Feature Update: Flexibility and Professionalism
Underwriting multifamily deals is full of nuance. You have to wrestle with financial documents, tweak deal structures, and keep investors happy. With our latest release of Pro Formance CRE, we’re taking another step toward making it even easier to handle all three in one place.
In this update, you’ll find three big enhancements: a revamped Summary Dashboard, the ability to create shareable financial documents, and Dynamic Table Management. These help Pro Formance CRE go even further towards the goals of saving you from directly interacting with Excel and also handling everything deal evaluation related in one place.
Your Dashboard, Your Story
The Summary Dashboard already centralizes all the data you care about in one place, but every team and deal is different. Whether you want graphs to be near the top or return metrics, you can easily make changes to the Dashboard’s structure. This flexibility allows you to:
Rearrange sections in a way that fits your preferences
Highlight the metrics that matter most to you
Create different “views” for internal and external audiences
This fits into our design philosophy around providing simple customizability, letting you easily tailor Pro Formance CRE to your needs.
PDF Exports That Look the Part
Impressing lenders, investors, and partners often comes down to presentation. An Excel printout can feel clunky or amateur if it’s not formatted perfectly. Standalone programs may have connections to your model, but making changes is tricky. Our new PDF export system helps you deliver polished financial memos that can be easily customized.
This draws from your Summary Dashboard, so the ability to rearrange and toggle visible sections makes it incredibly simple to change the content.
Dynamic Table Management
We already let you handle everything from your Excel model that didn’t move, but there wasn’t a way to adapt to changing tables. You can now easily single out each unique item from a table along with its specific inputs (and any relevant to see outputs).
Easily setup the first row and we’ll automatically scale the section according to the contents of the target table.
Why This Matters
In today’s market, everything feels more urgent. Rates are up, lenders are cautious, and any delay can give someone else a head start. To stay competitive:
You need speed so you can respond to opportunities quickly
You need precision so you can operate with accurate values
You need professional presentation to stand out when pitching
Pro Formance CRE helps you handle all three without reinventing your workflow. If you already have an underwriting process, we make it smoother.
Bonus Feature: We also added server support for your Rent Roll and T-12 categories, making it much easier to use Pro Formance CRE across multiple models and computers. This will soon be extended to create company master lists and a Pro Formance CRE master list that everyone can select between.
Built for Teams of All Sizes
Whether you’re at a small shop without a dedicated analyst or at a larger firm with a full analyst team, these tools adapt to your needs. They reinforce consistency, streamline reporting, and help you focus on what really matters: evaluating more deals in less time.
What’s Next?
If you haven’t tried Pro Formance CRE recently, now might be a good time. You can still run your model your way, but with more speed, better outputs, and fewer headaches. Questions about getting started? We’d be happy to walk you through the latest features.
