AI-Powered CRM for Commercial Real Estate

Build an AI-powered CRM for commercial real estate investors with deal pipeline tracking, property analytics, investor reporting dashboards, and automated document processing from Offering Memorandums.

Epics

Features

BDD Scenarios

108

Tasks

164

APIs

System Architecture

pattern

Modular monolith with service extraction path

database

PostgreSQL with pgvector for semantic search

cache

Redis for session management and deal stage caching

Full-text search with tsvector + semantic similarity via pgvector

file Processing

Document OCR pipeline (PDF extraction, table parsing, NLP entity extraction)

LLM orchestration layer for deal analysis, property valuation insights, and email drafting

auth

JWT + OAuth2 (Google, Microsoft) with role-based access control

deployment

Docker containers on AWS ECS with RDS PostgreSQL

Delivery Blueprint — 6 Epics

Secure multi-tenant authentication with role-based access for investors, analysts, and admins. SSO integration for enterprise real estate firms.

User Registration & Login

Email/password and OAuth signup with email verification and account activation.

Successful investor registrationpositive

Given a new investor visits the registration page
When they enter valid email, password, company name, and investment focus
Then their account is created with 'investor' role
And a verification email is sent
And they are redirected to the onboarding wizard

+1 more scenario

●Implement POST /api/auth/register with email validation, password hashing (bcrypt), and JWT generation

●Build registration form with real-time field validation and password strength meter

+3 more tasks

Role-Based Access Control

Granular permissions system supporting investor, analyst, admin, and viewer roles with organization-scoped data isolation.

2 scenarios, 4 tasks — unlock to view

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3 features, 14 tasks — sign up to unlock

2 features, 9 tasks — sign up to unlock

2 features, 8 tasks — sign up to unlock

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Governance Rules (5)

All API endpoints require authentication and organization-scoped data filtering

Financial calculations must use auditable formulas with input/output logging

+3 more governance rules — sign up to view

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