CREx Software
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CREx/Blueprint
Consulting

Make real estate tech decisions with clarity.

Independent advisory that maps your stack, selects the right platforms, and delivers implementations your team can actually operate. Modernization without the vendor pitch.

/ 01The problem

Modernization stalls when tools, data, and ownership don't align. We create clarity before you spend.

Most CRE firms don't have a software problem — they have an ownership problem. Six platforms, three data teams, nobody on the hook for the rent roll that ends up in the investor report.

Blueprint starts with the org chart and ends with a go-live. You leave with the right tools, right processes, and the right people accountable for each.

Methodology

Four phases. Fixed fees. No T&M.

We scope tight, price certain, and ship on time. Every phase ends with a deliverable your team owns.

/ 01WEEK 1–2
Assess

Map the current tech stack, data topology, process gaps, and ownership model across your portfolio.

Output
Current-state report
/ 02WEEK 3–4
Decide

Evaluate ERP candidates, integration partners, and automation targets against your constraints.

Output
Vendor scorecard
/ 03WEEK 5–16
Deliver

Stand up platforms, migrate data, and configure reporting with accountable project management.

Output
Go-live package
/ 04ONGOING
Operate

Business as usual support framework to provide stability and confidence for your end users.

Output
Runbooks + training
Services

Built for real estate operators.

Four focused service lines. Delivered by practitioners who've run portfolios, not pure consultants.

/01 · ADVISORY
Real estate ERP advisory & selection

Independent evaluation of Yardi, MRI, RealPage, Entrata, and category alternatives. No vendor kickbacks.

/02 · DIAGNOSTIC
System rationalization

Consolidate overlapping tools, retire shelf-ware, and design a platform map that scales with your firm.

/03 · OPERATIONS
Business process assessment

Re-engineer workflows for reporting, lease administration, and capital planning with defined owners.

/04 · IMPLEMENTATION
Yardi services

Implementation, module activation, and custom reporting — delivered by certified Yardi practitioners.

Yardi practice

Independent Yardi expertise.

A deep bench of certified Yardi practitioners — used when Yardi is the right answer, not by default.

/01 · Implementation
Full-Scale Implementation

End-to-end Yardi® deployments, including services such as discovery, project management, implementation, and comprehensive organizational change management. All focused on your specific future operating model and needs.

/02 · Migration
Legacy Data Migration

Data cleansing, migration, and validation from legacy systems.

/03 · Reporting
Custom Report Development

CREx, with a depth of understanding of the Yardi data model and schema, is well-positioned as your partner for custom report development using SQL, YSR or Power BI.

/04 · BAU Support
Support Services

Support framework to provide stability and confidence for your end users.

Practical guide
Already running Yardi? Compare the three paths to getting your data out — Yardi Data Connect, Yardi Replicate, and managed pipelines.
Read the guide →
FAQ

Frequently asked questions.

No. We're an independent advisory firm.

Each engagement and relationship is unique. We spend time upfront to understand your strategic objective, needs, and projects to provide a Statement of Work and proposal tailored to meet those requirements.

Depending on the nature of the engagement, we can ramp up a project team in between two to four weeks.

Yes, however, we would like to understand your specific technology architecture and stack to ensure we have the knowledge to effectively support it.

Ready to simplify your tech stack?

A 45-minute scoping call is the fastest way to see if Blueprint is a fit. We'll review your stack and give you a rough engagement shape on the spot.

Stop reconciling.
Start operating.

See how CREx can partner with you to support your strategic objective.

Schedule a call Download the platform brief