Automated deal sourcing for CRE.
40–50 qualified deals delivered to underwriting each morning, up from 8–12 with manual sourcing. 2+ hours saved per analyst daily.
The Challenge
This CRE debt lender relied on manual deal sourcing — analysts spent 2+ hours each morning reviewing listings, broker emails, and market data to identify qualified opportunities. The team was capping out at 8–12 qualified deals per day, which limited the pipeline.
The Solution
We deployed a combination of Document Intelligence and 24/7 Risk Monitoring:
- AI-powered deal sourcing scans multiple data sources overnight
- Qualified deals are delivered to underwriting each morning, pre-filtered
- DSCR and property-level metrics are pre-calculated
- Portfolio monitoring tracks existing CRE positions against market shifts
The Results
- 4–5x increase in qualified deals per day — from 8–12 to 40–50
- 2+ hours saved per analyst daily on manual sourcing
- Pre-filtered deal packages arrive before market open
- Continuous portfolio monitoring flags CRE-specific risks (occupancy changes, rate exposure)
Who This Applies To
CRE debt lenders and bridge lenders where deal sourcing and underwriting speed are competitive advantages. If your analysts spend more than an hour a day on manual deal screening, this addresses that directly.
“Every morning, 40 to 50 qualified deals are waiting for us before the market opens. Our analysts went from spending half their day sourcing to spending all of it underwriting.”
— Head of Originations, CRE Debt Fund
Solutions used
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