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The AI Underwriting Copilot - Screen, Underwrite & Score CRE Deals

An AI system for CRE acquisitions, built as 1 orchestrator + 4 skills: a Deal Screener that scores your deal flow against your buy box, a Buy-Box Analyst that runs the red flags and drafts the re-trade, an Underwriter that builds the pro forma, and a Deal Scorer that grades each deal out of 100 and writes the acquisitions memo. Universal install in ChatGPT, Claude, Cursor, Gemini, Claude Code. Each skill ships with the artifact it produces, pre-filled with a real deal (Bayshore Gardens, 240-unit value-add multifamily in Tampa, scored 81/100).

NextAutomation

Free resource

The AI Underwriting Copilot - Screen, Underwrite & Score CRE Deals

for Real Estate

Underwriting Copilot (Orchestrator)

Install one agent instead of wiring four skills together by hand. Drop in your buy box, point it at your deal flow, and get back a routed short list of underwritten, scored deals - and a held list with the one number that held each one.

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Includes the full AI Underwriting Copilot - the orchestrator + 4 skills:

Underwriting Copilot (Orchestrator)

Outcome: Drop in your buy box and deal flow and get back only the winners - each screened, red-flagged, re-traded where needed, underwritten, and scored, with a one-screen run summary that routes deals scoring 80+/100 to your acquisitions desk

Install one agent instead of wiring four skills together by hand. Drop in your buy box, point it at your deal flow, and get back a routed short list of underwritten, scored deals - and a held list with the one number that held each one.

Deal Screener

Outcome: Every deal in your flow scored 0-100 against your buy box with a Cold/Warm/Hot/Urgent band and a KILL/WATCH/PURSUE verdict - so 47 candidates become the handful worth underwriting, before you spend an hour

Stop sifting broker blasts and CoStar exports by hand. Spend your time only on the deals that fit your box, already scored, banded, and ranked.

Buy-Box Analyst

Outcome: Every surfaced deal run against your buy-box rules - each flagged TRIP / WATCH / PASS with threshold vs extracted vs comp - and when a critical is a pricing issue, the re-trade counter drafted and carried into the model

Catch the deal that looks clean but trips on basis before you build the model. Get the counter drafted for you - the exact number that makes the deal pencil.

Underwriter

Outcome: Any survivor run through a full re-traded pro forma - NOI ramp, debt sizing, 3-year cash flow, exit, and levered IRR / equity multiple / DSCR / debt yield - tied out to the basis the Buy-Box Analyst drafted

Go from a flagged deal to a fully-underwritten, re-traded model in minutes - not a Friday lost to a blank spreadsheet.

Deal Scorer

Outcome: Each underwritten deal scored out of 100 on a transparent 5-category rubric, with a 1-page acquisitions memo and a route verdict - the Tampa deal lands 81/100 and clears to PURSUE at the re-traded basis

Go from a finished model to a scored, IC-ready one-pager - with the single number capping the deal made explicit - in one pass.

Drop in your buy box and your week's deal flow. The Underwriting Copilot screens every deal, runs your buy-box red flags, catches the deal that trips on basis, drafts the re-trade, underwrites the re-traded model, scores it 81/100, and routes only the winners to your acquisitions desk - start to finish, in the AI tool you already use. Today we're giving it away.

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The AI Underwriting Copilot - Screen, Underwrite & Score CRE Deals

What is an AI underwriting copilot for commercial real estate?

An AI underwriting copilot screens your CRE deal flow against your buy box, runs the buy-box red flags on the survivors, underwrites them, and scores each deal out of 100 - routing only the winners to your acquisitions desk. This free pack is built as 1 orchestrator + 4 skills: a Deal Screener that scores each candidate 0-100 with a KILL/WATCH/PURSUE verdict, a Buy-Box Analyst that flags the criticals and drafts the re-trade counter, an Underwriter that builds the re-traded pro forma, and a Deal Scorer that grades the deal out of 100 and writes the acquisitions memo. In the example, a 240-unit Tampa deal scores 81/100 and clears to pursue at the re-traded basis - while a human acquisitions lead approves the call.

How does an AI agent underwrite a multifamily deal?

The Underwriter skill takes the deal and the re-traded basis, rebuilds in-place and stabilized NOI, sizes debt by LTV and DSCR, projects a 3-year cash flow and an exit at a chosen cap rate, and computes levered IRR, equity multiple, DSCR, and debt yield. The Deal Scorer then grades the deal out of 100 on a transparent rubric (basis & pricing, rent upside, location, asset & vintage, financial returns) and produces a one-page acquisitions memo - while a human acquisitions lead approves the decision. In the worked example the re-traded model returns a 16.8% levered IRR at a 5.4% going-in cap with a 1.28 DSCR.

Can AI screen my CRE deal flow against my buy box?

Yes. The Deal Screener skill takes your buy box (asset class, markets, price band, unit count, vintage, leverage, target return) and scores each candidate in your deal flow 0-100 on fit plus motivation signals, banding them Cold/Warm/Hot/Urgent and rendering a KILL/WATCH/PURSUE verdict. The Buy-Box Analyst then runs your rules on the survivor and flags the criticals - for example an entry basis above submarket comps - and drafts the re-trade counter. It scores whatever deal flow you feed it; a live feed is a production wiring step, and the agent surfaces and analyzes while you decide.

Where AI changes the answer

Underwriting CRE deal flow has historically meant an analyst triaging broker blasts by hand, then losing a day to a blank model per deal - and the deal that looks clean often trips on a basis or cap detail no one catches until the model is half-built. The AI Underwriting Copilot collapses that into one agent any investor can run in the tools they already use: it screens every deal against the buy box, runs the buy-box red flags and drafts the re-trade on a pricing critical, underwrites the re-traded model, scores the deal out of 100 on a transparent rubric, and routes only the winners - with a human acquisitions lead approving the call.

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