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

Complete

Scoping Session

Kevin • Sam • Amanda • Oliver • +2

Agent 1 scoped in detail. Property-first dashboard, source verification, new extraction fields, lease type classification. 691 N. Squirrel as test building. Next iteration Friday Mar 28.

Property Dashboard Source Verification Lease Types New Fields

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