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This guide walks you through creating your first deal and using the AI assistant to analyze it.

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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.

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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.

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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)
CREFI automatically processes these files, extracting text, tables, and financial data so the AI can reference them.
2

Wait for processing

Files are processed in the background. You’ll see the status change from “processing” to “completed” when they’re ready.

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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?”

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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