AI TOOLKIT FOR BUSINESS BROKERS
Broker smarter.
Accelerate every sale.
AI Deal Book is your all-in-one AI platform built for brokers to sell faster with no busy work. From buyer screening & automatic CIM creation to AI experts for all your deals
Tap to ask Brooke how it works
Our Products
CIM Deck Creator
AI Listing Expert
Buyer Screening
AI Receptionist
CRM & Workflow Automation
New Feature: Get more leads automatically
CIM Deck Creator
AI-Powered CIM Deck Creator:
Transform raw business details into a polished, investor-ready Confidential Information Memorandum in minutes.
Simply speak or type brief answers to our guided prompts, and our AI expands them into a fully formatted, professional-grade CIM—complete with analysis, insights, and design that meets industry standards.
Use our clean universal template or your brokerage’s branded deck. Either way, you’ll get a CIM crafted to engage serious buyers and save you hours of work.
AI Listing Expert
AI Experts give every broker a deal-side assistant.
Each listing gets its own AI agent trained on the details of the business, ready to answer any question instantly. No more digging through files or forgetting key facts — even if you’re juggling dozens of listings, your AI expert always has the right answer at hand.
Voice AI Buyer Screening
Screening
Only about 10% of prospective buyers ever close, and just 10%–20% of inquiries come from truly qualified leads. Most inbound interest comes from buyers who lack the experience, financials, or serious intent to move forward.
That’s where our Voice AI pre-qualification comes in — automating your intake process and giving you confidence that every lead you follow up on is both qualified and motivated. It’s a simple way to protect your time and focus on the leads that matter.
Smarter Lead Sorting
Our Voice AI pre-qualifies buyers by assessing their financials, experience, and timeline — so you can focus on serious prospects and redirect the rest. Customize it to ask the questions that matter, from deal size to funding source. It can even tag and categorize leads in your CRM by fit and urgency.
AI Receptionist
Never Miss a Lead
Our AI receptionist handles 24/7 phone and email inquiries about your listings, providing detailed information and capturing buyer details for your follow-up.
Analytics and Call History
Track every interaction with potential buyers, identify hot leads, and analyze which listings generate the most interest
Scalable Capacity
Our AI receptionist scales effortlessly with your business—handling multiple calls at once without wait times or dropped leads. Whether you're managing a steady flow or experiencing a sudden surge, it ensures every customer gets immediate attention.
CRM & Workflow Automation
We provide powerful workflow automation tools that handle the entire buyer engagement process—automatically reaching out to potential buyers, sending the right documentation, and saving their contact info directly into the CRM.
READY TO GIVE US A TRY?
Get Started Today!
After a quick call, we’ll set up your Voice AI Receptionist in minutes—free trial included—and tailor a plan that fits your brokerage’s needs and budget.
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