Owner reporting / Evaluation guide
What should an acquisition-information workflow evaluation cover?
Identify the documents and information your team is authorized to use, the screening criteria it applies and the review required before a deal proceeds. Confirm available capabilities and responsibilities rather than assuming automatic extraction, scoring, integration or outreach.
By CREx Software · Editorial review 2026-10-18
Keep a screening suggestion separate from an investment decision.
A forwarded document can omit dates, assumptions or material information. Record its provenance and limitations before using it in a screen or model. Have the responsible team agree the criteria, evidence and next action for the particular acquisition process.
What to confirm before choosing the scope
| Requirement | What to confirm | What to retain |
|---|---|---|
| Information intake | Identify the authorized documents and source contact. | Keep the source version and stated limitations. |
| Screening | Record the team's criteria and required inputs. | Distinguish missing information from a failed criterion. |
| Extraction | Compare any prepared fields to the source document. | Keep the reference and reviewer's correction. |
| Model handoff | Confirm the accepted format and assumptions. | Agree what remains for the underwriting team. |
| Actions | Name who may approve, communicate or commit. | Confirm authority separately from software access. |
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 marketing package includes an occupancy claim without a dated rent roll. Record the missing source as an open question; do not treat the promotional statement as a verified operating result.
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
Are the legacy page's automatic extraction and integration promises established here?
Will an AI recommendation make an investment decision or contact a broker?
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
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