RMD & Distribution Tracking for Commercial Mortgage Brokers with CoStar
The Problem
Missing an RMD for a Commercial Real Estate Finance client triggers a 25% excise tax — and tracking them across custodians in Salesforce is a manual audit every December.
What We Build in CoStar
AI tracks every RMD across accounts, drafts the distribution instructions, and confirms execution before year-end — zero missed RMDs across the book. 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.