Why Pro Formance CRE?

We made underwriting and analysis incredibly simple and fast. No Excel expertise is needed. Combine the full power of your models with advanced tools that simplify data input and project evaluation.

• It takes seconds to fully process documents and find anomalies. Avoid growing project queues - quickly identify worthwhile deals get offers in as soon as possible. 

• It all happens locally, on your own computer. Enable or disable the add-on at any time without losing data. 

• Great for beginners - no Excel expertise needed! Lean on the tool’s expert guidance to structure your deals like a pro.

Getting Started

Request your one (1) month trial. This will give you access to the AI Max version. At the end, you can seamlessly upgrade to a full plan. If you choose to stop using Pro Formance CRE, your models will work as they always have and any setup you did will persist, so you can pick up where you left off even after a break.

With the Pro Formance CRE Excel add-in, setup with your preferred Excel models is quick and easy. You can also request an industry-grade Multifamily model starter template and import your data.

Within minutes, you will be ready to fully process new deals faster than back-of-the-napkin evaluations with the following tools:

• Assisted document processing eliminates hours of manual effort handling Rent Rolls and Operating Statements.

• Snapshots make what-if analysis intelligent and easy.

• The Waterfall Calculator creates your equity structures with ease.

Once you sign in, the Quick Start Guide is available in the add-in under Setup > Settings.

Please contact the Pro Formance CRE team through the support links if you would like any assistance.

The standard EULA and Terms of Service apply.