CREx

Agentic Asset Management

Grow your portfolio.
Focus your team's work.

Agentic Asset Management is CREx OS delivery alongside your team. Discuss PM sources, reporting preparation and review responsibilities with a named CREx operator. Eligible support, shared capacity and coverage are defined in your customer agreement.

Available delivery scope is confirmed for your OS + Intelligence account.

Book a demo See the work

01 / Scale

Add properties.
Plan the work.

Each new property manager can bring more exports, account mappings and close preparation. Compare that work with the responsibilities of another analyst.

Compare the recurring work your team needs to do with the proposed OS delivery scope. Hiring, staffing and portfolio outcomes remain decisions for your organization.

  • AUM with the routine handled
  • AUM when growth waits on the next hire
  • Your team's headcount

02 / Who does what

Agree the routine.
You make the calls.

Agree which preparation tasks are included, what requires a reviewer and which decisions stay with your team.

The CREx team

With agents in CREx OS · The day to day

  • Review agreed PM sources and follow up on missing inputs
  • Review account mapping for the sources in scope
  • Review the rent rolls and properties included in scope
  • Prepare the agreed close package and commentary
  • Support for data reviews and agreed covenant calculations
  • Prepare the agreed business-review inputs
  • Discuss the questions and support covered between closes

Your team

The decisions

  • Hold, refinance or sell
  • Leasing strategy and the big renewals
  • Budgets and capital plans
  • What goes to the board, lenders and investors
  • Which quarterly actions to take, and who owns them

03 / The work

The routine, on a calendar.

Frequency, supported inputs, capacity and responsibilities are agreed before work begins.

Close

Every month

  • Feeds

    Define expected inputs, freshness checks and escalation steps for the sources in scope.

  • Chart of accounts

    New and changed GL accounts are mapped into your reporting chart, and the reason is written down.

  • Rent rolls

    Review the agreed rent-roll inputs and record questions that need clarification.

  • Close package

    Agree preparation, variance commentary and reviewer acceptance for the close package.

Review

Every quarter

  • Data review

    Where agreed, the review can cover:

    • the budget still holds against actuals
    • capital expenditures are tagged correctly
    • loan records match the debt service in the books
  • Covenants

    Confirm loan definitions, financial inputs and any covenant review included. Providing loan terms alone does not establish automated monitoring.

  • Quarterly business review

    Discuss the business-review format, source periods, review duties and distribution approval.

Day to day

Between month-ends

  • Asset management questions

    Define the questions, available records and response coverage for your account.

  • Feed issues

    Agree how issues are raised, escalated and closed with the relevant team or provider.

  • Changes to CREx OS

    Product requests are subject to assessment and prioritization. A request is not a commitment to a release date.

04 / Quarterly business review

A quarter, summarized for review.

Agree the output, included areas, cadence and reviewers for your portfolio.

Use actions with clear owners and dates where the review calls for them. Your team decides which actions to take.

05 / Trusted data

It starts with agreed sources.

CREx OS brings agreed property-manager data into the portfolio foundation. Confirm system access, source coverage, account mapping and refresh cadence for each manager. Exception and review responsibilities are defined in your delivery scope.

  • Yardi
  • MRI
  • RealPage
  • Entrata
  • ResMan
  • Buildium
  • Rent Manager
See source options ↗See the three checks
  1. FreshnessDid every property report on time?
  2. MappingDoes every GL account land in your reporting chart?
  3. Completeness and sanityAre the trial balance and rent roll whole, and do the numbers make sense?

Questions

Frequently asked questions.

Is Agentic Asset Management a separate service?
Agentic Asset Management is CREx OS delivery. Eligible accounts receive support with shared capacity, responsibilities and coverage defined in the customer agreement. It is not a separate Consulting engagement.
How should we compare this with hiring another analyst?
Compare the recurring preparation work with the proposed OS delivery scope before deciding whether to hire another analyst. Your team retains asset, portfolio and distribution decisions.
What do you need from us to test covenants?
Start with the loan documents, covenant definitions and approved financial inputs. Confirm the calculations, cadence and reviewers included in scope.
What's in the quarterly business review?
Agree the format, reporting periods, covered areas and reviewer responsibilities for your account.
What happens when a property manager's feed breaks?
Agree who monitors source delivery, contacts the manager, reviews corrections and closes an issue. Timing and coverage depend on the source and customer agreement.
What if we need something CREx OS doesn't do yet?
Discuss the requirement with CREx. Product requests are assessed and prioritized; they do not establish available functionality or a promised release.
Do agents send anything to investors on their own?
Your team decides what is approved for distribution. Confirm any enabled preparation, review and sending permissions before using a workflow.

Plan scope

Choose the starting point.
Agree the scope together.

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

Up to three properties, without automated PM feeds. Enabled by our CREx Intelligence AI uploader.

Work with customer-provided Excel, CSV, PDF and Word documents within supported limits. Includes CREx OS access and workflow creation, with CREx Intelligence use within the limits stated in your plan terms. Self-service setup and email support.

OS + Intelligence

For the wider portfolio, with PM feeds and working users agreed in scope. OS includes the data and reporting foundation; Intelligence adds the asset-management work layer above it.

Authorized OS report-only viewers are included. Customer configuration follows the agreed scope. Eligible accounts receive Agentic AM delivery support with shared capacity and coverage defined in the customer agreement.

Your customer-owned AI subscription is separate.

Book a demo

Bring your manager list.

Bring your manager list and the recurring work your team handles. We will discuss the available platform, delivery scope and review responsibilities.

Book a demo