CREx Software
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CREx/Blueprint
Consulting6–16 weeksFixed-fee

Make real estate tech decisions with clarity.

Independent advisory that maps your stack, selects the right platforms, and delivers implementations your team can actually operate. Modernization without the vendor pitch.

/ 01The problem

Modernization stalls when tools, data, and ownership don't align. We create clarity before you spend.

Most CRE firms don't have a software problem — they have an ownership problem. Six platforms, three data teams, nobody on the hook for the rent roll that ends up in the investor report.

Blueprint starts with the org chart and ends with a go-live. You leave with the right tools, right processes, and the right people accountable for each.

Methodology

Four phases. Fixed fees. No T&M.

We scope tight, price certain, and ship on time. Every phase ends with a deliverable your team owns.

/ 01WEEK 1–2
Assess

Map the current tech stack, data topology, process gaps, and ownership model across your portfolio.

Output
Current-state report
/ 02WEEK 3–4
Decide

Evaluate ERP candidates, integration partners, and automation targets against your constraints.

Output
Vendor scorecard
/ 03WEEK 5–16
Deliver

Stand up platforms, migrate data, and configure reporting with accountable project management.

Output
Go-live package
/ 04ONGOING
Operate

Hand off with runbooks, training, and optional fractional support for ongoing operations.

Output
Runbooks + training
Services

Built for real estate operators.

Four focused service lines. Delivered by practitioners who've run portfolios, not pure consultants.

/01 · ADVISORY
Real estate ERP advisory & selection

Independent evaluation of Yardi, MRI, RealPage, Entrata, and category alternatives. No vendor kickbacks.

/02 · DIAGNOSTIC
System rationalization

Consolidate overlapping tools, retire shelf-ware, and design a platform map that scales with your firm.

/03 · OPERATIONS
Business process assessment

Re-engineer workflows for reporting, lease administration, and capital planning with defined owners.

/04 · IMPLEMENTATION
Yardi services

Implementation, module activation, and custom reporting — delivered by certified Yardi practitioners.

Outcomes

Core outcomes

Reduced complexity−37%Average tool count post-rationalization
Trusted reporting99.4%Data accuracy across migrations
Scalable ops3.2×AUM growth without added FTEs
Execution12 wkMedian time to go-live
Yardi practice

Independent Yardi expertise.

A deep bench of certified Yardi practitioners — used when Yardi is the right answer, not by default.

/01 · CORE
Yardi Voyager

Multi-entity accounting, commercial and residential operations, investor reporting.

/02 · ASSET MGMT
Yardi Elevate

Revenue IQ, deal management, budgeting, forecasting, and capital planning.

/03 · CAPITAL
Yardi Investment Mgr

LP portal, capital calls, distributions, commitment tracking, waterfall calculation.

/04 · REPORTING
Yardi Orion BI

Pre-built reports, dashboards, and custom semantic model aligned to your reporting cadence.

/05 · MARKETING
Yardi RentCafe

Resident and tenant portals, prospect conversion, and lease administration.

/06 · AP AUTOMATION
Yardi Payscan + Procure

AP automation, three-way matching, and vendor management at scale.

Practical guide
Already running Yardi? Compare the three paths to getting your data out — Yardi Data Connect, Yardi Replicate, and managed pipelines.
Read the guide →
Outcomes

Representative engagements.

ERP SELECTION
From vendor demos to a decision the team can execute

A $4.2B regional REIT replaced 4 legacy systems with a unified Yardi Voyager + Elevate deployment in 14 weeks.

SYSTEM RATIONALIZATION
Cut platform sprawl and rebuild reporting

A multi-family operator retired 7 tools, consolidated reporting, and cut monthly close from 14 days to 6.

IMPLEMENTATION
Go-live that actually lands with adoption

A private credit firm implemented Yardi Investment Manager with 100% LP portal adoption within 60 days.

FAQ

Frequently asked questions.

No. We're an independent advisory firm. We earn no kickbacks from Yardi, MRI, RealPage, or any other vendor — our recommendations are based on fit, not incentives.

Ready to simplify your tech stack?

A 45-minute scoping call is the fastest way to see if Blueprint is a fit. We'll review your stack and give you a rough engagement shape on the spot.

Stop reconciling.
Start operating.

See how CREx fits your stack with a 30-minute walkthrough led by an asset manager — not a sales rep.

What you'll get
  • 30 minLive walkthrough on your portfolio data
  • FreePMS integration assessment & roadmap
  • No deckHands-on time in a real tenant
  • Optional14-day pilot in your environment