Case Studies

Case Study: How Colliers Accelerates Deal Velocity
Colliers is a global real estate services firm with 12,300 professionals operating in nearly every country and state. The firm is known for empowering its brokers with entrepreneurial freedom, while providing strong back-office support.

Case Study: Montgomery IG drives more deals with Henry.ai
Montgomery Intermediary Group is a boutique real estate brokerage focused on senior housing and long-term care assets. Since 2020, it has built a strong position in a specialized market—now ranking among the top ten firms in its niche nationwide.

Case Study: Graystone Capital Advisors Scales their High-Touch Services
Graystone Capital Advisors is a fully remote commercial real estate brokerage built to offer a more strategic, client-focused alternative to the traditional model. “My team handles all the systems and processes for our brokers,” said Kevin Fitzpatrick.

Case Study: Nara Advisors turns hours of work into minutes
Nara Advisors is a multifamily investment sales firm led by CEO Jason Lee. With four offices and 35 employees, they operate in a fast-paced market driven by volume sold and producer output. Today, the firm’s primary focus is scaling revenue.

SVN Uses Henry.ai as the equivalent of a 10 person team
SVN | OAK Realty Advisors is part of SVN International, a global commercial real estate network. With a client-first mindset and collaborative culture, the firm serves investors, developers, and institutions nationwide.

Slatt Capital Scales Smarter With Henry.ai
With over 50 years of experience, Slatt Capital is a leading commercial real estate mortgage brokerage serving clients nationwide. The firm works with 30+ correspondent lenders and 2,200+ financing sources across nearly all commercial asset classes.

Oasis uses Henry.ai to stay lean and move fast
Oasis Investment Sales is a boutique advisory firm specializing in self-storage deals, founded by Jon Fawley. After years at a large brokerage, Fawley built a leaner, more agile firm that delivers the same professionalism and speed as national competitors.

Greenstone Partners Transforms Brokerage Efficiency with Henry.ai
Greenstone Partners is a commercial real estate brokerage specializing in investment sales across diverse asset classes. Prior to adopting Henry.ai, Greenstone’s Broker Opinion of Value (BOV) collateral production was highly manual and time-consuming.

TrueNorth Accelerates Deal Flow and Cuts Costs with Henry.ai
The True North team, led by John Swartz under Compass, specializes in multifamily properties across Southern California. With 15+ years of experience, they guide families in building and preserving wealth through investments, 1031 exchanges, and asset manageme