AI-Powered Features
Leverage AI to save hours on researching and writing about properties
Our view on AI (LLM) use in business:
When you need descriptions and summaries, LLM’s (ChatGPT, Gemini, etc.) are great. They are, however, very unreliable when you need many exact numbers returned. We built our features with these strengths and weaknesses in mind and will adapt as new models prove to be an upgrade to current approaches.
Researching and writing about a property can be a full-time effort on their own. Not to mention the experience needed to do these well.
Let’s do something about that:
Dig deep autonomously
Property Research
Confirming your assumptions are realistic is required for proper underwriting. Unfortunately, the process is very time consuming and involved.
With Pro Formance CRE, you can get in-depth research from a single click.
Whether you need property research, market research, or market comps, we already centralize your deal’s data and can use it along with advanced prompting to greatly shortcut your research process.
Part of a Quick Search AI-powered research report
Example of raw AI generated text for Amenities - can be edited
Your own AI-marketing assistant
Presentation AI Text
Once you are confident in the feasibility of an investment, you need to make a compelling case that investors and other stakeholders can buy into. Writing all the needed content for a presentation (OM, BOV, etc.) takes a lot of time and mental energy.
With Pro Formance CRE, it’s seamless to create well-informed drafts for your slide deck.
As an all-in-one solution for underwriting, setup is easy.
Whether you need an executive summary, market insights, investment highlights, amenities list, etc. just pick the content type and the sources of data you want used. After that, it’s just a button press for a new draft whenever needed.
A second set of eyes on the deal
Synthesized Reports
Getting a general view of an investment involves considering huge amounts of data. This creates room for error and requires a high degree of CRE experience to do properly.
With Synthesized Reports, you can readily get a summary of your current deal, including as much or as little data as you want.
Similar to the Presentation AI text, you can select any data from other parts of Pro Formance CRE and Excel to be used. These summaries also look for discrepancies to help avoid any unfortunate mistakes.
A synthesized summary of the property, created using the Quick Search report and key input and output metrics from Excel
Summary: AI Features
The Problem
What you need
Our Solution
Researching a property and creating quality marketing copy are very involved tasks that require skill to do well. The demands are so high, many teams have at least one person on their team focused on these (along with underwriting). Even then, if deal flow is healthy, queues build up and deals bottleneck at these steps.
In-depth property and market research, deal overviews, and well-informed write-ups.
Shortcut all of these tasks to a couple clicks or fewer.
By being an all-in-one program alongside Excel, we already centralize all of your deal’s data. This makes it simple for you to get well-informed reports of your property, it’s market, find relevant market comps, summarize the deal, and create market copy.
No longer do you need hours for these steps to be properly handled.
Related Features
On privacy: we leverage enterprise API’s that stipulate they don’t store or train on any data used. Users can store AI reports with their deals in our cloud Deal Rooms, but this is encrypted as with everything else about stored deals.
Limitations: AI features are subject to limitations, as defined in our legal policies.