Human led, AI powered
AI does the groundwork. Your broker makes the decisions. Every piece of work Nova, our AI assistant, produces is reviewed and approved by Charlie Cummings, our founder and managing broker, before it reaches you.
What AI does at each step
| Step | What AI does | What your broker does |
|---|---|---|
| Qualification | Scores your survey and writes a needs assessment before we meet | Confirms what you need and what matters most |
| Market research | Pulls rents, sale comps and submarket data into a plain language summary | Decides which comps really apply and what they mean for price |
| Property search | Builds your shortlist on one page with a map, photos and the numbers | Tours, vets each property and adds comments |
| Marketing a listing | Drafts the offering memorandum, listing page, maps and social posts | Sets the price and the strategy, talks to buyers and brokers |
| Offers | Drafts the LOI or contract from the deal, the listing and county records | Negotiates the terms with you |
| Under contract | Pulls every deadline into your calendar with reminders | Runs due diligence and keeps the deal on track |
Market figures are labeled as verified or estimated, so you always know which numbers to rely on.
What you see as a client
- A written needs assessment before the first meeting
- Research and comps in plain language, not a stack of reports
- A live listing performance page if you are selling or leasing out: days on market, inquiries, tours and offers
- Every document, deadline and update in one private link, Innovate Orbit, instead of an email thread
What AI never does
- Set your price or your strategy
- Negotiate with the other side
- Sign or send anything on your behalf without a broker's review
- Replace the site visit, the phone call or the judgment of someone who has closed the deal before
Why we work this way
Most of a broker's week goes to research, paperwork and follow up. Letting AI do that first draft means we spend our time on what moves your deal: strategy, negotiation and you. It also means faster answers and fewer things slipping through the cracks.
Common follow up questions
Which AI does Innovate CRE use?
We use Claude, made by Anthropic, through our in house assistant Nova. A licensed broker reviews its work before it reaches a client.
Does AI make decisions about my deal?
No. AI drafts, researches and tracks. Your broker decides on price, strategy and negotiation, and you approve every offer and document.
Is my information kept private?
Your deal documents and updates live in a private client portal, Innovate Orbit, that only you and your broker can open. Ask us any time what is stored and who can see it.
This page is general information, not lending, legal or tax advice. Programs, limits and terms change, and every situation is different. Talk with your lender, attorney and CPA before you decide.