CREx

Daily / D1

Start the day with
a useful brief.

What needs attention today? Put the property’s material changes beside the plan, then decide which questions to investigate.

Discuss your workflow The workflow plan

Morning Portfolio Review

The evidence.
The questions.
The next conversation.

One portfolio, reviewed at 08:00 ET on 11 October 2026.

The source pack spans 30 September to 9 October. The brief describes those dates explicitly: it does not claim that month-end or two-day-old information is today’s live result.

Collections history and operations exceptions feed the daily review alongside the property snapshot and approved plan. Missing source packs produce a partial brief.

Proposed owners and next steps stay proposals until your team accepts them. A missing quote, collection plan or renewal update remains an open question.

CREx Intelligence / Morning review

Your portfolio, this morning.

11 OCT 2026
08:00 ET
As of this review

Three items to discuss. Two manager questions. One proposed decision. Source dates range from 30 September to 9 October.

  1. 01

    Juniper · Collections

    Ask the manager

    $24,600 is more than 30 days overdue in the supplied aging report. The latest collection plan is missing. Ask for payment status, agreed actions and timing.

    AR aging · 09 OctProposed owner: Alicia
  2. 02

    Cedar · Lease expiries

    Confirm status

    Eight leases expire within 60 days of the report date. Renewal conversations are not confirmed in the supplied inputs. Request an updated status before assigning leasing priorities.

    Rent roll · 09 OctProposed owner: James
  3. 03

    Harbor · Property plan

    Team decision

    A proposed common-area project is outside the current plan. The revised scope and quote are missing. Review both before deciding whether to approve the work.

    Investment plan · 30 SepDecision owner: Team
Follow-up agenda20 minutes
  1. 00–04 Confirm report dates and the missing collection plan, renewal status and project quote.
  2. 04–12 Discuss the three exceptions and agree the questions for each property manager.
  3. 12–17 Accept or change the proposed owners. Decide what can proceed and what waits for evidence.
  4. 17–20 Record decisions, responsible people and agreed follow-up dates.
Proposed owners and actions require the customer team’s agreement.

D1 / Daily / Product design

A clear scope.
A useful output.

Start the day with the property's material changes. Put dated exceptions beside the investment plan and choose the next question.

Required inputs

Latest available property snapshots, prior-day comparison, source dates, investment plan and agreed materiality.

Review output

A ranked exception brief with source dates, missing inputs and suggested review owners.

The human decision

Choose which exceptions to investigate and assign follow-up.

Dependencies before conclusions

Make the gaps visible.

Upstream

What comes first.

D2 Collections Exceptions; D3 Operations and Make-Ready Exceptions

Required dependency

What must be accepted.

D2/D3 dated exception outputs; OS property snapshot; approved business plan/materiality

If an input is missing

What stays open.

Show a partial brief and name missing inputs; never infer current values from old sources.

Required dependency identified; source availability and reviewer acceptance not yet confirmed. Core is separate Consulting; OS contains the data/context foundation.

After the conversation

A short record.
A clear next step.

The agreed follow-up should capture the evidence reviewed, the decision or question left open, the accepted owner and the next review date.

  • Juniper: request the current collection plan; owner and deadline agreed in the meeting.
  • Cedar: obtain renewal status before choosing leasing priorities.
  • Harbor: request the revised scope and quote; no capital commitment is recorded as approved.

This is a design example, not a sent manager message, an approved capital decision or a live task record.

Start with one useful review

Bring the question.
And the context.

Show us the property, the inputs your team has and the decision the review needs to support. We can discuss fit and a scoped pilot.

Book a demo