CBSM Real Estate
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
"The AI system has essentially given us an extra team member without the overhead." — Stefan Milosevic, Managing Partner
How it works
CBSM's AI accounting system is powered by Accora's accounting infrastructure. Transactions are classified by AI, tax computations are handled by deterministic engines built on codified law, and outputs are reviewed by warranted accountants. No LLM touches the tax math. Read more about our stack →