Commercial Real Estate Deal Desk
Deal packaging, client materials, and stakeholder follow-up for CRE teams
What is Commercial Real Estate Deal Desk?
A commercial real-estate operations template for brokerages, advisory firms, and investment teams that need cleaner deal packaging, proposal support, and multi-stakeholder coordination.
5
20 min
Advanced
Organization Chart
Sales Account Strategist
Lead
Sales Proposal Strategist
Specialized Document Generator
Support Executive Summary Generator
Support Analytics Reporter
What's Included
- company.yaml
- agents/sales-account-strategist.md
- agents/sales-proposal-strategist.md
- agents/specialized-document-generator.md
- agents/support-executive-summary-generator.md
- agents/support-analytics-reporter.md
- workflows/deal-package-review.yaml
- README.md
Preview
name: commercial-real-estate-deal-desk
version: "1.0"
description: A commercial real-estate operations template for brokerages, advisory firms, and investment teams that need cleaner deal packaging, proposal support, and multi-stakeholder coordination.
agents:
- id: sales-account-strategist
role: "Account Strategist"
prompt_file: "agents/sales-account-strategist.md"
source_skill: "sales/sales-account-strategist.md"
- id: sales-proposal-strategist
role: "Proposal Strategist"
prompt_file: "agents/sales-proposal-strategist.md"
source_skill: "sales/sales-proposal-strategist.md"
- id: specialized-document-generator
role: "Document Generator"
prompt_file: "agents/specialized-document-generator.md"
source_skill: "specialized/specialized-document-generator.md"
- id: support-executive-summary-generator
role: "Executive Summary Generator"
prompt_file: "agents/support-executive-summary-generator.md"
source_skill: "support/support-executive-summary-generator.md"
- id: support-analytics-reporter
role: "Analytics Reporter"
prompt_file: "agents/support-analytics-reporter.md"
source_skill: "support/support-analytics-reporter.md"
workflows:
- id: deal-package-review
trigger: opportunity.updated
actions:
- refresh-stakeholder-map
- prepare-property-summary
- draft-proposal-pack
- send-next-step-brief
Installation Guide
One-click import — deploy a full AI company into Paperclip in under a minute.
Option A: CLI (recommended)
Download and extract the ZIP
unzip commercial-real-estate-deal-desk.zipImport the Paperclip-ready company package
paperclipai company import --from ./commercial-real-estate-deal-desk/paperclip/ --target newDone — agents are ready
Open your Paperclip dashboard to see the org chart, agents, and workflows.
Option B: Dashboard UI
Open Paperclip dashboard
Navigate to Company Settings → Import
Upload the paperclip/ folder
From the extracted ZIP, upload the commercial-real-estate-deal-desk/paperclip/ directory.
Review and deploy
Preview the org chart, then click Deploy. All agents and workflows will be created automatically.
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