Case Study: Montgomery IG drives more deals with Henry.ai
Montgomery Intermediary Group is a boutique real estate brokerage specializing in senior housing and long-term care assets (e.g. skilled nursing facilities, assisted living centers, memory care communities, and independent living communities). Founded in 2020, the firm has carved out a powerful position in a highly specialized market. In just five years, it ranks among the top ten firms in the country within its niche.
From day one, founder Andrew Montgomery wore every hat in the business. He handled sales, analysis, marketing, and client service—often tackling administrative and marketing tasks in evenings so he could focus on deals during the day. For preparing BOVs (Broker Opinion of Value) Montgomery had plug-and-play templates, but gathering all that information and inputting it into the templates took several hours. Plus, having a marketing or design team add final polish could take even longer and might have to be foregone for a fast paced deal. Scaling deal volume, Montgomery was searching for something to replace this high friction manual process.
The Turning Point
Montgomery IG needed a way to keep up with increasing demand without sacrificing speed or quality. That inflection point came with the adoption of Henry.ai.
When a client requests a BOV, the Montgomery team underwrites the deal, then simply drags the relevant information into Henry. Within minutes, a polished presentation is generated. “After we do a quick review and some light edits, the document is ready to send,” explained Montgomery.
“Henry transformed the firm's workflow almost immediately,” shared Montgomery. “We’ve gone from plug-and-play to drag-and-drop. We can turn something around to a client by the next day and Henry reports are client-ready: polished, consistent, and tailored to impress. We see this as a competitive advantage because we can respond to our clients with high-quality, professionally branded materials in a fraction of the time.”
Results
With Henry.ai in place, Montgomery IG has more than just a time-saving tool—it has a strategic advantage.
Turnaround times have dropped dramatically. What used to take several days to turn around can now be delivered within 24 hours. That speed creates a tangible edge in a competitive brokerage environment, where fast, professional responses can make the difference between winning and losing a deal.
The firm’s presentations have leveled up, too. Clients now receive beautifully formatted, data-rich materials that reflect Montgomery IG’s expertise and professionalism. And because Henry can produce multiple presentations simultaneously—without ever needing a break—the firm can scale without adding overhead. As Montgomery described: “Henry.ai is time savings. It’s more time back to me to get more deals.”
“We see Henry.ai as a competitive advantage because we can respond to our clients with high-quality, professionally branded materials in a fraction of the time.”
Andrew Montgomery, President of Montgomery IG.
