Daily · D2
Collections Exceptions
Which balances need a closer look today?
Review new balances, receipts and aging exceptions before preparing the day's follow-up list.
Explore the designCREx Intelligence / Workflows
The work,
by role.
Twenty-five workflow designs for property managers, asset managers, portfolio managers and fund operations. Each runs on a daily, weekly, monthly or quarterly rhythm and answers one clear question.
Four groups
Start with the seat
you sit in.
Cadence
Showing all 25 workflows
01 Property manager workflows
The property-level work.
On dated reporting.
Collections, leasing, work orders and the month-end package. Each review starts from the reports your property managers already send, and every figure carries its source date.
Daily · D3
Operations and Make-Ready Exceptions
What could delay today's property plan?
Review overdue work orders and make-ready milestones against the approved operating plan.
Explore the designWeekly · W1
Leasing and Rent-Roll Review
What changed this week, and is leasing on plan?
Compare dated rent rolls and leasing activity with the property's weekly plan.
Explore the designWeekly · W2
Collections Trend and Follow-Up
Is collection performance improving week over week?
Compare collection movement, aging and open follow-up items over a defined weekly window.
Explore the designMonthly
Month-End Package Check
Did every manager deliver a complete package?
Check each manager's month-end package against the agreed list: financials, rent roll, AR aging and GL detail. Missing or late items go on a follow-up list with the manager's name beside them.
Quarterly
Lease Expiration and Renewal Plan
Which leases expire in the next 12 months, and what is the plan for each?
Review the expiration schedule by property beside the manager's renewal status. Leases with no recorded plan are listed first.
02 Asset manager workflows
One asset at a time.
Against the plan.
The morning brief, the monthly variance and the quarterly business plan for each property. Reviews put results beside the approved investment plan, and your team makes the call.
Daily · D1
Morning Portfolio Review
What needs attention today?
Start the day with the property's material changes. Put dated exceptions beside the investment plan and choose the next question.
Explore the designWeekly · W3
Weekly Operating Priorities
What should the property team focus on next week?
Turn open exceptions and commitments into a weekly review agenda with owners and dates.
Explore the designMonthly
Budget Variance Commentary
Which lines moved against budget, and why?
Flag variances above your materiality threshold in the closed month and draft commentary for your team to edit and approve.
Monthly · M2
Comp Review
How does the property compare with the agreed market set?
Review the property's rent and operating position against a dated, approved comparable set.
Explore the designMonthly · M3
Valuation Review
How has the indicated value changed, and which assumptions drive it?
Review a dated valuation scenario against accepted financials, market context and approved methodology.
Explore the designQuarterly · Q1
Business Plan and Forecast Review
Which assumptions need to change for the next quarter?
Compare quarterly performance with the approved business plan and prepare an assumption-change review.
Explore the designQuarterly · Q2
Capital Plan Review
Is capital spending supporting the property plan?
Review approved capital projects, spend and milestones against the investment's priorities.
Explore the design03 Portfolio manager workflows
Across assets
and managers.
One set of definitions across every property and manager, so you can rank assets, compare managers and track debt and lease rollover across the portfolio.
Daily
Portfolio Watchlist
Which assets crossed a threshold since yesterday?
Roll the daily exception queues from every property into one list, ranked by your materiality thresholds, with the source date beside each item.
Read the guideWeekly
Weekly Portfolio Digest
What moved across the portfolio this week?
Summarize occupancy, leasing, collections and open items by property and by manager. Figures without a current source are marked, not estimated.
Monthly
Property Manager Scorecard
How does each manager compare on the same measures?
Compare managers on collections, leasing, work-order aging and reporting timeliness, with one set of definitions across Yardi, MRI, RealPage and Entrata.
Monthly · M1
Loan Review
What changed in debt coverage, covenants and upcoming obligations?
Review the loan against the closed month's approved financials, debt terms and lender requirements.
Explore the designQuarterly
Lease Rollover and Concentration Review
How much rent rolls in the next 24 months, and how concentrated is it?
Review lease expirations and top-tenant exposure across the portfolio by year, property type and manager.
Quarterly · Q3
Hold, Sell or Refinance Review
Which strategic path deserves further underwriting?
Prepare a structured review of agreed alternatives using the property's plan and approved assumptions.
Explore the design04 Fund ops workflows
From the close
to the investor pack.
Daily feed checks, the month-end close across managers and the quarter's investor reporting inputs. Data is checked before anyone relies on it.
Daily
Feed and Freshness Check
Which manager feeds arrived, and which are late or incomplete?
Check each daily feed against its expected arrival time and record counts. Late or partial feeds are flagged before anyone builds on them.
Read the guideWeekly
Data Exception Queue
Which records failed a check this week?
Work the week's exceptions: unmapped GL accounts, rent-roll units that don't tie to the ledger and duplicate tenant records. Each item has an owner and a status.
Weekly
Approval Routing
What is waiting on a sign-off, and on whom?
Route reports and adjustments to the right approver, with each item's age and current approver in one queue.
Monthly
Month-End Close Package
Is every property's close complete and tied out?
Assemble the close package across managers: trial balance, statements, rent roll and AR tie-outs, with your chart-of-accounts mapping applied and open items listed.
Quarterly
Investor Reporting Inputs
What goes into this quarter's investor letter?
Gather accepted quarter-end figures, property commentary and variance notes into the inputs for investor letters and reports. Your team writes and approves the final version.
Read the guideQuarterly
NCREIF-Aligned Quarterly Data
Is the quarter's property data prepared on NCREIF definitions?
Prepare quarterly property-level data aligned to NCREIF definitions, ready for your team's submission review.
Read the guideFive starting stories
Start with the work
you recognize.
These five stories explain the offer. The catalog above is the product-design plan; neither is a claim that every workflow is released.
Multiple managers.One portfolio view, built on agreed source inputs.The morning review.Dated evidence, missing inputs and a useful follow-up.Performance and plan.A variance, its basis and the next question.The monthly asset review.Loan, comp and valuation dependencies.A team alongside yours.Two dedicated resources per license, with an agreed service scope.
Known dependencies
What needs to be ready
before the review?
This matrix covers the twelve starting designs that have their own design pages. OS contains the property identity, agreed source packs, dates, financial definitions and review context. Core is separate Consulting. Source availability and reviewer acceptance remain to confirm.
| Workflow | Upstream / required dependency | When something is missing |
|---|---|---|
| D1 · Morning Portfolio Review | D2 Collections Exceptions; D3 Operations and Make-Ready Exceptions D2/D3 dated exception outputs; OS property snapshot; approved business plan/materiality | Show a partial brief and name missing inputs; never infer current values from old sources. |
| D2 · Collections Exceptions | OS dated AR source pack Opening/closing ledger; charges, receipts and adjustments; aging definitions; approved follow-up policy | Balance change remains unavailable when either date or reconciliation inputs are missing. |
| D3 · Operations and Make-Ready Exceptions | OS work-order and make-ready source pack Status history; target dates; review date; stable unit/work-order IDs | Lateness is unavailable for missing target/status dates; show owner gaps. |
| W1 · Leasing and Rent-Roll Review | OS rent-roll and leasing source pack Two stated weekly snapshots; stable IDs; dated application/signature/move-in events; leasing plan | No matched-change conclusion without two snapshots or reliable IDs. |
| W2 · Collections Trend and Follow-Up | D2 Collections Exceptions and the daily ledger history Accepted daily ledger records for the weekly window; opening/closing balances; charges/receipts/adjustments | No weekly reconciliation or trend conclusion when the weekly window is incomplete. |
| W3 · Weekly Operating Priorities | D3 Operations Exceptions; W1 Leasing Review; W2 Collections Trend Accepted exception summaries; prior commitments; confirmed owners/due dates where available | Publish a draft agenda with missing groups labelled; proposed owners remain unconfirmed. |
| M1 · Loan Review | Closed-month financial pack; OS loan/debt pack. M3 Valuation Review required only for LTV. Accepted financials and lender-defined coverage inputs; agreement/terms; debt schedule; lender requirements; accepted dated M3 value for LTV | No covenant-compliance conclusion without agreement definitions; no LTV without accepted M3 value. |
| M2 · Comp Review | W1 Leasing and Rent-Roll Review; approved external comp source pack Accepted subject leasing snapshot; dated comparable data; approved set/method; unit attributes and concession flags | No normalized market conclusion with incompatible definitions or undated/unapproved comps. |
| M3 · Valuation Review | M2 Comp Review; accepted closed-month financial/NOI pack; prior valuation Accepted comps and NOI; approved method; versioned assumptions; valuation date; cap-rate evidence or explicit scenario-only label | Only an assumption-labelled scenario when market support is absent; no approved valuation conclusion. |
| Q1 · Business Plan and Forecast Review | W3 Operating Priorities; M1 Loan Review; M2 Comp Review; M3 Valuation Review; closed-quarter financial pack Three accepted closed months; approved plan; prior forecast; accepted monthly review outputs; assumption register | Unaccepted inputs remain gaps; scenarios do not overwrite the approved plan. |
| Q2 · Capital Plan Review | D3 Operations Exceptions; W3 Operating Priorities; OS capex/project pack Approved capital budget; spend; remaining commitments; milestones; change requests; plan objectives | No completion-cost or savings conclusion without a complete project reconciliation. |
| Q3 · Hold, Sell or Refinance Review | Q1 Business Plan/Forecast Review; M1 Loan Review; M2 Comp Review; M3 Valuation Review Accepted plan, debt and value assumptions; approved alternatives; transaction costs and refinance terms | Comparison remains incomplete and unranked when a required alternative lacks terms. |
Monthly review order: Comp → Valuation → Loan LTV. Other loan measures depend on their own approved financial and debt inputs. The accepted closed-month financial/NOI pack is a shared input, not an extra top-level workflow.
Designed for review
Missing is a state.
Not a number to invent.
Every design names its required inputs, upstream dependencies, partial or blocked behavior and human decision. A planned weekly review is not evidence of weekly source refresh or scheduled automation.
Workflow availability, source coverage and review responsibilities are confirmed with your team before a pilot is agreed.
Explore CREx IntelligenceStart 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