Your team abstracts leases by hand and re-reads the same diligence documents on every deal. Truvisory® ships the AI that does the document-heavy work — lease abstraction, due-diligence review, and a portfolio assistant over your own leases — in 90 days, with a human verifying every critical date and dollar figure.
A single triple-net lease runs 80 to 120 pages of dollar-bearing terms, and abstracting one by hand costs hours of analyst time. Multiply that across a portfolio and the case for AI is arithmetic. JLL's own lease-abstraction deployment cut manual review labor by 60% — and surfaced more than $1M in escalation clauses it had been missing. The value isn't only speed; it's catching the money your current process loses.
The AI practice sits on a 25-year operator track, and a long stretch of it was spent inside real estate and mortgage — so the workflows on this page aren't abstractions.
Launched and ran the division at RE/MAX World HQ across a 120,000+ agent network — three roles in two years, with NPS work presented to the board.
Built and ran ops for a multi-state mortgage broker, shipping an internal platform that tripled processor output. UWM Innovation Award winner.
Led a 15-person loan-officer team producing $20M/mo in residential mortgage origination. First company — built it, ran it, sold it.
Extract critical dates, rent escalations, CAM terms, and renewal options from leases and amendments into a structured abstract — turning a multi-hour manual task into minutes, with a human verifying every date and dollar figure before it reaches your accounting.
A retrieval assistant grounded in your own lease repository that answers questions about critical dates, CAM reconciliations, and clause exposure across the portfolio — and cites the source document for every answer, so the output is verifiable. The lowest-risk place to start.
Run the document review on a portfolio deal in parallel — PSAs, estoppels, title, and loan docs — compressing a six-to-eight-week diligence window toward three to four weeks, with a two-pass AI-then-human pattern on the flagged items.
Connect abstraction output to your lease-administration and accounting systems — the integration glue is often where the real time savings live. We integrate and customize a mature point solution or build the retrieval layer your tools leave uncovered, whichever recovers real time.
Every extraction is human-in-the-loop and privacy-preserving, over your own documents. AI reliably stumbles on the complex clauses that matter most — escalations with floors and caps, percentage rent, co-tenancy, amendments — so a human verifies every critical date and dollar figure. That's not a hedge; it's the only responsible pattern when a wrong term flows into your balance sheet and your legal exposure.
Most CRE engagements open with a fixed-fee AI Audit that baselines your hours-per-lease and error rate, then move into a fixed-scope abstraction sprint or an embedded monthly model. The range is on the page — no "request a quote" wall.
A process audit across your lease, diligence, and portfolio workflows — a prioritized backlog, ROI sizing per opportunity, and a build·buy·partner recommendation you can hand to any team, including ours.
One production-grade workflow shipped end-to-end — lease abstraction or a portfolio assistant over your own leases — built on your stack or Cloudflare-native, with a 30-day handover window. A working system, not a prototype.
A capped-hour monthly engagement for firms that want senior AI architecture and hands-on shipping without an FTE hire — weekly working time plus a monthly architecture review, no retainer trap.
Not sure where to start? Take the 1-min AI Readiness Scorecard →
Where AI actually pays off across CRE and property management, the 70–90% time cuts, the accuracy risk that makes human review non-negotiable, and where a mid-market firm starts — the full research piece, no booking required.
How we think about shipping AI into a real-estate firm — the abstraction backlog, the pilots that stall, and what a bounded first project really costs.
A working system in production, not a strategy deck — typically lease abstraction or a portfolio-intelligence assistant over your own leases, built and shipped in 90 days. We baseline your current hours and error rate first, then deploy with a human verifying every extracted critical date and dollar figure.
A lease-abstraction workflow ships in 90 days, not an open-ended retainer. A Ship-It Sprint runs four to six weeks to put one workflow — abstraction or a portfolio assistant over your leases — into your analysts’ hands; a two-week AI Audit comes first if you want the prioritized backlog and ROI sizing before committing to a build.
Yes — that is the point of a private, grounded deployment. Your leases, tenant data, and property financials stay in an environment you control, on a Cloudflare-native stack with no-training data protections, rather than pasted into a consumer AI tool that may train on what you upload.
Whichever recovers real time. Mature abstraction and lease-administration tools already exist, so for most mid-market firms the right call is to integrate and customize one rather than build it from scratch. Where custom engineering earns its keep is the integration glue into your accounting and lease-admin systems, and a retrieval assistant over your own lease repository — the gap those off-the-shelf tools leave open.
That deep dive is for research — it walks where AI pays off across CRE, the 70–90% time cuts, and the accuracy risk on complex clauses. This page is built for a firm that has finished researching and is ready to scope a build. Read AI use cases in commercial real estate if you want the evidence first, then book a call to put it to work.
// Other industry practices — Financial services · Healthcare · Field service · Professional services · E-commerce
Bring one workflow you wish were automated — the lease-abstraction backlog, a portfolio question you can't answer fast, or the diligence-document pile on a live deal. We come with a working hypothesis, a stack pick, and a fixed-scope ballpark. No SDR, no drip.
