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General

CREFI is an AI-powered underwriting and deal management platform for commercial real estate. It automates data extraction from your documents, populates your Excel underwriting models, generates investment memos, and provides market intelligence — all through a conversational interface.
CREFI is built for CRE acquisitions teams, asset managers, and analysts. Whether you’re at a large institutional firm or a smaller shop, CREFI accelerates your underwriting workflow from deal intake through investor outreach.
Based on our users’ experience:
  • 2+ hours saved per deal on screening and pre-qualification
  • 4+ hours saved on underwriting and model population
  • 4+ hours saved on comparable research and map building
  • 5+ hours saved on investment memo drafting
  • 10+ hours saved per deal overall
No. CREFI is designed for CRE professionals, not developers. You interact with it through plain English conversation. Most teams are fully operational within 24-48 hours of onboarding.

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Data and Security

Yes. CREFI uses enterprise-grade encryption and SOC 2 compliant infrastructure. All data is encrypted in transit and at rest. Full audit trails track every action.
Never. Your data is isolated to your organization. Your documents, models, conversations, and insights are never shared with other CREFI users or used to train AI models.
Data is stored on secure cloud infrastructure (AWS) with enterprise-grade encryption. Files are stored in private S3 buckets with access restricted to your organization.

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Features

No. CREFI is specifically designed to work with your existing Excel model, not replace it. The Excel Add-in connects to your proprietary spreadsheet and populates it with data. Your formulas, formatting, and logic stay intact.
CREFI processes:
  • PDF — offering memos, appraisals, environmental reports, broker packages
  • Excel (.xlsx, .xlsm) — rent rolls, T-12s, underwriting models
  • Images — property photos, site plans
The parsers handle a wide variety of layouts and formats from different brokers and property managers.
CREFI achieves 99% accuracy on data extraction from standard CRE documents. The system uses best-in-class AI document processing and includes specialized parsers for T-12 operating statements and rent rolls.
Yes. You control which sections to include, the level of detail, and whether to add comparables. After generation, memos are fully editable. You can also ask the AI to revise specific sections or adjust the tone for different audiences (internal review vs. LP package vs. offering memorandum).
CREFI uses multiple best-in-class AI models from OpenAI, Anthropic, and Google, automatically selecting the right one for each task. For example, complex financial analysis uses reasoning models, while conversational responses use faster models. You don’t need to configure anything.
Yes. CREFI supports organizations with multiple users. Team members can access shared deals, view conversations, share assumption templates, and collaborate on underwriting.

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Integrations

CREFI integrates with:
  • Microsoft Excel via the native Add-in
  • Email (Outlook and broker inboxes) via the Deal Inbox
  • Property data providers for market intelligence, comps, and demographics
  • Cloud storage for secure file handling
CREFI is designed to fit into your existing workflow. The Excel Add-in works with your current models, the Deal Inbox works with your current email flow, and the platform supports standard data export formats. For enterprise integrations, contact our team.

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Pricing and Onboarding

CREFI offers flexible, volume-based pricing. Contact us at [email protected] for a custom quote based on your team size and usage.
Most teams are fully operational within 24-48 hours. No technical setup is required. Our team will help you connect your Excel model, set up assumption templates, and configure your Deal Inbox.
We offer a design partnership program for early adopters that includes free access during the program and reduced lifetime fees. Contact us to learn more.

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Still have questions?

Reach out to us at [email protected] — we’re happy to help.