Why Pro Formance CRE?

Speed and accuracy matter, and Pro Formance CRE delivers both. We created our platform so that non-technical users can handle underwriting on their own, and technical users can work more efficiently while clearly communicating deal details.

Who needs Pro Formance CRE?

Anyone who underwrites multifamily properties can benefit from our suite of tools. We make the process fast and reliable so you can quickly evaluate deals and get your offers in before others could hope to.

How do I use Pro Formance CRE?

Our program integrates seamlessly with Excel via Microsoft AppSource. After installation, you’ll find the add-in in Excel, typically on the right side of the Home tab.

How do I get started?

We know you’re busy. Request a demo, let us know your goals, and we’ll move as quickly as you need. We have a money-back guarantee on annual plans periods if you’d like hands-on experience. We’re confident you’ll notice the time you save and the competitive advantage you gain by evaluating deals faster.

Do I need a specific pro forma?

Pro Formance CRE is fully customizable and can work with any Excel financial model. We also offer an in-house model if you need a ready-to-use solution.

How hard is it to use your features?

We’ve designed everything to be intuitive, with tooltips to clarify any complex functionality. We also provide a user manual and can set up training sessions to help you get the most out of our tools.

Do I have to share my documents?

No. Your files and information stay on your computer. Our servers handle the complex calculations, but we don’t store any deal data.

What do terms like “project” and “underwriting” mean on this site?

“Project” refers to a specific deal, whether it involves one property or multiple. “Underwriting” is the process of analyzing that deal by pulling data from financial documents and using a robust financial model.

What can I do if I run into issues?

Our support team is ready to help. Just use the Contact Us or Support forms to report any issues, and we’ll address them as quickly as possible.

What if I don’t like the product?

Monthly subscribers can cancel at anytime and will not be billed further. Annual subscriptions are eligible for a full refund if canceled within the first 30 days. To request a refund, contact: support@proformancecre.com

How does the Document Processing work?

Our proprietary document handling is extremely user-friendly, simply select the file type (Rent Roll/T-12), then a file selector pops up, select the file, then seconds later it’s opened in your Excel workbook. It can easily handle Excel files and most PDF’s. So long as a PDF is generated right-side-up, we can generally return a very workable (if not perfect) version. If anything ever doesn’t come out correctly, contact us and we’ll work with you to implement it into the automatic handling if possible.