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.
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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.
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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 was built for the complexity of commercial deals. Deal pipeline tracking, offering memorandum analysis, investor communication workflows, and market data integration are all engineered for how CRE professionals actually work.
From screening OMs to drafting IC memos, every workflow reflects the real pace and precision commercial deals demand. Crest learns your deal criteria, your investor relationships, and your market focus over time.
Deal pipeline tracking, OM analysis, and investor communication workflows built from scratch
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Persistent Memory
Remembers every deal, every investor relationship, and every market preference
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Gets Smarter Over Time
By month three, it surfaces things you didn't know to ask for
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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.
Foundation: Deals, Leasing, Investor
Pro: Foundation + Researcher, Prospector
Elite: Pro + Compliance
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OM Screening
Reads offering memorandums in minutes. Extracts NOI, cap rates, key metrics, and flags discrepancies before your team spends a single hour.
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IC Memo Drafting
Drafts investment committee memos from deal data. Market context, financials, risk factors. You refine instead of starting from scratch.
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Deal Pipeline Tracking
Every active deal tracked with status, next steps, and deadlines. Surfaces what needs attention today.
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Investor Communications
Drafts investor updates, capital call notices, and distribution summaries with consistent tone and accurate numbers.
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Market Research
Pro tier and above. Pulls comparable transactions by property type, deal size, and geography for every negotiation.
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Compliance Monitoring
Elite only. Tracks 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 control the level of autonomy. Most brokers start with Crest drafting everything for review. You approve, edit, or reject before anything goes out. Over time, you decide what Crest can handle on its own.
Crest can 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 study how you communicate. We build a voice profile so Crest sounds like you, not a chatbot. Your clients won't know unless you tell them.
Most clients are live 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.