Made for Commercial Real Estate
Deal Underwriting & Management
in one place
Pro Formance CRE makes it easy for anyone to go from raw documents to a completed slide deck in under 10 minutes.
Whether you are an analyst, broker, lendor, investor, or anyone else dealing with apartment properties, you can save hours across screening, analyzing, researching, and creating presentations for properties.
Excel on the left, Pro Formance CRE on the right
Excel brought underwriting into the 20th century,
we bring it into the 21st
“I like my model”
Perfect! Pro Formance CRE plugs in on top of existing Excel models. We use Excel’s strengths and build on top of them.
“It’s just an add-in?”
We put the fully capacity of a standalone solution alongside Excel. Handle everything all in one Excel window.
Easy to Learn
As former CRE underwriters, we took the usual process and upgraded it. Similar flow, done faster and simpler.
Multifamily Underwriting Normally
Most properties are duds and hours are spent screening them out. This results in queues and when you finally find a promising property, you have to spend many more hours on data entry, running the numbers, doing research, and creating a compelling slide deck. At this point, it can be days before a good deal is acted on.
Many shops adapt differently, from doing low-resolution (back-of-the-napkin) checks to screen deals, to having extra people dedicated to deal evaluation, to investing heavily into complex Excel models. These approaches, however, are a compromise which involve throwing more money at underwriting or sacrificing depth of initial analysis.
Raw documents to finished slide deck in 10 minutes
We attacked the problem at its root by building a system that integrates with your current model and paves over the most time-consuming, technical steps of deal evaluation so it becomes a simple, fast task.
Rent Roll and T-12 done in seconds
From clean Excel rent rolls and T-12’s, to messy PDF’s, the lack of standardization in CRE makes the data entry of property financials a Pandora’s box that sometimes takes 15 minutes, sometimes hours.
We solve this by using advanced algorithms to navigate the messiness automatically, all you need to do is pick the file and handle categorization (which is remembered and automatically used in the future).
Getting financials into your model is just a few easy clicks
Property Research & Write-ups
As a centralized platform for all your underwriting needs, Pro Formance CRE makes it simple for you to leverage all of the data in the add-in and Excel to jumpstart your research and written content.
From property and market research, to finding relevant comps, to utilizing your data to generate well-informed summaries and presentation text, these actions each are a single button click and can run in the background.
Hours of researching and writing turned into minutes of review
Finished Slide Decks in minutes
Whether you need an OM, BOV, or other presentation type, creating compelling slide decks for your promising deals is very time-consuming.
With the Presentation Builder, once setup, we can update all your visuals and numbers in one click and create well-informed text content with another single click. Once you confirm the results are to your liking, it’s a final single click to print the PDF of the slide deck.
Finished presentations are now as easy as 3 clicks
See more: Data Visualization and Team Features
It’s time for you to solve CRE Underwriting
Making your life easier is a goal we prioritize for all stages of the process. Get started at your convenience through our store or request a live demo.
Money-Back Guarantee - Try it at no risk! 30-days for annual plans and 3-days for monthly.
Designed for convenience - Setup can be completed in as little as thirty minutes on your own or with a complimentary setup session.
Quality Support - We provide guides and videos, and access to support that knows the product inside and out.