Everything You Need to Run CRE Deals

Purpose-built workflow automation for commercial real estate brokers, investors, and property managers.

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Deal Pipeline Tracker

A visual, Kanban-style pipeline that tracks every deal from initial sourcing through closing. Each deal card shows the metrics that matter: cap rate, NOI, price per square foot, and key milestones. Customizable stages let you match your actual deal process, not a generic template.

  • Customizable pipeline stages (Sourced, LOI, Due Diligence, Under Contract, Closed)
  • Deal cards with cap rate, NOI, occupancy, and price per SF at a glance
  • Automatic deal scoring based on your investment criteria
  • Key date tracking with 90/60/30-day milestone alerts
  • Pipeline analytics: deal velocity, win rates, average time-to-close by deal type
  • Multi-property portfolio view with filtering by asset class, market, and deal stage
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Tenant Communication Automation

AI-drafted tenant communications that maintain a professional, consistent tone across your entire portfolio. From lease renewal notices to maintenance updates, CREFlow generates contextually appropriate messages based on lease terms, tenant history, and property details.

  • AI-drafted tenant notices: rent increases, lease renewals, maintenance updates
  • Template library with CRE-specific language vetted by real estate attorneys
  • Bulk communication for portfolio-wide announcements
  • Tenant response tracking with automated follow-up scheduling
  • Communication audit trail for every tenant interaction
  • Multi-channel delivery: email, SMS, and physical mail merge
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AI Lease Abstraction & Management

Upload any commercial lease and CREFlow extracts every critical term in minutes. Base rent, escalation schedules, CAM provisions, renewal options, co-tenancy clauses, and exclusivity provisions are all identified and structured into a searchable, auditable format.

  • AI-powered extraction of 40+ lease data points from any PDF lease
  • Rent roll generation with escalation schedules and percentage rent thresholds
  • Critical date calendar: expirations, renewals, kick-outs, and option deadlines
  • CAM reconciliation tracking with tenant-specific expense stops and caps
  • Side-by-side lease comparison for renewal negotiations
  • Integration with your accounting system for automated rent billing
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Investor Reporting

Generate professional investor reports in minutes instead of days. CREFlow pulls property performance data, calculates distributions, and produces branded PDF reports with market commentary. Quarterly, monthly, or ad-hoc reports with consistent formatting every time.

  • Auto-generated quarterly and monthly investor reports
  • Property performance dashboards: NOI, occupancy, rent collections, CapEx
  • Distribution waterfall calculations with preferred return tracking
  • Market commentary sections with AI-curated submarket data
  • Branded PDF export with your firm logo and custom formatting
  • Investor portal with secure, role-based access to historical reports
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Market Intelligence

AI-curated market data that keeps you ahead of trends. CREFlow monitors vacancy rates, rental comps, sales comps, and development activity across your target submarkets. Get weekly market briefs delivered to your inbox with actionable insights.

  • Automated comp analysis for lease and sales comparables by submarket
  • Vacancy and absorption trend monitoring across asset classes
  • Rent growth tracking with historical trend lines and forecasts
  • New construction and development pipeline tracking
  • Weekly market brief emails with AI-summarized insights
  • Custom alerts when market conditions match your investment criteria
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Property Management Workflows

Streamline property operations with automated maintenance routing, vendor management, and operating expense tracking. CREFlow connects tenant requests to the right vendors, tracks work orders to completion, and keeps operating expenses organized for accurate NOI reporting.

  • Tenant maintenance request intake with automatic categorization and routing
  • Vendor assignment based on trade, availability, and property contracts
  • Work order tracking from request through completion and tenant sign-off
  • Operating expense categorization aligned with industry standards
  • Budget vs. actual expense tracking by property and category
  • Preventive maintenance scheduling with seasonal task templates

Ready to Automate Your CRE Workflows?

Start your 14-day free trial and see how CREFlow transforms deal management, tenant communications, and investor reporting.

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