Gamut
Sales & PipelineCommercial Real Estate

CRE Deal Desk BOV/OM & Comps Agent

Turn a property address into a client-ready BOV or OM, with comps, in one session instead of a full day.

Updated

Connects with

CoStarCoStarReonomyReonomyGoogle DriveGoogle DriveSlackSlackSalesforceSalesforce
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The problem it solves

Producing a Broker Opinion of Value or Offering Memorandum means hours of property research, comp pulls, and narrative writing for every engagement, eating 4 to 8 hours a broker could spend in front of clients. This agent runs the full research-to-deliverable workflow in a single session, so you respond to listing opportunities faster without thinning the quality of the work product.

Who it's for

  • Commercial real estate brokers producing BOVs and Offering Memoranda
  • CRE brokerage teams and deal desks
  • Real estate developers evaluating acquisitions or dispositions
  • Investment sales associates handling pitch and listing prep
  • Capital markets and advisory groups assembling tour materials

What it does

  1. 1

    Take the address and brief

    You give the agent a subject property address plus asset type, purpose (BOV or OM), and any deal context.

  2. 2

    Research the subject property

    It pulls parcel data, building specs, zoning, ownership history, and recent news from CoStar, Reonomy, and public records via browser-based research.

  3. 3

    Present the property profile

    It summarizes the property in a structured profile and flags any data gaps for the broker to fill from local knowledge.

  4. 4

    Pull and present comps

    It searches for comparable sales and leases matching your asset class, size, and submarket, then presents a structured comps table for review before any drafting begins.

  5. 5

    Confirm the comp set

    It highlights the tightest comps, notes outliers, and asks you to confirm or adjust the set before writing the narrative.

  6. 6

    Draft the BOV or OM

    It writes the full document section by section, including executive summary, property description, market overview, comp analysis, and pricing guidance, in your firm's voice and format.

  7. 7

    Assemble the tour kit

    On request it produces a property one-pager, driving directions, and 5 to 7 broker talking points for listing pitches and tours.

  8. 8

    File and notify

    After you approve it, the agent saves the deliverable to Google Drive, posts a deal-ready notification to Slack, and logs the engagement in your CRM.

Key benefits

  • Compress 4 to 8 hours of BOV/OM prep into a single working session
  • Comp sets are surfaced for broker review before drafting, never fabricated
  • Documents are written in your firm's voice and your uploaded sample format
  • Property research, comps, narrative, and tour kit handled in one workflow
  • Finished deliverables filed to Drive, announced in Slack, and logged to your CRM automatically
  • Respond to listing opportunities and pitches faster without sacrificing rigor

Sample use cases

A broker needs a BOV for a 45,000 SF industrial building in suburban Chicago by tomorrow's pitch.

The agent researches the asset, pulls 6 to 10 industrial comps, and drafts a full BOV with a value range, ready for review the same session.

A developer is preparing to take a multi-tenant office asset to market.

The agent assembles an Offering Memorandum with executive summary, market overview, comp analysis, and pricing guidance, then files it to Drive and notifies the team in Slack.

A broker is heading into back-to-back property tours and needs leave-behinds.

The agent produces a tour kit per property: a one-pager with key specs and asking price, driving directions, and talking points covering the investment thesis and likely buyer questions.

A comp source returns no usable closed sales for a niche submarket.

The agent reports the gap rather than inventing data and asks the broker to supply comps manually before continuing the draft.

Key integrations

  • CoStar

    Browser-based comp research and subject property data for sales, leases, and building specs

  • Reonomy

    Property ownership history, parcel data, and off-market intelligence

  • Google Drive

    Stores completed BOVs, OMs, and tour kits, organized by asset type and date

  • Slack

    Deal-ready notifications with a summary and a link to the finished document

  • Salesforce

    Logs engagements and deal records in your CRM (Salesforce or a CRE-specific CRM)

Unlike broad sales force automation that focuses on contacts and pipeline stages, this agent is built around the specific document workflow a CRE broker repeats on every engagement: research the asset, assemble defensible comps, and write the narrative that supports a value or pricing range. The broker stays in control at each checkpoint, confirming the property profile and the comp set before any drafting starts.

Once a deliverable is approved, the filing and notification steps close the loop so the finished BOV, OM, or tour kit lands in the right Drive folder, the team sees it in Slack, and the engagement is recorded in your CRM without manual data entry.

Getting started

  1. Import the workspace — Add the CRE Deal Desk template to Gamut to set up the agent and its workflow.
  2. Run agent onboarding — The onboarding skill asks about your firm, asset focus, target markets, BOV vs. OM preference and sample format, comp search defaults, and your Drive folder, Slack channel, and CRM, then writes your configuration.
  3. Give it a first task — Try "Pull comps and draft a BOV for [property address] — industrial, 45,000 SF, suburban Chicago" and review the property profile and comps it returns.

Frequently asked questions

What does the CRE Deal Desk agent actually produce?

Given a property address and a brief, it researches the subject property, pulls a comparable sales and lease set, and drafts a client-ready Broker Opinion of Value (BOV) or Offering Memorandum (OM). It can also assemble a tour kit with a one-pager, directions, and talking points.

Does the agent act on its own without my approval?

No. It presents the property profile and the comps table for your review and asks you to confirm or adjust the comp set before drafting. It only saves to Drive, notifies Slack, and logs to your CRM after you approve the deliverable.

Which systems does it work with?

It does browser-based research in CoStar and Reonomy alongside public records, files completed documents to Google Drive, posts deal-ready notifications to Slack, and logs engagements in Salesforce or your CRE CRM.

How is this different from doing BOVs manually or with generic sales automation tools?

Generic sales automation software manages pipelines and outreach; it does not research a property or write a BOV. This agent runs the full CRE-specific workflow, from comps to narrative, in your firm's format, turning a 4 to 8 hour task into a single session.

Will it ever make up comp data?

No. If a data source returns no results, the agent says so and asks you to supply comps manually rather than fabricating numbers, so the value conclusions in your BOV or OM stay defensible.

How much does it cost to get started?

The template is free to import into Gamut. You will need your own access to the data sources and tools it connects to, such as CoStar, Reonomy, Google Drive, Slack, and your CRM.