Document extractor agent

Extract key CRE facts from uploaded documents and route exceptions to reviewers, turning rent rolls, T-12s, and diligence files into usable deal data.

Make uploaded documents usable as deal data. The agent classifies CRE files, extracts fields, and routes exceptions into review.

Classify documents

Recognize rent rolls, T-12s, appraisals, loan files, insurance forms, and operating documents.

CRE document types
The agent understands common files in financing and diligence workflows.
Deal context
Classification happens against the workspace where the file belongs.

Extract fields

Pull key values into structured facts with page, label, confidence, and source context.

Field-level provenance
Users can inspect where each value came from.
Reusable data
Extracted facts can feed Index, memos, underwriting, and APIs.

Route exceptions

Send low-confidence or conflicting values to the right reviewer before promotion.

Reviewer queues
Teams can focus on the fields that need judgment.
Clean handoff
Reviewed facts move forward without repeating manual entry.

Every uploaded file can become usable deal data.

Teams get source-backed fields that can be reviewed and reused across Lev.

Files are classified

Common CRE document types are recognized in context.

Fields are sourced

Extracted values carry provenance and confidence.

Exceptions are reviewed

Unclear data routes to humans before reuse.

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