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Instant CRE insight

BUILT FOR COMMERCIAL LENDERS

Every CRE banker knows the questions — Is the NOI real?  Who are the tenants?
Can this loan refinance itself?  We built a platform around those exact questions, so your team gets answers without the manual work.

Credit Memo AI Generated
The Underwriting Journey

A CRE loan has five moments where things go wrong

We built around each one — not to replace your judgment, but to make sure you have the full picture at every stage.

1
Documents come in — and the clock starts

A deal package arrives: appraisal, rent roll, operating statements, tax returns, personal financial. The information is all there. But extracting it takes days of manual work before any actual underwriting begins.

The problem: time lost before analysis starts
2
Is the income real? Normalizing NOI

Not all NOI is equal. One-time income, below-market rents, management fee exclusions, vacancy timing — a property can look profitable on paper and be structurally weak. This is where inconsistency between analysts creates the most risk.

We normalize consistently, with a full adjustment trail
3
Who's paying the rent — and for how long?

The tenant mix determines whether that income is durable. One tenant at 50% of the rent roll with 14 months left on their lease is a fundamentally different risk than 10 tenants each at 10% on long-term leases. This distinction rarely gets surfaced clearly enough, fast enough.

Concentration and rollover exposure shown immediately from the rent roll
4
Can the borrower — not just the property — repay this?

For owner-occupied deals, the business is the repayment source. For investment deals, the guarantor may be the backstop. Either way, the full picture requires connecting entities, personal finances, and contingent liabilities that rarely arrive in one place.

Global cash flow assembled across all uploaded entities and documents
5
What happens at maturity?

A 5-year CRE loan that performs fine today can be a problem at maturity if the market has moved, the tenants have left, or rates have risen. Most banks don't calculate refinance risk at origination. They discover it at renewal.

Refi proceeds, maturity gap, and stressed DSCR calculated at origination
The Real Problems

What slows your team down on every deal

These aren't technology gaps. They're time gaps — hours your best underwriters spend on mechanical work instead of judgment calls.

The rent roll takes two hours to spread — manually

Your analyst opens Excel, copies lease expiration dates, calculates rollover percentages, flags concentration. Every deal. Every time. One typo changes the risk picture entirely.

"By the time I finish spreading the rent roll, I've lost half a day on a deal that might not get approved."
NOI adjustments vary by who does the analysis

Two underwriters on the same deal reach different normalized NOI figures. One adds back the management fee. One doesn't. Neither is wrong — but the inconsistency creates credit committee friction and audit exposure.

"We've had examiners ask why the same property was underwritten differently six months apart."
Refinance risk only shows up at the annual review — too late

By the time a maturing loan can't refinance itself, you're in workout mode. The data to catch it early — NOI trend, cap rate movement, maturity balance — was always there. It just wasn't being connected.

"We knew the loan had a short fuse. We just didn't know until it went off."
Global cash flow lives in three different spreadsheets

The guarantor's other businesses, the related-party leases, the contingent liabilities — a lender needs all of it together to see true repayment strength. Instead it's assembled by hand, every deal, with no consistency check.

"Nobody has a complete picture until the credit memo is being written — and by then it's almost too late to change the structure."
HOW WE ADDRESS IT

The same work.
Done before you open Excel.

We don't change how you underwrite. We do the mechanical part before your team starts — so every hour is judgment, not data entry.

In General
Analyst downloads rent roll PDF, manually enters each lease into Excel, builds expiration schedule, checks concentration
Each underwriter normalizes NOI differently — some add back reserves, some don't. No audit trail
Refinance risk discovered at maturity or annual review — when options are limited
Guarantor financials and related entity debt assembled across separate spreadsheets, often incomplete
Policy exceptions caught inconsistently — depends on which analyst is on the deal
Appraisal data re-keyed by hand from 80-page PDFs — cap rates, comps, vacancy assumptions
Time Required 2-3 hours
Accuracy 85%
Consistency Varies by analyst
After — with CRE Insights
Upload the rent roll. Rollover schedule, concentration %, and lease loss DSCR impact calculated instantly.
Normalized NOI calculated consistently from the operating statement — every adjustment documented and source-linked.
Refinance gap flagged at origination — stressed refi proceeds, maturity balance, and DSCR at refi shown on day one.
Global cash flow assembled automatically from uploaded tax returns and debt schedules across all entities.
Every metric checked against policy thresholds — exceptions surfaced on every deal, consistently, regardless of analyst.
Appraisal data extracted automatically — cap rates, comparable sales, vacancy assumptions pulled from the PDF.
Time Required < 2 minutes
Accuracy 99.9%
Consistency Always consistent
WHAT WE READ

Every document your underwriters already collect

No new data. No new workflow. Upload what you have — we do the reading.

Rent Roll
Who the tenants are, what they pay, when they leave, and how exposed the income is
Operating Statement
What the property actually earns once the noise is removed
Appraisal Report
Cap rate, comparable sales, vacancy assumptions — extracted from the PDF, not re-keyed
Tax Returns
Business and personal cash flow, adjusted for add-backs and non-recurring items
Personal Financial
Guarantor net worth, liquidity, and contingent obligations — connected to the deal picture
SECURITY & COMPLAINCE

Your borrowers' data stays yours.

Before your compliance team approves any vendor touching borrower data, they need one question answered: where does this data go? Here is the plain answer — our certifications and our AI provider's certifications, in one place.

SOC 2 Type II
Security, availability & confidentiality audit
ISO 27001
International information security management
FedRAMP
US government-grade cloud authorization
HIPAA Eligible
Health data privacy standards — AWS infrastructure
GDPR
Data protection regulation compliance
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