ClipMarts

Commercial Real Estate Deal Desk

Deal packaging, client materials, and stakeholder follow-up for CRE teams

$79Company OSFor teams replacing process headcount with AI ops

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.

Agents

5

Setup Time

20 min

Difficulty

Advanced

Works With
paperclipclaude-code

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

company.yaml
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

terminal
$ paperclipai company import --from ./commercial-real-estate-deal-desk/paperclip/ --target new
Creating 5 agents... done
Wiring 1 workflow... done
Company deployed successfully.

One-click import — deploy a full AI company into Paperclip in under a minute.

Option A: CLI (recommended)

1

Download and extract the ZIP

unzip commercial-real-estate-deal-desk.zip
2

Import the Paperclip-ready company package

paperclipai company import --from ./commercial-real-estate-deal-desk/paperclip/ --target new
3

Done — agents are ready

Open your Paperclip dashboard to see the org chart, agents, and workflows.

Option B: Dashboard UI

1

Open Paperclip dashboard

Navigate to Company Settings → Import

2

Upload the paperclip/ folder

From the extracted ZIP, upload the commercial-real-estate-deal-desk/paperclip/ directory.

3

Review and deploy

Preview the org chart, then click Deploy. All agents and workflows will be created automatically.

Share
Files included8
Setup time20 min
Difficultyadvanced

Tags

commercial-real-estatedeal-deskproposalsbuyersreporting