Commercial real estate
AI for commercial real estate firms, built around how your deals actually move.
HaveSight helps commercial real estate firms in Winston-Salem and the Piedmont Triad use AI for the paperwork and follow-up that slow deals down: pulling key terms from leases and LOIs, keeping the CRM current, and drafting follow-ups.
Based in Winston-Salem, NC. Serving Wilmington and Winston-Salem clients and working nationally. Projects run remotely.
Where the hours go in a CRE office
Often the problem is hours, not deals. Brokers and office leads retype terms from a lease into a spreadsheet, chase the same follow-up twice, and hunt through email for the latest LOI. Critical dates live in someone's calendar, or in their head. None of it needs a specialist, and all of it takes time away from clients.
Lease and LOI paperwork
AI is good at reading. We set it up to pull the terms you care about from leases and LOIs: parties, premises, term, rent schedule, options, renewal and notice dates. It puts them into one consistent summary your team can check against the document. For a small brokerage, that can mean an abstract your team reviews instead of one they type from scratch.
- Lease and LOI abstracts in a format you choose
- Side-by-side comparison of draft versions, with changes flagged for review
- Critical dates pulled into your calendar or CRM, so renewals and notices are not missed
- Everything traced back to the page it came from, so a person can check it quickly
CRM follow-up that does not slip
A CRM only helps if it is current. We connect an AI assistant to the CRM and email you already use, so activity gets logged, next steps get suggested, and follow-ups are drafted for a broker to review and send. Where the tools you have cannot do the job, we can build the missing piece, or a connected application around how your firm works.
- Calls, emails and showings logged against the right contact and property
- Drafted follow-ups and status updates, waiting for your approval
- A short daily or weekly summary of what is stuck and who owes the next step
What a licensed person still signs off on
AI drafts, sorts and reminds. People decide. A licensed broker or attorney reviews and approves anything that represents the firm or the client, including:
- Final lease and LOI terms, and any negotiation position
- Anything sent to a client, tenant, landlord or the other side
- Disclosures, agency and compliance language
- Pricing opinions, valuations and recommendations
Nothing goes out on its own unless you have decided it should, and we write down where that line sits before anything is built.
Start with a Business Clarity Review
If you are not sure where AI fits, start with a Review. We look at how your deals move from first contact to signed lease, show where AI or a simpler fix can help, and give you a written plan with a recommended order. You keep the plan, and you decide what comes first. The plan comes from real technology and operations experience. Any build is scoped separately.
Why HaveSight
Allan led IT at a large Mid-Atlantic commercial real estate firm, then founded and ran a managed IT services company. He has long worked with commercial real estate companies, and has delivered technology audits, strategy and implementation for business owners. That is why our work starts with how your firm actually runs, not with the latest tool. You work directly with Allan and Allisa from the first conversation through launch and beyond.
Serving Winston-Salem and the Piedmont Triad
We work with firms in Winston-Salem, Greensboro, High Point, Kernersville, Lewisville and Advance. Projects run remotely, so you do not need to be local.
Frequently asked questions
- Can AI abstract leases for a small brokerage?
- Yes. We set AI up to pull the key terms from your leases and LOIs into one consistent summary, such as parties, term, rent schedule, options, and renewal and notice dates. Each term is traced back to the page it came from, so your team can check it against the source.
- Will AI replace our brokers or our attorney?
- No. AI handles drafting, sorting and reminders. Licensed people make the decisions. A licensed broker or attorney reviews and approves final lease and LOI terms, anything sent to a client, tenant, landlord or the other side, disclosures, agency and compliance language, and pricing opinions, valuations and recommendations. We write down where that line sits before anything is built.
- Does this work with the CRM we already use?
- Usually. We start with what you have. We look at your CRM, email and calendar and tell you what is practical before we commit to an approach. Whether an AI assistant can connect depends on the tools and access involved. If your current tools cannot do the job, we can build the missing piece, or a connected application around how your firm works.
- Is our deal and client data safe?
- We treat your deal and client data with care. Access is limited to the systems and information named in the written scope, and nothing more. Our FAQ covers AI, data safety, and human review in more detail.
- Where do we start?
- Start with a Business Clarity Review. We look at how your deals move from first contact to signed lease, show where AI or a simpler fix can help, and give you a written plan with a recommended order. You keep the plan, and there is no obligation to build. Any build is scoped separately.
- Do you work with CRE firms outside the Triad?
- Yes. We serve Winston-Salem, Greensboro, High Point, Kernersville, Lewisville and Advance, and projects run remotely, so you do not need to be local.
- What does it cost?
- Packages and prices are on our pricing page; custom work is scoped in writing. You approve the scope before any work starts. If you start with a Business Clarity Review, the written plan shows what each step involves. Book an intro call to talk it through.