> ## Documentation Index
> Fetch the complete documentation index at: https://docs.crefi.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Deal Inbox

> Capture, qualify, and prioritize deals automatically from your email

CREFI's Deal Inbox captures incoming opportunities directly from broker emails or your own Outlook inbox, automatically parsing deal data and pre-qualifying each opportunity against your investment criteria.

<Info>
  **Save 2+ hours per deal** on screening. CREFI reads the email, extracts the deal information, and tells you whether it fits your criteria before you spend any time on it.
</Info>

## How It Works

<Steps>
  <Step title="Deals arrive via email">
    Forward broker emails to your CREFI agent email address, or connect your Outlook inbox. CREFI monitors for incoming deal packages.
  </Step>

  <Step title="AI parses the deal">
    CREFI's agent email AI reads the email and any attachments (offering memos, rent rolls, flyers). It extracts key deal information: property type, location, asking price, unit count, cap rate, and more.
  </Step>

  <Step title="Deal is pre-qualified">
    CREFI compares the extracted data against your stored investment criteria and underwriting assumptions. It generates a fit score and highlights how the deal aligns (or doesn't) with your targets.
  </Step>

  <Step title="Review and act">
    Deals appear in your inbox with their fit score and extracted data. From there you can:

    * Add promising deals directly to your underwriting workflow
    * Dismiss deals that don't fit
    * Ask the AI follow-up questions about any deal
  </Step>
</Steps>

## What Gets Extracted

CREFI pulls structured data from unstructured broker emails and attachments:

| Data Point                  | Source                           |
| --------------------------- | -------------------------------- |
| Property name and address   | Email body, OM cover page        |
| Property type and subtype   | Email body, OM                   |
| Asking price                | Email body, OM financial summary |
| Unit count / square footage | OM, flyer                        |
| Current NOI and cap rate    | OM financial summary             |
| Occupancy                   | OM, rent roll                    |
| Year built                  | OM property description          |

All packaged materials (PDFs, spreadsheets, images) are saved to the deal for reference.

## Managing Your Inbox

### Allowlist

Control which email addresses can send deals to your CREFI inbox. You can manage your allowlist from **Settings > Agent Email**.

* Add broker email addresses you regularly receive deals from
* Remove addresses to stop receiving deals from a source
* Email verification ensures only authorized senders can submit deals

### Fit Scoring

CREFI scores incoming deals based on criteria you define:

* Target property types
* Geographic preferences
* Price range and deal size
* Minimum cap rate or return thresholds
* Property age and condition requirements

Deals that closely match your criteria score higher, helping you quickly identify the opportunities worth your time.

## Email Responses

CREFI can also send AI-generated responses back to brokers, acknowledging receipt and requesting additional information if needed. This keeps the deal flow moving even when you're busy with other work.