Step 1. Setting Up Access
What you’ll do here: Set up your login and get your documents ready.
Setting Up Access Steps:
Log in – Click the login link here and continue with Microsoft or Google.
Demo page access – Once you log in, you’ll land on a demo page. Notify us when you’re there. We’ll update your access once your invoice is paid (within 24 hours).
Gather documents – Have documents ready for underwriting (OM, T-12, management summaries, or rent roll).
If you don’t have documents, you can also start a manual entry.
Step 2. Build Your Underwriting
What you’ll do here: Upload documents, extract data, and build your underwriting model.
Steps:
Upload documents & select asset type – If you’ve created a template, select it before extraction.
2. Audit conflicts – Review and select which data inputs to use.
3. Project details – Confirm address and project details.
4. Acquisitions – Purchase price pre-fills if available; use “View Source” to check data origin.
5. Unit Mix – Upload a rent roll or a list of units. We’ll build your unit mix table and you can compare the market rental rates.
6. Income & Expenses – Build your pro forma.
Add/edit line items.
Create a lease-up plan with the Value-Add tool.
7. Financing – Enter loan assumptions.
8. Exit – Set your holding period, closing costs, and assumptions to calculate IRR.
9. Investment Criteria – Define your minimum criteria to enable green-light/red-light analysis.
Step 3. Advanced Analysis
What you’ll do here: Explore external data, insights, and refine assumptions.
Steps:
Overview Tools
KPI Slider – Adjust purchase price and test effects.
LOI Generator – Draft a letter of intent.
Refinancing Page – Model refinancing scenarios.
2. Market Analysis Page – See local demographics and competition by drive-time or mile radius.
3. News & Insights – AI-sourced updates on zoning, new developments, moratoriums, road construction, and other risk factors.
4. Templates – Save and reuse baseline strategies & inputs. None are hard-coded — always editable in underwriting.
Other Resources