After the install, stack capabilities. One sprint at a time.

Written down before any building starts. Renewal drafts ready every Monday, covenant math cited to the loan agreement, letter inputs pulled in under an hour. The metric decides if the sprint worked.

Live in your stack, running on your documents. Built inside your existing OneDrive or Google Drive, your Excel models, and your HubSpot. Most sprints need no new subscriptions.

Your named owner runs the automation without us. What it does, how to run it, what to check, and who to call. Dependency is a bad product; competence is a better retainer.

Covenant compliance tracker with the math cited to the loan agreement, debt maturity ladder, refi and lender package builder, rate cap and escrow expiry tracking, recurring lender reporting.

Renewal priority list with drafted notices ranked by rent at risk, lease expiration waterfall, rent roll change reports, data quality audits, stacking plans, rent vs market audits.

Monthly close package from filed PM statements, budget variance alerts, NOI waterfall year over year, 12-month forecast builder, forecast drift review, expense waterfalls.

Investor letter inputs pack, first-draft quarterly LP memo in your format and voice, board pack assembly, distribution waterfall in your own Excel, capital event notices, LP question inbox.

OM parser with page-level source tracking, deal screening scorecard against your written criteria, your Excel model registered and cloned per deal, pro forma and sensitivity chains, IC memo drafting.

Disposition data room builder that pulls, organizes, and indexes every operational document a buyer needs, plus a staged buyer Q&A brain for due diligence, controlled by you.

HubSpot broker book with market and asset-class tags, outreach batches to brokers gone quiet grounded in real activity, deal-source attribution closing the loop from intake to broker record.

Daily portfolio pulse, delinquency watchlist, work order aging alerts, make-ready priority queue, eviction trigger reports, move-out post-mortems. Runs on live data via CREx OS.

The underwriting performance agent scores how well you run deals: pipeline velocity, screening hit rate, and assumption calibration against actuals. The asset management performance agent scores every held asset against its original underwriting and surfaces hold, refi, or sell signals quarterly.

Needs-review queue automation with suggested resolutions, data freshness audits so you know which sources are overdue, and access and entitlement audits.

Scope your first sprint.

A 30-minute scoping call. Tell us your portfolio size, asset class, and the workflow that hurts most. We come back with the catalog items that fit, a success metric, and a fixed scope. Not installed yet? Start with the Core Install.

Prefer email? contact@crexsoftware.com