Glossary

Term	What it means
CRE Agents	The product: a connector that makes your AI smart about commercial real estate.
Vic	The seasoned CRE pro inside CRE Agents. Vic teaches your AI how the work is done and hands it the data. Call on Vic with “Use Vic to”.
Your AI	The AI you already use: Claude, ChatGPT, Copilot and others. It does the work.
Connector	How CRE Agents plugs into your AI. Its name is CRE Agents (Vic).
Task	One ready-to-run job, like abstracting a lease or scrubbing a pro forma.
Skill	A written method for one piece of CRE work. Tasks bring the skills they need.
Data source	Live market, property or location data a task pulls in while it runs.
Catalog	A set of tasks for one line of work, like Acquisitions or Development. You pick yours on Task + Data.
Essentials	Tasks everyone has, whatever catalogs they pick. Always on.
Ask Vic	The portal’s quick way to get a doc, a task or a data file from Vic. See Ask Vic.
Workstream	A stage of the job inside a catalog, like “Underwrite the basis”.
Private catalog	A catalog CRE Agents builds for one firm. Only that firm sees it.
Deliverable	What a task produces: a spreadsheet, a memo, a dashboard.
Portal	The CRE Agents website at app.creagents.com, where you manage your account, catalogs and AIs.
Seat	One person’s access to CRE Agents.
Admin	A seat that can manage the firm: people, departments, identity and plan.
Member	A seat that runs tasks and picks its own catalogs.
Department	A group of people with its own catalog menu, set by an admin.
Menu	The catalogs a department’s people can pick from.
Request	A member asking for a catalog that isn’t on their menu, or for another seat.
Time saved	The hours of manual work your finished tasks took off your plate, based on each task’s benchmark.
Credits	The firm’s shared monthly pool that tasks draw on when they pull live data. Only admins see it.
MCP	Model Context Protocol, the open standard AIs use to connect to tools like CRE Agents.