Underwriting powered by your firm’s full intelligence
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Record ownership motivation, broker context, timing pressure, relationship notes, and the details that shape a deal but rarely fit inside standard fields.
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See which deals deserve attention first, weighed against your firm’s own criteria, prior outcomes, and the timing pressure on each opportunity.
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Create market surveys in half the time, with floor plan recognition. Sync data into your model with an agent that has the entire context of your firm’s deal brain.
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Let your agents check each opportunity against the data, patterns, and knowledge your firm already trusts.
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Choose what you want your agent to automate in the underwriting process, and where it should ask for human judgment.
Capturing
Whisper price is $65M
Broker has it around a 4.8 cap on the T3/T12
Owner is a family partnership, held since 2011
Broker believes this trades at or above whisper, with five serious groups locally who have already toured
Ownership needs to sell: their loan comes due in six months and they want to get ahead of it
T12
Rent roll
AR report
OM
Just finished the financials: parsed the T12 and formatted the rent roll. This property is only 82% occupied, and there has been a heavy wave of concessions and signs of possible mismanagement. Not sure we want to spend much time on this one.
Market survey
PropertyRentOcc
Palm Horizon$1,89093%
Sundance Ridge$1,74595%
Oak Ridge$1,61091%
Added the 2 bed / 2 bath, 1,100 sq ft floor plan at Sundance Ridge to the market survey. I have a solid read on the comp set now and can recommend market and post-renovation rents.
Market data
Comparing against the data we hold from CoStar…
| Jun 2025 | Jul 2025 | Aug 2025 | T-12 Total | |
|---|---|---|---|---|
| Gross Potential Rent | 489,214 | 491,806 | 493,925 | 5,876,411 |
| (Loss-to-Lease) / Gain-to-Lease | (8,120) | (7,940) | (9,271) | (86,717) |
| Net Potential Rent | 481,094 | 483,866 | 475,389 | 5,384,887 |
| Concessions | (1,213) | (613) | (1,888) | (21,582) |
| Non-Revenue Units | (4,421) | (4,468) | (4,632) | (51,238) |
| Collection Loss | (1,992) | (5,138) | (37,482) | (115,774) |
| Total Rental Income | 421,171 | 427,181 | 368,706 | 4,926,779 |
| Pet Rent | 1,563 | 2,799 | 2,770 | 26,723 |
| Parking / Garage | 12,939 | 13,141 | 11,914 | 150,706 |
| Storage | 1,933 | 2,178 | 2,081 | 25,481 |
| Fee Income | 5,136 | 15,107 | 37,353 | 188,430 |
| RUBS Income | 29,270 | 19,797 | 23,124 | 319,307 |
| Other Income | 1,074 | 1,263 | 2,129 | 14,737 |
| Total Other Income | 53,606 | 55,960 | 79,931 | 735,968 |
| Effective Gross Income | 474,777 | 483,141 | 448,637 | 5,662,747 |
Let’s run the playbook on Sundance Ridge.
On it. The model’s verified and synced, every floorplan was cleaned up automatically. We’re on step 3 now; here are my recommended assumptions for you to review:
Determining physical vacancy assumptions…