Owner reporting / Evaluation guide
What should portfolio software do for an owner with third-party managers?
Help the owner work from the reporting information it is authorized to receive across managers. Evaluate source coverage, comparable definitions, missing-information treatment and review responsibilities against the owner's intended output.
By CREx Software · Editorial review 2026-10-18
Build the requirements from the manager roster.
A list of software logos is not a coverage agreement. For each manager, identify the relevant environment, access route and reporting package. Include a mixed-period or incomplete-package example in the evaluation so the proposed handling is clear.
What to confirm before choosing the scope
| Requirement | What to confirm | What to retain |
|---|---|---|
| Manager roster | List each manager, property and source environment. | Confirm who can authorize access. |
| Reporting need | Name the report or ownership question. | Identify the required fields and periods. |
| Definitions | Compare accounting basis and account structures. | Agree the reporting chart and exceptions. |
| Responsibility | Separate PM, owner and provider duties. | Specify who supplies corrections and accepts outputs. |
| Continuity | Plan for a new manager or a changed source. | Agree the change and handoff process. |
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 newly appointed manager can supply a quarterly package but not the monthly detail used elsewhere. Keep that limitation visible until the owner agrees an appropriate comparison or obtains the missing source.
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
Must all managers change systems?
How should we compare CREx with other providers?
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.
Book a demo ↗Discuss the applicable scope
Tell us about your property managers, reporting requirement and source systems. We will discuss how CREx Intelligence and CREx OS fit your portfolio.
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