Meetings that build themselves from the work.
The agenda for your next asset review is already in Insights — in the Scorecard’s red flags, the actions your team has put on the next review, and whatever is still open from last time. Insights AI drafts it. You shape it, send the pack and run the meeting on the record, and every decision lands back on the work it’s about.
| Agenda | From | Priority |
|---|---|---|
| Maturity wall — start the refinancing search | Scorecard · AI | Critical |
| Meridian Grocers — surrender terms | Next review | High |
| LTV near threshold — open a lender dialogue | Scorecard · AI | High |
| Parkade lighting retrofit | Carried forward | Medium |
| Lobby security contract | Added | Medium |
From the work in Insights to a decision on the record.
The property team, the asset manager and the owner work in Insights all period. When it’s time to meet, the agenda is already there — and what the meeting decides goes straight back to the work.
Draft the agenda
From the Scorecard’s red flags, actions marked On the next review and last meeting’s open items — each with a proposed action.
Shape it
Accept, edit or discard items, add your own, drag them into order and write the overview: what changed and why it matters.
Issue the pack
The Scorecard freezes and the meeting pack goes to every attendee — colleagues, owners, a lender or broker.
Run the meeting
Open the meeting in Insights. Record a decision and the agreed next step on each item; update the actions on the table live.
Follow through
Follow-ups land in each owner’s My Work. Anything approved, deferred or awaiting information is back on the next agenda.
A meeting with a memory.
Most review meetings start from a blank deck and end in minutes nobody reads. In Insights, the meeting is part of the record — it starts from the work and hands the work back.
Built from the work
The agenda draws on what Insights already holds: red flags on the Scorecard, actions your team ticked On the next review, and items still open from the last meeting.
Insights AI drafts, you decide
Insights AI ranks the items — Critical, High, Medium — and proposes an action for each from the Playbook. You keep, edit or discard every one.
Both sides of the table
Built for the meeting between the parties: one prepares and presents, the other decides. Your firm sets who records decisions — one side, the other, or both.
Notes where they belong
Each item gets a decision — Approved, Completed, Deferred, Needs info or Rejected — with the outcome and next step written against it, and a follow-up owner.
One edit, everywhere
An action on the agenda is the live action. Change its status, owner or this period’s note in the meeting and it changes on the Actions tab and the report. No minutes to retype.
Nothing falls through
Approved, Deferred and Needs info items come back on the next agenda. Track as an action turns an approved decision into an action with the agreed owner and date.
Run the meeting on the record.
Open the meeting and work down the agenda. Each item takes seconds: a decision, the outcome and next step, and who takes it forward — someone in the room, a colleague, or an outside party such as a broker or lender. When an action is on the table, you update the action itself.
- Outcome / next step — what was agreed and what happens next, written against the item.
- Keep on the agenda brings an action back to every meeting until it’s done.
- No live meeting needed? Record outcomes and close it out — and reopen later to fix a decision.
The meeting is only as good as the work behind it.
Every action in Insights lives on its asset, portfolio or asset group, carries forward each period with a fresh note, and says where it belongs: on the commentary report, on the next review, or internal to the team. Tick On the next review and it’s on the agenda — from the web or the iPhone app, from an inspection finding or an Insights AI suggestion.
- My Work gathers your sections, actions and review follow-ups, sorted by when they’re due.
- Review follow-ups you own show up beside the rest of your work — not in someone’s minutes.
| Action | Owner | On report | Next review |
|---|---|---|---|
| Meridian Grocers surrender terms | J. Moreno | On | On |
| Lobby security contract re-tender | Pat Lee | Off | On |
| Parkade lighting retrofit | Pat Lee | On | Off |
| Tenant newsletter refresh | Maria Lin | Off | Off |
Every meeting across the book, in one place.
The Meeting Schedule shows which assets, portfolios and asset groups have a review scheduled, which still need one — worst health first — and which decisions are waiting. Open Items lists everything carried forward, by owner, across every meeting.
- Reviews for a single asset, a whole portfolio or an asset group.
- A portfolio review draws its agenda from themes across the portfolio’s assets.
| Subject | Health | Review |
|---|---|---|
| 925 Bay Street | 41 | Oct 21 · Issued |
| Crown Plaza | 61 | To schedule |
| Northpoint Industrial | 64 | To schedule |
| Canada Core · portfolio | 66 | Nov 4 · Agenda drafted |
The agenda is ready before anyone opens a deck.
Insights AI turns the period’s red flags into ranked agenda items, each with a proposed action from your firm’s Playbook, and folds in the actions and open items your team has already flagged. When the figures change, re-draft. Your own AI can join in too: over MCP it reads the review and can propose agenda items — once an administrator allows it.
- Ranked by what matters — Critical, High, Medium, with the evidence behind each flag.
- A proposed action for every flag, drawn from the Playbook in your firm’s words.
- A suggestion, never a decision — people curate the agenda and record the outcome.
get_asset_reviewget_portfolio_reviewget_asset_group_reviewpropose_review_itemget_my_actionsget_intervention_playbookWhere the agenda comes from.
Run your next asset review in Insights.
A 30-minute walkthrough: an agenda Insights AI drafts from a sample portfolio, the meeting pack, a live meeting with decisions and notes, and the follow-ups that land in My Work.