Practical AI for commercial real estate teams.

We help independent brokerages and property managers find the recurring workflows worth improving, and the ones to leave alone: research, market surveys, CRM follow-up, tenant requests, owner reporting. It starts with a free 15-minute call: bring one workflow, or just bring questions.

A decision, not a list of AI tools.

Most AI advice starts with software. We start with the work: where information moves between email, spreadsheets, the CRM, and listing systems, and where brokers, coordinators, and managers retype instead of advise. Then we show you what to fix first, what it will take, and what to leave alone.

See exactly what's included →
Price
$999, paid on booking
Timeline
Two weeks, discovery to review
Implementation credit
Full $999 toward a sprint booked within 30 days

Where we look first.

Four recurring workflows we test against how your firm actually runs. They are starting hypotheses, not products. Some will not apply to you, and discovery is designed to find that out.

  • Broker notes to CRM

    Brokerage

    Rough call notes become a factual CRM summary, open questions, and a drafted follow-up, with a person approving before anything is saved or sent.

    CRMFollow-up

    Notes → next actions

  • Property research to market survey

    Brokerage

    Candidate-property information is standardized against client requirements, missing fields flagged instead of invented, and the result drafted into a survey or tour book.

    ResearchTour books

    Research → tour book

  • Tenant request to work order

    Property management

    A tenant or maintenance request is read for property, issue, urgency, and access details, missing information is flagged, and a work-order draft is prepared for a person to route.

    IntakeTriage

    Request → work order

  • Weekly activity to owner report

    Brokerage · Property management

    Current and prior activity are compared, changes and stale records identified, and a source-linked draft report prepared, without inventing reasons for the changes.

    Reporting

    Activity → owner report

We build the software we recommend.

Uwchlan builds and operates Permit Hound, a commercial permit-intelligence platform covering 1.2 million records across all 254 Texas counties. Its customers work with it directly inside Claude through an integration we built. When we recommend an AI workflow for your firm, it comes from running systems like this in production, not from a tool roundup.

See Permit Hound →

We stand behind the deliverable.

If the assessment doesn't find at least three feasible, evidence-backed opportunities, or a clear documented finding that no change is justified, we revise it once at no cost. If it still doesn't meet that standard, we refund the fee.

Start with 15 minutes.

A free 15-minute call: dig into one recurring workflow and get a straight answer on whether it is worth a closer look, or just ask questions about the assessment. When something needs real thought, we follow up in writing.

Book a free call