Following our discovery meeting on March 18, we built a production-ready MVP of the AI Lease Intelligence platform based on the pain points Kevin and Matt shared. Below is a comparison of what you asked for vs. what's been built, plus recommended next steps.
LIVE
Platform Status
14
AWS Services
AES-256
Encryption
MFA
Authentication
Your Requirements vs. What's Built
| Your Need | What You Described | What's Built | Status |
|---|---|---|---|
| Lease Abstraction | Upload lease PDF → auto-extract key terms (rent, options, TI, insurance, renewal) | AI reads full PDF via Claude Sonnet, extracts 25+ fields including escalation schedules, ROFO, early termination formulas | Live |
| Portfolio View | Input all active leases by building → see the full picture | Gantt timeline grouped by property, color-coded urgency, KPI dashboard (SF, cost, WALT, renewal coverage) | Live |
| Expiration Alerts | Automated reminders at 18/12/6 months before expiration | Visual indicators on Gantt + countdown badges in detail panel + risk assessment flags | Visual |
| Project Folders | A "project folder" for each property managed | Click any building header → property summary with total SF, tenants, revenue, renewal coverage | Live |
| Renewal Letters | Automate tenant outreach / renewal communications | One-click renewal letter generation with tenant, landlord, property, rate, and renewal terms pre-filled | Live |
| Export Abstracts | Formatted lease abstracts to share with clients | Full structured abstract (Parties, Terms, Financials, Options) — copy to clipboard, ready for Word/email | Live |
| Outreach Tracking | Track where each tenant is in the renewal conversation | 5-stage pipeline per lease (Not Started → Contacted → In Discussion → Terms Proposed → Resolved) with notes | Live |
| Bulk Import | Get all existing leases into the system quickly | CSV upload for bulk lease import + individual PDF upload with AI extraction | Live |
| Data Security | "Keep uploaded data private and secure" (Kevin & Matt's #5 priority) | KMS encryption at rest & transit, MFA login (authenticator app), CloudTrail audit logging, dedicated AWS account | Live |
| Email Alerts | Proactive notifications when lease milestones approach | Not yet built — recommended for Phase 1 enhancement | Phase 1 |
| AppFolio Sync | Connect to AppFolio to pull lease data automatically | Requires API access (Plus/Max tier) — discovery question for this meeting | Phase 2 |
| Investment Analysis | Input deal data → underwriting report | Not yet built — separate agent, recommended Phase 2 | Future |
| Property Budgeting | Use P&L history to generate property budgets | Not yet built — requires AppFolio data connection | Future |
| Marketing Automation | Drip campaigns, client touchpoints (Sam) | Not yet built — separate workstream | Future |
Platform Features — Live at team-core.biz
AI Lease Extraction
Upload any PDF lease → Claude reads every page and extracts 25+ data fields automatically
Portfolio Gantt Timeline
All leases on one visual timeline, grouped by building, color-coded by urgency
Smart Formatting
Escalation schedules as tables, bold key terms, bullet-point clause summaries
Risk Assessment
Auto-flagged lease risks: expiration proximity, missing renewal options, early termination clauses
One-Click Renewal Letter
Professional letter with all lease details pre-filled, copy to clipboard
Export Lease Abstract
Structured abstract document with all key terms, ready for client delivery
View Original PDF
One-click access to the uploaded source lease document
Enterprise Security
KMS encryption, MFA authentication, CloudTrail audit, dedicated AWS infrastructure
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