Owner reporting / Evaluation guide
How should owners evaluate CRE data integration software?
Evaluate how the proposed integration obtains authorized source data, maps it to your reporting definitions and handles incomplete or changed inputs. Compare delivery responsibilities and accepted outputs alongside the connection method.
By CREx Software · Editorial review 2026-10-18
A connection is one part of the reporting requirement.
An owner may retain a warehouse, use a reporting platform or combine both. The useful boundary is the handoff: what has arrived, which definitions apply, what remains unresolved and who maintains the result after an account or source changes.
What to confirm before choosing the scope
| Requirement | What to confirm | What to retain |
|---|---|---|
| Access | Confirm the permitted route for each source. | Record licensing, credentials and source-side work. |
| Data contract | List fields, entity identifiers and reporting periods. | Keep an example package and expected delivery. |
| Account crosswalk | Agree source-to-reporting definitions. | Name the owner of mapping changes. |
| Exceptions | Decide how gaps affect reporting. | Record partial coverage and follow-up. |
| Destination | Specify the report, warehouse or portfolio view. | Agree the handoff and continuing responsibility. |
These are buyer and reviewer questions. They do not claim that the checks run automatically in CREx or establish a missing capability in another product.
Review example
A source question to work through
A connector delivers a trial balance successfully, but the property identifier differs from the owner roster. The delivery is technically complete while the portfolio join remains unresolved. Both statuses matter.
Record the source, affected output, person responsible and next review date. Keep an unanswered item open until the appropriate reviewer accepts its treatment.
Where CREx fits
CREx OS is the portfolio data and reporting foundation beneath CREx Intelligence. Agree source coverage, reporting definitions, delivery expectations and review responsibilities for your account. Confirm the specific AI environment and available capabilities in the proposal. Your team reviews the evidence and makes the decision.
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.
Core is separately scoped Consulting for bespoke data projects. It is separate from the data foundation included in OS.
Questions to bring to the discussion
Is an API the only delivery method?
Can CREx work alongside our warehouse?
Continue with the relevant guide
Discuss your requirements
Bring the source question.
Start with the manager roster, reporting purpose and open questions. We can discuss the relevant CREx scope and what needs confirmation.
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