Welcome to the CRE AI Institute Build Room.

Showing 53 of 53

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  Mission Control agent

  Puts your deals, your market, and your day on one screen you open first.

  Reads

  Your deal pipeline, inbox, and calendar

  You approve

  Nothing leaves the screen without you

• 

  Deal intake desk agent

  Splits new deal flow across a set of agents that hand the file to each other.

  Reads

  Inbound deals and the packages attached to them

  You approve

  The shortlist, before anyone underwrites it

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  Personal market terminal agent

  Centralizes the news in your market, the players you watch, and what you owe people.

  Reads

  Market news, your watchlist, your open items

  You approve

  You decide what is worth acting on

• 

  OM intake agent

  Turns every OM that hits your inbox into deal data instead of a re-keying job.

  Reads

  Offering memoranda, flyers, broker packages

  You approve

  The extracted numbers, before they reach a model

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  Rent roll and T-12 normalizer agent

  Collapses an owner's workbook into your own line items, with the source cell kept.

  Reads

  Rent rolls, T-12s, owner-supplied workbooks

  You approve

  Every add-back and reclass it proposes

• 

  Buy box screen agent

  Returns a one-page go or no-go on a new deal against the box you actually buy in.

  Reads

  The deal package and your stated buy box

  You approve

  Every pass, in writing, before it is filed

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  Comp set builder agent

  Assembles sale and rent comps for a subject property with a source on every line.

  Reads

  Your comp files, listing data, prior deals

  You approve

  Which comps make the set

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  Broker comp capture agent

  Files the comps that arrive as email attachments into one set you can actually search.

  Reads

  Broker emails and their attachments

  You approve

  Nothing enters the set unreviewed

• 

  Target universe scoring agent

  Ranks your whole target universe on your own weightings and flags what moved this week.

  Reads

  Your property universe and your scoring model

  You approve

  The weightings stay yours to set

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  Pipeline map agent

  Puts the live pipeline and the target set on a map with the detail on the pin.

  Reads

  Pipeline records and property locations

  You approve

  You decide what is shown to whom

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  Underwriting model loader agent

  Loads normalized financials into the model you already underwrite in, not a new one.

  Reads

  Normalized financials and your existing template

  You approve

  The model stays yours, formulas untouched

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  Critical date tracker agent

  Watches the dates in an executed PSA so nothing goes hard while you are heads down.

  Reads

  PSAs, amendments, and your closing calendar

  You approve

  Every waiver and extension is yours to sign

• 

  Debt quote matrix agent

  Lines up lender term sheets side by side on proceeds, rate, IO, and prepay.

  Reads

  Lender term sheets and quotes

  You approve

  The lender decision, always

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  Daily property report pull agent

  Runs the exports you pull by hand every morning and stages them in your format.

  Reads

  Rent roll, availability, box score, AR and AP aging

  You approve

  The staging format is yours to define

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  Budget variance commentary agent

  Drafts the variance narrative against budget and prior year, with the line items cited.

  Reads

  Actuals, budget, prior-year statements

  You approve

  Every explanation before it goes in the pack

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  Monthly ops review pack agent

  Assembles the ops call pack from the systems you screenshot today.

  Reads

  Your property systems and last month's pack

  You approve

  The pack, before the call

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  Lease abstract agent

  Pulls commencement, expiration, options, escalations, and recoveries into one clean row.

  Reads

  Executed leases, amendments, estoppels

  You approve

  Every field it is unsure of gets flagged to you

• 

  CAM and NNN reconciliation agent

  Ties recoverable expenses back to what each lease actually allows you to bill.

  Reads

  Operating expenses and lease recovery clauses

  You approve

  Every tenant billing, before it goes out

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  Expiration and option watch agent

  Shows your rollover exposure by year and warns you before an option notice date passes.

  Reads

  Lease expirations, option windows, notice terms

  You approve

  You decide how to play each expiration

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  Debt maturity and covenant watch agent

  Tracks maturities and tests DSCR and debt yield against the loan documents each period.

  Reads

  Loan documents and current operating results

  You approve

  Any lender conversation is yours to start

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  Move-out reason tracker agent

  Groups why people are leaving into something you can act on property by property.

  Reads

  Move-out notices and renewal outcomes

  You approve

  You read the raw reasons, not just the grouping

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  Delinquency chase list agent

  Turns AR aging into a ranked list of who to call today and what was already said.

  Reads

  AR aging and prior collection notes

  You approve

  Every resident contact, before it sends

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  Capital chargeback audit agent

  Checks that completed capital work actually landed on the right ledger.

  Reads

  Capital scopes and the general ledger

  You approve

  Every exception it flags goes to a human

• 

  Insurance and COI tracker agent

  Holds every policy and certificate in one view and warns you before a renewal date.

  Reads

  Policies, certificates, renewal dates

  You approve

  Renewal decisions stay with you

• 

  Quarterly reforecast agent

  Rolls the period's actuals into the reforecast at the GL detail you already keep.

  Reads

  Actuals and your existing forecast model

  You approve

  Every assumption change is yours

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  Quarterly investor report agent

  Assembles the quarterly report in your format instead of collecting it person by person.

  Reads

  Property financials and last quarter's report

  You approve

  The full draft, through your usual review

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  Investor update drafter agent

  Writes the first draft of the narrative section from what actually happened this quarter.

  Reads

  Operating results and asset-management notes

  You approve

  Nothing reaches an investor unedited

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  LP cash flow package agent

  Produces the quarterly cash flow statement in the format your legacy LPs expect.

  Reads

  P&L, balance sheet, ending cash

  You approve

  Tied out by your accountant, as today

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  LP question desk agent

  Answers an LP question from the documents you already published, and cites which one.

  Reads

  Your published reports and offering documents

  You approve

  You send the answer, it only drafts it

• 

  Pitch book builder agent

  Rebuilds the pitch book from the live dataset instead of last quarter's file.

  Reads

  Your live property data and your deck template

  You approve

  Every page, before it leaves the building

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  Capital call and distribution notices agent

  Drafts the notice set per LP from the schedule, with the math shown.

  Reads

  Ownership schedules and distribution math

  You approve

  Every notice, and every number in it

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  LP record keeper agent

  Keeps the investor CRM current so the quarterly send is not a data cleanup project.

  Reads

  Your investor CRM and signed documents

  You approve

  Changes to an LP record are reviewed

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  K-1 season tracker agent

  Tracks which K-1s are out, which LPs are still waiting, and who has asked twice.

  Reads

  Your entity list, LP roster, and accountant's status

  You approve

  Your accountant owns the tax positions

• 

  Data room indexer agent

  Inventories the room and tells you what a buyer will ask for that is not in it yet.

  Reads

  The data room and your diligence checklist

  You approve

  You decide what gets shared

• 

  True owner lookup agent

  Gets past the LLC to the person who actually decides, with a contact that is current.

  Reads

  Ownership records and your existing list

  You approve

  You confirm the match before outreach

• 

  Prospect list verifier agent

  Dedupes the list you already have and keeps your A, B, C tiers alive instead of stale.

  Reads

  Your CRM lists and their tiering

  You approve

  The tiers stay your judgment

• 

  Morning call list agent

  Hands you the day's dials with the direct numbers already surfaced.

  Reads

  Your pipeline, your list, yesterday's activity

  You approve

  You make the calls, it only queues them

• 

  Market signal monitor agent

  Flags leadership changes, M&A, and capital moves in your market the day they break.

  Reads

  News, filings, and your watchlist

  You approve

  You judge which signal is worth a call

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  Outreach sequencer agent

  Runs the personalized email alongside the calls so you are dialing people who know your name.

  Reads

  Your verified list and your own sent mail

  You approve

  Every sequence, and every send window

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  Tenant-in-market watch agent

  Watches expirations and space moves in your submarket and tells you who is about to need something.

  Reads

  Lease expirations and submarket activity

  You approve

  You decide who is worth approaching

• 

  BOV first draft agent

  Builds the opinion of value off your own comps, with every comparable traceable.

  Reads

  Your comp set and the subject property

  You approve

  The value conclusion is yours, always

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  Submarket survey builder agent

  Rebuilds the availability and asking-rate survey for a submarket without the copy-paste.

  Reads

  Availabilities, asking rates, recent leases

  You approve

  You confirm the set before a client sees it

• 

  Tour book builder agent

  Turns the shortlist into a client-ready tour book with the stats and the route.

  Reads

  Shortlisted spaces and your brand template

  You approve

  Everything client-facing, before it ships

• 

  Teaser and flyer builder agent

  Produces the teaser, the flyer, and the blast from one listing record.

  Reads

  The listing record and your brand templates

  You approve

  Everything client-facing, before it ships

• 

  Commission pipeline agent

  Keeps your deals, their probability, and what they pay you in one honest view.

  Reads

  Your deal pipeline and commission splits

  You approve

  You set the probability on every deal

• 

  Escalation triage desk agent

  Sorts the escalation inbox and brings the lease and resident detail with it.

  Reads

  The escalation inbox and your property records

  You approve

  Every reply to a resident or tenant

• 

  Follow-up chaser agent

  Keeps every open item moving on its own cadence instead of on your memory.

  Reads

  Open threads and who owes what

  You approve

  You set the cadence and the escalation path

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  Inbox to task board agent

  Turns a 300-email day into a task list with owners and dates attached.

  Reads

  Your inbox and your existing task tool

  You approve

  You clear the board, it only builds it

• 

  Meeting commitment extractor agent

  Pulls the promises out of a call transcript and files them against the right deal.

  Reads

  Call transcripts and your deal records

  You approve

  You confirm what you actually committed to

• 

  Month-end close mapper agent

  Maps the manager's trial balance to your chart of accounts without the re-coding pass.

  Reads

  Manager financials and your chart of accounts

  You approve

  Every mapping exception goes to accounting

• 

  Consolidation prep agent

  Assembles the intercompany eliminations before the annual consolidation, not during it.

  Reads

  Entity financials and intercompany activity

  You approve

  Your accountant owns the consolidation

• 

  Vendor compliance file agent

  Keeps W-9s, insurance, and licenses current so a vendor is never onboarded twice.

  Reads

  Vendor records and their documents

  You approve

  Approval to engage stays with you

• 

  ILS listing audit agent

  Checks that your listings, numbers, and site details are alive across every channel.

  Reads

  Your listing channels and contact records

  You approve

  You fix what it finds, it does not edit live