Thousands of brokers, with instant portfolio answers
How the company deployed a Docana Revenue Strategist to give their broker network instant access to portfolio intelligence, property recommendations and marketing materials, without a single call to the marketing team.
of brokers with instant portfolio access
active Docana deployments across the organization
systems modified, nothing in the existing stack changed
The situation
A broker network that ran on phone calls and patience.
One of the largest real estate developers in Brazil's Northeast, a publicly listed company with a broad portfolio of residential and commercial developments across multiple states. The company's sales engine runs on a network of thousands of independent brokers, each managing their own clients and their own pipeline.
For a broker to do their job effectively, they need immediate access to portfolio intelligence: which developments are available, which units match a client's profile, what the payment conditions are, what marketing materials exist for each project. That information existed, inside the company's CRM, inside the portfolio management system, inside the marketing library. But accessing it required a broker to call someone, send a message, or wait.
The marketing team fielded requests constantly: flyers for this development, payment tables for that unit, comparisons between two projects for a specific client profile. The information was available. The process of getting it to the right broker at the right moment was the problem.
The friction cost: Every call a broker makes to get information is time not spent with a client. Every wait for a marketing material is a conversation that loses momentum. In real estate sales, speed of response correlates directly with conversion, and the information bottleneck was slowing every broker in the network.
What the deployment unlocked
Portfolio intelligence. Available to every broker. Instantly.
Brokers with instant portfolio access
Every broker in the network now has a direct line to live portfolio intelligence, without calling anyone.
Time to portfolio answer
Time to retrieve portfolio information, match a client profile and surface the right marketing materials, reduced from hours or days to a single conversation.
Active Docana deployments across the organization
Revenue Strategist in the broker portal · Customer Support for field engineers · Business Analyst for the IR (investor relations) team.
The solution
A Revenue Strategist that knows every development, every unit.
Docana deployed a Revenue Strategist super employee in the company's broker portal, connected to the CRM, portfolio management system and marketing library. Brokers interact with it in natural language, the same way they would ask a well-informed colleague.
The Revenue Strategist reads across all three systems simultaneously to answer. When a broker describes a client (budget, location preference, family size, investment horizon), the Revenue Strategist surfaces the developments and unit types that best match, grounded in live availability data. When a broker needs materials for a client presentation, it retrieves the right pre-produced assets from the marketing library without requiring a request to the marketing team.
The Revenue Strategist doesn't generate marketing materials. It makes the right ones findable and deliverable instantly. The marketing team's work reaches every broker in the network, on demand, in context.
What changed
The marketing team stopped fielding broker requests.
Brokers get answers instantly. No calls, no waiting.
Portfolio questions, availability checks, payment conditions, answered in seconds from live data. Brokers no longer wait hours or days for information that was always available inside the company's systems.
Client matching at the speed of a conversation
A broker can describe a client's profile mid-conversation and get a shortlist of matching developments immediately, grounded in live portfolio data, not memory or outdated spreadsheets.
Marketing materials reach brokers on demand
The right pre-produced materials (flyers, presentation decks, payment tables) are retrieved and delivered in the same conversation, without a request to the marketing team. The team's work reaches every broker in the network, instantly, in context.
Zero changes to existing systems, live in days
The Revenue Strategist connected to the existing CRM, portfolio system and marketing library without modification. Each of the three deployments at the company went live in days, not months.
Strategic impact
Of the broker network now has access to live portfolio intelligence, not just the brokers who know who to call or how to navigate internal systems.
Docana super employees active across three separate functions (broker sales, field operations and investor relations) from a single platform deployment.
“Docana is now embedded in three different parts of our organization, from field engineers consulting internal technical guidelines on WhatsApp to brokers getting instant recommendations in our sales portal. Each deployment went live in days. Nothing in our existing stack changed.
See it working in your stack.
In a 30-minute demo we wire Docana into a sample of your data and show what your first super employee surfaces on day one.