AI Deal Acceleration for CRE Broker Firms

Outreach That Knows
Your Salesforce.

DealFlow watches your book for lease expirations, company news, and market signals — then drafts the email in your broker's voice, one click from sent, and logs it straight back to Salesforce.

JBM Group
Built by JBM Group — a working CRE brokerage, for broker firms
Scroll
01
Sync
Connect Salesforce once, org-wide. Accounts, contacts, and deals flow both directions — no double entry, ever.
02
Find
Lease expirations, company news, headcount shifts. Signals surface from your own book before the market moves.
03
Enrich
AI researches every account — footprint, growth, submarket context — so you always know the reason to reach out.
04
Reach Out
One click. A draft in your voice, grounded in the account's whole story, logged back to Salesforce when it sends.
The Product

From Signal to Sent — Without Leaving the Account

Outreach isn't a separate tool in DealFlow. It lives where the context lives — on the account, with the signal, the history, and the Salesforce record already in the room.

dealflow-exchange.com/accounts
Meridian Health SystemsHot Signal
Lease expires Mar 2027 · 48,000 SF · Tysons Corner, VA
AI Outreach DraftYour voice · Regenerate ↻
To: D. Whitfield — VP Real Estate
Re: 48K SF in Tysons before your 2027 decision window
SendLogs to Salesforce on send
Up Next
Argent Labs — expanding, Reston
1801 K St NW — 3 leases rolling
Northline Fin. — HQ news hit
Synced to Salesforce
Email logged — Meridian
Reply captured — Argent
Account created — Northline

Signal Feed

Lease expirations, company news, and stale deals surface as ranked signals — hot, warm, watch — from your own book.

One-Click AI Outreach

Drafts written in each broker's own voice, grounded in the account's full context. Sequences, templates, and reply capture included.

Two-Way Salesforce Sync

Your org's Salesforce is the foundation. Accounts and contacts pull in; activities and new deals write back. Nothing entered twice.

Territory Maps & Stacking Plans

Every prospect, building, and comp on an interactive map — with building detail, stacking plans, and prospecting tours.

Pipeline & Commissions

Kanban deal board from first touch to signed lease, with commission tracking on every closed deal — what you're owed, when.

Beyond Outreach

The Rest of the Arsenal

Everything around the deal, in the same place the deal lives.

Signals

News Intelligence

Live market news matched to your prospect universe by AI. When a tenant in your book makes headlines, you know the same morning.

AI

AI Copilot

Chat with your org's own data — accounts, comps, lease abstracts, market notes. It remembers what your team teaches it.

Occupier

Client Portfolios

Every location, lease term, escalation, and renewal right for your occupier clients — tracked in one footprint view.

Documents

Lease Abstracts

Upload a lease and AI extracts parties, dates, rents, and clauses into a structured abstract your whole team can query.

Market

Comps & Market Data

Comparable lease transactions and per-submarket vacancy, asking rents, and concessions — the numbers behind every pitch.

Firms

Team Intelligence

A console for firm leadership: broker leaderboards, pipeline health, and activity timelines across the whole team.

About JBM Group

Made by Brokers Who Carry a Book

JBM Group is a commercial real estate brokerage. DealFlow started as our own internal edge — the system we built to spot lease expirations first, reach out with real context, and keep our Salesforce honest without the data entry.

Now we're opening it to broker firms who want the same advantage. We built what we wished existed — and we use it every day.

Built inside a brokerage, not a software lab.

JBM Group works commercial real estate. DealFlow exists because we needed it ourselves — every feature earned its place on real deals.

Your Salesforce stays the system of record.

We don't ask firms to migrate. DealFlow connects to the CRM you already run and makes it dramatically more useful.

Tenant-rep to the bone.

The signals, the language, the workflow — all of it is built for brokers who represent tenants. No generic CRM wearing a costume.

JBM Group
Invite-Only Onboarding

See DealFlow on Your Own Market

We onboard a small number of broker firms at a time. Tell us where to reach you and JBM Group will set up a live demo — on your submarkets, not a canned one.

We reply personally. No drip campaigns, no spam.

🔐Org-Scoped Data Isolation
🔄Salesforce Native
🐅Built by a Working Brokerage