Step 1: Sign Up and Create Your Organization
1
Create your account
Go to app.crefi.ai and sign up with your email or Google account.
2
Set up your organization
After signing in, create or join an organization. Organizations let your team share deals, documents, and insights.
Step 2: Create a Deal
1
Navigate to Deals
Click Deals in the sidebar to open the deal management page.
2
Create a new deal
Click New Deal and fill in the basic information:
- Deal name (e.g., “The Enclave Acquisition”)
- Property type (multifamily, office, retail, industrial, etc.)
- Status (draft, underwriting, active, etc.)
3
Add a property
Add the subject property to your deal with its address and key details. CREFI uses this to pull in geographic and market data.
Step 3: Upload Documents
1
Upload your files
From the deal page, upload your key documents:
- Rent rolls (Excel or PDF)
- T-12 operating statements (Excel or PDF)
- Offering memorandums (PDF)
- Acquisition models (Excel)
2
Wait for processing
Files are processed in the background. You’ll see the status change from “processing” to “completed” when they’re ready.
Step 4: Start a Conversation
1
Open the AI chat
Click on a deal to open it, then start a new chat. The AI automatically has context about your deal, its properties, and all uploaded documents.
2
Ask your first question
Try something like:
- “What is the current occupancy rate based on the rent roll?”
- “Summarize the key terms from the offering memo”
- “Calculate the NOI from the T-12”
- “What are the top risks for this deal?”
What’s Next?
AI Chat
Learn what you can ask the AI assistant
Underwriting Workflows
Use guided workflows to build underwriting models
Excel Add-in
Bring AI into your existing spreadsheets
Key Concepts
Understand how CREFI organizes your data