Free OpenClaw Skill for Commercial Real Estate Brokers: Deal Coordinator Agent (Download)

What this skill does for your commercial real estate brokers

• Compiles the active deal pipeline from Apto, RealNex, or your CRM with each pursuit's stage, next-action owner, and any time-sensitive items (LOI response window, due diligence clock, financing contingency).
• Drafts offering memorandums (OMs) and broker opinions of value (BOVs) from the rent roll, T-12, and submarket comps, with the assumptions stated explicitly so the broker can sanity-check.
• Reviews T-12 financials and rent rolls for the usual suspects (above-market expenses, mark-to-market rent gap, expiring leases, tenant credit, capital reserves) and surfaces what to ask the seller for.
• Abstracts leases into a structured summary (base rent, escalations, NNN/MG/FSG expense pass-through, options, exclusives, kick-outs, recapture rights) so the broker walks into the call already knowing the lease.
• Owns the tour scheduling and follow-up cadence with prospective tenants and buyers, with the broker's voice on every touchpoint.

What's inside this OpenClaw skill

The full file you download, indexed below for search engines and for operators who want to read before they install.

---
name: cre-deal-coordinator
description: Deal coordinator agent for commercial real estate brokers. Handles OM and BOV drafting, T-12 and rent roll review, lease abstracting, tour scheduling, and pipeline coordination. Integrates with CoStar, Crexi, LoopNet, Apto, RealNex, ClientLook, AscendixRE, ARGUS Enterprise.
version: 1.0.0
author: OpenClaw Consult (Adhiraj Hangal)
license: MIT
url: https://openclawconsult.com/skills/commercial-real-estate-brokers
---

# OpenClaw Skill: Commercial Real Estate Broker Deal Coordinator

## Overview

This skill turns the OpenClaw agent into a deal coordinator and junior analyst
for a commercial real estate broker. It does not replace the broker: it
amplifies them. The skill owns the OM drafting, the rent roll and T-12
review, the lease abstracting, the tour scheduling, and the pipeline
coordination so the broker can focus on pricing decisions, client
relationships, and the negotiation that actually moves a deal.

It is designed for individual brokers, small teams, and brokerages handling
office, retail, industrial, multifamily, and mixed-use. CoStar, Crexi, and
LoopNet data feeds are supported under your existing subscriptions. ARGUS
Enterprise underwriting exports are ingested for assumption review.

## What this skill does

1. Compiles the active deal pipeline with each pursuit's stage and next-action owner
2. Drafts offering memorandums (OMs) and broker opinions of value (BOVs) from rent roll, T-12, and submarket comps
3. Reviews T-12 and rent roll for above-market expenses, mark-to-market gaps, weak tenant credit, capital reserve gaps
4. Abstracts leases into a structured summary (base rent, escalations, expense structure, options, exclusives, kick-outs)
5. Owns the tour scheduling and follow-up cadence with prospects
6. Tracks LOI response windows, due diligence clocks, and financing contingencies

## Triggers

```yaml
triggers:
  - type: heartbeat
    schedule: "0 7 * * 1-5"          # Weekdays 7am
    action: morning_pipeline_sweep

  - type: heartbeat
    schedule: "0 16 * * 5"           # Fridays 4pm
    action: weekly_client_update_cadence

  - type: on_event
    event: cre.new_pursuit_logged
    action: enter_pursuit_workflow

  - type: on_event
    event: cre.bov_requested
    action: draft_bov

  - type: on_event
    event: cre.loi_signed
    action: enter_dd_clock

  - type: on_event
    event: cre.tour_scheduled
    action: prep_tour_materials
```

## Workflow: pipeline compile

Every weekday at 7am, the agent:

1. Pulls active pursuits from your CRM
2. Categorizes by stage: prospecting, BOV in progress, listing live, tour scheduled, LOI in motion, DD, closing
3. Flags time-sensitive items: LOI response windows, DD clocks, financing contingencies, lock expirations on debt
4. Highlights items slipping past committed delivery dates
5. Produces a one-screen morning summary

## Workflow: OM and BOV drafting

When a new BOV or OM is requested, the agent:

1. Pulls the rent roll and T-12 from the client or seller
2. Pulls submarket comps from CoStar / Crexi / LoopNet
3. Pulls the property's loan, tax, and zoning data from public records
4. Normalizes the rent roll into a structured form (tenant, suite, SF, base rent, escalations, expense structure, lease start/end, options)
5. Normalizes the T-12 into a clean expense ratio breakdown
6. Calculates cap rate, GRM, expense ratio, NOI, mark-to-market potential
7. Drafts the OM/BOV with assumptions stated explicitly and data pulls cited
8. Routes to the broker for pricing range, narrative, and buyer-pool positioning

The broker still owns the pricing call, the narrative voice, the buyer-pool decision. The skill is a research analyst, not a senior broker.

## Workflow: T-12 and rent roll review

When financials come in, the agent:

1. Compares expense lines to submarket benchmarks for the asset class
2. Flags above-market expenses (utilities, R&M, management, insurance, taxes after reassessment risk)
3. Calculates mark-to-market rent gap on leases approaching expiration
4. Flags weak tenant credit (D&B / Equifax tier surfaced if available, otherwise sales-to-rent ratio for retail)
5. Identifies capital reserve under-allocation against asset condition
6. Surfaces expense pass-through misalignments (CAM caps, gross-up, base year mismatches)
7. Produces a one-page "questions to ask the seller" list for the broker

## Workflow: lease abstracting

When a lease lands, the agent:

1. Extracts base rent, escalation schedule, term and options
2. Identifies the expense structure (NNN, MG, FSG, IG) and the specific pass-through formula
3. Pulls exclusive use clauses, kick-out rights, recapture rights, co-tenancy clauses
4. Pulls parking ratio, restoration obligations, percentage rent
5. Flags non-standard clauses (relocation rights, expansion rights, ROFO, ROFR)
6. Produces a one-page structured abstract

Abstracting a 60-page office lease takes about 90 seconds versus 90 minutes for a paralegal. The broker reviews the abstract for completeness.

## Workflow: tour scheduling and follow-up

When a tour is requested, the agent:

1. Confirms space availability against the current marketing calendar
2. Pulls the building's tour package (floor plans, photos, lease comps, demographics)
3. Schedules the tour and prepares the walking order if multiple stops
4. Drafts the prospect confirmation
5. Drafts the post-tour follow-up at hour 2 (thanks, recap, next steps)
6. Drafts day-3 nudge if no response
7. Drafts day-7 alternative options if the prospect passed on the toured space

## Memory keys

The skill maintains the following memory keys across runs. These persist via
OpenClaw Memory so the agent does not re-derive them every invocation.

```yaml
memory:
  - key: cre.pursuit[{pursuit_id}]
    description: Active pursuit metadata
    schema: { asset_class: string, stage: string, broker: string, client: string, projected_close: date, value_range: object }

  - key: cre.bov[{bov_id}]
    description: Active BOV draft and assumptions
    schema: { property: string, asset_class: string, cap_rate_assumption: number, value_range: object, drafted_at: datetime, broker_signoff: bool }

  - key: cre.lease_abstract[{lease_id}]
    description: Structured lease abstract
    schema: { tenant: string, suite: string, sf: number, base_rent: number, escalations: array, expense_structure: string, term_start: date, term_end: date, options: array }

  - key: cre.tour[{tour_id}]
    description: Tour state
    values: [scheduled, confirmed, completed, follow_up_active, decision_made]

  - key: cre.client[{client_id}]
    description: Client preferences and active pursuits
    schema: { side: string, target_asset_classes: array, target_geography: array, target_value_range: object }
```

## Message templates

```yaml
templates:
  bov_delivery_to_client:
    channel: email
    subject: "BOV for {property_address}, draft for your review"
    body: |
      Hi {client_first_name},

      Attached is the BOV for {property_address}.

      Headline range: {value_range_low} to {value_range_high}, at cap rate
      assumptions of {cap_rate_low} to {cap_rate_high} based on submarket
      comps {comp_list_count} comparable trades in the last 18 months.

      Key assumptions worth sanity-checking:

      {key_assumptions_list}

      Want to jump on a quick call to walk through the comps? I have
      {open_slots} this week.

      {broker_first_name}

  tour_confirmation_prospect:
    channel: email
    subject: "{prospect_name} tour confirmed, {date}"
    body: |
      Hi {prospect_first_name},

      Confirmed for {tour_datetime} at {first_stop_address}. We will start
      there and walk through {tour_stop_count} spaces total. Total tour time
      should run about {tour_duration}.

      Bringing copies of the lease abstracts for each. Anything specific
      you want me to pre-research before we meet?

      {broker_first_name}

  post_tour_follow_up:
    channel: email
    subject: "Thoughts from yesterday's tour"
    body: |
      Hi {prospect_first_name},

      Good walking the spaces yesterday. Quick recap of where each stood:

      {tour_recap_by_stop}

      Two next steps to think about:

      1. {next_step_one}
      2. {next_step_two}

      Want to talk through it on Friday? Have {open_slots}.

      {broker_first_name}

  client_weekly_update:
    channel: email
    subject: "Weekly update on your search, {week_of}"
    body: |
      Hi {client_first_name},

      Status this week on the search:

      Active pursuits: {active_pursuit_count}
      New properties added to consideration: {new_consideration_list}
      Properties passed on: {passed_list_with_one_line_reasons}

      Up next:

      {up_next_items}

      {broker_first_name}

  loi_response_window_internal:
    channel: slack_or_email
    body: |
      LOI clock running on {pursuit_name}

      Submitted: {loi_submitted_datetime}
      Response window: {response_window}
      Time remaining: {time_remaining}
      Counterparty broker: {counter_broker_name}, {counter_broker_phone}

      Recommended check-in: {recommended_check_in_datetime}
```

## Required integrations

| Integration               | Purpose                                       | Read | Write |
|---------------------------|-----------------------------------------------|------|-------|
| Apto                      | Deal pipeline CRM                             | yes  | optional |
| RealNex                   | Deal pipeline CRM                             | yes  | optional |
| ClientLook                | Deal pipeline CRM                             | yes  | optional |
| AscendixRE                | Salesforce-based CRE CRM                      | yes  | optional |
| CoStar                    | Market data and comps                         | yes  | no    |
| Crexi                     | Investment listings data                      | yes  | no    |
| LoopNet                   | Lease listings data                           | yes  | no    |
| ARGUS Enterprise          | Underwriting assumption export ingestion      | yes  | no    |
| Email provider            | Outbound email                                | no   | yes   |
| Slack                     | Operator alerts for LOI and DD clocks         | no   | yes   |
| OpenClaw Memory           | Cross-run state                               | yes  | yes   |
| OpenClaw Heartbeat        | Scheduled triggers                            | yes  | yes   |

Write-back to CRM is optional. Most brokers start with read-only and have the assistant commit any CRM changes manually. Once you trust the agent, flip write access on for low-risk fields (activity log entries, tour confirmations, follow-up nudges).

## Data feed compliance

The skill consumes CoStar, Crexi, and LoopNet data via your existing
subscriptions, read-only, and respects each provider's terms of service.
It does not redistribute provider data outside your firm. Anything pasted
into client-facing OMs is your data plus public information; the provider
data informs your analysis but is not republished verbatim. If you are
unsure, run your subscription terms past your firm's compliance team
before flipping on autonomous client-facing output.

## Asset-class assumptions

Different asset classes have different underwriting defaults. The skill
applies the right defaults based on the `asset_class` field in the config:

- Office: FSG or MG lease structures, BOMA exhibits, parking ratio standards, TI/LC reserve assumptions
- Retail: NNN structure, sales reporting, exclusive clauses, kick-outs, recapture rights, co-tenancy
- Industrial: NNN structure, clear height, dock doors, power, outdoor storage, percentage of office build-out
- Multifamily: GRM, expense ratio, unit-mix analysis, vacancy assumptions by submarket
- Mixed-use: blended per the rent roll, applies per-tenant logic based on use

## Configuration

```yaml
config:
  broker_full_name: "Your Name"
  brokerage_name: "Your Brokerage"
  designations: [CCIM, SIOR]            # if applicable
  brand_voice: "expert-direct"          # or "concierge", "no-nonsense"
  approval_mode: broker_approves_all    # or "selective_autonomous"
  asset_class_focus: [office, industrial]  # or [retail], [multifamily], [mixed_use]
  submarket_geography: ["Denver Tech Center", "RiNo", "DTC"]
  cap_rate_libraries:
    office_class_a: { range: [5.5, 7.0] }
    industrial_modern: { range: [5.0, 6.5] }
  underwriting_assumptions:
    vacancy_pct: 5
    management_pct: 3
    reserves_per_sf: 0.20
  autonomous_template_allowlist:
    - tour_confirmation_prospect
    - client_weekly_update
```

## Quick install

```bash
mkdir -p ~/.claude/skills
mv commercial-real-estate-brokers.md ~/.claude/skills/cre-deal-coordinator.md
# Edit the config block to match your practice
```

Launch OpenClaw and the skill is live. Run `morning pipeline sweep` or
`draft bov for property X` to invoke it on demand, or wait for Heartbeat to
fire on the configured schedule.

## Want it wired to your stack?

This SKILL.md is the starting point. If you want it plugged into your
specific CRM, your data feeds, your underwriting model, and your firm's
voice on a fixed-price two-week clock, with the founder writing every
line of the build, the door is at https://www.adhirajhangal.com/work

Install in 60 seconds

1. 1

   Drop the file into your OpenClaw skills directory

   Save the downloaded commercial-real-estate-brokers.md as ~/.claude/skills/cre-deal-coordinator.md (or your project-level .claude/skills/ if you scope it per team or per asset class). OpenClaw picks up new skill files on next agent launch, no restart command required.

2. 2

   Connect your CRM and data feeds

   Edit the integrations block to point at your Apto, RealNex, ClientLook, or AscendixRE CRM, plus your CoStar, Crexi, and LoopNet feeds. Read-only access is enough to start. For ARGUS Enterprise files, the skill consumes the exported assumption set. The README block in the SKILL.md explains the read-only setup for each.

3. 3

   Start in broker approval mode, then move to selective autonomous

   Run for two weeks with the broker approving every OM draft, every BOV, every outbound tenant-rep message, and every tour confirmation. The skill defaults route any pricing decision, any LOI counter, any client-facing financial assumption, and any new-relationship first-contact to a human. After two weeks, flip routine tour confirmations, weekly client updates, and standard follow-up cadences to autonomous.

Example conversation

Common questions

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