Free 5-day course

Fix Your PM Data

Five days. One step a day. Each under 10 minutes. This is the work that has to happen before you add the next PM or fund as a feed.

The five days
  • Day 1Inventory every PM feed you actually receive
  • Day 2One chart of accounts. Yours.
  • Day 3Feeds that arrive without a person
  • Day 4The five checks on every load
  • Day 5Name the exception owner

CREx OS runs days 1 through 4. Agentic AM is the day-5 owner, on your portfolio, first month free.