New ways to scale operations and drive profits   

‘Ascendix harnesses AI technology to revolutionize document-heavy industries like real estate, mortgage, and lending. With over 20 years of expertise in Salesforce consulting and custom software development, we empower real estate businesses with advanced AI solutions. Our AI consulting and development services together with Agentforce platform can reimage the way to do business.

How a Commercial Real Estate Firm can leverage various types of AI agents

Meet, Maria Chen, a senior commercial real estate broker at XYZ Commercial Group. Here’s how she leverages the combined power of Agentforce and Ascendix protech expertise to transform her daily operations:

9.00 AM – Email Processing & Data Entry

Maria receives an email with an offering memorandum for a new Class A office building. Instead of manually entering data , she forwards the email to Agentforce virtual assistant. The AI agent automatically:

Creates a new property record in Salesforce

Extracts key property details (square footage, NOI, cap rate)

Identifies and creates contact records for key stakeholders

Sets up a preliminary deal pipeline

 

10:30 AM – Client Meeting

During a virtual meeting with a potential investor from New York, Maria activates the meeting recording feature. The Agentforce-powered AI assistant:

Generates detailed meeting note

Creates contact records for new team members mentioned

Identifies action items and automatically schedules follow-ups

Drafts a professional meeting summary for both internal use and client distribution

AI-Powered Meeting Summaries in Agentforce

AI-Powered Meeting Summaries in Agentforce | Ascendix

 

1:00 PM – Document Processing

Maria receives a 90-page lease agreement. Using Ascendix’s Document Abstraction tool, she:

Extracts critical lease terms

Identifies key dates and obligations

Creates a summary dashboard in Salesforce

Sets up automated reminders for important deadlines

AI Data Processing Automation | Ascendix

AI Data Processing Automation | Ascendix

 

2:30 PM – Lead Management

The Agentforce-powered agent identifies a promising lead from a property inquiry. It automatically:

Enriches the lead data using public sources

Creates a preliminary qualification report

Drafts a personalized email response based on previous successful communications

Schedules a follow-up call based on the prospect’s time zone

 

4:00 PM – Deal Progress

Using voice commands while driving between properties, Maria updates several deal statuses. The virtual assistant:

Creates activity records

Updates property status

Schedules necessary follow-ups

Triggers automated updates to stakeholders

 

5:30 PM – End of Day Planning

The custom Agentforce agent provides a comprehensive daily wrap-up:

Summarizes all meeting outcomes

Lists pending actions and priorities

Drafts follow-up emails for review

Suggests next-day priorities based on deal stages and deadlines

 

Points to focus on

Wes Snow CEO (Pictured) comments, ‘A really important part of the puzzle is that before you build custom solutions on Agentforce, begin with built-in capabilities like record summarization and email drafting before creating custom solutions. When building custom features focus on high-value, repetitive tasks, ensure clear input/output parameters. Then test your custom actions with at least 30 different scenarios, verify accuracy of property data handling and ensure proper escalation protocols for sensitive decisions’.

What the Ascendix Technologies team can do for you

This is just one example of how a real estate professional can transform Agentforce from a simple AI assistant into a powerful deal acceleration platform. If you want to automate your tedious tasks and reduce a 40-hour process to just 4 hours while maintaining accuracy, you are at the right place.

We act as an independent consultant, providing unbiased expertise on AI add-ons like Agentforce. Beyond offering consulting and data cleansing services, we can develop completely custom AI solutions for Salesforce. This may include: Custom recommendation engines, Chatbots, Document abstraction tools, Data entry tools. AI Data Entry Automation in Salesforce, AI Data Entry Automation in Salesforce | Ascendix, Lease management tools, Property valuation tools and Virtual research assistants.

Besides this, we seamlessly integrate these solutions with our Salesforce-powered CRM for commercial real estate brokers – AscendixRE. Created by commercial real estate professionals for commercial real estate professionals, this CRM offers: Deal pipeline & analytics, Commission tracking, CRE brochure builder, Stacking plan module, Listing management, Secure collaboration rooms and more’.

To find out more let’s start a conversation today by using this LINK.

Article by – Ascendix Properties

 

Andrew Stanton CEO Proptech-PR

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