AI by industry · Commercial real estate firms
A commercial real estate CRM dashboard that updates itself
A commercial real estate CRM has to connect owners, buildings, tenants, deals and lease dates, and remind you when to act. A custom dashboard can read your email, keep each relationship’s notes current, track lease expirations and show your pipeline in one place. Westward builds these around the way a firm works.
Talk through your commercial real estate business with the person who builds it
A free 30-minute call. You leave knowing which part of your commercial real estate firm to hand to AI first, what we would build, and roughly how long it takes.
Properties and people are many-to-many
One owner holds many buildings. One building has many tenants. One tenant leases in several. Standard CRMs make you pick one view. A custom system holds all of them, and lets you move between.
Dates that drive the business
Lease expirations, loan maturities, option dates and your own follow-ups sit on a timeline you can filter by submarket or property type.
The AI reads your email and updates the notes, and marks everything it wrote so you can verify it.
Pipeline for the team
Each broker sees their deals and tasks. Principals see the whole firm. Nobody has to keep a private spreadsheet to remember who to call.
Picture this
Examples of what it can look like. Illustrations, not clients.
You open the dashboard and filter to every tenant in your submarket with a lease ending in the next year, along with the last time anyone spoke with them.
An owner emails about a proposal. The system updates the deal stage, and adds a task to send a revised draft.
A broker leaves the firm. Her relationships and notes remain in the system, ready to be reassigned.
The rules that apply, in their own words
“unfair or deceptive acts or practices in or affecting commerce, are hereby declared unlawful.”
“intended for voluntary use and to improve the ability to incorporate trustworthiness considerations into the design, development, use, and evaluation of AI products, services, and systems.”
Sources
- NIST AI Risk Management Framework: The U.S. standards body’s framework for using AI responsibly.
- NAR Code of Ethics and Standards of Practice: The rules REALTORS® follow, including honest advertising.
- 15 U.S.C. § 45 (FTC Act, Section 5): The federal ban on unfair or deceptive business practices, ads included.
Talk through your commercial real estate business with the person who builds it
A free 30-minute call. You leave knowing which part of your commercial real estate firm to hand to AI first, what we would build, and roughly how long it takes.
Questions
How long does it take to build?
About a month for a first working version. The price is fixed and in writing, with no hourly billing.
Can we keep using our current tools?
Often yes. We check what you use, and the dashboard can sit on top of it.
More jobs AI can take on
What Westward builds for this
A dashboard that runs itself: the same job in similar businesses