AI Workflow Consulting for Commercial Real Estate Brokerages

Your brokers' time belongs
on deals. Not documents.

AMG helps boutique CRE brokerages in the DC Metro area cut the hours their teams spend writing proposals, offering memoranda, and client reports. The same professional output. Produced in a fraction of the time.

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40%
of professional services firms now use AI organization-wide
Up from 22% a year ago. Brokerages building AI-assisted workflows now will respond to opportunities faster, produce better proposals, and do it all with the same team they have today.
57%
have no AI governance policy
Staff are already using AI tools with client data and deal information. Without a written policy, the brokerage has no visibility into what is being used or how sensitive information is handled.
Source: 2026 AI in Professional Services Report, Thomson Reuters Institute  |  PEX Report 2025/26

Where CRE brokerages see results

Every deal has the same documents.
They shouldn't take the same hours.

Offering memoranda and proposals

Property narratives, investment highlights, and deal summaries drafted from the data and details you already have. Brokers edit and finalize. They stop producing the same document structure from scratch on every listing.

Lease abstract summaries

Plain-English summaries of lease terms, key dates, and tenant obligations drafted from the lease document. Clients get a clear picture without reading 40 pages. The broker delivers the analysis instead of the paperwork.

Client status reports

Transaction update letters, market activity summaries, and deal status reports drafted on a consistent schedule. The broker reviews and sends. Client communication stays current without creating manual work on every file.

Market commentary

Market condition narratives, submarket summaries, and property positioning statements drafted from market data for client presentations and pitch materials. The broker's local knowledge drives the analysis. The writing takes minutes.

Transaction coordination

Due diligence checklists, timeline trackers, and coordination communications drafted and maintained throughout the transaction. Keeps every party informed and every deadline visible without requiring a coordinator to write every update.

Pitch and presentation materials

Broker capability statements, listing pitch narratives, and client presentation content drafted quickly from your experience and the specific opportunity. The pitch is professional and consistent without spending an afternoon on it.

Is this right for your brokerage?

AMG works best with brokerages that look like this.

Good fit

Independent boutique brokerage, 5 to 30 staff

DC Metro area focus

Brokers producing proposals, OMs, or client reports manually

Transaction coordination happening in email and shared drives

Already on Microsoft 365

Not the right fit

Large national franchise (CBRE, JLL, Cushman) with internal technology teams

Residential-only focus with different workflow structure

Fully platform-dependent with CoStar or similar running the entire workflow end-to-end

Get started

Find out where
your brokerage stands.

AMG works with a small number of firms at a time. If you are a boutique CRE brokerage with up to 30 staff in the DC Metro area, reach out and we will be in touch within one business day.