AI operations layer for commercial real estate brokerages.
Truvo Brokerage Ops turns calls, emails, documents, listing updates, and critical dates into clean back-office workflows your brokers and admins can actually use.
Live with WCRE across listing intake, Kylie voice leads, contact review, marketing handoffs, and calendar workflows.
The problem
Brokerage operations break in the handoff.
Brokers work from calls, emails, PDFs, texts, and meetings. Admin teams are left chasing missing fields, updating calendars, tracking marketing requests, and cleaning up records after the fact.
Listing updates buried in broker emails
Executed agreements missing marketing instructions
Voice leads without summaries or broker assignment
Lease expirations and closing dates tracked manually
Documents uploaded without structured metadata
CRM records falling behind real deal activity
What it does
Truvo sits between the work and the system of record.
Every stage — capture, review, execute — runs with your team in the loop, not bypassed by it.
Capture
- Voice leads
- Broker emails
- Listing agreements
- Deal updates
- Documents
- Opportunity notes
Review
- Lead summaries
- Matched properties
- Missing information
- Broker assignment
- Admin action queue
- Kylie audit trail
Execute
- Listing updates
- Contact creation
- Follow-up reminders
- Calendar sync
- Marketing handoff
- Opportunity archive
Core workflows
Five workflows that run without admin follow-up.
Kylie voice lead capture
Inbound calls answered, callers qualified, property-matched, and summarized. Call summaries routed to broker review queue. Nothing handled manually.
Email-to-portal execution
Broker emails parsed, matched to the right listing, and flagged for missing information. Supported updates prepared or completed. Broker inbox becomes an input, not a backlog.
Listing intake and marketing handoff
Fully executed listings structured into marketing fields: signage, photography, platform, budget, billing entity, and invoice reminder timing. Admin teams get clean handoff without chasing brokers.
Critical date and calendar sync
Closing dates, lease expirations, and invoice reminders captured from agreements and synced to the operating calendar. No more manual tracking or missed triggers.
Opportunity archive for lost or inactive leads
Dead or inactive opportunities archived with full market intel and follow-up context preserved. Pipeline stays clean. Nothing lost when a deal goes cold.
Operating surfaces
Not a CRM
Most CRE platforms assume the CRM is clean. Truvo assumes the work happens somewhere else first.
Buildout, AscendixRE, ClientLook, Salesforce, and Apto help teams manage brokerage data. Truvo focuses on the execution layer around that data: intake, cleanup, routing, reminders, review queues, and admin handoffs.
The wedge
Truvo Brokerage Ops is not a CRM replacement. It is the AI back-office execution layer for CRE firms whose real work still happens across email, PDFs, calls, spreadsheets, calendars, and half-used CRMs.
Proof in production
Built around real brokerage workflows.
WCRE is the flagship operating proof case. Truvo is using this deployment to validate the workflows that generalize across regional CRE brokerages.
Listing intake and fully executed listing notifications
Broker-owned listing updates
Kylie voice lead capture and review queue
Property-matched call summaries
Marketing, signage, and billing handoff fields
Calendar reminders for operational dates
Admin visibility with broker-specific access controls
Who it serves
Three roles. One operating layer.
Managing principals
- Reduce admin bottlenecks
- See what is moving
- Capture missed listing and lead intelligence
Ops-admin
- Stop chasing listing details manually
- Track marketing and billing triggers
- Keep reminders and dates current
Brokers
- Email Kylie instead of hunting through forms
- Capture call leads without retyping notes
- Archive dead opportunities without losing context
Map the workflows your brokerage should stop handling manually.
Best fit for independent and regional CRE brokerages with 3–30 brokers and active admin/marketing handoff work.