Resources
Guides for faster, more consistent acquisition screening.
Reference material on the underwriting workflow, sample outputs, MCP setup, and how access and auditability are handled.
Workflow guide
From broker package to buy decision
The inputs Deal Screen accepts, the rules you configure, and the outputs you receive on every screen.
ReadSample report
A completed 24-unit multifamily screen
Maximum bid, base and downside results, risk flags, and the diligence questions worth sending back.
ReadMCP setup guide
Connecting an approved AI client
Five guided steps with screenshots: confirm your plan, scope a connection, configure the client, verify results, and roll out.
ReadSecurity overview
Access, isolation, and audit history
How organization-level access, permissions, usage tracking, and model versioning work together.
ReadProduct overview
Inside the underwriting engine
Buy-box rules, normalization, maximum-bid logic, scenarios, and memo exports explained capability by capability.
ReadDisclosures
Methodology limits and responsibilities
What the software does, what it does not do, and where your judgment remains required.
ReadMCP reference
Tools available through the hosted MCP connection.
Each tool runs the same investment-policy logic as the dashboard and returns a versioned result.
Deal screen
screen_commercial_dealEvaluate a commercial acquisition against return targets, debt constraints, and investment-policy rules.
Maximum offer
calculate_maximum_offerCalculate the highest purchase price that meets the investor's required return and debt-coverage thresholds.
Downside case
analyze_downside_caseStress-test a deal for lower rents, higher expenses, longer vacancy, higher interest rates, additional CapEx, and exit-cap expansion.
Deal comparison
compare_dealsRank opportunities using consistent assumptions, return targets, and downside resilience.
Investment memo
generate_investment_memoCreate a decision-ready acquisition summary with assumptions, returns, risks, and required diligence.
Diligence checklist
list_due_diligence_questionsGenerate a prioritized diligence checklist based on missing information and detected deal risks.
Know your maximum bid before you waste time underwriting.
Screen your next deal in minutes and put your underwriting hours where they earn a return.