AI underwriting
From OM to model without retyping a number
AI underwriting in CREAssets is part of the $299-a-month Platform plan. Upload the offering memorandum, rent roll and T-12 — PDF or Excel. The AI underwriter fills a typed workbook you can check line by line, then converts the deal you approve into a live deal.
Updated
Capabilities
Document parsing
OM, rent roll and T-12 parsing with OCR fallback for scanned PDFs and line-item classification for operating statements.
A complete workbook
Rent roll, T-12, property, unit mix, income, expense, closing costs, capex, financing, sale, rent comps and a cash-flow model.
Returns up front
Cash-on-cash, IRR, total return and exit value in the header, on the return basis you choose.
Scenarios and sensitivities
Scenario and sensitivity analysis, loan sizing and benchmarks to pressure-test the deal.
Rent comps
HUD fair-market-rent benchmarks plus AI-suggested rent comps for the submarket.
Ask the deal
Attach files and ask questions in an assistant that works inside the underwriting.
Underwriting that becomes the deal
Sourcing, underwriting and the deal are one record. When you move forward, the deal is created from the underwriting instead of being typed in again.
AI underwriting is included in the $299/month Platform plan, within a monthly AI budget per firm. AI output is analysis for human review — not investment advice or an appraisal.
Try it first, free and without signing up: IRR and equity multiple calculator.
- Feeder fund and distribution waterfall sheets
- PDF and Excel export, plus a summary for your pitch deck
- Underwriting seats per team member
- Source documents kept with the workbook for review
Who uses it
AI underwriting: common questions
What file types can I upload?
PDF and Excel. Scanned PDFs are read with OCR.
How accurate is the extraction?
Not accurate enough to skip review. The source documents stay attached to the workbook so your analyst can check every figure before it drives a decision.
What does AI underwriting cost?
It is included in the Platform plan — every module for $299 a month, within a monthly AI budget per firm.
Can I use AI underwriting on the free stage?
No. AI features — parsing OMs, rent rolls and T-12s, the AI-filled workbook and the assistant — need the Platform plan. On the free stage you can build the underwriting workbook by hand and turn it into a deal.
Run your next raise on one platform.
Sign up free and build your first deal today. Upgrade only when you collect investor money — and if you are moving from another platform or from spreadsheets, we migrate you at no cost and your first month is free.