One continuous case, from first look through ownership.
Documents file themselves into the firm’s folders. Models, memos, and version history live together per deal. The full case carries forward, stage to stage, so every session opens onto everything the last one built.
Deal intake
Drop the deal in. Get it filed.
Drop the deal’s documents onto the deal or browse to them. Each one is read on its contents and filed where an underwriter would, and anything that can’t be placed with conviction routes to your review tray, folder call intact.
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Drop them in
Drag the deal’s files onto the deal or click to browse. Everything lands in an uploads tray first, confirmed before it moves into the deal.
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Read on contents
Each upload is read against a commercial-real-estate taxonomy on what’s inside it, so a mislabeled scan still files correctly.
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Filed automatically
When the read is clear, 85% confident or better, the document lands in the right folder with no clicks from you.
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One tap to confirm
When it’s probable but not certain, 60 to 85%, you get a one-tap suggestion, “File in Property Financials,” to accept or change.
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Held for review
When it’s genuinely unclear, oversized, or unreadable, it waits in your review tray with the best read and a plain reason for the routing decision.
CRE filing taxonomy
Nine folders the deal team already runs on.
Deal documents sort into a fixed commercial-real-estate taxonomy. The read works off what’s inside each document, so the right material lands in the right folder regardless of how it arrived.
Property Financials
Rent rolls, operating statements, trailing-twelves, budgets, sources-and-uses, and invoices.
Borrower & Guarantor
Borrower and guarantor financials, tax returns, personal financial statements, schedules of real estate owned, org charts, and principal resumes.
Property & Leases
Full executed leases, lease abstracts, tenant estoppels, and SNDAs.
Third-Party Reports
Appraisals, Phase I environmentals, property-condition reports, engineering reports, zoning letters, and ALTA surveys.
Legal & Title
Title commitments, insurance certificates, and the purchase and sale agreement.
Loan & Closing
Loan applications, term sheets, commitment letters, wire instructions, and the closing checklist.
Market & Comps
Submarket studies, rent comparables, and sales comparables.
Photos & Plans
Property photos, site plans, and floor plans.
Misc / Unsorted
Documents the read recognizes but can’t place, held in one tray you can sweep when you have a moment.
01 · Document pane
Read the source. Work the deal. One screen.
- Click a filed document and it opens in a pane next to the deal, so you read against your work without leaving it.
- Excel and CSV render as a live spreadsheet, with formulas, formatting, frozen panes, and merged cells intact.
- Word documents, slide decks, and PDFs render page by page in the same pane, and native PDFs open as they are.
Fig · Source document alongside the deal
02 · Precision handoff
Send the exact figure you mean, with context already attached.
- Reading a workbook in the pane, click a cell, add a note in your own words, and send it to the terminal. The exact cell and what you asked arrive with it, with no reference to retype.
- Flag several cells at once, across tabs, and send them as one set. The workbook travels with them, so the precise lines you marked arrive in context.
- Your message lands ready to review and send, on your timing. Keep flagging cells and send again as the read develops.
Fig · A flagged cell sent with full context
03 · Deal record
Every output, every version, every source: one deal, one place.
- Every model, memo, and deck the team produces lands alongside the source documents, so the work and the files behind it stay together as one case.
- Attach your firm’s formats from your saved library or upload your own, in Word, Excel, PowerPoint, or PDF, and the work drafts onto that scaffold.
- Every file carries a full version history you can browse, open, and download, with timestamps and the size delta between versions.
- Restore any earlier version or recover a deleted file from the controls in front of you. The team directs every step.
Fig · Templates, outputs, history: one deal record
Deal conversations
Each deal carries its own context.
A deal carries its own conversations. Open a blank session or take a stage-specific quick-start, which drafts the right opening for you to review and send. Past conversations group by recency with a short written recap, and a session tied to one deal stays with that deal.
Fig · Conversations bound to one deal
One continuous case, from first look through ownership.
The source documents, the model, the drafts, and the conversation thread sit in one place and carry forward stage to stage. When you return to a deal, the work and the reasoning behind it are exactly where you left them.
Filed where you expect
Documents arrive sorted into folders an underwriter recognizes, with the uncertain ones waiting for your direction.
Every version recoverable
Drafts and outputs carry a full version history, and a deleted file is recoverable for up to 30 days before any permanent removal.
Continuity by deal
The case and its recaps travel with the deal across stages, so the next session opens onto everything the last one built.