AscendixRE CRM for Landlord Representation Brokers

AscendixRE CRM is built for landlord rep brokers who need to track properties, tenants, leases, availabilities, and deals in one connected system — without juggling spreadsheets or switching between tools. Now, with the xRE AI Suite, you can query your pipeline in plain English, capture deal emails automatically, and generate branded property documents from live CRM data.

Landlord rep brokerage runs on details. Tracking them shouldn't slow you down.

Lease expirations

"Creating a complete list of every tenant prospect whose current lease expires in the next nine months, no exceptions, ordered by expiration date takes me too much time."

Inbound inquiries

"I meant to call them back in Q2. By the time I did, they'd already signed with someone else."

Deal history

"I wasn't on that account originally, so I had to spend an hour piecing together what happened before I could get on the call."

Lease expirations

"Creating a complete list of every tenant prospect whose current lease expires in the next nine months, no exceptions, ordered by expiration date takes me too much time."

Inbound inquiries

"I meant to call them back in Q2. By the time I did, they'd already signed with someone else."

Deal history

"I wasn't on that account originally, so I had to spend an hour piecing together what happened before I could get on the call."

Track All You Need to Win the Deal

AscendixRE CRM offers multiple tracking options for landlord rep brokers. The more data you can enter and track, the more chance you get to close the deal successfully. So, with AscendixRE CRM you can:

  • Track all properties in one place
  • Track Marketing Activity you’re performing on behalf of a specific Listing, Account, or Company
  • Control Deal workflow and pipeline for prospective tenants within the space
  • Track the correspondence until you win the Deal
  • Easily convert inquiries into Deals
  • Log in the Vacancies and Availabilities within a specific building.
  • And with the xRE AI Suite: your CRM updates from emails, answers pipeline questions through ChatGPT or Claude, and generates client documents on demand and even quicker.

They Trust AscendixRE CRM

Request AscendixRE Demo

AscendixRE CRM is designed specifically for the needs of Landlord Rep Brokers. Get your demo right now!

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AscendixRE Features for Landlord Rep Brokers

1
ascendixRE customized types of clients

Categorize Accounts and Contacts

Accounts can be clients, prospects, tenants, other brokerage firms, landlords, etc. You decide who they are by tagging their type to them. The list is customizable, so you can add or choose any type you need. It helps you segment your Accounts or companies, so you aren’t commingling clients with tenants.

AscendixRE CRM filters the information and collects it in pre-created lists based on the client you choose.

ascendixRE customized types of clients
2
ascendixRE listing pursuit
ascendixRE listing pursuit

Track the Listings You’re Pursuing

You may have many deals of different types. To not be messed up, you can create a listing pursuit. When the listing pursuit closes, the system automatically creates a listing record — an agreement that you have, highlighting all the details of that record.

3
ascendixRE new property record

Add Unlimited Number of Properties and Win the Listings

For example, a particular landlord has different properties. As you need to track it, you can create a property record, tag its type, apply a name, etc.

Connecting property data with landlords gives you a clear understanding to know when you’re pursuing the listing and which property it is for.

When you win the listing for a particular property, the connections you’ve created for that property record beforehand help you compile the information for the leasing agreement.

ascendixRE new property record
4
new availability
new availability

Add Info About Availabilities and Leases

With AscendixRE CRM, you can make the inventory of the property that you have. Additionally, you are able to add new leases that contain information about the unit, space, leasing terms, and rent. Once you’ve already got that information on a spreadsheet, it can be imported into a report.

5
deal stages

Create and Track Inquiries at One Touch

If your advertising or your marketing is working well, then you might want to log people inquiring about a particular space or listing.

The inquiries may come over the phone or by email, so you create an Inquiry record related to a specific Listing to track and operate with them properly.

This feature’s goal is to let you capture all the activity Prospects do towards your Listing and Space.

Having that, you either convert the Inquiry or disqualify it. When you convert your Inquiries, AscendixRE CRM allows you to create three records with one click.

deal stages
6
ascendixRE track comissions
ascendixRE track comissions

Extended Commission Calculation

Included in Enterprise plan, this feature allows you to make automated calculations of commissions you’ll get for a specific Deal.

The record contains information about the User, Net Commission, Fee Percent, and House. Based on that, you get an immediate calculation.

7
xRE lanldlord kanban deals

Segment Your Landlord Rep Deals Using Kanban

Kanban allows you to view the data in the pipeline. With Kanban, landlord rep brokers see the deals grouped by stage and the total dollar values. Moreover, you can easily move the parts from one column to another when you have changes in the Deal stages.

xRE lanldlord kanban deals
8
rent lease rental period
rent lease rental period

Monitor Lease Periods

Lease period tables are based on the inputs you’ve made. AscendixRE CRM lets landlord rep brokers go into each lease period and manually update the numbers as they see fit, such as financials, rent, expiration dates, and more.

9
reports listings with deals

Custom Reports about Outbound and Inbound Activities

We created templates for different types of reports landlord representatives use:

  • Reports for listings
  • Activity reports
  • Inquiry reports
  • Listings with deals

Apply numerous filters and generate the report you need in a few seconds.

reports listings with deals

AscendixRE has given me the ability to create follow-up reminders to reach out to former clients has been invaluable. I have been able to use that same dashboard to let me know which deals I have not been paid for. It reminds me every time I pull up my dashboards, which means I don’t let my hard-earned commissions slip through the cracks by forgetting to follow up with landlords who still owe.

Brandon Vandermyde, Senior Vice President, NAI Excel

Four Ways AscendixRE Gives Landlord Reps Day Back with AscendixRE AI Suite

xRE Connector for Claude and ChatGPT

xRE AI Suite is a separate paid add-on available for xRE Enterprise subscribers. It adds four AI capabilities: xRE Connector, Harvest, AI Agent, and Composer AI.

Manage your CRM from the AI you already have open with xRE Connector

You already have ChatGPT or Claude open. Now your CRM lives there too. Ask which deals are closing this month. Pull up the last note on a contact before you dial. Log a call, update a stage, add a new tenant — by voice or by text, from wherever you are. No switching tabs. No logging in. No interrupting your flow.
The data stays in AscendixRE. The work happens wherever you already are.

xRE Connector for Claude and ChatGPT
01_harvest

Your inbox is already full of CRM data. Let Harvest do the work.

Every landlord requirement and lease update that hits your inbox contains information your CRM needs. Right now, you’re the one moving it across manually.

Forward the email to Harvest. Contacts, properties, lease terms, and deal details are pulled out automatically and drafted as AscendixRE records — waiting for your review, not your manual entry. Nothing goes in without your approval.

By the end of the week, your CRM reflects the week you actually had.

xRE AI Conversational Agent Image

Your CRM, finally answering in plain English through an xRE AI Conversational Agent

Ask your CRM anything in plain English. Which deals are closing this month? Which tenants have gone quiet? Which buyer looked at something similar last year? The answer comes back without a report builder, an admin, or twenty minutes of clicking.

Type or speak from inside AscendixRE. Create records, log notes, update deals, run queries. The CRM your team has been building for years is answering back.

xRE AI Conversational Agent Image
03_Composer

Generate branded documents using Composer AI, without the bottleneck.

Upload any CRE document and Composer AI rebuilds it as a live, data-connected template that anyone on your team can generate straight from an AscendixRE record, on demand.

No reformatting. No copy-paste. No waiting on marketing to turn around a document you needed yesterday.

Every output stays on-brand and pulls live data automatically. What used to take a coordinator an afternoon now takes the time it takes to click a button.

Looking for an Ideal CRM for Landlord Brokers?

Try AscendixRE Today! Our CRM accompanied by AI functionality leads to better retention, lower churn, and higher value assets. It is designed specifically to meet the needs of Landlord Rep Brokers.

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AscendixRE Pricing

One-stop tool for your commercial real estate business

Salesforce license is included. You will be billed annually

xRE Foundations

Core CRM Functionality

$79

/month

  • Traditional CRM Functionality
  • Salesforce License
  • Lease, Sale, Property, Listings, Availabilites, Capital Sources Tracking
  • Pre-Build CRE Fields & Reports
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xRE Enterprise

Everything from xRE Foundations, plus:

$99

/month

  • Commission Tracking
  • Ascendix Composer
  • Ascendix Search
  • Stacking Plans
  • Up to 15 Custom Objects
  • Concierge Service
Book a Demo

xRE Enterprise + AI Suite

Everything from xRE Enterprise ($99/mo), plus:

$39

/month

  • Harvest (email-to-CRM parsing)
  • AI Agent
  • Composer AI
  • xRE Connector for ChatGPT & Claude

*The pricing model is: xRE Enterprise ($99/month) + xRE AI Suite (from $39/month by org size)

See How It Works

FAQs

Can I Integrate Ascendixre CRM With Third-Party Tools for Landlord Rep Brokers?

Yes, you can. To get a specific list of tools, feel free to contact our managers.

Does AscendixRE Landlord Rep Broker CRM Allows to Forecast My Deals Data?

Sure! With AscendixRE, you get an overview of all Deals, Listings, Leases, Prospective Properties, Commissions, and all communication in one place. When you need to track, update, and forecast your Deals, you enter the information and it’s depicted as stages of the Kanban system.

What Is AI Suite and Is It Included in My AscendixRE Plan?

The xRE AI Suite is a four-module AI add-on for AscendixRE, covering CRM access from ChatGPT/Claude, automated email parsing, plain-language search and record creation, and AI-powered document generation. It is available as a separate add-on in the Enterprise plan.

Do I Need to Switch to a New AI Platform to Use the AscendixRE AI Suite?

No. The suite works with the AI tools you already use – ChatGPT and Claude. The xRE Connector connects those assistants to your live AscendixRE data. You stay in the interface you already know; your CRM data becomes accessible inside it.

Will AI Automatically Update My CRM, or Do I Review Changes First?

You always review before anything is committed. Whether Harvest drafts records from a forwarded email or the AI Agent creates a contact, every suggested update goes through your approval before it writes to AscendixRE. Your role shifts from manual data entry to data review.

Is My CRM Data Safe When AI Features Are Enabled?

Yes. The xRE AI Suite runs inside your existing AscendixRE Salesforce org and honors your existing sharing rules and security model. Your data stays in your org and is not used to train any external AI model.

Get a Demo Right Now

See a steady flow of new tenants! Get qualified Tenants and Prospects in successful space leasing right now. Try AscendixRE CRM!

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