AI for business brokerages.
Audits and custom builds for the workflows that bury brokers in admin — buyer-enquiry qualification, lead scoring, document request-and-chase, teaser drafting, pipeline hygiene. So brokers only ever meet serious, fully-documented buyers. UK, USA, Europe.
Your problem isn't
too few enquiries.
It's too many.
A brokerage lives on completed deals, which means a broker's attention is the scarcest, highest-value resource in the building. Yet most of it goes on inbound: emailing and calling a flood of enquiries, most of which never convert, then chasing and filing the documents each live deal drags behind it.
Every hour spent qualifying the wrong buyer is an hour not spent closing the right one. The tyre-kickers look exactly like the serious buyers until someone spends the time to find out — and that someone is usually your most expensive person.
The question isn't whether AI can score and qualify inbound — it plainly can. It's where it fits, where it doesn't, and what to ship first. That's the work of an audit.
Four workflows we ship.
One we explicitly don't.
Every audit produces a ranked list. These four show up at the top across nearly every brokerage — high-volume, repetitive, and they don't need a broker to run them. That's exactly where AI earns its keep.
Buyer-enquiry qualification
AI handles: scoring every inbound enquiry on budget, buying timeline, industry experience, and intent — routing unqualified leads into a nurture sequence and pushing high-scoring buyers straight to a broker’s calendar.
Human keeps: every actual conversation with a qualified buyer
Document request & chase
AI handles: requesting the required documents from each prospect, checking them against the firm’s criteria, and chasing anything missing — so a broker only ever meets a fully-documented buyer.
Human keeps: judgement on incomplete or non-standard submissions
Listing & teaser drafting
AI handles: first-pass teasers and information memoranda drafted from a structured intake and the seller’s financials, populated against the firm’s house style, flagged for review.
Human keeps: positioning, valuation narrative, final sign-off
Deal-pipeline admin
AI handles: keeping the pipeline current — logging enquiries, tracking stage, surfacing stalled deals and the buyers who need a follow-up — without anyone updating a spreadsheet.
Human keeps: deal strategy, prioritisation, the seller relationship
What we don't recommend automating
The deal itself. Buyer conversations, valuation judgement, negotiation, and the relationship with a seller trusting you with the biggest transaction of their life — that's the work the firm is built on, and the work clients pay you for. We build everything around it. We don't build over it. If anyone tells you they'll “automate the deal-making” you're being sold to.
A UK business brokerage.
3× the qualified calls.
This is our published brokerage case study. The firm is UK-based and the build was delivered fully remote; we're actively scoping equivalent engagements with US and European brokerages through 2026.
Scoring every enquiry, chasing every document
A UK brokerage was drowning in inbound with no fast way to separate serious buyers from tyre-kickers — brokers lost 25–30 hours a week to manual outreach. We audited the firm, built a lead-qualification engine and a document request-and-chase system in 14 days, fully remote, and left the deal-making entirely with the brokers.
On the client's figures: 3× more qualified discovery calls, +40% lead-to-meeting conversion, 25–30 hours a week reclaimed, and £1m+ in revenue generated by the system (the firm's own reported figure).
Read the full case study →Three stages.
One funnel.
The briefing is free. The audit is paid and remote by default, with an optional on-site intensive. Builds are scoped from the audit and delivered remotely.
A 45-minute diagnostic call with a written memo within 24 hours. Identifies the highest-impact areas where an audit would add clarity. Honest recommendation on whether to proceed.
A structured audit of your enquiry-to-deal workflow. Written report, prioritised opportunity list, 90-day roadmap. Remote by default; an optional 2–5 day on-site intensive is available anywhere in the UK, USA, or Europe for a deeper pass.
Custom builds scoped from your audit. Enquiry qualification. Document chase. Teaser drafting. Pipeline hygiene. Delivered in 14 days, fully remote. Optional retainer for ongoing support.
What brokers ask first.
No. We automate the top of the funnel — qualifying inbound enquiries and chasing the required documents — so a broker only ever spends time on serious, fully-documented buyers. The deal itself stays entirely human: buyer conversations, valuation judgement, negotiation, and the relationship with the seller. Qualifying an enquiry is a task; closing a deal is the service. We build around the broker, not over them.
It scores every inbound enquiry against a rubric you define — typically budget, buying timeline, industry experience, and intent signals — and returns a 0–100 score with its reasoning. High-scoring buyers are pushed straight to a broker’s calendar; unqualified leads route into a nurture sequence. The thresholds are tuned to your qualification criteria during the build, and reviewed as your lead mix shifts.
Yes. The system triggers off your existing enquiry forms and writes scores, reasoning, and status back into your CRM (HubSpot, Salesforce, Pipedrive, or similar) so brokers see everything in the tools they already use. We scope the exact integrations during the audit — no rip-and-replace.
It depends on your inbound volume and current qualification process — the audit gives you a grounded estimate before you commit to a build. For reference, the UK brokerage in our published case study reported 3× more qualified discovery calls, a 40% lift in lead-to-meeting conversion, and 25–30 hours a week of manual outreach reclaimed after a 14-day build.
The audit is remote by default — structured working sessions against a scoping questionnaire completed in advance, usually bookable within two weeks. An optional 2–5 day on-site intensive is available anywhere in the UK, USA, or Europe for a deeper pass, with travel at cost. The free 45-minute briefing is the right first step and can be booked inside a week.