Made for Commercial Real Estate - Multifamily
Deal Management in one place
Process | Underwrite | Analyze | Research | Manage | Track | Present
Pro Formance CRE can take anyone from raw documents to a completed slide deck so you can screen bad deals and secure good deals.
Whether you are an analyst, broker, lender, 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,
Pro Formance CRE brings 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.
AI for the Subjective, True Code for the Objective
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.
Document Processing
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
AI Assistance
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.
Source data from the entirety of Google’s search index.
Hours of researching and writing turned into minutes of review
Presentation Builder
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
Deal Management
All your deals organized and accessible
Most people in CRE have a maze on their computer made of layers of folders of deals. Keeping everything straight is it’s own job, not to mention the mess that comes from sharing deals.
Deal Rooms pave over these issues. They provide you with a shared space of interactive folders that have built-in categorization.
It’s easy to categorize deals and folders by property type, stage/state, and anything else you want. You can then use smart placement to automatically sort deals into the folder they belong. When you need to pull up deals, just search by name or filter by any of the categories.
Create custom notification timers and manage team assets through the Deal Room.
Your entire team’s portfolio in one place, synced in real time.
Trend Analysis
Visualize everything that matters
Setting up graphs in Excel feels like you’re wrestling with the program. The result is many teams compromise on how their data is visualized and are stuck with fewer, less detailed graphs than ideal.
The Trend Analysis section gives you an easy-to-use playground to visualize rent roll, T-12, and Excel data however you need.
These graphs and tables can then be exported to Excel, downloaded as an image or PDF, or used directly in the Presentation Builder.
Visualize what you care about
And much more…
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.