The AI deal admin for independent CRE brokers
The deal tool you'll actually open.
BrokerOS is a second brain for every deal you're working. Forward an email or connect your inbox, and your AI deal admin files it to the right deal, captures the contacts, and tells you what's slipping. No pipeline to build. No data entry.
Now onboarding a small group of early access brokers. $79 per seat per month, everything included.
The status quo
Half your week goes to admin. The rest goes to remembering what you forgot.
- 46%
- of a broker's time goes to admin and manual tasks
- #1
- deal management challenge: missed follow-ups
Source: 2026 DNA of #CRE survey.
Everything else (tour books, LOIs, timelines, counterparty contacts) is scattered across five places and your memory. There's no single view of where a deal stands, what's next, and who said what. Legacy tools only kick in after the listing agreement, and they demand setup you don't have time for.
Your AI deal admin
The busywork, handled. The relationships, yours.
AI deal admin
Forward any inbound email: an LOI, a tour request, an inquiry, a counter. It routes to the right deal or prospect and files the contacts. No setup.
Inbound triage
Email Activity shows every inbound message and what the system did with it: category, decision, and a confidence score. Anything ambiguous goes to a review queue.
Status & at-risk answers, instantly
Ask where any deal stands and get an answer without digging. BrokerOS flags deals that have gone quiet or slipped, so nothing stalls out of sight. Missed follow-ups are the most common way deals stall. BrokerOS catches them before your client does.
Client-facing deal rooms
A branded, shareable space per deal where counterparties and clients get exactly what they need, when they need it.
Dynamic flyers
Generate on-brand property flyers straight from your deal data as a shareable client-facing page or an exportable PDF. No design tools, no re-keying.
Tenant surveys
Build client-ready surveys from property flyers you already have, without re-keying listings into a spreadsheet.
Auto-drafted offering memos & BOVs
Offering memorandums and broker opinions of value, drafted from the deal data BrokerOS has already captured.
How it works
Getting started is one forwarded email. Zero behavior change.
Forward to your AI admin
Send any deal email: an LOI, a tour request, an inquiry, a counter. That's the whole setup. No new workflow to learn.
It triages and files
BrokerOS routes each email to the right deal or prospect, captures counterparty contacts and documents, and flags anything ambiguous for a quick review.
Your dashboard stays current
Every deal, contact, and next step updates itself as email comes in, so the one place you check is always right. No data entry, no spreadsheet to reconcile.
Step 2 in action: every inbound email, triaged and filed to the right deal.
A second brain for the deal
Works alongside how you already work.
Why BrokerOS
Built by someone who's built broker software before.
Before BrokerOS, I spent four years building workflow software for brokers working relationship-driven deals in a regulated market. The lesson carried over directly: the best brokers lose hours every week reconstructing context that software should hand them. BrokerOS brings that lesson to commercial real estate, so brokers can spend their time on the relationships that drive deals.
Calvin Wang, FounderClear answers
BrokerOS, in plain terms.
- What is BrokerOS?
- BrokerOS is an AI deal admin and second brain for commercial real estate brokers. It keeps every active deal, task, contact, and document current by reading the deal email you already send and receive, then tells you where each deal stands and what needs attention.
- Who is BrokerOS built for?
- BrokerOS is built for individual brokers and small teams at boutique and independent commercial real estate firms. It supports investment sales and leasing workflows for brokers who currently manage their pipeline in a spreadsheet and the details of each deal in email.
- How does BrokerOS keep deal records current?
- Brokers can forward selected deal emails to BrokerOS or connect an inbox for automatic polling. BrokerOS determines which messages are relevant, routes each one to the right deal or prospect, captures contacts and documents, updates next steps, and sends ambiguous items to a review queue.
- Does BrokerOS replace my email or existing CRE software?
- No. BrokerOS works with the email and software a brokerage already uses. Its role is to centralize deal context and keep the operating record current, reducing spreadsheet reconciliation and inbox searching rather than requiring a wholesale system replacement.
- What client-facing outputs does BrokerOS support?
- BrokerOS supports client-facing deal rooms and dynamic property flyers. Flyers can be shared as a webpage or exported as a PDF, using information already stored in the deal record so brokers do not have to re-key the same data.
- How does BrokerOS pricing work?
- BrokerOS is $79 per seat per month with everything included: unlimited deals, AI email triage, deal rooms, flyers, and surveys. We're currently onboarding a small group of early access brokers directly.
Early access
One plan. Everything included.
$79 / seat / month
One recovered deal a year covers it many times over.
Early access brokers are onboarded directly by the founder. Request access and we'll get you set up.
What's included
- Unlimited deals, prospects, and properties
- AI email triage & routing
- Client-facing deal rooms: status, documents, notes
- Dynamic flyers
- Tenant surveys
- Automatic at-risk & stale-deal flagging
- Document storage with version history
- Ask BrokerOS where any deal stands
Request early access
Tell us a bit about your deals and we'll get you set up.