Portfolio Drift & Rebalance Alerts for Commercial Mortgage Brokers with CoStar
The Problem
Commercial Real Estate Finance portfolios drift past tolerance in Salesforce between scheduled reviews, and the advisor discovers it at the next review — months after the risk changed.
What We Build in CoStar
AI monitors every account for drift, tax-loss opportunities, and cash levels, and queues rebalance recommendations — drift lives in a dashboard, not a surprise. Purpose-built for teams running CoStar — uses the native API or agent integration so nothing leaves the system of record.
CoStar Integration Approach
Audit your CoStar configuration
We map the specific CoStar objects, custom fields, and workflows the automation needs to touch for your commercial real estate finance practice.
Build on the CoStar API or agent
Integration happens inside CoStar — no data leaves the system, no parallel tool for your team to learn, no license changes.
Human-in-the-loop handoff
Every automation routes exceptions back to a human in CoStar with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your CoStar instance
30-minute call. We'll look at your actual CoStar setup and show exactly how this workflow fits.