What does CREx Deal Intelligence do?

It is the deal database for CRE acquisitions teams. Forward any broker email and CREx automatically triages the deal into the right stage — coming soon, OM available, rent roll, call for offer — scores it against your buy box, and tracks it in one shared flow with a workflow checklist.

How does the Email-to-OM automation work?

Forward broker emails to your dedicated CREx address. CREx uses AI to abstract and store the OM, T-12, and rent roll, builds a clean deal record, and kicks off your Excel underwriting — no copy-paste, no lost deals.

Your custom acquisition criteria — asset class, market, size, cap rate, deal size, return thresholds. Every forwarded deal is automatically scored against your buy box so the deals that fit rise to the top.

What is Broker Intelligence?

A dedicated section to store and rate every broker, see who sends you deals that close, and manage deal flow across all your brokers in one place.

CREx Deal Intelligence

Your inbox is where deals start.
Make it where they get done.

Forward any broker deal — coming soon, OMs, rent rolls, T-12s, call for offers — and CREx Deal Intelligence triages it, scores it against your buy box, and tracks it in one shared deal database. The best deal database in CRE, built from your inbox.

Start free — sign up How it works

100 deals/mo

Free

12 hr/wk

Time saved / analyst

< 2 min

Email-to-deal record

Deal Board

Pipeline Hub

+ NEW DEAL

BoardListSearch deals…20 deals

Prescreen4$797.6M

CREDIT✉ INBOUND#xWAq

The Brook

547-557 & 565-589 Fulton Street

44%

Mixed Use$647.4M

EQUITY✉ INBOUND#cN1n

Dulles North Portfolio

44610 Waxpool Road

Hotel$0.0M

Prospect9$179.7M

EQUITY✉ INBOUND#xmoy

DFW Logistics Center

2801 W. Marshall Drive

31%

Industrial$10.2M

EQUITY#xcGo

Harbor Medical Plaza

600 Medical Center Dr

Medical Office$22.0M

prescreen · stage · trackpowered by Claude

/ 01The pain

Deals die in the inbox. Not because you're slow — because there's too much.

The average acquisitions analyst gets 80–120 deal emails a day. Most are noise. The few that matter get triaged into a spreadsheet 14 hours late, half-extracted, and missing the bid date.

CREx Deal Intelligence parses every forwarded deal in real time and extracts what matters — so the deals you should pursue never wait, and the ones you should pass on never linger.

AI Deal Automation

Every forwarded deal, parsed in seconds.

Most acquisitions teams lose 2–3 hours a day to inbox triage. Deal Intelligence collapses that into minutes — and never misses a deal again.

INGEST/ 01

Deal forwarded

Forward to your dedicated CREx address. Every broker deal — OM, teaser, rent roll, bid update — is parsed in real time.

→

EXTRACT/ 02

Deal extracted

Sender, broker, asset class, location, NOI, asking price, occupancy, bid date — pulled from the body and every attachment.

→

TRIAGE/ 03

Staged & scored

Auto-sorted into the right stage — coming soon, OM available, rent roll, call for offer — and scored against your custom buy box.

→

ABSTRACT/ 04

Abstracted & kicked off

AI abstracts and stores the OM, T-12, and rent roll, then kicks off your Excel underwriting. See CRE10x to accelerate it.

What it looks like

An OM hits your inbox. By the time you sip your coffee, it's a deal record.

No copy-paste. No spreadsheet stitching. The deal is in your pipeline and the comp is built — ready for review.

↓ INCOMING9:42 AM · 2 attachments

OM — 245 Park Ave · Class A Office Tower

From: Sarah Chen — Eastdil Secured

To: yourfirm@dealintelligence.crexsoftware.com

Hi team — pleased to share the offering memo for 245 Park Avenue. The asset is a 1.2M SF Class A office tower in Midtown East with 94% occupancy, $48M in-place NOI, and a WALT of 7.4 years. Asking guidance is $1.6B. Best & finals on Friday, 11/14.

📎 245-Park-OM.pdf📎 RentRoll.xlsx

✓ EXTRACTED FROM OMAI · 98%

Asset

245 Park Avenue

Class

Office · Class A

Market

Manhattan · Midtown East

Size

1.2M SF

Occupancy

94%

In-place NOI

$48.0M

Asking price

$1.60B

Implied cap

3.0%

WALT (rent)

7.4 yrs

Bid date

Fri Nov 14

Deal database

From coming soon to call for offer — every inbound deal, triaged.

Every forwarded deal lands in the right stage automatically — searchable, scored, and shared across your whole team. Your first 100 deals a month are free.

100 / 100 left this monthAll Stages 7Coming Soon 2OM Available 3Rent Roll 1Call for Offer 1

Coming Soon2

4-prop industrial portfolio

TX · CBRE Capital Markets

BUY BOX 882d

Grocery-anchored retail

Denver · JLL

BUY BOX 714d

OM Available3

245 Park Ave · Class A office

Manhattan · Eastdil Secured

BUY BOX 94today

312-unit multifamily

Phoenix · Newmark

BUY BOX 901d

Cold storage facility

Dallas · CBRE

BUY BOX 633d

Rent Roll1

Garden multifamily

Atlanta · Cushman & Wakefield

BUY BOX 86today

Call for Offer1

Medical office portfolio

TX · JLL

BUY BOX 91bid Fri

Deal board · pipeline hub

Promote a deal and watch it move to close.

The deals you pursue land on a shared pipeline board — prescreen, prospect, underwriting, LOI, due diligence — with live progress on every card.

Board20 deals in pipeline

Prescreen4$797.6M

CREDIT✉ INBOUND#xWAq

The Brook

547-557 & 565-589 Fulton Street

44%

Mixed Use$647.4M

EQUITY✉ INBOUND#cN1n

Dulles North Portfolio

44610 Waxpool Road

Hotel$0.0M

Prospect9$179.7M

EQUITY✉ INBOUND#xmoy

DFW Logistics Center

2801 W. Marshall Drive

13%

Industrial$10.2M

EQUITY#xcGo

Harbor Medical Plaza

600 Medical Center Dr

Medical Office$22.0M

Underwriting6$362.5M

EQUITY#7OTa

BioLabs at Research Triangle

4400 Discovery Blvd

Life Science$62.0M

EQUITY#XAlW

TechVault Data Campus

9500 Innovation Way

Data Center$120.0M

LOI1$38.0M

EQUITY#7q5s

CrossDock Logistics Center

15200 Distribution Pkwy

Industrial$38.0M

Due Diligence0

EMPTY

Buy box & workflow

Scored against your buy box. Tracked with your checklist.

Define your acquisition criteria once. Every deal is scored the moment it lands — then moves through a shared workflow checklist your whole team can see.

Buy box match · 245 Park Ave94 · strong fit

Asset class · Office, Class A

Target: Office, Industrial, Multifamily

✓ match

Market · Manhattan, Midtown East

Target: Gateway markets

✓ match

Deal size · $1.6B

Target: $250M – $2B

✓ match

Implied cap · 3.0%

Target: ≥ 4.5%

⚠ below

DFW Logistics Center

2801 W. Marshall Drive, Grand Prairie, TX

⬇ EXPORT EXCEL

Workflow & checklist5 / 16 done

Prescreen2 / 2

✓Review OM / teaser

✓Confirm strategy & market fit

ProspectCURRENT STAGE2 / 2

✓Establish broker contact

✓Preliminary screen against criteria

Underwriting1 / 4

Get NDA executed

✓Upload T-12↑ RE-UPLOAD

Upload Rent Roll↑ UPLOAD

Upload Comps↑ UPLOAD

LOI0 / 2

Draft & submit LOI

Negotiate key terms

Delivery & export

Every deal record, delivered to your stack.

Deal data never gets stuck in CREx. Push it anywhere your team and your models already live.

/01

Export to Excel

One click drops the abstracted deal record — OM, T-12, rent roll — straight into your Excel underwriting model.

/02NEW

Auto-push deals to any SFTP

Every new deal record is delivered to your SFTP automatically — drop deals straight into your data lake, BI stack, or model pipeline. Set it once; it runs on every inbound deal.

/03

Shared model & drive link

Attach your model URL or shared-drive folder to any deal, so the whole team works from one source of truth.

Broker Intelligence

Know which brokers actually send you winners.

Store and rate every broker, see who sends deals that close, and manage deal flow across all your brokers from one place.

BrokerSentClosedYour rating

Sarah Chen

Eastdil Secured

244★★★★★

Mark Reyes

CBRE Capital Markets

413★★★★★

Dana Liu

Newmark

182★★★★★

Tom Ford

JLL

120★★★★★

/01

Broker profiles

Every broker, stored automatically from your forwards — firm, coverage, contact, and full deal history.

/02

Rate every broker

Score brokers on deal quality and responsiveness. Ratings travel with the relationship across analyst turnover.

/03

Deal flow by broker

See volume, fit, and close rate per broker — so you know exactly where your best deals come from.

/04

Relationship reminders

Nudges to re-engage top brokers who've gone quiet — keep your best deal sources warm.

Plans & billing

Choose your intelligence tier.

Start free. Scale your pipeline as your deal flow grows.

Current plan

Analyst Lite

$0/mo

✓Up to 10 deal slots
✓100 prescreen inbox deals / mo
✓Solo account (1 user, no team invites)

Start free →

Recommended

Upgrade

Pro Dealmaker

$99/mo

✓Unlimited deal pipeline
✓250 prescreen inbox deals / mo
✓Up to 3 users included
Additional users beyond 3 are $99/mo each.

Secure checkout via Stripe

For teams

Scale up

Team

$249/mo

✓Unlimited deal pipeline
✓1,000 prescreen inbox deals / mo
✓Up to 10 users included
Need more than 10 seats? Contact sales for Enterprise.

Secure checkout via Stripe

Custom

Enterprise

Custom

✓Custom prescreen volume
✓Unlimited users
✓Dedicated support & auto-push to SFTP

Talk to sales

FAQ

Questions about Deal Intelligence.

Do you read all of my email?

No. Deals are forwarded to us, where we parse and store only the data you send. Your mailbox is never connected.

Where does the data live?

Your deal data is stored securely in your private CREx workspace. You can export any deal to Excel or auto-push records to your own SFTP at any time.

Which mail systems can forward to CREx?

Any of them. Outlook, Gmail, or any mail client can forward to your dedicated CREx inbox — manually or with an auto-forward rule. No mailbox connection or OAuth required.

Can it work alongside our CRM?

Yes. CREx runs alongside your existing CRM and underwriting model. Export deal records to Excel, push them to your SFTP, or attach a shared model link to any deal.

Stop triaging your inbox. Start closing deals.

Create a free account and forward your first 100 deals this month — no credit card, no setup. See your inbox become a deal database in minutes.

Your inbox is where deals start.Make it where they get done.

Deals die in the inbox. Not because you're slow — because there's too much.

Every forwarded deal, parsed in seconds.

An OM hits your inbox. By the time you sip your coffee, it's a deal record.

From coming soon to call for offer — every inbound deal, triaged.

Promote a deal and watch it move to close.

Scored against your buy box. Tracked with your checklist.

Every deal record, delivered to your stack.

Know which brokers actually send you winners.

Choose your intelligence tier.

Questions about Deal Intelligence.

Stop triaging your inbox. Start closing deals.

Your inbox is where deals start.
Make it where they get done.