Transactions & Brokerage

Comprehensive CRE software suite providing brokers with CRM, marketing automation, and deal management tools to maximize their transaction efficiency.

Buildout stands as the leading commercial real estate software platform specifically designed for brokers who believe in a tech-enabled, broker-led approach to success. Since 2010, the Chicago-based company has revolutionized CRE marketing solutions by providing database management, marketing project tools, and back-office solutions crafted through direct customer dialogue. The platform enables brokerages to apply their expertise throughout deals while generating significant efficiencies at every stage. Buildout serves over 150,000 brokers and investors with comprehensive CRM capabilities, automated marketing materials, deal management tools, and seamless integrations that help professionals focus on relationship building and deal closing rather than administrative tasks.

AI-powered data platform for CRE finance connecting brokers and lenders with high-quality leads and loan information

Capitalize.io is an innovative AI-driven commercial real estate finance platform founded in 2024 by Luke Morris (co-founder of Crexi), Soren Craig, and experienced CRE professionals and engineers, headquartered in Newport Beach, California with offices in Los Angeles. The company launched officially with seed funding backed by Lerer Hippeau, Sway Ventures, FJ Labs, Treasury, and prominent fintech leaders including co-founders of Acorns and Betterment. Capitalize has already signed over 250 paying companies and is on track to surpass $1 million in annual recurring revenue by year-end. The platform addresses the historic $3.1 trillion in CRE debt projected to mature by 2027, providing brokers and lenders with modern tools to navigate refinancing challenges amid elevated interest rates and constrained capital markets. Capitalize's flagship offering includes proprietary AI agents purpose-built for CRE finance that aggregate and integrate structured, semi-structured, and unstructured data sources including loan documents, mortgage records, PDFs, and public filings. The AI engines provide rapid access to the most pertinent loans, borrowers, and lender activities, automating extensive manual research that is traditionally labor-intensive. The platform achieves 7x improvement in accuracy for identifying relevant contact details compared to conventional databases, reducing task duration from hours to mere seconds. It accommodates all types of CRE assets including multifamily, industrial, hospitality, and office spaces, and features profiles on 100,000+ lenders encompassing banks, credit unions, private money sources, and debt funds.

Commercial real estate financing platform connecting investors and brokers with AI-powered deal matching and funding solutions.

CREaiD serves as a comprehensive commercial real estate financing platform designed to streamline the connection between investors, brokers, and funding opportunities. The platform leverages technology to simplify the complex world of commercial real estate financing, making it easier for professionals to discover, evaluate, and secure funding for their projects. While specific AI capabilities are not extensively detailed, CREaiD positions itself as a modern solution addressing the traditional challenges faced in commercial real estate financing, offering a centralized hub where financing needs meet capital availability. The platform aims to accelerate deal flow and improve efficiency in the commercial real estate financing ecosystem.

Commercial real estate platform with Crexi Vault (AI document extraction), Intelligence (market analytics), and Auction tools

Crexi is a leading commercial real estate marketplace and technology platform founded in 2015 and headquartered in Playa Vista, California with offices in Los Angeles, Irvine, and Miami. The company has grown to 300+ employees and serves over 2 million monthly active users. Crexi has facilitated over $1 trillion in transactions and 8.6 billion square feet leased. The platform's newest innovation is Crexi Vault, an AI-powered document extraction tool currently in private beta that transforms commercial real estate documents—such as offering memorandums (OMs) and marketing materials—into organized, searchable, structured data. Vault's sophisticated extraction model delivers exceptional accuracy while continuously enriching documents through integration with Crexi's data platform, Intelligence. The tool streamlines critical workflows including underwriting, listing preparation, and comp tracking by eliminating hours of manual PDF parsing. Crexi Vault can process bulk or single PDF uploads (1-100 files), automatically extract 16+ key property data points, create searchable records, and integrate seamlessly with Crexi PRO and Intelligence for comp enrichment. The platform represents Crexi's vision of creating a personal, dynamic archive of market intelligence that empowers CRE professionals with greater efficiency. Beyond Vault, Crexi offers Intelligence for real-time market insights, PRO for targeted property marketing and lead generation, and Auction for transparent accelerated online sales.

Tech-first qualified intermediary that automates 1031 exchanges—free.

Deferred eliminates paper packets by pairing veteran QI experts with a secure, end-to-end platform that drafts exchange docs, tracks identification deadlines, earns investors bank interest, and uses an AI research assistant trained on 8,000 pages of tax law to answer every what-if instantly, redefining industry economics.

Digital title and settlement platform automating the real estate closing process with OCR, machine learning, and centralized document management

Endpoint is a digital title and settlement company built from the ground up to make home closing easy for all parties involved. Founded in 2018 by tech and real estate veterans, it develops technology that streamlines the closing process for real estate agents, buyers, sellers, and empowers proptech companies and investors looking to scale their closing operations. The platform combines people, process, and technology to deliver a closing experience that is simple, secure, and consistent at scale. Endpoint uses OCR technology and machine learning for document processing, centralized document management, and a guided step-by-step closing experience designed to keep all parties informed and confident during every stage. The company offers a suite of APIs that automatically opens orders, tracks transaction status, exchanges documents, provides custom reporting features and notifications, enabling enterprise-wide solutions for large-scale clients. Backed by First American Financial Corporation with $220 million in funding, Endpoint operates across the US with licenses in 38 states and a robust fulfillment network. It offers proptech companies and investors the advantage of embedding a purchase-centric platform into their applications without the challenge of building or purchasing a title company.

Real estate and technology platform that allows homebuyers to purchase their next home before selling their current one with AI-powered financial solutions.

Flyhomes is a pioneering real estate and technology company founded in 2016 that specializes in providing innovative financial solutions for homebuyers and sellers. Headquartered in Seattle, Washington, the company has revolutionized the home buying process through its flagship Buy Before You Sell program, which enables homeowners to purchase their next home before selling their current property, eliminating double moves and rushed decisions. Flyhomes offers AI-powered services including cash-like offers, bridge loans, instant equity access, and guaranteed backup contracts that help buyers compete effectively in competitive markets. The platform has facilitated over $6.7 billion in real estate transaction volume and empowered 6,800+ homebuyers and sellers. With a network of 30,000+ loan officers and $2.2 billion in total funded loan volume, Flyhomes continues to innovate with AI-driven home search capabilities acquired from ZeroDown, providing conversational real estate search and research tools that dramatically expand information access for home shoppers.

AI-powered platform for self-guided real estate transactions (buyers/sellers)

Galleon offers a digital marketplace and AI transaction tools so buyers and sellers can complete deals without traditional agents. Sellers list their homes off-market at a chosen price using “Name Your Number™” promptsprnewswire.com. The Navigator is an AI assistant that guides users through the transaction process – handling paperwork, disclosures, and tasks typically done by brokersprnewswire.com. It simplifies closing by providing step-by-step assistance and secure communications. By removing agent intermediaries, Galleon enables participants to manage listings and sales independently, potentially saving on commissions and streamlining the home buying/selling journeyprnewswire.comprnewswire.com.

AI-powered analysis and automation for commercial real estate finance workflows.

Lev AI delivers a purpose-built generative AI assistant designed for commercial real estate lenders and investors. Trained on millions of financing documents and market transactions, Lev AI answers complex queries, extracts structured data with 95% accuracy, and automates approval processes. Its lender-matching engine leverages 7,000+ profiles to align deals with capital providers, while robust security (SOC 2 Type II, encryption, role-based controls) ensures compliance. From conversational insights to end-to-end workflow orchestration, Lev AI transforms CRE finance operations—reducing due diligence time by up to 60% and enabling data-driven decisions at scale.