Skill Name

Skill Description

Applicable Persona

AR Aging Analysis

Summarize an accounts receivable (AR) aging report, create a prioritized collection plan, and suggest areas of improvement.

Investor

Operator

Joint Venture Agreement Review

Intake a joint venture agreement, ask best practice questions of it, and allow users to ask specific questions.

Investor

Operator

Lost Lead Analysis

Intake a lost lead list, identifying the most impacted communities and frequent reasons.

Operator

Management Agreement Review

Intake a management agreement, ask best practice questions of it, and allow users to ask specific questions.

Investor

Operator

Offering Memorandum Analysis

Summarize an offering memorandum with key data points.

Broker

Investor

Property Condition Report Review

Intake a property condition report, ask best practice questions of it, and allow users to ask specific questions.

Investor

Lender

Operator

Regulatory Chatbot

Chatbot for answering questions about regulatory requirements in each state.

Broker

Investor

Lender

Operator

Vendor

Rent Roll Analysis (Individual Property)

Analyze the rent roll for a single property and compare to the competitive market.

Investor

Lender

Operator

Residency Agreement Review

Intake a residency agreement, ask best practice questions of it, and allow users to ask specific questions.

Investor

Operator

Lease Agreement Review

Intake a lease agreement, ask best practice questions of it, and allow users to ask specific questions.

Broker

Investor

Operator

Dataset Analysis

Upload a dataset, annotate it, and then ask related questions.

Broker

Investor

Lender

Operator

Vendor

Document Review

Upload and describe a document, receive a summarized review and ability to ask specific questions.

Broker

Investor

Lender

Operator

Vendor

Contract Review

Intake a contract, ask best practice questions of it, and allow users to ask specific questions.

Investor

Operator

Employee Turnover Analysis

Summarize an employee roster at a community/operator to gain insights into current staffing and recent turnover.

Investor

Lender

Operator

Environmental Study Review

Intake an Environmental Study, ask best practice questions of it, and allow users to ask specific questions.

Investor

Lender

Loan Document Review

Intake a loan document, ask best practice questions of it, and allow users to ask specific questions.

Investor

Lender

Warranty Review

Intake a warranty, ask best practice questions of it, and allow users to ask specific questions.

Investor

Operator

Property Wage Benchmarking & Analysis

Rapidly generate precise, market-aligned compensation insights for strategic staff retention and financial planning.

Operator

Activities Calendar Creator

Output a fully prepared, highly customizable activity calendar for a specific community.

Operator

Vendor

Candidate Resume Screener

Quickly screen a resume with AI algorithms and offer industry-specific insights into their past experience and in comparison to the hiring property.

Operator

Income Statement Analysis

Conduct a comprehensive financial analysis, assessing profitability and guiding revenue strategies and cost optimization.

Investor

Operator

Psychographic Market Analysis

Receive a comprehensive, narrative-driven analysis of your selected primary market area, utilizing Experian Mosaics to better understand the 80+ population with incomes over $50,000.

Investor

Operator

Property Advisor Report (PAR) Narrative Analysis

Summarize the rate and occupancy trends for a set of Senior Housing properties, mixing visualizations and written narrative.

Investor

Operator

Corrective Action Plan Creator

Create a regulation-informed corrective action plan, as well as additional reference materials, from an uploaded state regulatory survey.

Operator

Vendor

Plan of Correction Writer

Rapidly generate a draft plan of correction letter for deficiencies identified within an uploaded state regulatory survey.

Operator

Vendor

Purchase & Sale Agreement

Intake a purchase & sale agreement, analyze and review the uploaded file extracting key details and allow users to ask specific questions.

Broker

Investor

Term Sheet Comparison (LOI)

Analyze and compare up to 5 letter of intent term sheets, extract key terms from each, and output a comparison matrix with each key term in a separate row, and each term sheet with its own column.

Broker

Investor

Lender

Term Sheet Comparison (Debt)

Analyze and compare up to 5 debt term sheets, extract key terms from each, and output a comparison matrix with each key term in a separate row, and each term sheet with its own column.

Broker

Investor

Operator