See it run

Commercial Brokerage OS: A Guided Demo.

This is a guided demo of Commercial Brokerage OS, from a new listing to the commission at close.

Commercial brokerage6 min watchWalkthrough

In this video.

A guided demo of Commercial Brokerage OS: an AI control plane above Zoho CRM, Sign, WorkDrive and Books. A new listing from one chat message, buyer intake matched to listings, the two-sided deal kept in step, the LOI sent through Zoho Sign on a 1, and commissions computed from the split rules.

What this covers.

  • A new listing, the deal room and the syndication from one message
  • A brokerage deal has two sides, and the plane keeps them in step
  • Commissions are computed from the split rules from day one, and the payout is a gate
Read the full video transcript.

This is a guided demo of Commercial Brokerage OS, from a new listing to the commission at close. Underneath it is Zoho: CRM with the two-sided deal, Sign for agreements, WorkDrive for the deal room, Books for commissions. Above them sits an AI control plane that reads every system, decides against the brokerage's operating model, and acts through the applications' own interfaces. The broker talks to it in a pane on the deal screen, or in Cliq or Slack from the field. It acts. The broker approves what a licensed person must: publishing, signatures, price, splits.

Everything on screen is a mock demo of the solution with sample data, drawn as our own screens in our brand rather than the Zoho interface, with the chat on the left and the system it moved on the right. The brokerage, the property and every name are invented. It starts with one message. The broker types: new listing, twelve thousand square feet of flex space at 1400 Industrial Way, asking two point one million, owner Acme Holdings, photos in this folder. On the right, the plane goes to work in CRM.

It creates the property record, the listing and the owner-side deal, linked, in the right order. It files the photos from the folder into the deal room in WorkDrive. It drafts the listing copy in the brokerage's voice from the property's fields, and it proposes the syndication: which marketplaces, which window, which marketing tier. Then it stops and asks. Publish to these three targets with this copy, reply 1. Edit the copy, 2. Hold, 3. The broker reads the draft and replies 1. The listing is live, the syndication is queued and the marketing program has a start date.

Nothing was keyed into a screen, and every action is logged with the reply that approved it. An inquiry arrives, a web form from a logistics company that needs ten to fifteen thousand square feet near the port. The plane reads it, creates the buyer-side record, matches it against every active listing, and posts the matches to the broker with a drafted reply. 1400 Industrial Way is the first match. The broker replies 1 to send the reply, and the buyer side of the deal opens against the same property.

This is the model a generic CRM does not have. A brokerage deal has an owner side and a buyer side, joined to one property, each with its own stage. The plane watches both. When the buyer side moves to tour, it prompts the owner side's next step in the thread: confirm access, release the offering memorandum, log the showing. When an offer lands on one side, the other side's broker hears about it in chat, not on Friday. Two sides, one record, and the plane keeps them in step.

The broker types: prepare the LOI for 1400 Industrial Way at one point nine five million, sixty-day due diligence, buyer Harbor Logistics. The plane fills the brokerage's letter of intent template from the deal and property records: parties, address, price, the due diligence period. It files the draft in the deal room, and it flags what it could not fill. Three terms are missing, deposit, closing date and contingencies, and it asks for them in the thread, one line each. The broker answers in three lines. The draft updates. The plane posts the summary of terms and asks: send for signature through Zoho Sign, reply 1.

The broker replies 1. The envelope goes out from the deal, the deal room holds the version that was sent, and the stage on both sides advances to LOI. The signed version, when it lands, is the version on record. The broker stated the terms. The system wrote. A licensed person sent it. Commissions are not a spreadsheet at close. From the day the deal opens, the plane computes them from the deal and the brokerage's split rules: gross on the price, the co-broker's share, the house share, then the internal splits, each a line with a percentage and an amount, recomputed whenever the price or the terms move.

The broker asks in chat: what is my commission on Industrial Way at the LOI price. The plane answers with the lines. Nobody opened Books. At close, the plane books the invoice and the payouts in Zoho Books, and that is a gate. A split inside policy moves on a 1. A split outside policy waits for the managing broker, and the approval is logged with who said yes. Fewer disputes, because the number was visible to both partners from the start. The managing broker asks: where is every deal over a million this month.

The plane answers with the two-sided table: property, owner side and its stage, buyer side and its stage, the next step on each side and who owns it, days on market, commission expected net of co-broker. The dashboard shows the same view; this one arrived where the question was asked. Those are the plane's three verbs. It observes across CRM, Sign, WorkDrive and Books. It decides against the operating model: which listing is stale, which side is waiting on the other, which deadline falls this week. And it acts, in the right system, in the right order, then reads back what it did.

The gates stay with people: publishing a listing, sending any contract, changing price or terms, commission splits, and anything a licensing rule reserves for a licensed broker. The plane prepares. The broker acts. Configured applications: a vendor's app, set up, and your brokers do the work in its screens. Integrated business solutions: CRM, Sign, WorkDrive and Books joined into one operating model for brokerage, which is what we built. AI-driven integrated business solutions: the same systems, operated by a control plane, with one surface: a pane on every screen that knows the deal you are on.

That is the ladder, and this demo was the top of it. You talk or click on the same screen, or use Cliq or Slack from the field. It acts in Zoho. You approve the listing, the signature and the split. We are CodeStringers, a Zoho consulting and integration partner. If your pipeline is a spreadsheet and your brokers' days are re-keying, the no-risk discovery starts with the people, journeys, workflows and systems you already have.

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