The Product
Multifamily | Analysis | Waterfall | AI Analysis
What Pro Formance CRE provides you
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A non-technical user can finish setting up a new project in less time than it takes to read this webpage. Document processing, an intuitive workflow, and powerful tools give you unprecedented speed when evaluating properties.
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No longer do you have to spot check changes and try to remember the effects. Customizable Templates, Snapshot/Project comparisons, a customizable dashboard, a Waterfall Calculator, and other tools help you work through the numbers intelligently to find the most beneficial deal structures.
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From T-12 heat mapping, to Rent Roll rent confirmation and lease ranking, to saving templates of recurring value, to review sections, we have a variety of tools to help you avoid data-entry errors and the cascade of issues those cause.

Feature Breakdown
Key Features | Pro Formance CRE (Base) |
Pro Formance CRE + AI Plus |
Pro Formance CRE + AI Max |
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Core Essentials | |||
Seamless Excel Integration | |||
Streamlined Project Setup | |||
Customizable Templates | |||
Universal Model Compatibility | |||
Persistent Data Storage | |||
Multifamily Capabilities | |||
Dedicated Multifamily Document Management | |||
Automated Anomaly Detection | |||
Server Sync | |||
Analysis Capabilities | |||
Scenario Evaluation Toolkit | |||
Portfolio-Level Analysis | |||
Fully Customizable Dashboard | |||
Waterfall Tools | |||
Advanced Waterfall Computation | |||
Detailed Waterfall Breakdown | |||
Investor-Focused Performance Insights | |||
AI Analysis | |||
Intelligent Data Gap Identification | |||
Comprehensive Strength & Risk Assessment | |||
Executive Summary for Investors & Lenders | |||
AI Credit Allowance | 1,000 Credits | 10,000 Credits | Unlimited Credits* |
Let’s walk through a Multifamily underwriting
Seamless Document Import
After receiving your Rent Roll and T-12, simply highlight a few key items in Pro Formance CRE, click “Process,” and watch as the data is automatically imported. No more manual entry or juggling multiple spreadsheets.Customizable Deal Details
Next, you’ll move through intuitive, customizable sections that capture every aspect of your deal. Here, you can make use of saved Templates for recurring variables, so you never have to re-enter the same information twice, reducing errors and saving time.Intelligent Scenario Snapshots
Once your data is in place, determine project feasibility with Scenario Snapshots. Quickly compare different deal structures and, when you find the best outcome, simply click “Restore” to revert your workbook to that exact configuration without any guesswork.Flexible Waterfall Calculator
After confirming the deal’s viability, use the built-in Waterfall Calculator to structure equity precisely. Experiment with multiple setups and compare them side by side to ensure every stakeholder would be satisfied.AI-Driven Analysis
Finally, leverage the AI Analysis package to get a comprehensive breakdown, covering any gaps in your data, uncovering strengths and weaknesses, providing recommendations, and even helping you shape your lender or investor presentation. You control the input content, tone, and length of the AI’s output.