CREx Intelligence / CREx OS
Bring your portfolio's data, investment plans and daily work to the AI your team already uses. CREx Intelligence sits on CREx OS, which includes the data and reporting foundation. Your team reviews the evidence and makes the decision.
Trusted by institutional
owners & operators
Source systems to confirm in your scope
Select a layer to see what it does
01 / 03 Customer-owned
Confirm the AI environment, authorized portfolio sources and supported access for your account. Ask to see the source basis and limitations for the answer your team needs.
Confirm the supported connection method, source coverage and access requirements for your AI environment.
Ask why NOI moved at a property, or which leases expire next quarter.
Ask to see the source report, reporting period and limitations behind an answer.
Your company keeps the AI relationship. Access boundaries are agreed with your team.
Why is Juniper under budget for September?
NOI is $31,200 under budget. Repairs ran $18,400 over plan after an unbudgeted roof repair, and $24,600 in rent is more than 30 days overdue.
Income statement · SepAR aging · 09 Oct
02 / 03 The work layer
Define the recurring work your team needs and confirm which capabilities are available for the proposed scope.
Identify the manager packages and review responsibilities needed for a close output.
Agree the available rent-roll review and follow-up support for your sources.
Discuss the source, comparison period and reviewer needed for variance commentary.
Confirm available review and forecast capabilities, required inputs and human responsibilities.
03 / 03 The foundation
CREx OS provides the portfolio data and reporting foundation. Agree the sources, periods, definitions and acceptance duties for your account.
Agree each property manager’s source environment, delivery method, reporting coverage and refresh expectations in the CREx OS scope.
Agree the owner reporting chart, source-account meanings and review of mapping differences.
Agree who reviews source gaps, follows up with each manager and maintains the reporting basis.
The business plan, debt terms and valuation assumptions sit next to the operating data.
Built around the way asset managers work.
How the platform fits
Different managers send different reports, on different calendars. CREx OS provides the owner-level data and reporting foundation underneath Intelligence. Agree the properties, managers, sources and reporting definitions in scope.
A received report still needs review before it becomes an accepted comparison. Use our practical PM-data acceptance checklist to record coverage, periods, open questions and responsibility.
Explore the PM-data acceptance checklist and our integration partners
Eligible CREx OS accounts include support from the CREx team. Work with a named CREx operator to agree reporting responsibilities, shared capacity and coverage for your account.
Plan scope
Start with customer-provided files or discuss automated PM feeds for the wider portfolio. We confirm the applicable plan, available scope and service coverage with your team.
Starter includes five properties and one working user. Add properties in groups of three, up to eleven across at most three property management companies.
Your team uploads and maintains supported reports and files. Working users can use CREx OS, supported AI connections and manual or scheduled workflows with alerts. Starter includes self-setup and email support. Additional seats are available.
Connected adds automated property manager feeds that CREx maintains. Each feed includes ten properties, two working users and two readers. Additional properties and seats are available.
CREx OS provides the portfolio data and reporting foundation for Intelligence. We agree source coverage and connected-data support for your portfolio. Eligible accounts receive Agentic Asset Management support within the scope of their agreement.
Your customer-owned AI subscription is separate.