The Ultimate CRE Broker Tech Stack: Essential Tools to Grow Your Business

05/10/2025

Industry Insights Tech Cre

In the competitive commercial real estate landscape of 2025, having the best tools for CRE brokers can make the difference between a stagnant business and a thriving one. The industry is embracing digital transformation more than ever—nearly half of brokerages plan to increase their spending on marketing technology this year.

From prospecting to closing, a modern broker’s workflow is powered by an integrated CRE technology stack designed to boost efficiency and client service. In this article, we explore the essential real estate brokerage software and tools that every CRE broker should consider, organized by function. Each section highlights how Brevitas and its partners fit into your workflow, alongside other cutting-edge solutions available. By assembling the right tech stack, you can streamline operations, gain actionable insights, and ultimately close more deals in 2025.

Marketing & Lead Generation Tools

Marketing commercial properties today goes far beyond yard signs and brochures. Brokers need digital marketing tools to create professional materials, capture leads online, and maximize exposure for each listing. On Brevitas, every listing automatically generates a branded landing page that showcases the property details and photos. These single-property websites are optimized for lead capture with clear calls-to-action, helping turn listing views into inquiries. Brevitas also offers built-in email marketing—brokers can send attractive property email blasts to their contact list with just a few clicks, without needing a separate email service.

In addition to Brevitas’s marketing features, specialized CRE marketing software can amplify your outreach. Platforms like Buildout and SharpLaunch allow brokers to easily create polished offering memorandums, flyers, and websites for their properties. These tools include templates for brochures and proposals, saving time on design work while ensuring a consistent, professional look. They also help distribute your listing across multiple channels, including your website and email campaigns.

These marketing platforms also help generate leads: for example, SharpLaunch provides lead capture forms and analytics on your property website traffic, while Buildout enables you to publish your listings to various listing marketplaces through its syndication feature. Don’t forget social media and SEO as part of your lead generation strategy as well—sharing your Brevitas listing page on LinkedIn or optimizing it for search engines can attract additional investors beyond your immediate network.

CRM & Contact Management Software

Every successful broker knows the importance of relationships. A robust CRM (Customer Relationship Management) system is the cornerstone of a broker’s daily toolkit for managing contacts, tracking deal pipelines, and staying on top of follow-ups. Brevitas helps on the lead generation side by funneling buyer inquiries and allowing you to manage those leads within its dashboard. You can see who has expressed interest in your listings and communicate with them through the platform. Brevitas even has a Contacts section where you can upload and organize your client list for marketing campaigns. However, for deeper relationship management, dedicated CRM software is essential.

Modern CRE-focused CRMs combine contact databases with deal tracking and analytics. According to industry surveys, platforms like Buildout’s CRM (formerly Apto) and RealNex are among the most widely used by brokers. RealNex, for instance, offers an end-to-end solution that includes a CRM for managing prospects and clients, integrated with tools for email campaigns and deal management. Other brokers opt for adaptable general-purpose solutions such as HubSpot or Salesforce, customizing them for commercial real estate needs. The key is to choose a CRM that can track your leads from the first contact through closing. With a good CRM in place, you’ll never forget to follow up on an opportunity, and you can analyze your interactions to improve your sales process.

RealNex CRM: A comprehensive CRE platform that includes CRM, marketing, and transaction management in one. It helps brokers manage contacts, schedule follow-ups, and even perform financial analyses for deals.
Buildout CRM: Part of the Buildout suite, this CRM (enhanced by the acquisition of Apto) is purpose-built for brokers. It simplifies prospecting and pipeline management and ties in with Buildout’s marketing tools for a seamless experience.
General CRMs: User-friendly options like HubSpot or Salesforce (with CRE-specific customizations) can work for brokers who need a solid contact database and email integration. These may require more tailoring to fit a CRE workflow but can be powerful if set up correctly.

Data & Analytics Platforms

Data is the fuel for smart decision-making in commercial real estate. Whether it’s researching property ownership, evaluating market comps, or analyzing investment returns, brokers rely on data and analytics tools to advise their clients. Brevitas contributes on this front by providing real-time market visibility – as a marketplace, it gives you access to thousands of live listings and wants, revealing current market demand and pricing. Additionally, Brevitas has partnered with industry resources to enrich your data access. For example, Brevitas is a commercial listing platform partner of the National Association of REALTORS®, meaning your listings can be synced with the Realtors Property Resource (RPR) and viewed by over a million REALTOR® members through RPR’s nationwide database. This integration not only boosts exposure (more on that later) but also gives brokers who are Realtors a convenient way to pull up data on properties across the country via RPR’s system.

Beyond Brevitas, brokers often leverage dedicated research platforms. A popular tool is Reonomy, which uses AI to aggregate property and owner data, helping brokers identify off-market opportunities and analyze portfolios. For financial analysis of deals, some CRM platforms (like RealNex or Buildout) have built-in deal analysis modules, or brokers use spreadsheet-based software such as ARGUS for modeling cash flows on larger assets. The bottom line: a good data platform in your tech stack allows you to quickly answer client questions like “What’s the market rent in this area?” or “Who owns that building next door?”. By arming yourself with data and analytics, you can position yourself as a knowledgeable advisor and make more persuasive, data-backed pitches.

Realtors Property Resource (RPR): A property database available to NAR members that includes on-market and off-market commercial listings, ownership info, and tools like trade area and demographic reports. It’s a great free member benefit for research if you’re a REALTOR®.
Reonomy: A CRE data platform that uses machine learning to connect and analyze property records, allowing you to find owners and properties that fit your target criteria. It’s especially useful for uncovering off-market deals and getting ownership contact information.

Digital Transaction Management & Deal Room

When it comes to progressing a deal from an offer to a closing, digital transaction management tools are invaluable. Commercial deals involve dozens of documents (confidentiality agreements, LOIs, contracts, due diligence files) and multiple parties. Without a centralized system, a broker can drown in email threads and version control issues. This is where Brevitas’s integrated Deal Rooms truly shine. Every listing on Brevitas can utilize a secure deal room – essentially a virtual data room – where you can upload important documents (offering memoranda, financials, leases, etc.) and control access for prospective buyers. Instead of emailing PDFs back and forth, all interested parties can be invited into the deal room to download files after signing a digital NDA. Brevitas deal rooms also include real-time communication features: there’s a chat/comment section tied to the property, so buyers can ask questions and brokers can respond within the platform, keeping all dialogues organized by deal. The deal room tracks activity as well, so you know which investors have viewed which documents and when. By centralizing documents and communications in one place, Brevitas helps deals move faster and with greater transparency.

Outside of Brevitas, there are several tools to help manage transactions and collaboration. E-signature platforms like DocuSign are widely used to get documents signed quickly and securely online – many brokers rely on DocuSign for purchase agreements and lease contracts to avoid the delays of printing and scanning. For deal tracking and pipeline management, software such as Dealpath can be used to organize deal tasks, deadlines, and workflows, especially in larger brokerage operations or investment sales teams. Some brokerages also set up shared cloud folders (e.g., using Dropbox or Box) as a makeshift deal room, but these lack the specialized features of real estate deal management platforms. One often overlooked aspect of closing a deal is securing financing for the buyer – here, fintech solutions like CommLoan can assist by connecting your client with a marketplace of commercial lenders to find the best loan options. In summary, by utilizing digital transaction tools, you ensure that once a buyer is ready to move forward, the process from negotiation to closing is as smooth and well-coordinated as possible.

Virtual Deal Rooms: Secure online workspaces for each deal (such as Brevitas Deal Rooms) where you can share due diligence documents, track buyer interest, and communicate with stakeholders, all in one place.
E-Signature Services: Tools like DocuSign (and similar services) that allow parties to sign purchase and lease documents electronically, speeding up agreements and eliminating paper shuffling.
Pipeline Management Software: Platforms like Dealpath help brokers and teams manage deal flow, assign tasks (e.g., scheduling inspections or appraisals), and monitor the status of multiple deals in progress.
Financing Marketplaces: Solutions such as CommLoan enable brokers or their clients to quickly source financing by matching the deal with a network of lenders, making the financing step more efficient.

Automation & AI-Powered Tools

The year 2025 has brought a wave of automation and artificial intelligence into the commercial real estate toolkit. Brokers are increasingly adopting AI-powered solutions to handle repetitive tasks and gain predictive insights. Brevitas itself leverages automation to save you time—for example, when you create a listing on Brevitas, it uses dynamic templates and “liquid variables” to automatically populate your profile information and branding across your property pages and marketing materials. This means less manual data entry and a quicker go-to-market for each listing. Brevitas also integrates workflows like syndication (pulling in listings from your company database or MLS) to eliminate duplicate work. These kinds of built-in automations ensure that brokers can focus more on negotiations and client interactions instead of administrative busywork.

Beyond platform-specific automation, AI tools are making a big impact in CRE. For instance, some brokerages use AI chatbots on their websites to engage visitors and capture leads 24/7—if a potential buyer lands on your listing page after hours, an AI assistant can answer basic questions or schedule a meeting for you. Content creation is another area: generative AI tools like ChatGPT can help draft property descriptions, marketing emails, or even investment memoranda in a fraction of the time it would take to write from scratch. (Of course, you’ll want to review and polish the output, but it provides a great head start.) There are also AI-driven analytics platforms that sift through market data and identify patterns; for example, predictive algorithms might highlight which properties in your territory are most likely to come up for sale based on factors like ownership tenure, zoning changes, or development activity—insights that can give you a prospecting edge. Some all-in-one systems are beginning to embed AI as well: Buildout’s newer features include an AI-assisted research app that can pull property data on the fly, and others are experimenting with machine learning for lead scoring (prioritizing your inquiries based on which are most likely to turn into deals). By incorporating automation and AI, brokers can significantly scale up their productivity. Routine tasks like data entry, scheduling, or initial client outreach can be handled or enhanced by smart algorithms, freeing up your time to concentrate on strategic activities like deal-making and relationship building. The takeaway: the best CRE tech stacks in 2025 aren’t just connected, they’re intelligent.

Listing Visibility & Syndication Tools

Even the best listing won’t get far if no one sees it. Maximizing your property’s visibility is a critical function of a broker’s tech stack. Brevitas, as a global online marketplace, is a key channel to broadcast your listings to a broad audience of investors and tenants. By posting on Brevitas, your property gains exposure to a network of qualified CRE professionals actively searching for opportunities. But Brevitas doesn’t have to be used in isolation—one of its strengths is integration. Through Brevitas’s syndication partnerships, you can import listings directly from other systems you use. For instance, if you’ve already entered a listing in Buildout or SharpLaunch, Brevitas can sync with those platforms so that your property appears on Brevitas without double entry. This ensures consistency across platforms and saves you time. Additionally, as mentioned earlier, Brevitas’s partnership with RPR means that your Brevitas listings can be discovered by Realtors searching the RPR Commercial system. In short, one upload can translate into multiple outlets.

Beyond Brevitas, consider using syndication services to cover all bases. Many brokers leverage Buildout’s syndication feature, which pushes listings to various listing sites and to their own company website simultaneously. Similarly, SharpLaunch can distribute your listings to multiple marketplaces while also providing you with a branded listing gallery on your brokerage website. These tools ensure that your property data is consistent everywhere it appears and reduce the manual work of updating several platforms separately.

Apart from syndication tools, don’t overlook major commercial listing marketplaces such as LoopNet and CREXi. While these might be seen as competitors, many successful brokers take an “all of the above” approach, ensuring their listings are on Brevitas and on other popular sites to capture every possible lead. To manage this efficiently, you can take advantage of the syndication platforms mentioned above, or use listing dashboards provided by your brokerage or MLS. Another aspect of visibility is search engine exposure: ensure your listings are public and well-described so they can be indexed by Google—when someone searches for “office building for sale in Dallas,” you want your posting to appear in the results. Finally, consider any industry-specific networks or email distribution lists relevant to your property type (for example, some brokers share listings via CCIM or SIOR networks to reach a targeted audience). The goal is simple: syndicate your listing broadly, and let the technology work to find the right buyer. Brevitas acts as a central hub in this strategy, but by complementing it with other listing visibility tools, you truly showcase your listings to the world.

Communication & Collaboration Tools

Commercial real estate is a team sport—brokers often work with colleagues, support staff, and partners, and deals require constant communication with clients, co-brokers, attorneys, and others. Thus, communication and collaboration tools are vital parts of a CRE tech stack. Brevitas’s platform helps facilitate some of this: as discussed, its deal rooms provide an embedded chat for deal-specific dialogue, and the platform’s internal messaging can connect you with other professionals. If you have a brokerage team on Brevitas, you can also collaborate by sharing access to listings and leads within your team’s account. However, outside of deal-specific tools, general communication apps keep daily operations running smoothly. Many brokerage teams use chat and workplace collaboration software like Slack or Microsoft Teams to discuss deals in real time, share files, and organize internal discussions by channel (for example, setting up a channel for “Active Listings” or “Deal Negotiations” to keep everyone on the same page without endless email chains). These platforms significantly cut down on internal emails and allow for quick Q&A and status updates, which is perfect when things are moving quickly on a transaction.

For meetings and client interactions, video conferencing has become second nature. Tools such as Zoom are now commonly used for everything from virtual property tours to negotiating terms with out-of-town investors. In 2025, clients might expect a video call option rather than an in-person meeting for many discussions, so having Zoom or an equivalent (Teams, Google Meet, etc.) set up is important. Additionally, collaborative document platforms like Google Workspace (Docs, Sheets) or Microsoft 365 allow multiple people to work on deal documents or spreadsheets at once—handy for updating a pro forma or editing a LOI alongside colleagues or clients in real time. By integrating these communication and collaboration tools into your workflow, you ensure that everyone involved in a deal has timely information and can contribute from wherever they are. A well-connected team can respond faster to opportunities and issues, which can be the difference in winning assignments and closing deals. Ultimately, the technology that keeps you connected—whether it’s a quick Slack message about a new lead or a Zoom call to walk a buyer through a pro forma—plays a huge role in a broker’s success.

Conclusion

As the commercial real estate industry continues to evolve, brokers who invest in the right technology stack will have a clear competitive advantage. We’ve outlined the core categories of tools—from marketing and CRM systems to data analytics, deal management, automation, and communication—that form the backbone of a high-performing CRE brokerage in 2025. The common thread across all these categories is integration and efficiency. Rather than juggling disconnected apps and spreadsheets, today’s brokers can use platforms like Brevitas as a central hub that ties many functions together, while plugging in specialized tools (like Buildout, RealNex, or Slack) as needed. Brevitas, in particular, exemplifies this integrated approach: it’s a marketplace for listing exposure, a marketing engine with websites and email campaigns, a lightweight CRM for managing inquiries, a data room for deal flow, and it plays nicely with other industry software through partnerships and syndication.

By embracing a comprehensive tech stack, you can automate low-value tasks, gain richer insights, and expand your reach to clients—essentially doing more with less effort. Imagine a typical day in this optimized setup: your new listing is entered once (into Brevitas or your syndication tool) and it’s instantly live on multiple sites; an interested buyer you’ve never met finds it via an email alert or web search, signs an NDA over the weekend through the deal room to access financials, and by Monday morning your CRM has logged their inquiry and reminded you to follow up. Your AI assistant might even have drafted a personalized follow-up message while you were out at a networking event. The technology is working for you in the background. All that’s left is your expertise—negotiating the deal and guiding it to closing. In summary, the ultimate CRE broker tech stack is not about replacing the human touch, but about amplifying it. With Brevitas at the center and a suite of supporting tools, you can provide better service to your clients, market properties more effectively, and seize opportunities faster. Embrace the tech, and watch your brokerage business grow in 2025 and beyond.

Call to Action

Ready to elevate your brokerage business with a modern CRE tech stack? Start by leveraging Brevitas as your all-in-one platform for marketing, networking, and deal management. Sign up for a Brevitas account today and explore how its features can integrate with your existing tools and processes. Whether you’re an independent broker or part of a large firm, Brevitas can be the cornerstone of your technology-driven growth. Take the next step: upload a listing, create a property site, or open a deal room on Brevitas and experience the difference it makes in reaching the right buyers and closing deals efficiently. The commercial real estate landscape is moving fast—make sure you’re equipped with the essential tools to stay ahead. Join Brevitas now and build your ultimate CRE tech stack for success!