AI — Tech-Driven Productivity & Savings for Commercial Real Estate Presented By: Trevor Duke, Thomas Duke Company AI is a practical force multiplier, not a buzzword, for commercial real estate teams. • The Pivot: How to turn workflows into productivity • AI as Development Partner: Establishing the core thesis that AI isn't just the product, it's the partner. • Roadmap: Day-to-Day Task Relief, Data Summarization, Business Trend Visibility, and Safe Use. • AR Collections: Replacing manual aging reports with a unified dashboard. • CAM Allocator: Turning weeks of CAM reconciliation spreadsheet gymnastics into a guided upload. Summarizing Large Amounts of Data - A focus on how AI unlocks institutional data • PropertyOS — Unified Property Dashboard: Consolidating Skyline financials, Fyxtwork orders, call logs, and lease terms. • Skyline Accounting + AI: Bridging 45+ years of legacy Actian PSQL accounting data so anyone can ask questions and get answers in seconds. • Call Intelligence: Recording, transcribing, and summarizing broker calls. Staying on Top of Business Trends • Broker Deal Pipeline: A visual kanban deal tracker across four deal types (Sale Listing, Lease Listing, Buyer Rep, Tenant Rep), with follow-up alerts and AI-generated daily summaries of what moved, what stalled, and what needs a push. Using AI Safely & Getting Started Critical risk management and a practical launch plan attendees can act on the next day. Data Privacy: Understanding where your data goes — the difference between free tools that train on inputs and paid/enterprise tiers that don't.
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