Fortis

The Broker
Command Center

AI-generated OMs. Automated lead generation. Lease expiration alerts. Loan maturity signals.
48 integrated tools. The platform that turns good brokers into top producers.

AI-POWERED MARKETING

Professional OMs
in Minutes, Not Days

AI creates polished, branded offering memorandums with financial analysis, tenant profiles, demographics, and investment highlights. Get listings to market before your competition even starts.

  • One-click OM & listing presentations
  • AI newsletters & email campaigns
  • Branded postcards & social content
AI LEAD GENERATION

Your Pipeline Fills Itself
While You Close

AI scores franchisee prospects for sale-leaseback potential, enriches contacts with emails, and generates custom call scripts — a constant flow of qualified leads without the grind.

  • QSR Franchisee Prospector + SL scoring
  • Auto email enrichment & AI call scripts
  • Excel import & FDD PDF extraction
LEASE EXPIRATION ALERTS

4,000+ OMs Scanned.
Deals Found for You.

Our AI continuously mines lease expiration data from the 4,000+ OMs in our library — updated daily. When a tenant's lease is approaching expiration, you get the alert first. Reach the owner before any competing broker knows the deal exists.

  • 4,000+ OM library scanned daily by AI
  • Lease expiration alerts with owner data
  • First-mover outreach before competition
LOAN MATURITY SIGNALS

Know When Loans
Come Due

AI Deal Signal Intelligence monitors loan maturity dates on commercial properties and notifies you when debt is coming due. Owners facing refinancing pressure are the most motivated sellers — and you'll know about them before anyone else.

  • Automated loan maturity date tracking
  • Push notifications to your dashboard
  • Motivated seller identification at scale
4K+
OMs Scanned Daily
48
Integrated Tools
12+
AI Modules
24/7
AI Assistant
$0
Extra Cost
CONFIDENTIAL  •  FOR RECRUITING USE ONLY  •  2026  • 
Your Unfair Advantage

At Fortis, we don't hand you a CRM login and wish you luck. We arm you with an AI-powered operations platform that generates professional offering memorandums on demand, finds and scores leads automatically, enriches contacts with verified emails, writes your call scripts, and manages your entire deal lifecycle — all from one command center, purpose-built for brokers who want to out-produce and out-earn their competition.

📄

AI-Powered Offering Memorandums

Generate professional, branded OMs and listing presentations in minutes. The AI builds financial analysis, tenant overviews, demographic profiles, and investment highlights automatically. What other brokers spend days on, you deliver in a single afternoon — and it looks better.

🎯

AI-Driven Lead Generation

The platform finds deals for you. AI Deal Signals scan the market for opportunities. The Franchisee Prospector scores and enriches prospects automatically. AI call scripts prepare you for every conversation. Your pipeline fills itself while you focus on closing.

⚡

24/7 AI Assistant (Phil)

Your personal AI partner trained on CRE knowledge, NNN structures, tenant analysis, and Fortis playbooks. Draft emails, research tenants, analyze leases, and prepare for presentations — anytime, instantly. Like having a senior analyst on your team, for free.

📈

Intelligence + CRM + Marketing

Competitive intel, credit ratings, demographics, owner lookups, pipeline CRM, buyer matching, campaign automation, and email marketing — the full deal lifecycle from one platform. Zero context switching. Maximum velocity.

Four capabilities no other brokerage can match: (1) AI OM Generator — signed listing to professional offering memorandum in minutes. (2) AI Lead Generation — franchisee prospecting, email enrichment, and AI call scripts fill your pipeline automatically. (3) Lease Expiration Alerts — AI scans 4,000+ OMs in our library daily and notifies you when tenant leases are approaching expiration. (4) Loan Maturity Signals — get alerted when commercial property loans come due, identifying the most motivated sellers in any market. All included at no additional cost.
10×
Multiply your daily output. AI-generated OMs, automated lead scoring, email enrichment, and instant call scripts mean you accomplish in one hour what used to take an entire day. More listings marketed faster + more qualified prospects in your pipeline = more closings = more income.
Pipeline CRM
AI Call Scripts
Live Call Coaching
Email Automation
OM Generator
Tenant Intel
Owner Lookup
Credit Ratings
Deal Signals
Franchisee Prospector
Demographics
Campaign Engine
Phone Verifier
Lease Analyzer
AI Assistant (Phil)
FCS FORTIS COMMAND CENTER Confidential • Page 2
1
Home & Dashboard
Know exactly where you stand before your first call of the day
◎
Daily Briefing CORE
Start every morning with a personalized executive dashboard. See your active deal count, pipeline value, today's follow-ups, activity streaks, and a daily focus prompt. Your briefing adapts to your pipeline and surfaces the most urgent actions so nothing falls through the cracks. Top producers don't wing it — they execute a plan, every single day.
▲ Ensures zero missed follow-ups = more conversions = more income
$
Earnings Tracker
Real-time commission dashboard tracking closed revenue, pending payouts, and progress toward your monthly and annual income goals. See exactly how each deal contributes to your bottom line with visual goal thermometers that keep you motivated and focused on what matters most: your next closing.
▲ Visual goal tracking proven to increase production by 25%+
2
Deal Management
Full pipeline CRM designed for how CRE brokers actually work
▶
Pipeline CRM CORE
Visual Kanban board with CRE-specific deal stages: Lead → Contacted → Proposal → Under Contract → Closed Won / Lost. Drag deals between stages, attach contacts, add property details, and track every interaction. Full filtering by property type, tenant, geography, and deal value. Your entire book of business — organized, searchable, and always current.
Kanban drag-and-drop Contact linking Property details Notes & history Value tracking
▲ Brokers who use CRM close 29% more deals than those who don't
🔗
Buyer Match AI
AI matching engine that pairs qualified buyers with your listings based on investment criteria, budget, location, and tenant preferences. Surface your best matches instantly instead of manually searching your Rolodex.
▲ Faster buyer placement = shorter deal cycles
📌
Saved Listings
Bookmark properties you're tracking — active listings, comps, and opportunities — for instant reference without digging through databases. Your personal watchlist for deals in motion.
▲ Quick access = faster response times to clients
FCS FORTIS COMMAND CENTER Confidential • Page 3
3
Prospecting Suite
Everything you need to fill your pipeline — from first dial to booked meeting
📝
AI Call Script Generator AI
Generate customized cold call scripts for any scenario: owner-occupant outreach, tenant rep conversations, investor prospecting, and sale-leaseback pitches. The AI adapts each script to the specific property type, tenant, market conditions, and your personal style. Includes built-in objection responses and rebuttals so you always have the right answer. Never go into a call unprepared again.
Scenario-specific Objection handling Personalized tone One-click generation
▲ Scripted calls convert 2-3x better than unscripted — that's real money
🎧
Live Call Assistant V2 AI NEW
Real-time AI coaching while you're on the phone. The assistant surfaces relevant talking points, objection responses, property data, and suggested next steps — all in real time as the conversation unfolds. It's like having a senior broker whispering in your ear on every single call. After the call, get an automatic summary with action items.
▲ New brokers ramp to full productivity in weeks, not months
✅
Phone Verifier
Validate phone numbers before dialing. Check carrier type (mobile vs. landline), line status, and connection quality. Stop wasting precious dial time on dead numbers.
▲ More live conversations per hour
✉
Outreach Templates
Professionally written email and messaging templates for every prospecting scenario: cold outreach, follow-ups, listing pitches, and drip sequences. Personalize with merge fields and deploy instantly.
▲ Professional touch = higher response rates
📧
Email Composer AI
AI-assisted email drafting that sounds like you, not a robot. Compose cold outreach, follow-ups, and proposals in seconds. Integrates with your contacts for one-click personalization.
▲ Draft emails 10x faster with AI
📨
Campaign Engine
Multi-touch outreach campaigns with automated sequencing. Build drip campaigns that nurture prospects over weeks with the right message at the right time. Track opens, replies, and conversions.
▲ Automated follow-up = no prospect forgotten
📋
Call Log
Record every call with outcomes, notes, and scheduled follow-ups. Build a complete interaction history for every prospect. Track your activity volume and see exactly how your call-to-meeting conversion rate compares to your goals.
▲ What gets measured gets improved — track activity, grow revenue
FCS FORTIS COMMAND CENTER Confidential • Page 4
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Intelligence Center
Be the most informed broker at every table — data that gives you the decisive edge
⚔
Competitive Intel AI
Deep competitive analysis on any market, property, or competing brokerage. Understand who's active in your territory, what deals they're closing, and where the gaps are. AI-generated battle cards help you position against competitors when pitching for listings. Know your competition better than they know themselves.
▲ Win more listings by demonstrating superior market knowledge
🏠
Owner Lookup AI
Research property owners instantly. Get ownership details, contact info, portfolio size, and estimated values. Identify the decision-maker before you pick up the phone — the #1 factor in cold outreach success.
▲ Right person, first call = 5x conversion rate
🏢
Tenant Intel AI
Deep-dive on any commercial tenant: financial health, lease terms, expansion plans, corporate hierarchy, and location strategy. Walk into every meeting knowing more about the tenant than anyone else at the table.
▲ Informed pitches close at 3x the rate
📊
Demographics
Census data, population trends, income levels, employment stats, and growth projections for any market. Build compelling location narratives for OMs and investor presentations with real data.
▲ Data-backed presentations win mandates
💳
Credit Ratings
Instant business credit scores and financial stability ratings for tenants and guarantors. Essential for underwriting NNN deals and assessing tenant quality — the information investors always ask for.
▲ Answer investor questions on the spot = close faster
⚡
Deal Signals Intelligence AI FLAGSHIP
The most powerful deal-sourcing engine in CRE brokerage. Our AI continuously mines two proprietary data streams that no competitor has access to:
Lease Expiration Alerts
AI scans the 4,000+ OMs in our library — updated daily — and extracts lease expiration dates. When a tenant's lease is approaching maturity, you get notified with the property, owner, and suggested outreach before any competing broker knows the deal exists.
Loan Maturity Signals
AI monitors loan maturity dates on commercial properties and notifies you when debt is coming due. Owners facing refinancing pressure or balloon payments are the most motivated sellers in any market — and you'll know about them first.
4,000+ OMs scanned daily Lease expiration tracking Loan maturity alerts Confidence scoring Outreach strategy Push notifications
▲ First to the deal wins the deal — these two signals alone can generate six figures in additional commission
🔎
Deal Search
Advanced search across all deals, properties, and transactions. Filter by type, tenant, location, value, and stage. Find any deal in seconds.
📁
OM Library
Searchable database of offering memorandums and property documents. Upload, organize, and retrieve marketing materials instantly from anywhere.
📰
News Feed
Curated real estate and business news relevant to your deals, contacts, and markets. Stay ahead of shifts, expansions, and competitive moves.
📈
Market Report
Data-driven market analysis with transaction volumes, pricing trends, cap rates, and inventory. Generate professional reports to share with clients.
FCS FORTIS COMMAND CENTER Confidential • Page 5
5
Specialized Prospecting
Purpose-built tools for NNN and sale-leaseback deal sourcing — your unfair edge
🍔
QSR Franchisee Prospector AI NEW
The ultimate sale-leaseback prospecting engine. Import franchisee lists from Excel spreadsheets or extract them directly from FDD PDFs using AI. Each prospect is automatically scored for sale-leaseback potential, enriched with email addresses, and can be saved to your CRM or pushed into your Pipeline with one click. Database of 100+ QSR brands with direct links to FDD download sources.
Excel/CSV import AI PDF extraction SL scoring (1-10) Email enrichment One-click CRM save Pipeline integration Batch operations 100+ QSR brands
▲ One imported list can generate 50+ qualified SLB prospects in minutes
How it works: Download a brand's FDD from a state database (free), upload the PDF — our AI reads Item 20 and extracts every franchisee with their name, location, phone, and entity. Or simply upload your own Excel list. Either way, you go from raw data to scored, enriched, CRM-ready prospects in under 5 minutes. No other brokerage has this.
🏗
New Construction Intel INTEGRATION
Direct integration with ConstructConnect for new commercial construction projects. Find build-to-suit opportunities, identify developers and general contractors, and get early visibility on properties that will need NNN tenants before they're even built. Filter by project type, construction stage, and geography. Get to the deal before the building has a roof.
ConstructConnect data Project stage tracking Developer contacts Geographic filtering
▲ Early access to construction pipeline = first-mover on NNN leasing
6
Marketing & Publishing
Professional marketing materials generated in minutes, not days
📄
OM Generator AI
Generate professional offering memorandums and listing presentations with AI. Input the property details and the system creates a polished, branded OM complete with financial analysis, tenant overview, market demographics, and investment highlights. What used to take days now takes minutes — freeing you to focus on selling, not formatting.
▲ Get listings to market in hours instead of days = faster closings
🖼
Postcard Templates
Professional branded marketing collateral for prospecting mailers, just-listed/sold announcements, and market update campaigns. Customize and deploy in minutes.
📬
Email Marketing INTEGRATION
Constant Contact integration for bulk email campaigns. Manage lists, design emails, track opens and clicks — all from inside the Command Center. No switching between apps.
📰
Newsletter Generator AI
AI-generated market newsletters that position you as a thought leader. Keep clients and prospects engaged with regular, data-driven updates about their markets.
🌐
Publish / LinkedIn
Social media publishing tools with AI-assisted content. Build your personal brand as a CRE expert on LinkedIn and other platforms. Consistent presence = inbound leads.
FCS FORTIS COMMAND CENTER Confidential • Page 6
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Coaching & Performance
Accountability systems that drive consistent daily activity and continuous improvement
✔
Activity Logger
Track cold calls, meetings, proposals, site tours, and closings. Build accountability with streak tracking and daily targets. See how activity correlates to deal flow.
▲ Daily discipline = compounding results
☀
Daily Standup
Structured daily accountability reports: yesterday's wins, today's plan, blockers. Managers get real-time visibility. You stay focused on execution.
▲ Focused brokers produce 2x more pipeline
🏆
Leaderboard
Performance rankings: calls, meetings, deals, revenue. Healthy competition that drives top performance across the entire team.
▲ Gamification drives 20%+ activity increases
⚖
Win / Loss Analysis AI
Understand why you win or lose with AI pattern recognition. Identify strengths, fix weaknesses, and continuously improve your close rate.
▲ Learn from every deal, win or lose
📋
Coaching Assessments AI
Structured skill assessments with AI-generated coaching insights based on your activity data, deal outcomes, and call performance. Personalized development plans that help you level up faster than learning through trial and error alone.
▲ Accelerated professional growth = faster path to top producer
8
Contacts & Power Tools
Your relationship database and specialized analysis tools
👤
Contact Manager CORE
Full CRM for investors, tenants, landlords, developers, and referral sources. Complete interaction histories, smart tagging, segmentation, and 360-degree relationship views linking every contact to their deals, calls, and emails. Your network is your net worth — this tool makes sure you never lose a relationship.
Full CRM Interaction history Smart tags Deal linking Activity timeline Import/export
▲ Organized relationships = repeat business + referrals = compounding income
⏰
Dormant Alerts
Automated alerts when valuable contacts go cold, prioritized by deal potential. Re-engagement suggestions help restart conversations naturally before someone else does.
📜
Lease AI AI
Upload any commercial lease for instant AI analysis: key terms, renewal options, escalations, obligations, and red flags. Understand complex leases in minutes, not hours.
🗃
Vault / File Storage
Secure cloud storage for deal files, OMs, leases, and marketing materials. Organized by deal and contact with full search. Access your filing cabinet from anywhere.
⚔
Objection Armory
Battle-tested responses to every objection in CRE: cold calls, listing pitches, price negotiations. Study the playbook before key conversations and never be caught off guard.
🔬
Deal Deconstructor AI
Break down any deal: cap rate sensitivity, cash flow projections, tenant risk, and comparable benchmarks. Essential for pricing, client advisory, and winning investor confidence with data-driven analysis.
▲ Sophisticated analysis = investor trust = bigger deals
FCS FORTIS COMMAND CENTER Confidential • Page 7
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Ask Phil — Your AI Partner
An AI assistant that actually understands commercial real estate
⚡
Phil — AI CRE Assistant AI ALWAYS ON
Available from every screen in the Command Center. Unlike generic chatbots, Phil is trained on commercial real estate knowledge, NNN deal structures, tenant credit analysis, market dynamics, and Fortis-specific playbooks. Ask Phil to draft emails, analyze deals, research tenants, prepare for presentations, explain lease clauses, or brainstorm strategy — 24/7, with instant responses.
"Draft a cold email to a Taco Bell franchisee about sale-leasebacks"
"What's a typical cap rate for a Starbucks NNN in Texas?"
"Analyze this lease abstract and flag any concerns"
"Prepare talking points for my listing presentation tomorrow"
▲ Like having a senior analyst, researcher, and copywriter on your team — for free
10
Management Suite
Leadership tools for team oversight, reporting, and growth
◼
Team Dashboard
Aggregate view of team activities, pipeline status, and performance. Real-time visibility into who's producing and who needs support.
📊
Manager Reports
Pipeline summaries, revenue forecasts, activity reports, and team comparisons. Export-ready for leadership meetings and quarterly reviews.
🎓
Onboarding Tracker
Structured onboarding for new team members. Track training milestones and ramp-up progress. Get new brokers productive faster with a clear path from day one.
🎯
Recruiting Portal
Manage your talent pipeline: track candidates, schedule interviews, and streamline hiring. Build the team that builds the business.
$0
All 48 tools included at no additional cost. As a Fortis broker, the entire Command Center is yours from day one. No monthly software fees. No per-seat licensing. No nickel-and-diming. Just the most comprehensive CRE productivity platform in the industry, included with your position.
FCS FORTIS COMMAND CENTER Confidential • Page 8
Lead Your Own Division

The Command Center doesn't just give you better tools — it gives you the infrastructure to build and lead an entire vertical. Five divisions are open. Each one needs a founding leader.

FCS Organizational Chart — 6 Divisions
Your Division

Pick your vertical. Set the strategy. Build the brand within FCS. Your name is on the door.

Your Team

Recruit your own people. Every hire you make accelerates your comp tier and equity position.

Your Equity

First movers get founding equity. The broker who claims a vertical first gets positioning followers can never replicate.

This isn't a lateral move. It's a founding position with the Command Center as your arsenal.

Retail Advisors • Medical Office • Senior Housing • Industrial • Multifamily

FORTIS COMMAND CENTER Confidential • Page 9
The Competitive Edge

Ready to Dominate
Your Market?

The FCS Broker Command Center isn't just software — it's the system that separates top producers from everyone else. Every tool, every data point, every AI capability is designed for one purpose: to help you close more deals, faster, and earn more money doing it.

Other brokerages give you a CRM login and wish you luck.
Fortis gives you the entire arsenal.

Join Fortis Today
48
Integrated Tools
12+
AI-Powered Modules
4K+
OMs Scanned Daily
24/7
AI Assistant Access
$0
Additional Cost
CONFIDENTIAL • 2026