Scheduled Agents

Lobby CRE’s AI assistant delivers on-demand answers and portfolio insights, but internal teams often require structured, repeatable reporting. Scheduled Agents extend the platform’s capabilities by automating recurring analyses and distributing updates at predefined intervals.

What it does

Prompts can be configured, monitored, and refined from a centralized environment, ensuring that critical performance narratives, risk indicators, and operational metrics are delivered consistently without manual intervention. The result is a reliable, automated reporting workflow that supports timely decision-making and reduces dependency on ad-hoc processes.

Automate recurring prompts to generate insights for your portfolio.
Receive outputs in your inbox and platform notifications for timely updates.
Tailor prompts to your portfolio and refine them as your needs evolve.

How CRE teams use it

Scheduled Agents
Automatically generate a narrative highlighting performance, risks, and opportunities for each asset or the portfolio. Teams get a clear view of activity without manually compiling data each month.
Produce investor communications with key metrics, brief summaries, and portfolio updates you can paste into emails. Reports arrive on time and accurately, helping you communicate consistently.
Run automated analyses including cashflow projections and current interest rates to evaluate refinancing opportunities. Use these insights to proactively manage debt and optimize your financing strategy.

Schedule your demo

See how Lobby CRE helps your team plan, compare, and optimize portfolio outcomes with confidence—schedule a demo today.

Explore Lobby CRE’s AI assistant in real time — no account needed. Enter your own prompts and see how it delivers instant insights, actionable recommendations, and automated updates for your CRE portfolio.