Underwriting Terminal
See the agent working inside underwriting.
Deal room, processed sources, live model, and trust state in one frame.
Real estate investment agent for institutional deal teams.
REIA helps teams work through deal materials in an underwriting terminal: direct the agent through the first cut, review source-backed model work, and keep the shared memo tied to the current underwriting.
Why REIA
The underwriting agent should work where the underwriting lives.
Otherwise teams still move facts through folders, spreadsheets, memos, and side chats by hand. REIA keeps the agent in the same live underwriting the deal team reviews and shares.
01
Side-chat agents lose the deal context.
The deal room lives in one place. The agent reasons somewhere else.
02
The model and memo drift apart.
The model changes in one file. The shared memo is stale the moment underwriting moves.
03
Agent output still has to clear formal review.
A first pass only helps if the team can inspect source support, check model impact, and decide what to rely on.
Terminal
One agent working inside underwriting.
REIA helps the team work through the first cut, update the live model, draft memo sections, and keep underwriting current as the team refines it.
Source Support
Load and process the deal room.
Upload OM, rent roll, T-12, and support files, then process them so the agent can search, cite, and use that support in underwriting.
Model
Move inputs from Agent draft to Agent verified.
The agent maps evidence to inputs, recomputes statements, and moves underwriting from Agent draft toward Agent verified.
Trust State
Review source-backed model updates.
Inspect source labels, refs, statements, and history before relying on agent-updated assumptions.
Underwriting
Work from guided first cut to one current memo.
Load the deal room, ask the agent for underwriting work, challenge the output in context, and share one current memo, model, and source record instead of stale exports.
Underwriting
Share the underwriting, not a stale file.
As inputs change, the team can keep the memo, model, and support current for everyone on the deal.
01
Load the deal room
Bring in OM, rent roll, T-12, and support files so the agent starts from the same source files as the team.
02
Ask for the first cut
Extract facts, propose assumptions, draft memo sections, and recompute live statements in the same workspace.
03
Challenge the underwriting in context
Question the reasoning, inspect support, edit inputs, and see what changes in the underwriting.
04
Share the current memo
The team shares the current memo, model, and support in one system instead of passing around exported files.
Review
Formal review happens on the current underwriting.
REIA keeps source support, trust state, version history, and decision authority visible while the memo reflects the current underwriting.
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01
Inspect the source support
Open the source, read the surrounding context, and trace the claim back to the underwriting.
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02
Verify the memo fact
Open the inline fact ref, inspect the statement value, and confirm the memo still resolves to the current underwriting.
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03
Keep judgment with the deal team
Investment judgment stays with the deal team, not the agent.
Live Facts
Keep memo claims tied to the model.
Review the memo while inline fact refs resolve to the current underwriting, with source support and model context beside them.
Contact
Start in the terminal. Contact us for pilots or enterprise deployment.
Self-serve accounts open in the terminal. For institutional pilots, enterprise deployment, or custom underwriting configuration, email hello@iamreia.com.