Asset evidence and underwriting-input reconciliation
Reconcile rent rolls, expenses and acquisition terms into traceable underwriting inputs.
ASSET REFERENCE / DILIGENCE WORKSTREAM / ASSUMPTION VERSION
AI agent for real-estate investment acquisition firms
Carry each acquisition from first evidence to a complete decision file.
Your AI agent keeps property sourcing, diligence and acquisition follow-through connected to the actual evidence.
A specialised AI agent you can ask for more. Chat here on the site.
$149.00/month, including $60.00 in monthly credits. Monthly subscription. Before tax.
Specialised AI agentYour own report presetNo connection needed to begin
Property acquisition coordinationSPECIALIST / 951
YOUR SPECIALISED AI AGENT
One place for asset evidence and underwriting-input reconciliation, diligence and counterparty coordination, decision packs and acquisition follow-through.
MADE FOR YOUR WORKDAYStart with work already on your desk
Your first useful assignment.
Share the relevant records in your regular Teams chat and give your specialist an outcome. No model or tool choices to make first.
Get my AI agent →YOU COULD ASK
“Take our five shortlisted properties through diligence, comparable underwriting scenarios and complete acquisition decision packs. Chase missing evidence and progress the selected assets through the agreed transaction steps.”
- Asset evidence and underwriting-input reconciliation
- Diligence and counterparty coordination
- Decision packs and acquisition follow-through
A useful first result
An asset diligence register and editable scenario pack with source facts, seller claims and underwriting assumptions separated.
Example assignment, not a promised delivery time. Your agent works from the records and access you provide. Add connections when you want it to act in other systems.
A conversation at your desk
Take our five shortlisted properties through diligence, comparable underwriting scenarios and complete acquisition decision packs. Chase missing evidence and progress the selected assets through the agreed transaction steps.
This example shows an established working setup: the agent already knows the business and has the records and connections listed below. Hand over the assignment and it carries the work through to saved results.
Illustrative project · configured agent at work
A configured agent with your asset reference, diligence workstream and assumption version records, current commitments and the connected accounts used for diligence and counterparty coordination.
- Asset evidence and underwriting-input reconciliation
- Diligence and counterparty coordination
- Decision packs and acquisition follow-through
A working specialist can handle the project, with a configured team sharing the work where available. This is an example of what you can build up to, not a first-launch conversation. Timing and usage depend on the assignment.
- You · Real-estate investment acquisition firms
Take our five shortlisted properties through diligence, comparable underwriting scenarios and complete acquisition decision packs. Chase missing evidence and progress the selected assets through the agreed transaction steps.
- Your AI agent · AI Agent Store
Two rent rolls exclude vacancy periods and one expense file mixes capital works with recurring costs. I’m reconciling those assumptions with source records while progressing the legal and survey requests.
Work in progress - You · Real-estate investment acquisition firms
Keep our current acquisition criteria and financing assumptions. Show sensitivity to vacancy and repair costs explicitly.
- Your AI agent · AI Agent Store
Five source-linked decision packs are complete with versioned assumptions and sensitivity tables. The selected assets have current diligence registers and transaction follow-ups; modeled returns and confirmed closing evidence remain separate. Your working files and dashboard reflect the recorded outcomes.
Later · delivery and saved results
ASSET REFERENCE / DILIGENCE WORKSTREAM / ASSUMPTION VERSION
A working brief for your AI agent.
The asset, diligence workstream and assumption version travel together. Your agent follows missing evidence and develops comparable decision packs without treating a projected return as a realised result.
AI
Your AI agentPrepared for real-estate investment acquisition firms
Property acquisition coordination working registerEXAMPLE, NOT LIVE ACTIVITY
An example record for asset reference, diligence workstream, assumption version, acquisition decision packs delivered.
01Asset reference02diligence workstream03assumption version
The useful next step
Asset evidence and underwriting-input reconciliation
Reconcile rent rolls, expenses and acquisition terms into traceable underwriting inputs.
The details your specialist follows
Inside the property acquisition coordination
Follow each asset reference through the working record. The example below shows how references, dependencies and resolutions stay together, so you can trace what changed and what happens next.
Keep an eye on: stale rent rolls, unsupported seller claims, unexplained expense adjustments and missing diligence responses.
Illustrative working document · your records start empty
| Asset reference | Dependency to follow | Evidence of completion |
|---|---|---|
| ACQUISIT-104 | Asset evidence and underwriting-input reconciliation | Underwriting-input discrepancies resolved |
| ACQUISIT-118 | Diligence and counterparty coordination | Diligence requests completed |
| ACQUISIT-126 | Decision packs and acquisition follow-through | Agreed diligence milestones met |
Active property acquisition coordination records3
Acquisition decision packs delivered35 packs
Outcomes with supporting evidence2
Illustrative project figures. Your agent maintains working records in normal Files and Tasks and reports completed work in Teams Dashboards. Ask it to adapt those records and reports as your workflow changes.
From enquiry to a useful next step
Property acquisition coordination working register. Your way of working.
01
Brief and source records received
Add a job reference and the details you already know.
02
Asset evidence and underwriting-input reconciliation
Asset reference and diligence workstream, ready to check.
03
Diligence and counterparty coordination
Give your specialist the outcome and let it carry the work forward.
04
Outcome evidence verified
Keep working records in Files and Tasks.
05
Decision packs and acquisition follow-through
Keep the job and its next steps together.
Ask your specialist to maintain your working records in Files and Tasks and adapt the reports in Teams Dashboards. These are the regular platform tools, prepared for your business. Connections to other systems are optional.
A small tool for a real job
Acquisition workstreams to coordinate. Before the back-and-forth.
Follow stale rent rolls, unsupported seller claims, unexplained expense adjustments and missing diligence responses before they turn into another missed commitment.
Try the numbers, then bring the confirmed brief to your specialist. Start with a reference such as “Job 104”—you do not need to upload your customer database.
- Asset reference
- diligence workstream
- assumption version
- Acquisition decision packs delivered
Try your own numbers
Acquisition workstreams to coordinate
Planning arithmetic from your inputs. Your specialist can turn the confirmed details into a working brief. This is not a quote or capacity commitment.
Built around the details that matter
Asset evidence and underwriting-input reconciliation. With the right questions already in mind.
For principal investment firms acquiring assets for their own portfolio. Brokerage sales, outsourced closing administration and ongoing property management have different specialists.
Diligence and counterparty coordination
Follow seller and adviser requests across the asset’s diligence workstreams.
Decision packs and acquisition follow-through
Deliver versioned decision packs and continue the selected assets’ transaction follow-through.
Prepared for your business
The numbers behind your property acquisition coordination.
Six useful measures, ready in your regular Teams dashboard. Your specialist keeps them up to date from the real work and records it can access. Ask it to change a measure, add a report or investigate what is behind a result.
Recorded cases · packs
Acquisition decision packs delivered
What this measures
Acquisition decision packs delivered with required workstream evidence, once per asset and decision stage; revisions are excluded. Record one observed outcome per defined identity; exclude duplicate updates and illustrative data. For durations omit missing timestamps and pending cases.
Recorded cases · cases
Underwriting-input discrepancies resolved
What this measures
Underwriting-input discrepancies resolved against source records, once per asset discrepancy ID. Record one observed outcome per defined identity; exclude duplicate updates and illustrative data. For durations omit missing timestamps and pending cases.
Recorded cases · cases
Diligence requests completed
What this measures
Diligence requests fulfilled and reconciled, once per asset request ID. Record one observed outcome per defined identity; exclude duplicate updates and illustrative data. For durations omit missing timestamps and pending cases.
Average · hours
Complete asset brief to decision pack
What this measures
Hours from complete asset brief to delivered acquisition decision pack. Record one observed outcome per defined identity; exclude duplicate updates and illustrative data. For durations omit missing timestamps and pending cases.
Observed rate · %
Agreed diligence milestones met
What this measures
Completed diligence milestones with original agreed dates and actual completion timestamps; on time or late. Numerator: on_time. Denominator: on_time plus late for the same assessed population. Classify each observation once, exclude pending or unknown cases and preserve original deadlines.
Observed rate · %
Assessed underwriting inputs with source evidence
What this measures
Assessed underwriting inputs supported by source evidence or explicitly unsupported; met or not met. Modeled assumptions are tracked separately and are not counted as observed source facts. Numerator: met. Denominator: met plus not_met for the same assessed population. Classify each observation once, exclude pending or unknown cases and preserve original deadlines.
Your reports start empty. Figures reflect observed work in the selected period; missing records are not treated as measured zeroes. Current jobs, schedules and stock stay in your working files and tasks. You and your agent can adapt the dashboard as your business changes.
Keep the tools that already work
Specialised in your trade. Open to your next idea.
Your AI agent starts with the details of your business already in mind. The three workflows are starting points. Ask it for help with another task in the same conversation.
An AI agent prepared for your business
The starting instructions, intake questions and working rules already match real-estate investment acquisition firms. Add your service list and one example of your tone when you are ready.
Give your agent the whole job
Give your agent an outcome, the access it needs and your budget. It handles routine decisions and follows through in your connected tools, asking when a missing business decision needs you. Set or change your own boundaries whenever you want.
Ask beyond the starting workflows
Ask your property acquisition coordination to investigate recurring exceptions, compare suppliers, improve customer communications or take on another business assignment in the same workspace. Give your agent another task in plain language. What it can carry out depends on the tools you connect and the access you choose.
Recommended starting plan
Your AI agent for real-estate investment acquisition firms.
Begin with one specialist and a report preset for your business. After setup, your regular Agent Teams conversation opens. No tool selection before your first conversation.
$149.00/month
Capacity for 3 running agents · 250 active hours per month
Start my AI agent →A clear starting total
$149.00 before tax today and monthly, including $60.00 in Platform Credits after the first payment and each paid renewal.
Unused credits roll over. AI usage draws from your balance; additional credits are available when needed. $0.15 applies per active hour beyond the included allowance. Optional voice and other services cost extra.
Hosting availability is checked before payment. Create your account, confirm your monthly subscription, then start chatting when your specialist is ready. Your instructions and dashboard are prepared automatically after payment.
Automatic top-ups start off. Buy credits manually or set automatic top-ups and spending limits in your account. Keep the full Teams controls for models, connections and supported settings.
Before you begin
An AI agent for real-estate investment acquisition firms.
Can it prepare underwriting and follow the diligence work too?
Yes. It can reconcile supplied figures, build editable scenarios, chase diligence evidence and maintain the decision file. Assumptions and source facts remain visible. Connected accounts enable further coordination within your acquisition mandate; projected returns are scenarios, not promised results.
Is this only for the three tasks shown?
No. This is an AI agent specialised for real-estate investment acquisition firms, with three prepared workflows to get you started. You can ask for writing, research, planning, analysis or another task in the same chat. It can make routine decisions and carry the work through using available tools. You set its boundaries; it asks when a real business decision or missing access needs you.
What happens after I subscribe?
After payment, we prepare your AI agent for real-estate investment acquisition firms, its workflows and your property acquisition coordination working register dashboard. Your regular Agent Teams chat opens when setup is ready. Files, Tasks, settings and billing work the same as for other customers. Reports start empty and count actual reported work; the examples above are illustrative.
Do I need to connect email or messaging?
No. Prepare your first brief and draft here. Connect external channels later when you want the specialist to work there.
Does this replace my existing business software?
Use it alongside your current tools for preparing work and organising jobs. Live stock, availability, sending and payment records require a verified connection or your own confirmation.
Choosing for a different business?
Compare the working records and business types each specialist is prepared for.
Explore AI agents for professional & client services →