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Power Broker

Ch 2216.3of 249Real Estate CRM Software
  1. 1Runs onWeb
1 lines stated Written from the maker's own pages
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The Power Broker homepage

Overview

Power Broker is ranked #221 of 249 in real estate CRM software on Specifiction. It runs on Web.

Facts

Purpose
Power Broker is a commercial real estate Capital Markets platform built on Salesforce for brokerage teams.powerbrokersoftware.com · 4 Oct 2026
Audience
The platform is designed for institutional investment sales, debt and equity placement, recapitalizations, and multi-asset portfolios.powerbrokersoftware.com · 4 Oct 2026
Product structure
The platform includes Power Broker, Power Broker Capital Markets, and Power Broker AI.powerbrokersoftware.com · 4 Oct 2026
Deal workflow
Its Capital Markets workflows cover investment sales and debt and equity or structured finance work in one deal record.powerbrokersoftware.com · 4 Oct 2026
AI capabilities
Power Broker AI offers conversational AI, deal strategy, BOVs and proposals, buyer targeting, transaction memory, and AI-powered reporting and execution inside Salesforce.powerbrokersoftware.com · 4 Oct 2026
Document processing
The platform accepts notes, emails, offering memorandums, and documents to produce deal profiles, buyer lists, marketing process plans, CA tracking, and BOV drafts.powerbrokersoftware.com · 4 Oct 2026
Integrations
The platform page lists ARGUS, Real Capital Markets, CoStar, Box, SharePoint, and DocuSign as integrations.powerbrokersoftware.com · 4 Oct 2026
Deployment
Power Broker installs as a managed Salesforce package in the firm's Salesforce environment.powerbrokersoftware.com · 4 Oct 2026
Security
Customer data resides in the customer's Salesforce instance, with access governed by Salesforce roles, profiles, permission sets, sharing rules, and field-level security.powerbrokersoftware.com · 4 Oct 2026
AI data handling
AI prompts use only data the requesting user is authorized to see, and customer data is not used to train foundation models.powerbrokersoftware.com · 4 Oct 2026
Compliance
The security page says the platform aligns its operational practices with SOC 2 controls and cites Salesforce platform compliance including SOC 2 and ISO 27001.powerbrokersoftware.com · 4 Oct 2026
Support
Customers sign in through their firm's standard Salesforce login, and platform questions or implementation requests are directed to a briefing.powerbrokersoftware.com · 4 Oct 2026
Company history
Power Broker says it has been a Salesforce partner since 2009 and has focused on Capital Markets brokerage for more than fifteen years.powerbrokersoftware.com · 4 Oct 2026
Core records
Its CRM is designed to manage customer, contact, property, and deal records for commercial real estate brokerage workflows.powerbrokersoftware.com · 12 Oct 2026
Capital Markets workflows
Capital Markets features include investment sales workflows, BOVs, bid rounds, investment committee tracking, and closing paths.powerbrokersoftware.com · 12 Oct 2026
Debt and equity
The platform supports Debt & Equity and Structured Finance workflows, including term sheets, lender outreach, and capital stack management.powerbrokersoftware.com · 12 Oct 2026
AI features
Power Broker AI offers conversational AI, deal strategy, BOVs and proposals, buyer targeting, relationship intelligence, deal memory, and AI-powered reporting and execution.powerbrokersoftware.com · 12 Oct 2026
AI inputs and outputs
Brokers can provide notes, emails, offering memoranda, and documents to generate deal profiles, buyer lists, marketing process plans, CA tracking, and BOV drafts.powerbrokersoftware.com · 12 Oct 2026
Encryption and AI data
The maker says data is encrypted in transit and at rest per Salesforce standards, AI prompts use only data the requesting user may access, and customer data is not used to train foundation models.powerbrokersoftware.com · 12 Oct 2026
Access and support
Customers sign in through their firm's standard Salesforce login; the maker directs platform questions and implementation inquiries to a briefing.powerbrokersoftware.com · 12 Oct 2026
Intended users
The product is aimed at commercial real estate Capital Markets brokerage teams across office, healthcare, multifamily, industrial, and other Capital Markets verticals.powerbrokersoftware.com · 12 Oct 2026

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