Forward to: Brokerage

Brokerage Operations
Workflows

Ten agent workflows for the Brokerage team — competitor brokerage monitoring, agent performance intelligence, listing analysis, market share tracking, client prospecting, deal pipeline intelligence, commission benchmarking, marketing effectiveness, referral network analysis, and brokerage performance analytics.

1Competitor Brokerage Monitoring

AI agent monitors competing brokerages by analyzing their web presence — tracking new hires, listing volume, market positioning, and technology investments through domain intelligence.

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Analyze Competitor Brokerage Monitoring
/about/careers/press/productsOpenPageRankChange Detection
COMPETITOR BROKERAGE INTELLIGENCE — Q1 2026 ════════════════════════════════════════════════════════ TOP COMPETITOR ANALYSIS: cbre.com — Global brokerage leader /careers: +340 new positions (expanding aggressively) /press: "Acquired proptech platform for $180M" /products: Launched AI-powered valuation tool THREAT LEVEL: High — tech investment widening gap jll.com — Major competitor in our markets /careers: +89 positions (moderate growth) /press: "Restructuring capital markets division" THREAT LEVEL: Moderate — internal changes may create opportunity cushwake.com — Regional competitor /careers: -12% positions QoQ /press: "Cost reduction initiative, leadership changes" OPPORTUNITY: Their agents may be recruitable COMPETITIVE SUMMARY: Competitors expanding: 4 | Stable: 3 | Contracting: 2 (recruit from)

2Agent Performance Intelligence

AI agent evaluates agent productivity and market presence by analyzing individual agent websites, LinkedIn-connected domains, transaction records, and listing activity — enabling performance benchmarking and recruitment targeting.

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Analyze Agent Performance Intelligence
/about/products/press/blogOpenPageRankDomain Ages
AGENT PERFORMANCE INTELLIGENCE — OUR BROKERAGE ════════════════════════════════════════════════════════ TOP PRODUCER ANALYSIS (from agent domain activity): TOP QUARTILE — 12 agents sarahchen-realestate.com /products: 34 active listings, avg price $4.2M /press: "Closed $89M in transactions Q4 2025" PR: 4.8 | Blog posts: 12/quarter (strong marketing) PRODUCTION: $89M closed | 28 transactions BOTTOM QUARTILE — 8 agents (performance review needed) newagent-homes.com /products: 2 active listings /blog: No posts in 6 months PR: 0.8 | Online presence: Minimal PRODUCTION: $1.2M closed | 2 transactions RECRUITMENT TARGETS (competitor agents): mikeross-commercial.com — Top producer at competitor /press: $120M in 2025 transactions, seeking better platform ACTION: Initiate recruitment conversation

3Listing & Transaction Analysis

AI agent analyzes listing activity and transaction patterns by monitoring MLS-connected domains, brokerage listing pages, and closing announcements — identifying market trends and pricing intelligence.

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Analyze Listing & Transaction Analysis
/products/pricing/press/aboutIAB CategoriesChange Detection
LISTING & TRANSACTION ANALYSIS — OUR MARKET ════════════════════════════════════════════════════════ LISTING ACTIVITY (from brokerage /products pages): NEW LISTINGS TREND: This month: 847 new listings detected across competitor domains +12% vs. last month (inventory building) Avg asking price: $3.2M (commercial) | $680K (residential) Days on market (avg): 45 days (up from 32) TRANSACTION INTELLIGENCE: downtownoffice-sale.com /press: Closed at $187M — above asking industrialpark-acquisition.com /press: Closed at $89M — 12 competing bidders PRICE REDUCTIONS DETECTED: 142 listings showed /pricing changes (reductions) Avg reduction: -6.8% Concentrated in: Suburban office (34%), Retail (28%) MARKET VELOCITY INDEX: 67/100 Moderately active — buyers becoming more selective

4Market Share Tracking

AI agent tracks brokerage market share by monitoring listing volumes, transaction counts, and agent headcount across competing brokerages — identifying share gains and losses through domain intelligence.

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Analyze Market Share Tracking
/about/products/careers/pressOpenPageRankDomain Ages
MARKET SHARE INTELLIGENCE — METRO AREA ════════════════════════════════════════════════════════ BROKERAGE MARKET SHARE (from domain activity analysis): cbre.comMarket share: 18.4% (+1.2% YoY) Active listings: 342 | Agents in market: 89 Growing: Tech-enabled platform driving gains jll.com — Market share: 14.2% (-0.4% YoY) Active listings: 267 | Agents: 72 Flat: Restructuring slowing growth OUR BROKERAGE — Market share: 11.8% (+0.8% YoY) Active listings: 234 | Agents: 56 Gaining: Strong recruitment + technology investment cushwake.comMarket share: 9.4% (-1.8% YoY) Active listings: 178 | Agents: 48 (down from 62) Losing: Agent departures impacting share OUR TRAJECTORY: On track to reach #2 by Q4 2026

5Client Prospecting Intelligence

AI agent identifies potential clients by monitoring business growth signals, corporate real estate needs, and property ownership changes — enabling targeted outreach to high-value prospects.

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Analyze Client Prospecting Intelligence
/careers/press/about/contactIAB CategoriesCountries
CLIENT PROSPECT IDENTIFICATION — THIS MONTH ════════════════════════════════════════════════════════ HIGH-VALUE PROSPECTS DETECTED: TENANT REPRESENTATION OPPORTUNITIES: techscaleup-expansion.com /careers: +120 positions in our market (tripling workforce) /press: "$200M funding, expanding to 5 new markets" Estimated need: 40-60K SF within 12 months ACTION: Approach CEO with market analysis package SELLER/LANDLORD OPPORTUNITIES: retiringseller-properties.com /about: Owner 72 years old, "40 years in real estate" /products: 8 properties, $120M total value ACTION: Disposition advisory pitch — timing is ideal INVESTOR REPRESENTATION: asianreit-usexpansion.com /press: "Targeting $500M in US acquisitions in 2026" /about: Singapore-based REIT, first US entry ACTION: Buyer advisory — we know local market best PROSPECT PIPELINE: 34 targets | $2.8B est. transaction value

6Deal Pipeline Intelligence

AI agent monitors the deal pipeline by tracking transaction signals across the market — from initial listing through due diligence to closing — identifying competitive dynamics and timing opportunities.

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Analyze Deal Pipeline Intelligence
/press/about/products/pricingChange DetectionOpenPageRank
DEAL PIPELINE INTELLIGENCE — ACTIVE TRANSACTIONS ════════════════════════════════════════════════════════ ACTIVE DEALS IN MARKET (from domain signals): OUR EXCLUSIVE LISTINGS: premiertower-forsale.com — 340K SF office /press: 12 NDAs signed, 4 LOIs received Best offer: $198M (above $180M guidance) STATUS: Best and final round next week COMPETING DEALS (our clients bidding): riverfront-portfolio.com — 6-property industrial portfolio /press: "Seeking $340M" | /about: 1.8M SF total Our client offer: $320M Competitor activity: 3 other bidders detected from /press mentions ACTION: Advise client to increase to $335M to stay competitive PIPELINE SUMMARY: Active sell-side mandates: 12 ($1.8B) Active buy-side pursuits: 8 ($920M) Expected closings this quarter: $680M

7Commission & Fee Benchmarking

AI agent benchmarks commission rates and fee structures by monitoring competitor brokerage pricing, industry reports, and transaction disclosures — ensuring competitive positioning while protecting revenue.

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Analyze Commission & Fee Benchmarking
/pricing/about/products/pressIAB CategoriesOpenPageRank
COMMISSION BENCHMARKING — MARKET ANALYSIS ════════════════════════════════════════════════════════ COMMISSION RATES BY SEGMENT (from /pricing analysis): OFFICE LEASING: Market avg: 4.2% of total lease value Our rate: 4.5% (premium justified by service level) Competitor range: 3.8-5.0% discountbrokers.com/pricing: 3.2% (undercutting market) IMPACT: Losing 2-3 deals/quarter to discount competitors INVESTMENT SALES: Market avg: 1.8% of transaction value Our rate: 2.0% (above market, value-add services) Competitor range: 1.2-2.5% PROPERTY MANAGEMENT: Market avg: 3.5% of gross revenue Our rate: 3.8% (slight premium) Trend: Rates compressing 0.2% YoY industry-wide REVENUE OPTIMIZATION: Current avg commission: $142K/transaction Recommendation: Hold rates, add value-add services to justify

8Marketing Effectiveness Analysis

AI agent measures marketing effectiveness by analyzing listing website performance, agent digital presence, and lead generation metrics through domain intelligence — optimizing marketing spend.

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Analyze Marketing Effectiveness Analysis
/products/about/blog/pressOpenPageRankChange Detection
MARKETING EFFECTIVENESS — BROKERAGE ANALYSIS ════════════════════════════════════════════════════════ LISTING WEBSITE PERFORMANCE: TOP PERFORMING LISTING SITES: luxurypenthouse-nyc.com PR: 4.2 | Backlinks: 89 /about: Premium content, virtual tour, video RESULT: 340 inquiries, sold in 18 days above asking UNDERPERFORMING: officebuilding-forsale123.com PR: 0.4 | Backlinks: 2 /about: Minimal content, no virtual tour RESULT: 8 inquiries in 90 days, still on market AGENT DIGITAL PRESENCE SCORES: Top quartile agents: Avg PR 3.8, monthly blog posts: 4+ Bottom quartile: Avg PR 0.6, blog posts: 0 Correlation: Top digital presence = 3.2x more transactions MARKETING ROI: Digital marketing spend: $340K/quarter Leads generated: 1,200 | Cost per lead: $283 Conversion rate: 8.4% (above 6% industry average)

9Referral Network Analysis

AI agent maps and analyzes referral networks by tracking cross-brokerage relationships, co-brokerage transactions, and professional connections through domain intelligence — strengthening strategic partnerships.

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Analyze Referral Network Analysis
/about/press/products/contactIAB CategoriesCountries
REFERRAL NETWORK INTELLIGENCE — OUR BROKERAGE ════════════════════════════════════════════════════════ TOP REFERRAL PARTNERS (from co-brokerage analysis): STRONGEST RELATIONSHIPS: savills-london.com — International referrals /about: Global coverage, 40 countries Referrals received: 18 deals, $34M in fees (2025) ACTION: Strengthen — send reciprocal referrals localresidential-experts.com — Residential partner Referrals: 23 corporate relocation deals Revenue from referrals: $890K in 2025 EMERGING NETWORKS: asianinvestors-realty.com — Cross-border capital /about: Connects Asian investors to US real estate /press: $1.2B in cross-border transactions in 2025 ACTION: Formalize partnership — huge potential REFERRAL NETWORK VALUE: Active partners: 34 | Referral revenue: $4.8M/yr Growth: +23% YoY — international referrals driving increase

10Brokerage Performance Dashboard

AI agent generates comprehensive brokerage analytics — combining market share, agent productivity, deal pipeline, and competitive positioning for leadership strategy sessions.

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Generate Brokerage Performance Report
/about/products/press/careersIAB CategoriesOpenPageRank

Brokerage Performance — Q1 2026

MARKET POSITION ──────────────────────────────────────── Market share: 11.8% (#3, gaining on #2) Active listings: 234 | Agents: 56 Year-over-year share change: +0.8% REVENUE & TRANSACTIONS Closed transactions (Q1): 89 | Volume: $680M Avg commission: $142K | Total revenue: $12.6M Pipeline: $2.7B in active transactions AGENT PRODUCTIVITY Top quartile production: $89M avg closed/agent Bottom quartile: $1.2M avg — performance improvement needed Recruitment pipeline: 8 top-producer targets identified COMPETITIVE OUTLOOK Competitors expanding: 4 | Contracting: 2 (recruit from) Projection: #2 market share achievable by Q4 2026
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