI Automation Scales CRE Deal Flow
Real results from commercial real estate firms using automation to boost outreach, speed up workflows, and grow revenue.
NY-Based CRE Debt Fund
“LinkedIn automation increased our active investor base by 40% in 6 months"
A New York-based private debt fund with over $100M in AUM needed a more reliable way to grow and engage with qualified CRE borrowers.
We built and managed a targeted LinkedIn outreach system tailored to their deal criteria, geography, and capital strategy - resulting in a consistent pipeline of investor-ready conversations.Impact :
40% increase in qualified active client
3x improvement in outbound response rates
Meetings booked with verified borrowers in core US markets
0 internal BDRs hired
Miami-Based Hard Money Lender
"AI chatbot turned high traffic into real deal flow - and saved our team hours"
This lender’s website had strong traffic but poor conversion. Their team was buried in repetitive emails about rates and basic terms — instead of focusing on real deals. We deployed a custom AI chatbot that pre-qualified visitors, answered FAQs, and routed only relevant leads to the team. Now, they engage only with borrowers who are ready to talk terms.
Impact :
60% reduction in time spent on email replies
1.5x more qualified inbound leads
Clearer pipeline visibility from site to deal
No extra headcount needed
Houston-Based CRE Capital Market Advisor
"Sales Copilot boosted team efficiency and improved call outcomes"
This advisory team was spending hours researching prospects before each call - often with inconsistent results. We deployed our AI Sales Copilot to generate instant, deal-relevant briefs before every outreach and meeting. It pulled data from LinkedIn, press releases, and company sites, allowing advisors to engage with confidence - and save time.
Impact :
50% reduction in time spent on call prep
30% improvement in converting calls to deals
Faster ramp-up for new team members
More focused, effective client conversations
NY-Based CRE Debt Fund
“LinkedIn automation increased our active investor base by 40% in 6 months"
A New York-based private debt fund with over $100M in AUM needed a more reliable way to grow and engage with qualified CRE borrowers.
We built and managed a targeted LinkedIn outreach system tailored to their deal criteria, geography, and capital strategy - resulting in a consistent pipeline of investor-ready conversations.Impact :
40% increase in qualified active client
3x improvement in outbound response rates
Meetings booked with verified borrowers in core US markets
0 internal BDRs hired
Miami-Based Hard Money Lender
"AI chatbot turned high traffic into real deal flow - and saved our team hours"
This lender’s website had strong traffic but poor conversion. Their team was buried in repetitive emails about rates and basic terms — instead of focusing on real deals. We deployed a custom AI chatbot that pre-qualified visitors, answered FAQs, and routed only relevant leads to the team. Now, they engage only with borrowers who are ready to talk terms.
Impact :
60% reduction in time spent on email replies
1.5x more qualified inbound leads
Clearer pipeline visibility from site to deal
No extra headcount needed
Houston-Based CRE Capital Market Advisor
"Sales Copilot boosted team efficiency and improved call outcomes"
This advisory team was spending hours researching prospects before each call - often with inconsistent results. We deployed our AI Sales Copilot to generate instant, deal-relevant briefs before every outreach and meeting. It pulled data from LinkedIn, press releases, and company sites, allowing advisors to engage with confidence - and save time.
Impact :
50% reduction in time spent on call prep
30% improvement in converting calls to deals
Faster ramp-up for new team members
More focused, effective client conversations
NY-Based CRE Debt Fund
“LinkedIn automation increased our active investor base by 40% in 6 months"
A New York-based private debt fund with over $100M in AUM needed a more reliable way to grow and engage with qualified CRE borrowers.
We built and managed a targeted LinkedIn outreach system tailored to their deal criteria, geography, and capital strategy - resulting in a consistent pipeline of investor-ready conversations.Impact :
40% increase in qualified active client
3x improvement in outbound response rates
Meetings booked with verified borrowers in core US markets
0 internal BDRs hired
Miami-Based Hard Money Lender
"AI chatbot turned high traffic into real deal flow - and saved our team hours"
This lender’s website had strong traffic but poor conversion. Their team was buried in repetitive emails about rates and basic terms — instead of focusing on real deals. We deployed a custom AI chatbot that pre-qualified visitors, answered FAQs, and routed only relevant leads to the team. Now, they engage only with borrowers who are ready to talk terms.
Impact :
60% reduction in time spent on email replies
1.5x more qualified inbound leads
Clearer pipeline visibility from site to deal
No extra headcount needed
Houston-Based CRE Capital Market Advisor
"Sales Copilot boosted team efficiency and improved call outcomes"
This advisory team was spending hours researching prospects before each call - often with inconsistent results. We deployed our AI Sales Copilot to generate instant, deal-relevant briefs before every outreach and meeting. It pulled data from LinkedIn, press releases, and company sites, allowing advisors to engage with confidence - and save time.
Impact :
50% reduction in time spent on call prep
30% improvement in converting calls to deals
Faster ramp-up for new team members
More focused, effective client conversations
NY-Based CRE Debt Fund
“LinkedIn automation increased our active investor base by 40% in 6 months"
A New York-based private debt fund with over $100M in AUM needed a more reliable way to grow and engage with qualified CRE borrowers.
We built and managed a targeted LinkedIn outreach system tailored to their deal criteria, geography, and capital strategy - resulting in a consistent pipeline of investor-ready conversations.Impact :
40% increase in qualified active client
3x improvement in outbound response rates
Meetings booked with verified borrowers in core US markets
0 internal BDRs hired
Miami-Based Hard Money Lender
"AI chatbot turned high traffic into real deal flow - and saved our team hours"
This lender’s website had strong traffic but poor conversion. Their team was buried in repetitive emails about rates and basic terms — instead of focusing on real deals. We deployed a custom AI chatbot that pre-qualified visitors, answered FAQs, and routed only relevant leads to the team. Now, they engage only with borrowers who are ready to talk terms.
Impact :
60% reduction in time spent on email replies
1.5x more qualified inbound leads
Clearer pipeline visibility from site to deal
No extra headcount needed
Houston-Based CRE Capital Market Advisor
"Sales Copilot boosted team efficiency and improved call outcomes"
This advisory team was spending hours researching prospects before each call - often with inconsistent results. We deployed our AI Sales Copilot to generate instant, deal-relevant briefs before every outreach and meeting. It pulled data from LinkedIn, press releases, and company sites, allowing advisors to engage with confidence - and save time.
Impact :
50% reduction in time spent on call prep
30% improvement in converting calls to deals
Faster ramp-up for new team members
More focused, effective client conversations
DRAG TO EXPLORE
DRAG TO EXPLORE
NY-Based CRE Debt Fund
"AI-driven forecasting cut inventory waste by 40% for TrailForge"
TrailForge, a suitcase brand, faced stock issues and inefficiencies. Our AI forecasting optimized inventory and production cycles, helping them save costs and deliver faster.
Impact :
40% increase in qualified active client
3x improvement in outbound response rates
Meetings booked with verified borrowers in core US markets
0 internal BDRs hired
NY-Based CRE Debt Fund
"AI-driven forecasting cut inventory waste by 40% for TrailForge"
TrailForge, a suitcase brand, faced stock issues and inefficiencies. Our AI forecasting optimized inventory and production cycles, helping them save costs and deliver faster.
Impact :
40% increase in qualified active client
3x improvement in outbound response rates
Meetings booked with verified borrowers in core US markets
0 internal BDRs hired
NY-Based CRE Debt Fund
“LinkedIn automation increased our active investor base by 40% in 6 months”
A New York-based private debt fund with over $100M in AUM needed a more reliable way to grow and engage with qualified CRE borrowers. We built and managed a targeted LinkedIn outreach system tailored to their deal criteria, geography, and capital strategy - resulting in a consistent pipeline of investor-ready conversation
Impact :
40% increase in qualified active client
3x improvement in outbound response rates
Meetings booked with verified borrowers in core US markets
0 internal BDRs hired
NY-Based CRE Debt Fund
“LinkedIn automation increased our active investor base by 40% in 6 months”
A New York-based private debt fund with over $100M in AUM needed a more reliable way to grow and engage with qualified CRE borrowers. We built and managed a targeted LinkedIn outreach system tailored to their deal criteria, geography, and capital strategy - resulting in a consistent pipeline of investor-ready conversation
Impact :
40% increase in qualified active client
3x improvement in outbound response rates
Meetings booked with verified borrowers in core US markets
0 internal BDRs hired
NY-Based CRE Debt Fund
"AI integration helped ScaleByte close 3x more deals in less time"
ScaleByte’s sales team struggled with follow-up delays. Our AI sales assistant automated outreach, lead scoring, and CRM updates—resulting in faster responses and more closed deals.
Impact :
40% increase in qualified active client
3x improvement in outbound response rates
Meetings booked with verified borrowers in core US markets
0 internal BDRs hired
NY-Based CRE Debt Fund
"AI integration helped ScaleByte close 3x more deals in less time"
ScaleByte’s sales team struggled with follow-up delays. Our AI sales assistant automated outreach, lead scoring, and CRM updates—resulting in faster responses and more closed deals.
Impact :
40% increase in qualified active client
3x improvement in outbound response rates
Meetings booked with verified borrowers in core US markets
0 internal BDRs hired
NY-Based CRE Debt Fund
"Automating 50% of operations saved 20% in costs in 2 months"
FinSolve, a financial services firm, was overloaded with repetitive tasks. By automating workflows and integrating data systems, they streamlined operations and significantly reduced overhead.
Impact :
40% increase in qualified active client
3x improvement in outbound response rates
Meetings booked with verified borrowers in core US markets
0 internal BDRs hired
NY-Based CRE Debt Fund
"Automating 50% of operations saved 20% in costs in 2 months"
FinSolve, a financial services firm, was overloaded with repetitive tasks. By automating workflows and integrating data systems, they streamlined operations and significantly reduced overhead.
Impact :
40% increase in qualified active client
3x improvement in outbound response rates
Meetings booked with verified borrowers in core US markets
0 internal BDRs hired
Benefits
The Key Benefits of AI
for CRE Business Growth
Discover how CRE-focused AI automation streamlines deal flow, cuts overhead, and drives growth with smarter, faster execution across your capital and acquisition workflows.
Increased Productivity
Eliminate manual tasks across sourcing, investor outreach, and deal onboarding — so your team stays focused on transactions, not admin.
Faster LP, GP and Borrower Engagement with AI Chatbot
AI chatbots respond instantly to questions on rates, terms, and project criteria - moving serious prospects straight to the pipeline.
24/7 Availability
Turn website traffic into verified LPs, borrowers, and co-GPs — even outside business hours.
Cost Reduction
Automate follow-ups, CRM updates, and document checks — no need to expand your analyst or associate team to grow.
Real-Time Deal Intelligence
Surface insights from your CRM, deal activity, and outbound campaigns to improve targeting and close rates.
Built to Scale Capital & Acquisition
Whether you're raising equity, placing debt, or sourcing off-market deals - AI systems adapt to your capital stack and growth strategy.