> ## 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.

# Quickstart

> Get up and running with CREFI in minutes

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

## Step 1: Sign Up and Create Your Organization

<Steps>
  <Step title="Create your account">
    Go to [app.crefi.ai](https://app.crefi.ai) and sign up with your email or Google account.
  </Step>

  <Step title="Set up your organization">
    After signing in, create or join an organization. Organizations let your team share deals, documents, and insights.
  </Step>
</Steps>

## Step 2: Create a Deal

<Steps>
  <Step title="Navigate to Deals">
    Click **Deals** in the sidebar to open the deal management page.
  </Step>

  <Step title="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.)
  </Step>

  <Step title="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>
</Steps>

## Step 3: Upload Documents

<Steps>
  <Step title="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.
  </Step>

  <Step title="Wait for processing">
    Files are processed in the background. You'll see the status change from "processing" to "completed" when they're ready.
  </Step>
</Steps>

## Step 4: Start a Conversation

<Steps>
  <Step title="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.
  </Step>

  <Step title="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?"*
  </Step>
</Steps>

## What's Next?

<CardGroup cols={2}>
  <Card title="AI Chat" icon="message-bot" href="/features/ai-chat">
    Learn what you can ask the AI assistant
  </Card>

  <Card title="Underwriting Workflows" icon="chart-line" href="/features/underwriting">
    Use guided workflows to build underwriting models
  </Card>

  <Card title="Excel Add-in" icon="file-excel" href="/excel-addin/overview">
    Bring AI into your existing spreadsheets
  </Card>

  <Card title="Key Concepts" icon="book" href="/getting-started/key-concepts">
    Understand how CREFI organizes your data
  </Card>
</CardGroup>