Power Broker
The facts below are what the maker publishes about Power Broker, checked and dated. Our editors have not written about it yet.
The facts
Each one read from Power Broker's own pages, with the date it was checked.
What it does
- Access and support
- Customers sign in through their firm's standard Salesforce login; the maker directs platform questions and implementation inquiries to a briefing.checked 12 Oct 2026
- AI capabilities
- Power Broker AI offers conversational AI, deal strategy, BOVs and proposals, buyer targeting, transaction memory, and AI-powered reporting and execution inside Salesforce.checked 4 Oct 2026
- AI data handling
- AI prompts use only data the requesting user is authorized to see, and customer data is not used to train foundation models.checked 4 Oct 2026
- AI features
- Power Broker AI offers conversational AI, deal strategy, BOVs and proposals, buyer targeting, relationship intelligence, deal memory, and AI-powered reporting and execution.checked 12 Oct 2026
- AI inputs and outputs
- Brokers can provide notes, emails, offering memoranda, and documents to generate deal profiles, buyer lists, marketing process plans, CA tracking, and BOV drafts.checked 12 Oct 2026
- Audience
- The platform is designed for institutional investment sales, debt and equity placement, recapitalizations, and multi-asset portfolios.checked 4 Oct 2026
- Capital Markets workflows
- Capital Markets features include investment sales workflows, BOVs, bid rounds, investment committee tracking, and closing paths.checked 12 Oct 2026
- Compliance
- The maker says Salesforce platform compliance includes SOC 2 and ISO 27001, and Power Broker aligns its operational practices with SOC 2 controls.checked 12 Oct 2026
- Core records
- Its CRM is designed to manage customer, contact, property, and deal records for commercial real estate brokerage workflows.checked 12 Oct 2026
- Deal workflow
- Its Capital Markets workflows cover investment sales and debt and equity or structured finance work in one deal record.checked 4 Oct 2026
- Debt and equity
- The platform supports Debt & Equity and Structured Finance workflows, including term sheets, lender outreach, and capital stack management.checked 12 Oct 2026
- Deployment
- Power Broker installs as a managed Salesforce package, with each firm's Capital Markets team operating in its own instance.checked 12 Oct 2026
- Document processing
- The platform accepts notes, emails, offering memorandums, and documents to produce deal profiles, buyer lists, marketing process plans, CA tracking, and BOV drafts.checked 4 Oct 2026
- Encryption and AI data
- The maker says data is encrypted in transit and at rest per Salesforce standards, AI prompts use only data the requesting user may access, and customer data is not used to train foundation models.checked 12 Oct 2026
- Integrations
- The platform lists ARGUS, Real Capital Markets, CoStar, Box, SharePoint, and DocuSign integrations.checked 12 Oct 2026
- Intended users
- The product is aimed at commercial real estate Capital Markets brokerage teams across office, healthcare, multifamily, industrial, and other Capital Markets verticals.checked 12 Oct 2026
- Product structure
- The platform includes Power Broker, Power Broker Capital Markets, and Power Broker AI.checked 4 Oct 2026
- Purpose
- Power Broker is a CRM and workflow platform for commercial real estate brokerage teams, built on Salesforce.checked 12 Oct 2026
- Security
- Customer data lives in the customer's Salesforce instance, and access follows Salesforce roles, profiles, permission sets, sharing rules, and field-level security.checked 12 Oct 2026
- Support
- Customers sign in through their firm's standard Salesforce login, and platform questions or implementation requests are directed to a briefing.checked 4 Oct 2026
The company
- Company history
- Power Broker says it has been a Salesforce partner since 2009 and has focused on Capital Markets brokerage for more than fifteen years.checked 4 Oct 2026
