Computed, not guessed.

Broker Desk AI underwrites deals, reads rent rolls, tracks leases, and runs every CRE calculation — organizing it all in one place and exporting to formatted Excel. Every number computed with real formulas, never model guesses.

NO CREDIT CARD REQUIRED · CANCEL ANYTIME

Private by default — your data never leaves your account, and is never used to train AI models.

COMPUTED · NOT GUESSED

EXHIBIT A — SAMPLE DEAL

$4.2M PRICE · $262,500 NOI · 65% LTV. FIGURES COMPUTED FROM SAMPLE INPUTS BY THE PRODUCT'S OWN FORMULAS.

CAP RATE
DSCR
IRR (5-YR)

General notes

N-1 — N-5

  1. 1.

    AI reads the documents — rent rolls, leases, deal terms. It parses and narrates, nothing else.

  2. 2.

    Every number is computed by deterministic code: cap rate, NOI, IRR, DSCR, WALT, commission splits. Real formulas — the model never asserts a figure.

  3. 3.

    Genuinely inferred fields are visibly marked. Everywhere else, silence means the value was computed or read directly from your document.

  4. 4.

    Research answers cite their sources. Your work is private to you by default, and never used to train AI models.

  5. 5.

    Every tool that saves a record exports a formatted Excel workbook you can send to a client or your firm — the quick calculators are instant-answer only.

66% of CRE professionals use AI weekly or daily. Only 5% trust it enough to inform a real deal decision — and 53% say they use it for support only, excluding it from the call that actually matters. Broker Desk AI doesn't try to earn that trust. It's built so the work doesn't require any — you see what it checked, what it couldn't, and where every number came from.

SOURCE: FIRST AMERICAN DATA & ANALYTICS / DEALGROUND, MAY 2026 · 255 CRE PROFESSIONALS SURVEYED MAR 31–APR 8, 2026

1.

Enter deal details

Property address, asking price, NOI, and basic assumptions. Takes 2 minutes.

2.

Analysis in seconds

Cap rate, DSCR, IRR, loan scenarios, and a sensitivity table in under 20 seconds — parsed by AI, computed by code.

3.

Download your model

A professionally formatted Excel workbook, ready to send.

You run the team. It does the typing.

EXHIBIT A · OPERATION

A broker who knows the market will always beat software that doesn't. That isn't going to change, and this product isn't built as if it will.

What changes is where your hours go. Reading a 40-page lease to find four dates. Re-typing the same deal into four places. Looking up who owns a building. None of that needs your judgment — it just needs doing.

So the AI Team does that part, and hands it to you before anything counts. You approve the lease before it becomes a record. You see which numbers were calculated and which were inferred. You get told, in writing, what it could not verify.

Every tool in this category asks you to trust it. This one is built so you don't have to.

1.

Nothing files itself.

When the AI reads a lease, it fills in a form and stops. Tenant, dates, rent, options — all editable, none saved until you say so.

2.

It has to show its evidence.

When it evaluates a company against your building, it reports what it found and where it found it, per requirement. Power, clear height, loading, size.

3.

"I don't know" is a required answer.

If it found no evidence for something, it must say unknown. It isn't permitted to fill the gap with something that sounds right.

4.

The math isn't the AI's opinion.

Cap rate, IRR, DSCR, occupancy, WALT — every number is computed in code. The AI reads your documents and writes the summary. It never does the arithmetic.

Specimen — computed output

EXHIBIT B · REAL OUTPUT

Deal Underwriting

A-1 OUTPUT

ASKING PRICE
NOI
CAP RATE
DSCR (65% LTV)
IRR (5-YR)

SAMPLE OUTPUT — COMPUTED FROM SAMPLE INPUTS BY THE PRODUCT'S FORMULAS.

01 / 07

▸ HOW THIS WAS PRODUCED

AI parsed the deal terms; cap rate, DSCR, and IRR were computed by the underwriting formulas — the same math that fills the exported Excel model.

Index of sheets — the toolkit

A-1 — A-8

Work that used to mean an afternoon in Excel and a dozen open tabs — now minutes, in one place. Every sheet exports a formatted Excel workbook.

A-1

Deal Underwriting

Enter a property's price, NOI, and basic assumptions — get cap rate, DSCR, IRR, and three loan scenarios back in under 20 seconds.

  • Cap rate, NOI, IRR, cash-on-cash
  • 3 loan scenarios at 65/70/75% LTV
  • 5x5 sensitivity table
  • Formatted Excel model

A-2

Rent Roll Analyzer

Upload a rent roll in any format — get occupancy, WALT, and a full lease expiration schedule back, no cleanup required.

  • Parses any rent roll format
  • Occupancy rate and WALT
  • Expiration schedule by year
  • Tenant concentration analysis

A-3

Lease Tracker

Add your leases once — get an automatic email alert at 12, 6, 3, and 1 months before each one expires.

  • Expirations, options, escalations
  • Alerts at 12, 6, 3, and 1 months
  • Urgency dashboard
  • Full schedule to Excel

A-4

Commission Calculator

Enter the deal value and splits — get gross/net commission and a downloadable statement, sale or lease.

  • Sale and lease calculations
  • Multi-party splits
  • Payment schedule tracking
  • Excel commission statement

A-5

Property Comparisons

Enter 2-5 properties side by side — get a color-coded comparison matrix and an AI-written recommendation, built only from what you enter.

  • Up to 5 properties at once
  • Color-coded best/worst values
  • AI-written narrative
  • Formatted Excel comparison

A-6

Property Research

Paste in or search for properties by address — get organized records with owner and contact info, cited sources, and the option to track the ones you're pursuing.

  • AI web search, always cited
  • One-click owner/size/occupancy lookup
  • Import and merge your spreadsheet
  • Excel export with outreach status

A-7

CRE Calculators

Every quick calculation a broker needs, instantly — no login-and-wait, just type and see the answer.

  • Cap rate, NOI, GRM, DSCR, LTV & more
  • Solve for any variable
  • Loan payments, quick IRR estimates
  • Nothing saved — pure instant math

A-8

Contacts & Outreach

Opens to a short list of exactly who to contact today — built from your own follow-up dates, not a feed. One click drafts a personalized email for every one of them.

  • Follow-ups due, gone quiet, never contacted
  • AI drafts one email per contact, in your voice
  • Sends from your own Gmail, logged automatically
  • Next follow-up scheduled on send
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EVERY TOOL, EVERY PLAN · 14 DAYS FREE

Schedule of agents — the AI Team

W-1 — W-8

The tools above are what you use. The AI Team is what runs while you're showing space. Describe a job in plain language — “work my Phoenix list, rank them, and draft the first outreach email for each” — and the agents do it against your own data: your saved deals, your rent rolls, your contacts. Not a web search that hands you links.

They chain across tools, write real records back into them, and can run on a schedule — so Monday's market scan and this week's follow-ups are already waiting when you open the app.

Workflow Agent

Describe a request that spans more than one kind of task — it plans the sequence, runs the right agents in order, and hands back one combined result.

Research Agent

Ask about a property, an owner, or a market and get back a researched answer, not just a list of links.

Spreadsheet Agent

Describe the spreadsheet you need — a rent roll, a comp set, anything — and get a built file back.

Financial Modeling Agent

Describe a deal in plain language and get it underwritten, no manual inputs required.

Marketing Agent

Generate a listing description or marketing copy for any property from a short description.

Document Agent

Upload a lease or PDF and get it read, summarized, and flagged for anything unusual.

Deal Finder Agent

Describe your buy-box and get back matching properties worth a closer look.

CRM Agent

Log a call, a contact, or a follow-up in plain language — no manual data entry.

Every agent is included on every plan — what changes is how much you can hand them. The monthly task allowance scales with your tier, so the more of your week they run, the higher the plan you want. See plan details

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TRY THE AI TEAM ON YOUR NEXT DEAL

Prepared for

CRE PROFESSIONALS

Investment Sales Brokers

Underwrite deals faster and spend more time sourcing and closing.

Leasing Agents

Track lease expirations and never miss a renewal opportunity.

Real Estate Analysts

Get the model built in minutes and spend the time on insights.

Property Managers

Generate owner reports from rent rolls in minutes, not hours.

Sources are cited on every research answer. How we source information

In minutes, not hours.

Underwriting, rent rolls, leases, commissions, comparisons, and research — computed in one place.

NO CREDIT CARD REQUIRED · CANCEL ANYTIME

PREPARED BY

A working CRE broker

Built for daily use on live deals — not a demo.

Record of revisions

FROM THE CHANGELOG

03

2026-08

Projects: deal-scoped folders that link saved analyses across every tool, with AI activity summaries and export.

02

2026-08

Floor Plan tool replaces Stacking Plans — room-layout editor with exact / extracted / estimated accuracy tiers.

01

2026-08

Deal Underwriting adds a stress case (NOI −10%, rate +200bps at 70% LTV) and closing costs in equity and IRR.