Built for commercial brokers
From sourcing to execution and beyond.
Deal Sourcing and Scheduling
AI-powered prospecting calls
Your Voice agent also qualifies in bound calls and schedules times available to talk with your calendar.
Voice Agent Dashboard
Automate Meetings
Seamless meeting management
AI automatically coordinates property tours, investor meetings, Zoom calls, and follow-up reminders using chat history, notes, files, and more in each chat.
AI Scheduling Chat
📧 Invite sent to matt@dealmanagerai.com
📋 Title: "350 Park South - Intro Call"
Meeting Intelligence
Zoom integration and insights
See action items from Zoom meetings, summaries, and integrate them into your chat for seamless deal management.
Meeting Analysis
Deal Packaging
Professional presentation
Automated creation of investment memos, financial models, and presentation materials tailored to each investor's preferences.
Investment Memo
Automate Paperwork
Legal document generation
Automatically generate PSAs, LOIs, and other legal documents using your company's standard formats and templates.
Legal Documents
AI Abstraction
Document analysis and review
AI analyzes lease agreements, identifies redlines, summarizes key terms, and flags potential issues for faster deal review.
Document Analysis
Radar
Deal tracking and visibility
Keep track of all your deals at both personal and company level with comprehensive pipeline management and progress monitoring.
Close
Due diligence management
Generate comprehensive checklists during due diligence including when things are due, people involved, and automatic reminders to ensure nothing falls through the cracks.