FOR BUSINESS BROKERAGES
Free your best brokers to win and close more deals.
Analyst3 builds AI agents that take on the repeatable work of running a brokerage – sourcing and referrals, deal packaging and follow-up, and the admin in between – as governed workflows your firm owns, so your best brokers spend their time on the relationships and deals that grow the business. You own the code and your data stays yours.
THE OPPORTUNITY
Time on what actually moves deals.
Every broker is running a business – a book of listings, a network of buyers and referral sources, and all the admin that keeps it running – and only a fraction of that time goes to the work that actually wins and closes deals. The rest is repeatable: sourcing and follow-up, packaging, scheduling, CRM upkeep, back-office admin. Analyst3 builds AI agents that take that work on as governed workflows your firm owns, giving a lean team the capacity of a bigger shop, so your best brokers focus where they have the most impact: growing deal flow, moving deals forward and lifting close rates.
WHERE WE CREATE LEVERAGE
The full lifecycle – the repeatable work your AI agents take on.
The repeatable work of running your brokerage, stage by stage. Your assessment picks the first two.
Origination & BD
Fill the pipeline and stay top of mind.
- Seller sourcing & qualification
- Lead-list cleaning & disqualification
- Market mapping & sector research
- Circle-of-influence & referral nurture
- Local presence & content (market updates, "businesses sold" announcements)
Preparation & packaging
Match and package faster.
- Seller-to-buyer matching
- Buyer-list construction
- Seller / client intake & onboarding
- Indicative valuation & comps
Marketing & outreach
Outreach and follow-up, handled.
- Outreach & personalization
- Engagement scoring & warm-lead follow-up
- Reply triage
- Lead nurture & follow-up
- Meeting preparation
Diligence & execution
Keep deals from stalling.
- Process management & tracking
- Diligence synthesis & Q&A
Firm operations & admin
Run the back office without the busywork.
- Client & pipeline reporting
- Invoicing & finance admin
- Scheduling & inbox triage
- Client & seller onboarding & intake
- CRM enrichment & hygiene
Recommended entry point
Begin with one volume workflow and one conversion workflow – for example, lead-list cleaning plus personalized outreach with reply triage. Set baselines before launch, then evaluate response rate, meetings booked, adoption and time-to-follow-up after 90 days.
What remains human-led
- Listing decisions and pricing strategy
- Client and seller relationships
- Approval of any outreach that goes out under your brand
- Negotiation and deal terms
- Final review of client-facing deliverables
- Your voice, and what goes out under your name
Request a workflow assessment for your brokerage.
We map where the manual hours sit across your pipeline and day-to-day operations, and rank what AI agents should take first.