CREagentic is an AI-powered platform for commercial real estate built around The Analyst — a conversational AI employee that handles deal underwriting end-to-end: valuation, BOVs, waterfalls, dispositions, IC memos. You can also access individual analysis tools directly — rent roll parsing, T-12 parsing, environmental report analysis, and more — as power-user deep-links from the dashboard.

How does CREagentic compare to leading analysis software?

CREagentic provides transparent DCF valuation plus The Analyst — chat-driven rather than menu-driven. Individual analysis tools (lease abstraction, LOI redlining, CAM reconciliation, rent roll parsing, T-12 parsing, and more) are accessible directly or through The Analyst's workspace. CREagentic starts free with no implementation fees.

Property managers, asset managers, CRE brokers, accountants, and acquisition teams at REITs, private equity firms, and property management companies use CREagentic.

Yes. The free demo includes 10 one-time AI credits with no credit card required. Paid plans include monthly AI credits; complex documents use more credits. Advanced features like PDF/Excel exports and scenario analysis require a paid plan.

What is AI lease abstraction?

AI lease abstraction uses artificial intelligence to extract structured data from commercial lease documents in a fraction of the time manual review takes. CREagentic extracts 200+ fields including rent schedules, CAM provisions, options, and critical dates.

What is CAM reconciliation?

CAM reconciliation is the annual process of comparing actual common area maintenance expenses to the monthly estimates collected from tenants, resulting in either an additional charge or a credit for each tenant.

AI-Powered Agent

COI Compliance Agent

Automated certificate of insurance tracking and compliance verification

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ACORD 25/28+

COI Formats

<45s

Verification Time

30/60/90 Days

Alert Lead Times

Plan-based

Portfolio Support

Capabilities

What It Does

Institutional-grade analysis powered by purpose-built AI.

Coverage Verification

Automatically verifies that each tenant's insurance certificate meets lease-required coverage types, limits, and additional insured requirements.

Expiration Tracking & Alerts

Identifies upcoming and past-due certificate expirations across your portfolio. Flags non-compliant tenants before gaps in coverage occur.

Lease Requirement Matching

Reads your lease insurance provisions and cross-references them against submitted certificates to identify shortfalls in coverage or endorsements.

Compliance Reporting

Generates portfolio-wide compliance reports showing which tenants are compliant, deficient, or expired - ready for management review.

Deficiency Letter Generation

Automatically drafts deficiency notification letters for non-compliant tenants, specifying exactly which requirements are unmet.

Process

How It Works

Upload COI Documents

Upload tenant certificate of insurance PDFs individually or in bulk. The agent reads standard ACORD forms and custom certificates.

AI Verifies Against Lease Terms

The agent extracts coverage details and cross-checks against your lease-required insurance provisions for each tenant.

Review Compliance Status

Review a clear dashboard showing compliant, deficient, and expired tenants with specific details on each gap.

Generate Reports & Letters

Export compliance reports for ownership and generate deficiency letters for non-compliant tenants.

Comparison

CREagentic vs Manual Process

Feature

CREagentic

Manual

Coverage Verification

CREagentic: Instant AI check

Manual: Manual review

Expiration Tracking

CREagentic: Automated alerts

Manual: Spreadsheet tracking

Lease Cross-Reference

CREagentic: Auto-matched

Manual: Manual lookup

Deficiency Letters

CREagentic: Auto-generated

Manual: Draft from scratch

Portfolio Dashboard

CREagentic: Real-time view

Manual: Periodic reports

FAQ

Frequently Asked Questions

What COI formats does the agent support?

The agent reads standard ACORD 25, ACORD 28, and custom certificate of insurance formats in PDF. It extracts carrier information, policy numbers, coverage types, limits, additional insureds, and effective/expiration dates automatically.

How does the agent know what coverage is required?

You provide your lease insurance requirements (or upload the lease itself), and the agent extracts the specific coverage types, minimum limits, endorsements, and additional insured requirements. It then cross-references each submitted certificate against these requirements.

Can I track compliance across my entire portfolio?

Yes. The agent supports multi-property, multi-tenant tracking. Upload certificates for all tenants across all properties and get a consolidated compliance view with filtering by property, status, and expiration date.

What happens when a certificate is about to expire?

The agent flags certificates approaching expiration based on configurable lead times (30, 60, 90 days). You can generate renewal reminder letters and track which tenants have submitted updated certificates.

Is this tool free to use?

The Starter plan includes limited free COI processing. Professional ($149/mo) and Business ($499/mo) plans include usage-limited certificate verification with full compliance reporting. Enterprise plans support bulk portfolio processing.

Ready to get started?

Create a free account and try COI Compliance Agent today. No credit card required.

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