Brea
NEXT MEETINGS
Workout review Capital partner call Legal follow-up
PRIORITY FOLLOW-UPS
Jamie L. UnderwritingTaylor S. PSA redlinesSummit Payoff timing
DISTRESSED ASSETS
Under Review 6Due Diligence 4Offers 3
⌘ K
Person
Sarah Martinez
→Irish · VP Real Estate · next step due
Site
Rio West Logistics Site
→Irish · Submitted · source lineage verified
Opportunity
Mesa Hotel Solar
→NEI · utility data requested
Irish
NEXT MEETINGS
Site criteria review Rio West update City intelligence call
PRIORITY FOLLOW-UPS
Sarah M. Send site setMark T. LOI questionsEmily C. Nurture touch
LAND PIPELINE
Reviewed 12Submitted 6LOI / PSA 5
NEI
NEXT MEETINGS
Utility-data review Hotel referral Proposal check
PRIORITY FOLLOW-UPS
Irish 2 referralsBrea 1 candidateMesa Hotel Handoff ready
NEXT ACTION
Qualified 7Proposal 4Contracted 2
Irish Command Center
Sample dataLand Sites Portal ↗
Today’s Schedule & Follow-ups
9:00 AM Client Call — Sarah Martinez11:30 AM Zoom — Rio West Logistics2:00 PM City intelligence review4:30 PM Send brochure — Emily Chen
Recent Conversations
Sarah Martinez Labor access outranks acreageRio West Logistics Utility capacity confirmedMark Thompson Requested rejection history
Land Site Pipeline
Reviewed 12
Submitted 6
LOI / PSA 5
Relationship Snapshot
Sarah Martinez
VP, Real Estate
Strong
VP, Real Estate
Strong
Durable Context
Seeking 20–30 acres near I-10 with labor access and utilities.
Seeking 20–30 acres near I-10 with labor access and utilities.
Recent Note
Keep the first submission narrow and decision-ready.
Keep the first submission narrow and decision-ready.
Next Step
Send 2–3 sites with city intelligence.
Send 2–3 sites with city intelligence.
Brea Command Center
Sample data
Today’s Schedule & Follow-ups
10:30 AM Workout review — Phoenix facility2:00 PM Capital Partners call3:30 PM Re-run downside case4:15 PM Review PSA redlines
Recent Conversations
Capital Partners Extension options discussedWestpoint Holdings Updated rent roll receivedSummit Bank Payoff timeline confirmed
Distressed Assets
Under Review 6
Due Diligence 4
Offers Submitted 3
Closed 2
Priority Context
Summit Bank
Lender relationship
Warm
Lender relationship
Warm
Asset
Flexible close; roof work affects basis.
Flexible close; roof work affects basis.
Decision History
Reopened after price change; prior pass retained.
Reopened after price change; prior pass retained.
Next Step
Re-run downside case before extension call.
Re-run downside case before extension call.
NEI Command Center
Sample data
Meeting Prep & Follow-ups
8:30 AM Utility-data review — Mesa Hotel1:30 PM Brea referral handoff3:00 PM Central Plaza proposal check4:15 PM Roof-age follow-up
Relationship & Cross-Sell
Mesa Hotel Group Brea referral chain activeRiver View Industrial Irish relationship matchCentral Plaza Decision maker confirmed
Solar Opportunity Pipeline
Discovery / Data 14
Qualified 7
Proposal Active 4
Contracted 2
Opportunity Brief
Mesa Hotel Group
Brea-origin referral
Handoff ready
Brea-origin referral
Handoff ready
Qualification Gap
Need 12 months of utility bills.
Need 12 months of utility bills.
Documents
Utility bills partial; roof report reviewed.
Utility bills partial; roof report reviewed.
Next Step
Confirm consent and request missing bills.
Confirm consent and request missing bills.
Meeting Prep
Disconnected prototype
Upcoming Sample Meetings
9:00 AM Irish — Site criteria review10:30 AM Brea — Workout review1:30 PM NEI — Hotel referral handoff
Outlook-owned Event Fields
Read-only in BINStart/end, attendees, location, status, and provider ID.
Future connectionNo Outlook account or calendar is connected.
BIN-owned Brief
Ready 2
In progress 1
Briefing Workflow
Relationship Context
People, organizations, and recent notes.
People, organizations, and recent notes.
Opportunity Context
Sites, pipelines, and open questions.
Sites, pipelines, and open questions.
During / After
Notes, decisions, and commitments.
Notes, decisions, and commitments.
Next Step
Create a linked follow-up without editing the event.
Create a linked follow-up without editing the event.
Documents
Disconnected prototype
Recent Sample Documents
Irish Rio West site criteria.pdfBrea Distribution Facility OM.pdfNEI Mesa Hotel utility bills.pdf
Source Lineage
OM / IntakeCapture → reviewed source → site or opportunity.
ConfidentialityInternal, Client Shareable, or Restricted.
Review State
Reviewed 8
Needs review 3
Document Boundary
Local prototype
No Drive or external storage connected.
No Drive or external storage connected.
Approved reference
Only reviewed links and summaries appear.
Only reviewed links and summaries appear.
Related work
Person, organization, site, and opportunity links.
Person, organization, site, and opportunity links.
Next step
Review provenance before converting intake.
Review provenance before converting intake.