Here's How CRE Brokers Are Using AI To Prospect Faster, Follow Up Smarter, And Win More Deals
Join Rod Santomassimo & Connor Kadel live for AI Workflows for CRE Brokers on March 26th at 1 PM EST
2-Hour Live Training | This workshop requires your video to be on at all times
The Problem
Most CRE brokers are losing hours every day to work that shouldn't take hours.
If you're spending your mornings researching property owners, staring at a blank screen trying to write outreach, or manually typing up follow-ups after every meeting , you're not alone. But you are leaving money on the table.
Here's what the typical broker week looks like right now:
- Spending half a morning researching one property owner before you even pick up the phone
- Staring at a blank screen trying to write personalized outreach from scratch , every single time
- Manually writing follow-up emails after every call and meeting instead of being on the next deal
- Spending your afternoon on listing descriptions and investor summaries that eat up hours
- Letting follow-ups fall through the cracks because there's no system keeping them consistent
And here's the part that makes it worse , the broker across town isn't doing any of this manually anymore.
Why This Matters Now
The gap between brokers who use AI and those who don't is growing every month.
In 2022, AI couldn't reliably do basic math. By 2023, it passed the bar exam. By 2024, it was writing working software. In the last 60 days alone, the capability jump has been bigger than the two years before it combined.
If you tried AI 18 months ago and walked away unimpressed, what you saw then and what exists now are completely different things. This isn't a "wait and see" moment. The ground is already moving, and the brokers who move now will be the ones who are hardest to compete with a year from today.
The good news? You don't need to figure this out alone. We've already done the work.
The Solution
The only AI training built specifically for commercial real estate brokers.
No generic tech content. No theory. No translating use cases from other industries. Just practical AI systems for the three areas that drive your brokerage business , built by people who live and breathe CRE.
No organization in the world has put more dedicated time, money, and focused resources into AI specifically for commercial real estate brokers than The Massimo Group. Every prompt in our playbook has been built for the conversations and workflows you deal with every day.
Prospecting
Research owners, build outreach, and walk into every call better prepared than ever before.
- Owner research in minutes, not hours
- AI-generated outreach outlines
- Motivation analysis before the call
- Personalized messaging at scale
Productivity
Meeting notes and Zoom calls turn into polished follow-ups without you writing a word.
- 30-second follow-up generation
- Zoom call summaries
- Automated pipeline follow-ups
- Deal management workflows
Marketing
Listing descriptions, investor summaries, and client comms done in minutes, not hours.
- Listing descriptions in seconds
- Investor summaries & memos
- Client communication templates
- CRE-specific content that converts
What You Walk Away With
Everything you need to put AI to work the same day.
This is a two-hour working session , not a lecture. By the time it's over, you'll have a real system in place, not just ideas.
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AI Prospecting WorkflowsCut research and outreach prep from hours to minutes with systems built specifically for CRE brokerage.
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Meeting-to-Follow-Up SystemTurn every Zoom call and meeting into a polished, professional follow-up automatically , in about 30 seconds.
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Content & Marketing TemplatesListing descriptions, investor summaries, and client communications done in minutes, not your afternoon.
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The CRE AI Prompt PlaybookA complete set of prompts built specifically for brokerage that you can reuse from day one , yours to keep.
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2 Hours of Live Tactical InstructionHands-on guidance from Connor Kadel and Rod Santomassimo. No fluff, no theory , just what works in real brokerage.
What Brokers Are Saying
Real results from real CRE brokers.
It expanded my sense of what's possible to radically improve my productivity by automating non-value added tasks , and the ability to differentiate myself and add more value to my clients.
I had no clue whatsoever how to use AI. Now it lets me give directions and support to my team of 17 people competing with the largest companies in the country.
AI was scary for me, but now I'm a lot more comfortable, and getting trained for these specific use cases has really helped me understand how to free up time in my business.
A quantum leap into the future. It gives us mind-opening information into future possibilities to enable the smaller broker to level the playing field on a national basis.
My second time taking this class. I think AI is growing at an exceptional rate. The difference between this class and the last class is VAST.
Motivated me to make sure we're part of this world that's changing , because you're either going to embrace change or embrace irrelevance.
Our Guarantee
We back it with a full money-back guarantee.
Stay engaged, do the work we ask, and if you don't feel you'll save at least your registration fee when you implement what we share, we will refund your registration fee in full. No questions asked. We're that confident in what we're bringing to this workshop.
The window is shorter than most brokers realize.
The brokers who build real AI workflows into their business now will have an advantage that only gets harder to close over time.
⚡ Reserve My Spot March 26th · 1 PM EST2-Hour Live Workshop · Registration Closes March 25th