The Underwriting Model Builder for CRE
An instruction pack for organizing deal extraction, a five-year cash-flow model, and return scenarios. Includes an orchestrator, three task instructions, tool-specific setup recipes, and illustrative Excel files. Test it on redacted documents and review the figures, assumptions, and formulas before using an output.
NextAutomationFree resource
The Underwriting Model Builder for CRE
Model Builder
Reuse a structured task brief while keeping source verification, model checks, and the investment decision with your team.
Want this running on your deal flow?
We can connect the workflow to your data, documents and team standards. Bring your buy box to a discovery call.
Includes the full Underwriting Model Builder - the orchestrator + 3 skills:
Model Builder
Reuse a structured task brief while keeping source verification, model checks, and the investment decision with your team.
Deal Extractor
Organize extracted figures for review and measure whether the workflow reduces re-keying after corrections.
Cash-Flow Modeler
Use a repeatable modeling brief and illustrative workbook while retaining analyst review of every material input and calculation.
Returns & Sensitivity
See the whole return picture and how it moves - not a single hero number - before you take a deal to the committee.
Start with a structured workflow instead of a blank brief. Use your deal documents and approved assumptions to draft the extraction, cash flow, and return scenarios. An analyst still needs to reconcile the source figures, check formulas, resolve missing information, and approve the result.
Get Started NowThe Underwriting Model Builder for CRE
Can AI build a CRE underwriting model from a deal PDF?
How do I install and run it?
Is the model accurate, and does it replace my judgment?
Where AI changes the answer
The pack supplies reusable instructions for extracting deal figures, drafting a five-year model, and examining return scenarios. The included workbooks are illustrative examples. Configure the workflow in your chosen tool, reconcile source figures, approve assumptions, and verify formulas before relying on an output.