AI-powered property evaluation that ranks every commercial listing by how well it fits each client's actual requirements — then carries the deal from Identified to Closed. Weighted scoring, a seven-stage pipeline, AI strategy reports, and a morning action plan built from your own book.
Commercial tenants and investors waste days touring spaces that don't meet their specs. Agents spend hours building comparison spreadsheets that go stale the next morning. Cap rates, lease terms, zoning, ceiling heights, parking ratios, TI allowances — the variables are complex and every client weights them differently. A LoopNet feed and a Google Sheet don't know any of that. So the wrong tours get scheduled, the right deals get missed, and brokers carry the cost.
SchemeSync CRE turns each client's requirements into a weighted scoring model across five commercial categories: Location & Access, Financials, Building Specs, Condition & Systems, and Zoning & Use. Every property gets a fit score, a tier classification, and an AI-generated report written specifically for that client.
Each client sets their own priority weights across the five commercial categories. Lease rate against budget, cap rate, building class, zoning compatibility, ceiling height, loading docks, parking ratio — every property gets scored against their model.
Every property generates a custom client-facing AI report that references the actual lease terms, NOI, cap rate, TI allowance, and building systems alongside the client's criteria, grade overrides, and tour notes. Not template copy. Real analysis.
Instead of emailing PDFs back and forth, open the match board. See every property ranked by fit score for the client in front of you. Works for both lease and purchase transactions, with a view toggle for each.
Commercial property data doesn't fit a residential schema. SchemeSync CRE captures roughly 55 commercial fields organized in collapsible sections so adding a property is fast even when the dataset is deep — or upload a brochure and let the AI fill them in.
Auto-scoring is the starting point. After a client tours a space, agent or client can override any grade — the loading dock turned out smaller than the listing said, the HVAC condition is worse than disclosed. In commercial, agents can grade on behalf of clients.
The agent-side ranking view. Properties ordered by weighted client readiness across the agent's portfolio. Move the sliders to see who to call first. Know instantly which client is most likely to close on which space.
A five-stage pipeline classification for every client in your book. Hot Leads surface automatically so you know where to spend the next hour. Cold clients drop out of the daily view without falling out of the system.
The brokerage-level view. Pipeline activity rolled up across all agents, with stage-by-stage visualization and AI-generated action plans for where to focus the team this week.
A fit score tells you which space to show. It doesn't tell you what to do Monday morning, where the deal stalled, or what your leverage is when the counter comes back. SchemeSync CRE runs the whole deal — pipeline, strategy, and the daily work in between.
Every deal lives on a seven-stage pipeline: Identified, Touring, Negotiating, LOI, Under Contract, Closed, and Lost. Drag a deal to move it between stages. When one goes to Lost, the reason gets captured instead of disappearing into somebody's memory — and that record becomes institutional knowledge the whole brokerage can learn from.
An AI-generated plan for the day, built for agents and brokers from their own pipeline and book of business. What moved, what's at risk, and who to call first. Open it with coffee and the first hour of the day is already decided.
Two of them change how a deal gets worked. The Negotiation Brief is AI-built strategy for a specific deal: leverage points, a target and a walk-away number, and the talking points to carry into the room. Loss Analysis reads every deal you've lost, finds the pattern, and flags the active deals that are starting to look like past losses.
A chat interface that answers from the agent's own book — properties, clients, deals, and evaluations. Ask which clients are stretching their budget on every match, or which deals haven't moved in three weeks. The answers come from your data, not from the internet.
Drop in a brochure or an offering memorandum and roughly 55 property fields pre-fill for review. You check the numbers instead of typing them, correct anything the document got wrong, and save. Deep commercial data entry stops being the reason a property sits in your inbox for a week.
Two halves of the same picture. The Ideal Property Profile is an AI-written narrative of what the client is actually looking for — the kind of description a good agent would give a colleague over the phone. Client Targets are the hard numbers behind it, scored with precision against every property in the system.
Brokers oversee their team and aggregate pipeline. Agents manage their clients, properties, and deals. Brokerage Admins handle the administrative side of the firm — user accounts and office setup — without carrying a book of business. Clients see only their own data: requirements, match board, AI reports. Role-based permissions prevent cross-contamination and keep every conversation clean.
Clients log in to see their match board, adjust their own requirements, override grades after tours, and write notes. Every change feeds the AI report. You keep the agent relationship. They get a tool that respects their intelligence.
Every agent, client, and property is scoped to a brokerage. Data never leaks across firms. When you bring on a new agent, their clients and properties roll up into your brokerage view. Clean separation, automatic compliance.
Every report is grounded in the actual listing data, the client's requirements, and their personal notes. Not marketing fluff — actual analysis a client can use to make a decision.
SchemeSync CRE runs as your association's platform, under your association's brand. Member brokerages onboard underneath it with board approval, their agents get the tools, and every client gets their own login.
SchemeSync CRE is deployed as a white-labeled platform belonging to your association. Members experience it as something the association provides, not as a third-party tool they were pointed at. Branding carries through the product, and user management stays central so the association can see what's set up across the whole membership.
Member brokerages onboard themselves and land in an approval queue — the board decides who gets in. No manual account provisioning at the association level, and no member firm waiting on a ticket to get started. Each approved firm designates its own Brokerage Admins to handle user accounts and office setup.
Inside each member firm, agents get the full working product — match boards, the deal pipeline, AI strategy reports, the Daily Brew. Clients get their own login to see their match board, adjust requirements, and read the reports written for them.
Plenty of agents work both sides — a residential book and a commercial one. One login covers both SchemeSync RE and SchemeSync CRE, so there's no second password and no second onboarding.
SchemeSync CRE matches commercial clients to spaces with precision, carries every deal from Identified to Closed, and turns the deals you lose into something the firm can learn from.
See the Product →