Give seller clients a live listing portal with offers, buyer activity, and milestones updated by AI
PLOT Daily shows how to build a commercial listing portal in as little as 30 minutes where AI reads the broker's emails, call notes, and CRM and drafts the client update with current offers, buyer activity, marketing metrics, data room activity, and deal milestones, and the broker reviews before publishing.
At a glance
- Tools used
- AI assistantCRMEmail
- Category
- Client communication
- Audience
- broker, agent
- Difficulty
- Builder
- Source
- How to Build a Client Portal for Your CRE Listings Using AI
Jake Heller (PLOT Daily) · Article · Jul 24, 2026 - First step
- Write the 5 sections every seller update should contain before building the portal.
Suggested prompt
Written by this directory, inspired by the source. Replace the [bracketed] parts.
Read this week's emails, call notes, and CRM activity for the listing at [address] [paste or connect]. Draft the seller portal update with these sections: offers received (price, terms, status), buyer activity (tours, data room views, inquiries), marketing metrics, next milestones with dates, and broker recommendation. Mark every figure with the figure's source. Do not publish; show me the draft for review.