What data does MiOpsAI need from our commercial real estate firm to get started?

MiOpsAI needs four data sets from a commercial real estate firm at setup: your contact and prospect database, your active deal pipeline, your broker and staff roster, and email OAuth for LizziAI.

Specifically:

• Contact database: Names, emails, phones, company, role (principal, broker, tenant rep, lender, counsel), asset class focus, deal size range, geographic focus, tags, notes. We export and import from ClientLook, Buildout CRM, REthink, Apto, Salesforce, or a CSV.
• Active deals: Property address, deal type (sale, lease, investment), asset class, buyer/tenant, seller/landlord, current stage (marketing, LOI, PSA, DD, closing), key dates (LOI expiry, PSA execution, DD contingency, financing contingency, close), engaged parties (broker on other side, principal counsel, environmental, title, lender).
• Broker and staff roster: Names, emails, roles, license numbers, commission split structures if used for reporting.
• Email OAuth: Google Workspace or Microsoft 365 connection so LizziAI can read incoming email and draft responses in your voice.

Optional at setup, easy to add later:

• Referral partner list (attorneys, environmental consultants, title, lenders) for auto-coordination
• Marketing content library (OM templates, market report templates) for SallyAI seeding
• Historical closed deals for reporting and reference
• Investor/principal list for Julia portal invites

What we do NOT need: your firm's escrow or trust account access, commission calculation logic (integrates with your existing back office), bank credentials, or any financial data beyond what appears in Julia principal portals.

See Command Center capabilities or request access.