Managed private server
Works around the clock
SMS & Telegram
The Problem
Why CRE professionals need Crest
⏱️
Teams evaluate a flood of deals for every one they close. Analysts burn most of their time on the ones that won't work. The firm that screens faster gets to LOI first.
📋
Comp pulls eat into every producer's week. A first-time OM can take days to assemble. That's a large share of your team's capacity going to data entry.
📉
A missed renewal notice or financing contingency on a large deal doesn't just cost money. It can kill the deal and the client relationship permanently.
Built Different
Engineered specifically for commercial real estate
Crest is being built for the complexity of commercial deals. Deal pipeline tracking, offering memorandum analysis, investor communication workflows, and market data integration are all engineered around how CRE professionals actually work.
From screening OMs to drafting IC memos, every workflow is designed for the real pace and precision commercial deals demand. Crest will learn your deal criteria, your investor relationships, and your market focus over time.
Deal pipeline tracking, OM analysis, and investor communication workflows built from scratch
🧠
Persistent Memory
Will remember every deal, every investor relationship, and every market preference
📈
Gets Smarter Over Time
By month three, it will surface things you didn't know to ask for
🛠️
Fully Managed
We host it, maintain it, and improve it. Your only job is to use it.
Capabilities
What Crest Does for Your Business
Every capability is built specifically for commercial real estate. Higher tiers unlock more sub-agents and deeper automation.
FoundationDeals, Leasing, Investor
ProFoundation + Researcher, Prospector
ElitePro + Compliance
📑
OM Screening
Will read offering memorandums in minutes. It will extract NOI, cap rates, and key metrics, and flag discrepancies before your team spends a single hour on a deal.
📝
IC Memo Drafting
Will draft investment committee memos from your deal data, including market context, financials, and risk factors. You refine and approve instead of starting from scratch.
📈
Deal Pipeline Tracking
Will track every active deal with its status, next steps, and deadlines, and surface what needs attention today.
💼
Investor Communications
Will draft investor updates, capital call notices, and distribution summaries with a consistent tone and accurate numbers, ready for you to approve before they go out.
🔍
Market Research
Pro tier and above. Will pull comparable transactions by property type, deal size, and geography for every negotiation.
📋
Compliance Monitoring
Elite only. Will track regulatory requirements, filing deadlines, and compliance documentation across your portfolio.
Connected
Everything Crest plugs into
CRM and third-party data integrations (CoStar, Reonomy, Salesforce, Argus) are available on Pro and above. Email, calendar, and Telegram are included on every tier.
GmailGoogle CalendarCoStarReonomySalesforceArgusExcelGoogle DriveTelegramand many more
FAQ
Questions about Crest
Your setup fee covers building Crest's brain vault with your market knowledge, configuring deal workflows, connecting your tools, training Crest on your communication style, and a 30-day guided onboarding.
You stay in control. Crest is being built to draft everything for your review, so you approve, edit, or reject before anything goes out. Crest never sends on its own, and you decide how much it prepares for you.
Crest will read Excel files and draft Argus-compatible inputs. CRM integrations like Salesforce and CoStar are available on Pro tier and above. We'll confirm your tools during onboarding.
During onboarding, we will study how you communicate and build a voice profile so Crest sounds like you, not a chatbot. Your clients won't know unless you tell them.
Crest is launching soon. When it goes live, most clients are up and running within 1-2 weeks. The 30-day onboarding period includes tuning, testing, and making sure Crest is dialed in to your specific deal workflows.
Yes. You can move from Foundation to Pro or Elite at any time. We'll activate the additional sub-agents and integrations without any downtime.
Ready to meet Crest?
Tell us about your business and we will show you exactly how Crest can help.