September 16, 2026 · Jess Pischel
Originally published by the International Business Brokers Association.
Most business brokers I talk to are not short on deals. They are short on hours. Between listing copy, buyer research, call recaps, and CRM notes, the administrative pile grows faster than anyone can clear it. None of that work closes a deal, but all of it competes for the time that does.
That is exactly where AI earns its place. Not as a replacement for the judgment that wins engagements, but as a way to clear the routine work so you can spend your hours on the conversations that matter. The software handles the pile. You handle the judgment.
The strongest early wins for a brokerage tend to cluster in three areas. The first is writing: first drafts of listing copy, blind profiles, buyer outreach emails, and LinkedIn content. The second is research: summarizing long documents, building buyer lists, and drafting sharp questions ahead of a meeting. The third is administration: call recaps, status updates, and clean CRM notes you would otherwise write from memory at the end of a long day.
None of this works if it puts client trust at risk. Three guardrails matter more than any tool you choose. Never put sensitive client data into free consumer tools; use a paid, business-grade platform with real data protections. Verify every number and comparable independently, because AI drafts, it does not confirm. And keep a human decision in front of anything that reaches a client. Confidentiality is the currency of this business, and no efficiency gain is worth spending it.
You do not need a strategy overhaul to begin. Over the next 30 days, pick one repetitive task. Invest in one paid, business-grade tool. Write down a simple usage policy so your team knows what is allowed and what is not. Then track the time you save, so the next step pays for itself and you can expand with evidence rather than hope.
That is the whole approach: start small, protect confidentiality, measure the return, and grow from there. The brokers who win with AI are not the ones who adopt the most tools. They are the ones who free up the most time for the work only they can do.
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