Platform — Newmark Intelligence

Lease Intelligence

Multi-channel inbound

Email (Gmail + Outlook), SMS (Linq), embeddable web chat. One normalized stream.

Lead qualification

Extracts SF, submarket, budget, timeline, asset class. Completeness tracked.

Lead scoring

HOT / WARM / COLD across 5 weighted dimensions. Fully configurable.

Routing engine

Priority-ordered rules by submarket + asset class. Auto-assign after each AI turn.

Guardrails

Legal advice blocker, Fair Housing filter, property grounding, PII handler.

Conversation state machine

Initial → Qualifying → Qualified → Scheduling → Routed. Escalation triggers.

Deal Engine

Pipeline kanban

Qualifying → Touring → Proposal → LOI → Signed. Stage timestamps preserved.

AI property matching

pgvector semantic search against live inventory. Top 5 ranked with fit scores.

Space comparison proposals

Ranked properties, pros / cons, broker notes, executive summary. Copy as Markdown.

LOI drafting

Deal terms in LOI language. Broker overrides for rent, term, TI, free rent, start date.

Comp analysis

Benchmark asking rent and TI against comparable properties. Negotiating advice callout.

Calendar scheduling

Per-broker Google or Microsoft OAuth. Teams or Meet links auto-attached.

Deal Intelligence

Pre-call briefings

Prospect overview, requirements, deal status, matched properties, talking points.

Risk signals

GONE_QUIET (>14d), STALE_STAGE (>21d), HIGH_COMPETITION (3+ tours), NEW_COMPETITION.

Competitive tour tracking

Log competing properties the prospect is considering. Surfaces in briefings.

Pipeline health

Needs-Attention counts. At-risk deals surfaced on kanban cards with red / amber badges.

Days-since stats

Last activity, stage tenure, broker-last-touch per deal.

Attribution reporting

Deal volume attributed to AI-sourced leads. Analytics dashboard with KPIs.

Broker Agent & MCP

In-app chat panel

Floating broker agent on every dashboard page. Tool activity cards + suggested prompts.

14 callable tools

list_leads, get_deal, advance_deal_stage, generate_space_comparison, and more.

MCP stdio server

One config in Claude Desktop. Same tools, driven by natural language.

Direct invoke endpoint

POST /api/broker-agent/invoke — skip inference round-trip for scripted use.

Per-broker JWT

HS256 tokens, 90d expiry for Desktop use. No shared API keys.

Full audit trail

Every agent action logged with triggeredBy, brokerId, sessionId, timestamp.

Platform · MCP · API

The dashboard is the audit layer. Agents are the action layer.

Every tool the broker uses — list leads, advance stage, search properties, draft a proposal, run a comp analysis — is exposed as an MCP tool. Brokers work in Claude Desktop, Cursor, or any agent runtime. Newmark Intelligence is the CRE-specific tool server that any enterprise AI can call.

—stdio MCP server — one config entry in Claude Desktop

—POST /api/broker-agent/invoke for direct tool execution

—Per-broker scoped JWT — no shared API keys, ever

—Every agent action logged with triggeredBy, brokerId, sessionId

claude_desktop_config.json

~/.claude/

{
  "mcpServers": {
    "newmark": {
      "command": "node",
      "args": [".../mcp-server/dist/index.js"],
      "env": {
        "NLA_API_URL": "https://api.newmarkai.com",
        "NLA_TOKEN": "<broker-jwt>"
      }
    }
  }
}

get_pipeline_summarylist_leadsget_dealadvance_deal_stageget_precall_briefingsearch_propertiesgenerate_space_comparisongenerate_loi_summaryget_comp_analysislog_competing_tourget_deal_intelligence+ 3 more

Broker Agent · Tool Inventory

Fourteen tools. One natural-language interface.

Every action a broker takes in the dashboard is exposed as a callable tool. Available in the in-app chat, in Claude Desktop via MCP, or directly via REST for scripted use.

Tool

Description

get_pipeline_summary

Deal counts by stage · total pipeline value · HOT count

list_leads

Lead queue with optional HOT/WARM/COLD filter

list_deals

Pipeline deals with optional stage filter

get_deal

Full deal detail · prospect · requirements · timeline

advance_deal_stage

Move a deal to the next pipeline stage

update_deal_notes

Replace notes on a deal

mark_deal_lost

Mark a deal as Lost with a reason

get_precall_briefing

AI-generated pre-call brief with talking points

search_properties

Semantic search — submarket + SF filters

generate_space_comparison

AI space comparison proposal from matched properties

generate_loi_summary

LOI summary from deal terms · broker overrides

get_comp_analysis

Benchmark rent & TI against comparable properties

log_competing_tour

Record a competing property the prospect is touring

get_deal_intelligence

At-risk deals · GONE_QUIET · STALE_STAGE · HIGH_COMPETITION

The AI operating system for commercial real estate.