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Post IC Property Setup

Pre-close shadow setup. Fires at IC approval (Handoff 1 in reference/connectors/_core/stack_wave4/lifecycle_handoffs.md) before the deal actually closes. Creates placeholder property in AppFolio (status: pre_acquisition), placeholder entity dim in Intacct, placeholder property_master_crosswalk + asset_crosswalk rows, reserves the canonical property_id slot, routes to compliance for legal-entity formation, secures tax-lot and assessment research, and binds pre-acquisition insurance. Terminates by passing a baton payload to acquisition_handoff at close. The workflow never promotes the placeholder to operating; that is acquisition_handoff's job. Writes proposed placeholder rows to master_data via approval-gated writes.

What this skill does

Post IC Property Setup is an A.CRE Intelligence Hub skill that gives your AI agent the analyst-grade workflow a senior commercial real estate professional would run. Pre-close shadow setup. Fires at IC approval (Handoff 1 in reference/connectors/_core/stack_wave4/lifecycle_handoffs.md) before the deal actually closes. Creates placeholder property in AppFolio (status: pre_acquisition), placeholder entity dim in Intacct, placeholder property_master_crosswalk + asset_crosswalk rows, reserves the canonical property_id slot, routes to compliance for legal-entity formation, secures tax-lot and assessment research, and binds pre-acquisition insurance. Terminates by passing a baton payload to acquisition_handoff at close. The workflow never promotes the placeholder to operating; that is acquisition_handoff's job. Writes proposed placeholder rows to master_data via approval-gated writes. Pre-close shadow setup. Fires at IC approval Handoff 1 in reference/connectors/ core/stack wave4/lifecycle handoffs.md before the deal actually closes.

How you'll use it

"Use the Post IC Property Setup skill"

Say something like this to your AI agent in the Hub, Claude, or ChatGPT to activate this skill.

Skill activation rules

Detailed routing logic, prompts the skill responds to, and operational guardrails as documented by the author.

Pre-close shadow setup. Fires at IC approval (Handoff 1 in reference/connectors/_core/stack_wave4/lifecycle_handoffs.md) before the deal actually closes. Creates placeholder property in AppFolio (status: pre_acquisition), placeholder entity dim in Intacct, placeholder property_master_crosswalk + asset_crosswalk rows, reserves the canonical property_id slot, routes to compliance for legal-entity formation, secures tax-lot and assessment research, and binds pre-acquisition insurance. Terminates by passing a baton payload to acquisition_handoff at close. The workflow never promotes the placeholder to operating; that is acquisition_handoff's job. Writes proposed placeholder rows to master_data via approval-gated writes.

What's inside

Post-IC Property Setup

Workflow purpose

Between IC approval and deal close, pre-wire the operating and data-platform stack so that the close-day handoff is a promotion rather than a cold start. The workflow reserves identifiers, drafts placeholder rows, engages outside…

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Post-IC Property Setup

Workflow purpose

Between IC approval and deal close, pre-wire the operating and data-platform stack so that the close-day handoff is a promotion rather than a cold start. The workflow reserves identifiers, drafts placeholder rows, engages outside parties (formation counsel, pre-close insurance carrier, tax-research provider), and tracks readiness against the tolerance band. On close, it packages a baton-pass payload for workflows/acquisition_handoff with every placeholder id, crosswalk draft status, approval status, and known outstanding issue.

Trigger conditions

Full instructions and any reference files ship in the .skill bundle.

Bundle structure
post-ic-property-setup/
└── SKILL.md             # Required: instructions + metadata

Who built it

With contributions from Avi Hacker.

How to run it

Not in the Hub? Download the .skill bundle above and follow the A.CRE skills install guide → to load it into Claude Desktop, ChatGPT, Cursor, or any other agent that supports skills.

Already in the Hub. If you're an AI.Edge Pro or A.CRE Accelerator member, this skill is bundled into the A.CRE Intelligence Hub direct connector (MCP server) — just ask your agent.

About this skill

Third-Party skill. This skill is redistributed under the Apache-2.0 license and is not authored or endorsed by Adventures in CRE. Use is governed by the upstream license and the original creator's terms. Original attribution: Mario Urquia (link) and contributors (Avi Hacker).