AgentCRE Broker guide Edition · September 2026

Getting started

Never be the second broker to call.

AgentCRE reads the news, permits and filings on every company in your book, then hands you a short list each morning: who to call, why now, how much space they'll need, and what to say.

~5 minto import your book
Every morninga ranked call list
0agents to set up
agentcre.ai/dashboard
The AgentCRE Brief showing ranked client signals: ABC Fine Wine & Spirits, AssuredPartners, Collins Manufacturing

A broker's day with AgentCRE

  1. Import your bookPaste names or drop a spreadsheet
  2. Read the emailToday's calls land in your inbox
  3. Work the BriefRanked, with the reason to call
  4. Draft & reach outEmail, call script or LinkedIn
  5. Move deals forwardPipeline from first call to won
  6. Send a Tour BookBranded, priced, shareable
01

Import your book

Everything starts with the companies you already work: clients, tenants you've placed, prospects you've been chasing. Add them once and AgentCRE watches them from then on.

agentcre.ai/companies/import
Import companies page with a file drop zone and a paste box filled with six company names 1 2
  1. 1
    Drop a CSV or Excel fileA CRM export or CoStar list works as-is. AgentCRE finds the company-name column and ignores the rest.
  2. 2
    …or paste names, one per lineNo website or address needed. Each name is looked up and matched to the real company: industry, size, locations.
  3. 3
    Research starts right awayYour first companies are scanned as soon as you import, so your first Brief fills in the same day. Large books keep filling in over the following days.
02

The morning email

You don't have to log in to know who to call. Each morning the Brief arrives in your inbox, already ranked, with a suggested opener for each company.

Inbox
AgentCRE: 5 clients to call todayFrom AgentCRE · to you
Daily Brief email listing today's calls, each with a suggested opener 1 2 3
  1. 1
    Today's callsThe clients most worth a call today, in order. The subject line tells you how many before you open it.
  2. 2
    How cold the relationship is"395d cold" means it's been over a year since you last logged a conversation. A long gap moves a company up the list.
  3. 3
    What to sayEvery call comes with an opener built from the actual event, e.g. "I saw you broke ground on the Palmetto location…"
  4. 4
    Open Daily BriefThe button at the bottom opens the full list in the app, where you can act on each one.
03

Reading the Brief

The Brief is your home screen: a ranked call list for the companies you watch. Each row gives you what you need before you pick up the phone. To find new companies to add, use Prospects.

agentcre.ai/dashboard
The Brief with numbered callouts on the header, priority chip, space estimate and actions 1 2 3 4 5 6
  1. 1
    Your day at a glanceHow many clients to work, companies watched, and when the newest finding came in. Search and Import sit at the right.
  2. 2
    PriorityOnly the top few rows earn Call today. Hover a chip to see why, e.g. "Dated deadline ~4 months out."
  3. 3
    The headlineWhat happened, in one line: a new store, an acquisition, a lease coming up. Click it to open the details.
  4. 4
    Estimated space needHow much space the event likely means, what kind, and when, so you know if it fits the deals you do.
  5. 5
    Who to call & how coldThe best decision-maker we found, plus when you last spoke to the company.
  6. 6
    One-click actionsDraft outreach, mark Contacted, add to Pipeline, build a Tour Book, or Skip. See the next section.

Open a row to see the call script

agentcre.ai/dashboard · AssuredPartners, Inc.
An expanded row for AssuredPartners with a What to say call script, contact email, detail and sources 1 2 3 4
  1. 1
    Honest labelsEstimated means the date is projected (here, from when the tenant moved in), not read off a lease.
  2. 2
    What to sayA call script tied to the event, and the window to act in: "engage 6–18 months before Jan 2027."
  3. 3
    The contactName, title, a confidence score for the match, and a clickable email or phone number.
  4. 4
    SourcesEvery finding links to where it came from, so you can check it before you call.

What the labels mean

Call today

The top of your list, with a real reason and timing to act now.

This week

Worth a touch in the next few days. A good event, just less urgent.

Watch

Background on the company. Good to know, not a reason to dial.

Est. need: 35K–60K SF office

How much space the event probably means, and what type.

Estimated

A projected date or figure. Confirm it on the call.

Last spoke 13mo ago

When you last logged a conversation. Long gaps rank higher.

Tip

The Brief shows only findings worth acting on. To see everything AgentCRE found, including weaker background items, turn on Show low-confidence in the header. Those rows are tagged LOW.

04

Acting on a signal

Every row carries the same five buttons. Each one updates the list, so tomorrow's Brief reflects what you did today.

ButtonWhat happens
Draft outreachWrites a first email, call script or LinkedIn message about this specific event, addressed to the contact.
ContactedLogs that you reached out. The company leaves your call list for now and its "last spoke" date resets.
PipelineAdds the opportunity to your Pipeline and marks the company as in conversation, so it stops appearing in the Brief.
Build Tour BookStarts a Tour Book for the company with the requirement filled in from the signal.
SkipRemoves the row and records it as not useful, which helps tune what you see later.
agentcre.ai/dashboard · Draft outreach
Draft Outreach window with an email to Randy Larsen about the AssuredPartners lease renewal 1 2 3 4
  1. 1
    Pick the channelEmail, a phone script for the call, or a short LinkedIn note.
  2. 2
    Pick the toneProfessional or Casual, depending on how well you know them.
  3. 3
    Specific, not a templateThe draft uses the event itself: "Based on your move to your current space in early 2022, your lease is likely coming due around January 2027…" Edit anything before you send.
  4. 4
    Send it your wayCopy to clipboard, open in your mail app, or save it as a follow-up sequence. Regenerate for a different take.
05

Client Watch

The full record for every company you watch: everything AgentCRE has found, where each finding came from, and where the relationship stands.

agentcre.ai/companies
Client Watch showing ABC Fine Wine & Spirits with expansion and partnership signals 1 2 3 4 5
  1. 1
    Filter by relationshipAll, Active, or In Conversation. Companies you're already working drop out of the daily list automatically.
  2. 2
    Your whole bookSearch any company and see how many signals each one has.
  3. 3
    Relationship statusWhen it was last checked and when you last made contact.
  4. 4
    Findings with contextEach signal has the full story, estimated space and timing, a suggested approach, and sources.
  5. 5
    Act from here tooAdd to Pipeline, build a Tour Book, or give a thumbs up or down to tune future results.
06

Prospects: who's in this area?

This is where new companies come from. Type a city, county or ZIP code and AgentCRE lists the companies operating there that match the property types you work. Pick the ones you want and add them to Client Watch, and they show up in your Brief from then on.

agentcre.ai/prospects
Prospects search for Winter Park, FL listing industrial and office companies with fit scores and addresses; three selected 1 2 3 4 5
  1. 1
    Search an area"Winter Garden, FL", "Orlando", "32819" or "Orange County, FL". Choose up to 100 results, then Find companies.
  2. 2
    Your property typesIndustrial, Flex, Office, Retail, Medical, Hospitality. National chains are left out unless you include them.
  3. 3
    Fit scoreHow well each company matches the property types you work. Best fits sort first.
  4. 4
    Real addressesEvery company comes from a public business or facility registry with a street address, so you're never chasing a made-up lead.
  5. 5
    Add to Client WatchTick the ones you want. They join your book and get watched like everyone else. Companies you already watch are hidden.
Good to know

A search usually takes 10–40 seconds. If the public registries are slow, you'll see a note saying so. Run the search again to fill in the rest.

07

Pipeline

Anything you add from the Brief lands here. Drag a card from stage to stage as the deal moves, from the first conversation to the signed lease.

agentcre.ai/pipeline
Pipeline board with New, Reviewing, Qualified, Outreach, Meeting and Proposal columns 1 2 3 4 5
  1. 1
    Find a deal fastSearch by company, sort (newest, highest score, stage, A–Z), and filter by signal type or stage.
  2. 2
    When addedAll time, last 30 days, this week or today. Cards added in the last few minutes are highlighted.
  3. 3
    StagesNew → Reviewing → Qualified → Outreach → Meeting → Proposal → Won or Lost.
  4. 4
    ScoreHow strong the original signal was, so the best opportunities stand out in a crowded column.
  5. 5
    Board or listSwitch between this board and a sortable list.
08

Tour Books

When a client is ready to look at space, build a branded Tour Book in minutes: buildings on a map, every space priced out, and a link your client can open on their phone.

agentcre.ai/tourbooks
Tour Books library with Revology Cars, VITAS Healthcare and Acme Logistics tours
Your Tour Books library. Filter by Draft, Shared, Won or Lost, and clone a past book to start a new one.
agentcre.ai/tourbooks/acme-logistics-east-orlando
Tour Book builder for Acme Logistics East Orlando tour showing executive summary, client feedback and map 1 2 3 4 5
  1. 1
    The requirementSize range, property type and area ("8–12k SF · Industrial · East Orlando") keep every space checked against the brief.
  2. 2
    Executive summaryGenerate a first draft from the buildings you've entered, then edit. It only uses the details you provide.
  3. 3
    Client feedbackSee which buildings your client marked Interested or Pass, their notes, and when they last opened the book.
  4. 4
    Compare, brand, previewPut spaces side by side, add your firm's logo and color, reorder buildings, and preview exactly what the client will see.
  5. 5
    Share & PDFSend a private link or download a PDF for the tour.

What your client sees

Client view of the tour book on a phone: branded cover, summary and map

Your branding, your summary, every building on the map.

Client view of Crossroads Logistics Center Suite 100: 9,500 SF, $12.50 NNN, $16.25/SF all-in, $12,865 per month

Each suite priced out: all-in $/SF, monthly cost, net effective.

  1. ✓
    Fits your briefSpaces inside the client's size range are marked, so they can see at a glance why each one made the list.
  2. $
    The math, doneAsking rent, CAM, TI and term roll up into all-in cost per SF, total monthly rent and net effective rate. No spreadsheet needed.
  3. 👍
    Interested or PassClients react to each building and leave a note for you. It shows up in your builder right away.
09

Settings

Tell AgentCRE what kind of deals you do so the best fits rank first. Settings has three tabs: Account, Integrations and Billing.

agentcre.ai/settings
Settings Account tab with deal-size band, preferred industries and minimum deal size 1 2 3
  1. 1
    Account, Integrations, BillingConnect Salesforce or HubSpot to bring in your companies, and manage your subscription.
  2. 2
    Deal-size bandThe square footage you typically work. Opportunities in your range rank first. Larger or smaller ones still appear, just lower.
  3. 3
    Industries & marketsChoose preferred industries, your target metro areas and property types. Your property types also set what Prospects searches for.
10

Questions brokers ask

Where does the information come from?

Public sources: news coverage, press releases, company announcements, building permits and business registries. Every finding links to its sources, so you can check it before you call.

Will it hide companies from my list?

No. Your book is your book. AgentCRE ranks what it finds so the most actionable items come first, but it never removes a company you've chosen to watch. Weaker findings are still one click away under Show low-confidence.

How often are my companies checked?

Newly imported companies are researched right away. After that, AgentCRE re-checks your whole book on a rolling basis, spread out through the month, so there's something new most mornings.

What happens after I mark a company Contacted or add it to Pipeline?

It leaves your daily call list so the Brief stays focused on people you haven't reached yet. Deals in Pipeline are tracked there, and the company stays visible in Client Watch.

Are the space estimates and lease dates exact?

They're estimates, and they're labeled that way. Space needs come from the size of the event and typical space per employee for the industry. Projected lease dates are tagged Estimated. Use them to open the conversation, then confirm on the call.

Do I need to set up or run any "agents"?

No. Import your companies and set your markets once. AgentCRE runs in the background and the results show up in your Brief and morning email.

Ready when your book is. Import it and read tomorrow's Brief.

Want to see it on your own companies? Book a 20-minute demo and we'll import five of your clients live.

Book a demo →