Underwriting agent

Analyze rent rolls, operating statements, comps, and assumptions into a review-ready underwriting view, surfacing risks, diligence questions, and source-backed checks.

Review underwriting assumptions against the source. The agent checks rent rolls, statements, comps, and borrower inputs for risks and questions.

Read financials

Use property financials, rent rolls, T-12s, comps, and borrower materials as the evidence base.

Financial context

NOI, DSCR, occupancy, rent, leverage, and assumptions are reviewed together.

Source coverage

Observations stay tied to the documents behind them.

Check assumptions

Compare the model against source data, prior deals, market comps, and diligence context.

Variance signals

Missing or inconsistent metrics are surfaced for review.

Market fit

Comps and recent terms help explain where assumptions may be weak.

Produce diligence questions

Turn findings into risk notes, mitigants, and follow-up questions for review.

Review-ready output

The agent prepares concise notes for memos and approvals.

Human judgment

Open assumptions remain visible instead of being overconfidently resolved.

Every assumption is checked against evidence. Teams can see what supports the model and what still needs judgment.

Numbers are sourced

Key underwriting observations connect back to files and facts.

Risks are surfaced

Missing data and inconsistent assumptions rise early.

Questions are actionable

Outputs become memo notes, diligence requests, or reviewer tasks.

Explore more products

View all products
Lev AgentOutreach agent

Lender outreach agent

Draft, sequence, and manage lender outreach using source-backed deal context.

Lev AgentExtraction agent

Term sheet extractor agent

Normalize term sheets into comparable economics, sources, and review exceptions.

Lev AgentExtraction agent

Document extractor agent

Extract key CRE facts from uploaded documents and route exceptions to reviewers.