Team CORE AI Platform

Engagement Timeline

Mar

Complete

Discovery Meeting

Kevin • Matt • Sam • Phil • Zach • Oliver

Tech stack confirmed (Google + AppFolio + QuickBooks + CoStar). Lease Intelligence demo well received. Property Management branch identified as starting point. Human-in-the-loop agreed.

Tech Stack Confirmed Lease Demo Pain Points Validated Budget Use Case

Mar

Ongoing

Follow-Up & Scoping

Kevin • Sam • Oliver

Present scoped packages with pricing. Validate environment setup. Confirm AppFolio tier (API access). Align on Phase 1 build scope for Matt's approval.

Package Pricing AppFolio Tier Environment Validation Phase 1 Scope

Foundation Documents

🔍

Complete

Client Research Dossier

Full company history, 19-person team roster, competitive landscape, Auburn Hills market context, pricing strategy.

📄 View Dossier

📊

Complete

Client Proposal

Pain point cards, effort vs. benefit matrix, priority breakdown, recommended starting points, engagement model.

📄 View Proposal

☁️

Complete

System Architecture

6-tool environment map, AI integration diagram, data flow, security boundaries, role-based access visualization.

📄 View Architecture

🔒

Complete

Compliance Brief

8 regulations mapped, data classification, 6 security controls, risk matrix, 14-item compliance checklist.

📄 View Brief

AI Agents

1 Lease Intelligence Platform — Portfolio Management & AI Extraction

Live

📄 P1

AI Lease Extraction

Upload any commercial lease PDF — Claude Sonnet 4.6 extracts 30+ fields (tenant, rent, dates, options, escalation, TI, insurance, red flags). Async processing via Lambda self-invocation.

Upload PDF → S3 Storage → Claude AI (Bedrock) → 30-Field JSON → DynamoDB

📈 P2

Portfolio Dashboard

Gantt timeline of all leases grouped by building and color-coded by urgency. KPI cards (total SF, annual cost, WALT, expiring leases). Status filters, lease detail inspector, building-level summaries.

Gantt Timeline → KPI Cards → Status Filters → Detail Inspector

✉ P3

AI Reports & Letters

AI-generated renewal letters (warm, professional outreach), portfolio executive summaries with health scores, and formatted lease abstracts. All copy-to-clipboard ready.

Select Lease → Claude AI → Renewal Letter / Abstract / Report → Copy / Download

👥 P4

Outreach Tracker

5-stage pipeline per lease (Not Started, Contacted, In Discussion, Terms Proposed, Resolved). Notes field per lease. Visual indicators on Gantt bars. CSV bulk import for full portfolio.

Not Started → Contacted → In Discussion → Terms Proposed → Resolved

📊 View Progress Tracker

🛡 Platform-Wide Features — Security, Auth & Infrastructure

🔒

KMS Encryption

Customer-managed key with auto-rotation. All data at rest encrypted — DynamoDB, S3, CloudTrail logs.

🔐

Cognito MFA

12-char strong passwords, TOTP MFA enforced. Admin-only signup — no self-registration.

📋

CloudTrail Audit

Every API call and S3 data event logged. 2-year CloudWatch retention. Full accountability chain.

🛠

CI/CD Pipeline

GitHub Actions with OIDC — no stored credentials. Auto-deploy on push. CDK infrastructure as code.

👤

User-Scoped Access

Cognito claims route to user-specific data. DynamoDB GSI ensures tenants only see their own leases.

🔗

Presigned URLs

Time-limited S3 access for PDF uploads and downloads. No direct bucket access — 5-15 min expiry.

Future Phases

2 Budget Generation — Weighted P&L Budget Builder

Phase 1

📊 P1

AI-Powered Budget Generation

Pull 5 years of actuals from AppFolio — heavier weight on prior year, lighter on older. AI generates operating budget with inflationary expectations. Replaces Amanda's 2-hour manual process per building.

AppFolio P&L Data → Weighted Analysis → AI Budget Draft → Human Review

3 Delinquency Tracking — Tenant AR & Collections

Phase 2

💵 P1

Accounts Receivable & Collection Automation

On-demand tenant AR data from AppFolio. Flag delinquent tenants with aging breakdown. AI-drafted collection notices with human review step. Portfolio-wide delinquency dashboard.

AppFolio AR Data → Aging Analysis → AI Collection Notice → Human Review

4 Document Production — OMs, LOIs & Lease Abstracts

Phase 2

📄 P1

AI-Powered CRE Document Suite

Generate offering memorandums, letters of intent, and client-ready lease abstracts from deal data. Same structure every deal — consistent formatting, professional output, minutes not hours.

Deal Data Input → Template Selection → AI Generation → Client-Ready Output

5 Investment Analysis — Deal Underwriting & Reports

Phase 2

💰 P1

Deal Underwriting Reports

Input deal data — AI produces NOI, cap rate, amortization models. Anomaly flagging for unusual rent rolls and unverified income. Comp analysis with consistent formatting. Client-facing PDF output.

Deal Data Input → AI Analysis → Anomaly Flags → Client Report

6 Marketing & Outreach — Client Engagement & Drip Campaigns

Phase 3

📧 P1

Client Drip Campaigns & Touchpoints

Automated new client engagement sequences. Regular touchpoints that reinforce Team CORE's "client first" culture. Force multiplier for Sam who handles ALL marketing solo.

Client Trigger → AI Content → Review → Send

Action Items

📋 Action Items Tracker

Updated — Mar 23, 2026

#	Action Item	Description	Owner	Status
1	Client Research Dossier	Company history, team roster, competitive landscape, pricing strategy, strategic recommendations.	Oliver	✓ Done
2	Client-Facing Proposal	Pain point cards, effort/benefit matrix, priority breakdown, engagement model (6 sections).	Oliver	✓ Done
3	System Architecture Spec	6-tool environment map, AI integration diagram, data flow, security boundaries.	Oliver	✓ Done
4	Compliance & Security Brief	8 regulations, data classification, security controls, risk matrix, compliance checklist.	Oliver	✓ Done
5	Lease Intelligence Demo	Interactive Gantt demo with sample leases, live PDF upload, AI extraction.	Oliver	✓ Done
6	Agent 1 — Lease Intelligence Platform	Full AWS deployment: Bedrock AI extraction, portfolio dashboard, reports, outreach tracking, MFA auth.	Oliver	✓ Done
7	AWS Infrastructure	CDK stack: Lambda, DynamoDB, S3, Cognito, CloudFront, Route53, KMS, CloudTrail, API Gateway.	Oliver	✓ Done
8	CI/CD Pipeline	GitHub Actions with OIDC — auto-deploy on push. Frontend rapid deploy script (~10 sec).	Oliver	✓ Done
9	Custom Domain Setup	team-core.biz — Route53, ACM certificate, CloudFront distribution.	Oliver	✓ Done
10	Sample Lease PDFs	3 realistic sample leases (Stellantis, Michigan First, Beaumont) for demo and testing.	Oliver	✓ Done
11	Scoped Packages & Pricing	Phase 1/2/3 packages with rough pricing for Kevin to share with Matt.	Oliver	● To Do
12	Confirm AppFolio Tier	Core / Plus / Max — determines API read/write access and integration path.	Kevin	⏲ Pending
13	Environment Setup Summary	Document their tech stack for Team CORE to validate before build phase.	Oliver	● To Do
14	Service Agreement	Formal contract with build fee, retainer, and terms. Draft after pricing is agreed.	Oliver	● To Do
15	AppFolio API Integration	Connect to Database API for live lease, tenant, and financial data pull.	Oliver	⏲ After Tier Confirmed
16	Team Onboarding	Cognito accounts for 20 team members. Training session for non-technical staff.	Oliver + Kevin	⏲ After Build

Engagement & Access

In Progress

Team CORE × Beyond AI Engagement

AI Consulting — Commercial Real Estate

Boutique CRE firm (11M+ SF, 50+ clients, ~20 people). Starting with Property Management branch — lease intelligence, then expanding to budgeting, investment analysis, and marketing.

✓ Discovery meeting successful — scoping in progress

Live

Production Application

AWS (us-east-1)

Cognito MFA

Bedrock AI

🌐 Open Application