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Step 3 · Scale

The AI Platform for Commercial Real Estate Operations

The Sophia platform runs your custom AI workflows every day, keeps your team in control of every important decision, and shows you exactly what the work is delivering.
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Trusted by teams at Avana Companies, Lovett Industrial, Patry Group, and Ready Capital.
  • Avana Companies
  • Lovett Industrial
  • Patry Inc Developments
  • Ready Capital
The problem

More AI tools won't fix a disconnected operation

Most CRE firms already pay for a property management system, an accounting system, a CRM, an investor portal, and a growing list of point solutions. Adding an AI chatbot or two on top just adds another place to copy and paste.

The work still moves by email and spreadsheet. Nobody can see what’s stuck, who approved what, or whether the AI is actually saving time.

Disconnected tools

Every system holds part of the picture, and your team spends hours stitching it together.

No oversight

When AI is used ad hoc, there's no record of what it did or who signed off.

No proof of value

Pilots run for months, but nobody can say how many hours or dollars they saved.

Mission Control

See every workflow, every approval, and every result in one place

Mission Control is your firm’s command center for AI. Leaders see what’s running, what’s waiting on a person, and where the time is going, without chasing anyone for an update.

Live workflow status

Every workflow, how often it runs, and how long each run takes.

Work waiting on a person

The queue of items that need review, so nothing sits unnoticed.

Approvals at a glance

What was approved, rejected, or sent back, and by whom.

Activity by person

How each team member is using Sophia, so you can see adoption, not guess at it.

How it works

AI does the work. Your team makes the call.

01

The work comes in

A lease lands in your inbox, a work order is submitted, or month-end arrives. Sophia picks it up from the systems you already use.

02

AI does the heavy lifting

Sophia's workflows read the documents, pull the data, and draft the output. Through Sophia's proprietary AI Synchronization Model™, multiple AI models cross-check each other's work, so what you get is as strong and trustworthy as possible.

03

Your team approves it

The finished work lands in Microsoft Teams or Slack, your choice. Your team approves it, rejects it, or asks for changes with one click.

04

It's done and on the record

Approved work goes back into your system of record, and every step is logged in a full audit trail.

Step 3, up close

Approvals happen where your team already works

Each card shows what the AI did, what it couldn’t verify, and three choices: approve, request a revision, or decline.

A due diligence review waiting for approval in Microsoft Teams

Due diligence approval card in Microsoft Teams with Approve, Request revision, Decline and Seller questions buttons
Trust and control

Built for firms that answer to lenders, LPs, and auditors

AI that checks AI

Multiple models cross-check each other's work through Sophia's proprietary AI Synchronization Model™.

Human approval built in

Nothing reaches your system of record without sign-off from a named person on your team.

A full audit trail

Every action is logged: what the AI did, what it used, who approved it, and when. Ready for your lenders, investors, and auditors.

Defined permissions

AI agents act only within the access you grant.

Your data stays yours

Each member's environment is isolated, so no one else will ever see it.

Results

Know exactly what Sophia is saving you

At kickoff, we record how long your chosen processes take today. Every month after that, your scorecard shows the hours and dollars Sophia saved against that starting point, workflow by workflow.

No guessing, and no vague “efficiency gains.” You’ll know what’s working, and where to point Sophia next.

Monthly scorecard

Sample data
WorkflowHours savedDollars saved6 months
CAM reconciliation112$8,900
Work-order triage90$5,400
Lease abstraction64$5,100
Investor reporting38$4,300
This month304 hours$23,700
Lease abstraction: 1–2 weeks → 10 minLender reporting: 2 weeks → 2 hrsInvestor reporting: 5 days → 4 hrsCAM reconciliation: 3 weeks → 2 days
Your systems

Keep the systems you have. Sophia ties them together.

Sophia runs on top of the software your firm already relies on. There’s nothing to rip out, no data warehouse to build, and no new app for your team to learn. Sophia reads from and writes to your systems in place, with your team approving every important change.

Property management

Accounting and general ledger

CRM and deal pipeline

Investor portal and reporting

Documents and data rooms

Microsoft Teams and Slack

We confirm the connections for your specific stack during kickoff.
Ongoing support

Software that keeps getting better, with a team that keeps it running

Most AI vendors hand you software and walk away. With Sophia, our team monitors, tunes, and extends your workflows every month, and adds new best practices as they’re proven across Sophia members.

The cost of the AI models behind Sophia is included in your membership.

We maintain it

When a system changes or a workflow needs adjusting, our team handles it. No engineers to hire.

We extend it

As your team finds the next process worth automating, we build it.

We support you

Support and guidance are included for as long as you're a member, by email or chat.

Workflows

Built for every part of a CRE firm

Sophia draws on a library of CRE-specific workflows, and every member’s workflows are built around how their firm actually operates.

Acquisitions

  • Offering memorandum intake
  • Comps
  • First-pass underwriting

Asset management

  • Quarterly asset reviews
  • Budget-vs-actual variance analysis
  • Tenant credit monitoring

Property operations

  • Work-order triage
  • Vendor coordination
  • Unit turnover

Leasing

  • Lease abstraction
  • Renewal outreach
  • After-hours inquiry response

Accounting

  • CAM reconciliation
  • Invoice processing
  • Month-end close support

Investor relations

  • Quarterly LP report drafts
  • Investor questions
  • Data room support

"The value is enormous. I don't even know if I can quantify it into dollars. What they do is take so many tools and put them together in a user-friendly format, including the prompts."

Sara Bloom, COO, Lovett Industrial

The full picture

The platform is where it all pays off

The Sophia platform is step three, and it starts working before training ends. While your team learns AI, our team builds your custom workflows. As soon as the first ones go live, typically within 30 to 45 days, the platform runs them and keeps improving them.

01

Learn

Your team builds real AI skills through AI Workforce Training, and leaves with playbooks that work like your SOPs.

02

Automate

We build AI workflows for the processes that cost your team the most time.

You are here

03

Scale

The Sophia platform runs and improves those workflows every day, so you grow without adding headcount.

See how it all works
Learn about AI Workforce Training
FAQ

Frequently asked questions

Do we have to replace our property management or accounting system?
No. Sophia runs on top of the systems you already use and ties them together, so your team stops pulling data from multiple places by hand.
It’s the dashboard inside the Sophia platform where your leaders see every workflow, what’s waiting on a person, what was approved, and how each team member is using Sophia.
Your team does. Finished work lands in Microsoft Teams or Slack, and a named person approves it, rejects it, or asks for changes. Nothing reaches your system of record without sign-off.
Your reviewer sends it back, and nothing changes in your systems. Our team reviews what happened and tunes the workflow, so it gets better over time.
At kickoff, we record how long your chosen processes take. Every month, your scorecard shows the hours and dollars saved against that starting point.
Yes. Each member’s environment is isolated, so no one else will ever see it. AI agents act only within the permissions you grant, and every action has an audit trail.
No. Our team builds, connects, and maintains your workflows. Your team reviews and approves the work.
Yes. The cost of the AI models behind Sophia is included in your membership, so there are no separate AI subscriptions.
Support and guidance are included for as long as you’re a member, by email or chat.

Get started

See the Sophia platform in action

In one conversation, we'll walk through Mission Control, how approvals work, and which of your workflows are the best place to start.

Book a Demo