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CREFI has a built-in knowledge base that captures valuable insights from your conversations and makes them available for future analysis. The more you use CREFI, the smarter it gets about your deals and preferences.

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How Memory Works

During conversations, CREFI proactively identifies and stores useful information:
  • Key data points about properties and markets
  • Your stated preferences and investment criteria
  • Insights from prior deal analyses
  • Corrections or clarifications you’ve made
This happens automatically — you don’t need to explicitly tell CREFI to remember something (though you can).

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What Gets Stored

TypeExamples
Investment criteriaTarget cap rates, preferred property types, geographic focus
Deal insightsKey risks identified, valuation conclusions, market observations
PreferencesFormatting preferences, analysis depth, reporting style
Market knowledgeSubmarket trends, comparable data, local market conditions

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Viewing and Managing Memory

Navigate to the Memory page from the sidebar to see what CREFI has stored. From here you can:
  • Browse all saved insights
  • Search for specific topics
  • Remove entries that are outdated or incorrect

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How Memory Improves Your Experience

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Smarter Analysis

When you start a new deal in a market CREFI already knows about, it can draw on prior market research and comparable data to provide richer analysis from the start.

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Consistent Assumptions

If CREFI knows your typical underwriting assumptions (e.g., “we usually model 3% annual rent growth for Class B multifamily in the Southeast”), it can apply these as defaults and flag when a new deal deviates from your norms.

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Context Across Deals

Memory persists across deals, meaning insights from one transaction can inform another. If you analyzed a comp property in a previous deal, that data is available when you encounter a similar property later. CREFI uses advanced search to find relevant memories, not just keyword matching. When you ask a question, it retrieves the most contextually relevant information from its knowledge base, even if the exact words don’t match. For example, if you stored an insight about “elevated insurance costs in coastal Florida markets” and later ask about “risk factors for a Miami Beach property,” CREFI will surface that relevant memory.