Are brokers, agents, or investors using AI?

Question

Hey everyone! Super excited to be a part of this community. I'm curious, are any of y'all using AI in your day to day? If so, how are you using it? Has it been helpful?

Excited to hear everyone's take!

Mohammed Rahman · Answer

It definitely helps with repetitive and time-consuming tasks. It’s useful for preliminary deal analysis and underwriting (running quick scenarios, organizing assumptions, and pressure-testing numbers quickly).

There are also more research-focused AI tools now that help summarize market data, zoning regulations, and economic trends so you can process information more efficiently. On the CRE side especially, I know some teams are using AI to review leases - extracting key terms like rent escalations, renewal options, CAM structures, and termination clauses. That can save a ton of time during due diligence.

And of course, it’s powerful on the marketing and systems side: drafting content, creating templates, etc.

Simon W. · Answer

What are you talking about? You are just talking non-sense.

Nate Marshall · Answer

RCIC is more accurate than an MIT educated mathematician.

Erik Estrada · Answer

AI helps a lot. Especially in sales where you always have to keep top of mind. It also helps me get complex information and translate it into a simple format for my clients. Really helps with loan conditions and processing.

Vincent V. · Answer

I also integrated into a simple app to do the bookkeeping for me. It removes the need for stuff like Quickbooks and other expensive tools. It processes everything very fast and categorizes it for me. I just text it the details. Pretty sweet, it is free to use, just google Clarybook.

Nate Marshall · Answer

Those who embrace and train with AI will not just run circles around those that don't they will run over them faster than grandma by a reindeer. Deservedly so. Majority of white collar jobs will be gone, Deservedly so. Medicine may take a while for people to trust that. Legal will be sooner.

The DoW particularly cybercom, spacecom as well as the intelligence community has gone all in with AI and directed energy. Large bonuses for enlistment and retention are in play. Direct commissions to Captain for leaders like doctors and JAG officers.

Simon W. · Answer

AI will absolutely reduce some entry-level accounting tasks, but that is not the same as replacing accounting. Accounting isn’t just data entry or basic categorization. A huge part of it is judgment, interpretation, exception handling, documentation, client communication, and dealing with gray areas where facts, intent, and compliance all matter. That’s exactly where AI struggles and where humans are still necessary.Do you have a credible source for the claim that a 19-year-old Space Force E-3 used AI to shut down Venezuelan air defenses? I can’t find public reporting supporting it.But let's use that example, that 19 year old cannot just be using AI, this person must have some hacking abilities which you need to learn.

Let me know how easy it is for you to hack into a corporation website and access their storage and emails using AI to guide you. I guarantee it isn't easy. I dabbled into the hacking/cybersecurity world and it isn't something where you just can ask AI to do it.

Nate Marshall · Answer

It exceeds where people say it doesn't. And it will eliminate most all entry level white collar jobs, many programming jobs and financial services. accounting and investment industry jobs. Deservedly so. If a 19 year old space force E3 can shut down air defenses in Venezuela and Iran using AI then yes it is exceptional.

Simon W. · Answer

I am guessing you are the owner of clarybook because all 4 of your posts are just promoting it and the website was just registered 14 days ago.

Not sure how people is going to truly feel to be sending messages in Telegram (not everyone uses it) and at $19/month, you can literally go on chatgpt and pay $20/mo and create a project and make it  do exactly what this platform is doing. Practically everyone already downloaded chatgpt app on their phones.

I understand the whole schedule E but majority of the stuff happening is also on the balance sheet items which it doesn't look like this platform has.

This is why full accounting platform still beat out all the new comers that focuses only on Schedule E. There are literally hundreds of startup that promotes their upcoming app that will take over but the problem is that they disappear after a few months because no one is going to switch if you are only focusing on Schedule E.Back to the OP's topic:

I do use AI to some extent to just more of research. AI is definitely not going to take over accounting or bookkeeping because accounting will always be a gray area.

I do use it to put a nice executive summary that would normally take me 1-2 hours to do and AI can do it within less than a minute but then I do some editing and then maybe I spend 30 minutes on it.

Can't really rely on it. A lot of the times even the numbers are not being added correctly. Always triple check the work.

Nate Marshall · Answer

One of our Operators/Users inputted 325 properties he found on propwire which populated an xcel. Our ecosystem took less than 90 minutes parsed it down to 25 then which is helped write offers and matched with lenders from our database of 5,000.

Are brokers, agents, or investors using AI?

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