CBSM Real Estate
Leading Commercial Real Estate
Stefan Milosevic, Managing Partner
How AI Became Their Smartest Team Member
Transforming operations with a custom-built agent system
The Challenge
CBSM, a top-tier commercial real estate agency, was spending too much time on manual work:
- Invoices were being processed manually
- Documents took 5+ hours per transaction to finalize
- Clients waited over a day for basic responses
Their growth was being limited by how fast their team could operate.
The AI Agent We Built
We deployed a real estate-specialized AI agent system to automate and accelerate their workflows—without needing to change their core tools.
The System Flow (For the Tech-Inclined)
1. Invoice Agent
- Listens for property transaction completions
- Auto-generates compliant invoices using templated logic
- Sends to accounting and updates the CRM
2. Document Automation Agent
- Extracts key fields from uploaded contracts, IDs, and terms
- Validates against property requirements
- Auto-fills legal templates and updates client files
3. Instant Reply Agent (Smart Inbox)
- Answers client questions in real-time (availability, fees, terms)
- Routes high-priority messages to the right agent
- Uses memory to track conversation context
All Agents Talk to Each Other
Each agent shares context across the system, so invoicing, documents, and client comms stay in sync—just like a real team.
The Results
Before
After
Manual Invoicing
Automated Invoicing
30h/transaction
5 min/transaction
24h response time
< 5 min replies
8+
Weekly hours saved (CEO)
5/5
Client satisfaction rating
100%
Immediate ROI
"The AI system has essentially given us an extra team member without the overhead." — Stefan Milosevic, Managing Partner