Power Broker review
A specialist CRM for institutional investment-sales and finance workflows.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
Power Broker is a cloud CRM for institutional commercial real estate capital markets teams, built on Salesforce. Its focus is investment sales, recapitalizations, and multi-asset portfolios rather than general residential real estate. Teams can manage relationships, properties, pursuits, deals, and financing activity in a commercial-specific data model. The workflows are aimed at firms handling complex deals, including bid rounds, investment committee tracking, retrade memory, and closing paths. It is a fit for mid-market and enterprise teams whose work centers on these commercial transactions; residential agents seeking a general-purpose CRM are outside its stated focus.
The workflow depth is a central distinction. Power Broker supports BOVs, buyer targeting, relationship intelligence, bid history, and transaction memory, alongside debt, equity, and structured finance workflows. It can produce deal strategies, BOVs, and proposals with AI, and process notes, emails, offering memoranda, and other documents into CRM-ready deal profiles, buyer lists, marketing process plans, and CA tracking. These features connect deal execution with institutional relationship and transaction information. Teams evaluating it should consider whether those specialized workflows match their process, rather than treating it as a broad CRM with a few real estate fields.
Its Salesforce foundation and listed connections to ARGUS, Real Capital Markets, CoStar, Box, SharePoint, and DocuSign make ecosystem fit relevant to buyers. Salesforce SSO/SCIM and managed-package deployment are also listed, and the product lists SOC 2 compliance. The platform is cloud-based and web-only. Pricing uses a contact-sales model, so buyers will need a sales conversation to assess cost; support channels list documentation. Choose Power Broker when commercial capital-markets workflows and Salesforce integration are priorities. Teams needing public plan pricing, a listed mobile platform, or broader support channels should compare alternatives.
Power Broker pros and cons
- Where it wins
- Tracks BOVs, bid rounds, IC activity, retrades, and closing paths.
- Combines debt, equity, buyer targeting, and transaction memory workflows.
- AI processes deal documents and generates strategies, BOVs, and proposals.
- Where it doesn't
- Pricing is contact-sales rather than publicly listed by plan.
- The listed platform is web only.
- Support channels list documentation only.
Power Broker fact sheet, pricing and score →
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