point completeness checklist
What this means
Documented system mechanics and original deployment scope. These are capability measures, not conversion or investment returns.
By NextAutomation · Updated
System study / a Florida industrial value-add investment firm
AI Deal Screening for Commercial Real Estate
An industrial investment team connects document extraction, mandate checks and memo drafting in one screening process.
The connected workflowThe facts, the fit and the open questions.
Deal snapshotScreening recordInvestment memo
01
Before / after
Less assembly. More connected work.
BeforeSeparate pieces
AfterShared context
- Re-keyed offering memorandaA structured deal snapshot
- Manual mandate checksScored fit with visible exceptions
- Memos assembled slide by slideBranded memo and editable deck
02
Built around the work
The facts, the fit and the open questions.
01Capture
Broker email and documents
- 02
Extract
26-point completeness check
03Screen
Criteria and disqualifiers
- 04
Prepare
Memo for analyst review
Analysts review scores and memos before committee.
03
What the team receives
Outputs the team can work with.
Deal snapshotEXAMPLE
PropertyDocument source
FinancialsExtracted inputs
ExceptionsAnalyst review
Connected source recordsFor team review
Deal snapshot
Property facts, with missing fields made visible.
Screening recordEXAMPLE
- 01PriorityResearch first
- 02WatchMonitor signals
- 03BackgroundKeep on record
Connected source recordsFor team review
Screening record
Mandate fit with an explanation.
Investment memoEXAMPLE
Prepared from shared source records
01Deal summarySnapshot
02FinancialsUnderwriting
03RisksOpen diligence
Connected source recordsFor team review
Investment memo
A reviewed deal, in the team’s own format.
Illustrative output designs. Generated imagery, not actual client records or assets.
04
The record behind the story
What supports the story.
weighted criteria plus automatic disqualifiers
What this means
Documented system mechanics and original deployment scope. These are capability measures, not conversion or investment returns.
05
For your team
A similar system, built around you.
Best suited to
Investment teams with recurring inbound deal flow
Your starting materials
- 01Broker emails
- 02Offering memoranda
- 03Mandate rules
- 04Own model
Connected around your processThe human decision
Your team stays in control.
Analysts review scores and memos before committee.
Ownership & implementation
Screening follows the investment team’s criteria.
The checklist, weights and disqualifiers are configured per mandate.
Before you build.
What does AI deal screening actually check?
In this system, every inbound deal is checked against a 26-point completeness checklist, then run through three automatic disqualifiers and five weighted scoring criteria covering tenancy, rent upside, location, building size, and financial returns. Deals that fail a disqualifier are closed with a reason; deals that score well are flagged for same-day attention.
Does the AI make the investment decision?
No. The system screens, scores, and drafts. A human analyst reviews every score and every memo before anything reaches the investment committee. The value is that the analyst starts from a structured, scored deal record instead of a raw PDF.
How does a deal get into the system?
Brokers forward the offering memo, flyer, or email thread to a dedicated capture address. The AI extracts the property, tenancy, and financial fields into a deal record and flags anything missing. Deals can also be entered manually through a form with a live score preview.
Can a system like this work for asset classes other than industrial?
Yes. The screening criteria and disqualifiers are configured per mandate. The same architecture applies to multifamily, retail, or office: the checklist, weights, and disqualifiers change, the pipeline does not.
Try the checks behind the screening handoff
Use the lease audit practice packet to test whether a workflow preserves missing documents and conflicting terms.
The model-builder resource pack gives the analyst a structure for approved figures and open assumptions.
See it on your workflow
What would this look like for your firm?
Book a tailored demo. We’ll walk through your process, the information you work with, and the outputs your team needs.
Three details, then choose your advisor and a time.