Resources · Prompt library · No sign-in to read a public prompt5 roles · 10 public
100original prompts, 20 for each role
The job, the model, and what to check
Prompts for the work CRE professionals actually do.
Written from scratch for investors, asset managers, developers, brokers and property managers. Every page names the inputs, recommends the right model family, tells you what to verify and says where the prompt stops.
The library
Find the prompt by the work it does.
The library is organised by the professional who owns the work. Each edition is audited against that role’s decisions, source material and approval boundaries. Search narrows within the roles rather than replacing them, and a prompt marked Pro still opens — as a preview of the job it does, not the prompt itself.
20 prompts
Property Manager
20 prompts
Lease administration, budgets, tenant operations, vendors and reliable reporting to the owner or asset manager.
- Annual Operating Budget PreparationBuild a supportable property budget that ownership can review and approve.Leasing, Budgeting & Financial Strategy · Public
- Lease Abstract & Critical-Date TrackingExtract operational lease facts and turn enforceable dates into a controlled calendar.Leasing, Budgeting & Financial Strategy · Public
- Monthly Owner Financial ReportTurn the monthly property package into a concise, reconciled owner update.Financial Management & Reporting · Pro
- Accounts Receivable Aging & Collections PlanPrioritize overdue tenant balances and assign compliant next actions.Financial Management & Reporting · Pro
- Mid-Year Reforecast & Budget VarianceUpdate the expected year-end result from current property evidence.Leasing, Budgeting & Financial Strategy · Pro
- CAM / Service-Charge Recovery AuditReconcile recoverable costs and tenant allocations before billing or settlement.Financial Management & Reporting · Pro
- Utility Allocation ReviewCheck that property utility costs are complete, consistently allocated, and supportable.Financial Management & Reporting · Pro
- Capital Expenditure Approval BriefGive ownership a complete, comparable basis for a capital-spending decision.Financial Management & Reporting · Pro
- Preventive Maintenance PlanConvert equipment, warranty, and compliance requirements into a workable maintenance calendar.Building Maintenance & Operations · Pro
- Work-Order TriagePrioritize open work orders by documented safety, service, and operating consequences.Building Maintenance & Operations · Pro
- Vendor RFP & Bid LevelingCompare vendor bids on a common scope and expose exclusions before award.Leasing, Budgeting & Financial Strategy · Pro
- Insurance Incident & Claims PackagePreserve incident evidence and organize a complete, factual claims handoff.Safety, Compliance & Risk · Pro
- Tenant Satisfaction Action PlanConvert tenant feedback into prioritized service improvements and accountable follow-through.Tenant Management · Pro
- Lease Renewal & Retention PlanPrepare tenant engagement and operating actions ahead of an ownership renewal decision.Leasing, Budgeting & Financial Strategy · Pro
- Tenant Improvement OversightTrack an approved tenant-improvement project against scope, cost, schedule, and lease controls.Leasing, Budgeting & Financial Strategy · Pro
- Estoppel CoordinationCoordinate accurate estoppel facts, discrepancies, approvals, and deadlines.Leasing, Budgeting & Financial Strategy · Pro
- SNDA CoordinationTrack SNDA documents, comments, decisions, and signatures without interpreting legal rights.Leasing, Budgeting & Financial Strategy · Pro
- Move-In / Move-Out DocumentationCreate a complete condition, access, meter, and responsibility record at tenant turnover.Transactions & Property Lifecycle · Pro
- Property Management KPI ScorecardMeasure property-management performance with defined, traceable operating metrics.Team, Career & Business Development · Pro
- Acquisition Transition & Due-Diligence SupportOrganize property operations evidence and closing readiness for a change of ownership.Transactions & Property Lifecycle · Pro