Catch what diligence misses
Your AI deal team, from inbox to closing table. Triage broker emails, reconcile every document against the rest, surface real risk, and give lenders and legal exactly what they need.
Included with the Enterprise plan.
AI Deal Inbox
Every broker email becomes a scored opportunity in your pipeline.
Forward emails to your inbox address or connect Gmail. We pull out the OM, normalize address, units, asking price, then score the deal against your BuyBox and drop it into the Kanban.
Cross-Document Reconciliation
Catch the gaps between the OM, the rent roll, and the T-12 before underwriting does.
Every key data point (unit count, occupancy, GPR, rollover) is compared across documents with side-by-side values, variance percentages, and severity. Resolve in two clicks.
Underwriting Risk Dashboard
One glance tells you what could blow up the deal.
Physical occupancy, 12-month rollover, top-5 tenant concentration, and diligence coverage in one view. Each tile deep-links to the source documents.
Inline Document Threads
Stop emailing PDF page numbers around.
Pin a question to a page or a highlighted quote. Internal team and external guests reply in realtime. The whole conversation lives with the document, not in someone's inbox.
Role-Based Guest Portals
Give lenders, legal, and brokers the right view without leaking the rest.
Invite by role. Each role gets a scoped view. Toggle comments on or off per invite. Every action is logged.
How it compares
Structured systems beat spreadsheets. Systemized awareness beats manual review. A shared layer beats email chains.
One click: Mark as Acquired
When you close, every document, contact, thread, reconciliation finding, and risk snapshot transfers from the deal to the new property. Your operating team opens Day 1 with the full diligence binder, IC memo, and broker contacts already in place.
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