Quickstart

1. Open your invite. Your firm’s admin adds you to CRE Agents, and you get an email. That email address is your CRE Agents sign-in.

2. Sign in to the portal. Go to app.creagents.com and enter your work email. We email you a six digit code. There’s no password.

3. Finish setup. The first time you sign in, setup asks about your work, has you pick catalogs, and connects your AI. Do it with Vic or by hand. See it step by step. Admins set up the firm first. See firm setup.

4. Connect your AI. Pick the AI you already use and follow its steps.

5. Ask for real work. Open your AI and start with “Use Vic to”. For example: “Use Vic to abstract this lease.”

What you see the first time you sign in.

Pick your AI

ClaudeChatGPTCopilotPerplexityCodexManusGrokAny other AI

What happens when you ask

Use Vic to run a hold-sell analysis. Vic hands the AI the playbook, the AI asks one question, pulls Vic's data, and delivers an Excel decision workbook with a short recommendation.

One task, start to finish. More on Find and run tasks.

Next steps

Meet VicWho you're talking to when you say Use Vic.

Find and run tasksWhat to ask for, and how.