Automated Underwriting

Turn deal documents into your exact model.

Primer reconciles sources, flags conflicts, and fills your model in minutes.

"We've put in offers on deals we probably would've passed on."

Doug Steverson, Boardwalk Storage

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Supported Assets
Multifamily Industrial Retail Hospitality Self-Storage

Trusted by investment teams at

Colliers Monday Properties Amsdell Companies LRE Management Blue Roc Premier Safeguard Self Storage Boardwalk Storage Lee and Associates North Lone Star Capital
primer_extract.xlsx
Unit
Type
SF
Rent
101
1B/1B
750
$2,100
102
2B/2B
1,100
$3,400
103
1B/1B
750
$2,150
Status
Extraction Complete

From PDF to Model in Minutes

01

Drop Your Documents

Common formats we process

Rent Rolls Financials OMs Leases Sales Comps Rent Comps
02

AI Extracts & Populates

HOW PRIMER WORKS

Reads Any Format Combines Sources Spots Conflicts Shows Its Work
03

Export to Your Model

Output options

Your Template (.xlsx) CSVs

More deals.

Same bandwidth.

Primer users look at 3x more opportunities with the same team.

Your Current Workflow

Based on data from CRE investment teams using Primer

Your Deal Capacity Gap
Deals you're probably passing on
14 per month

Marginal deals triaged out due to time constraints

Deal flow you're leaving on the table
$350M per year
With Primer, your capacity becomes
3x more deals reviewed

We'll email you a detailed breakdown + comparison to your peers

Conflict review
Every value cited to source
Parallel processing
All documents at once
Live in 48 hours
One-time setup, then go

Same deal.

Three different models.

Primer fills your workbook structure, exactly how you categorize and label.

Choose a model

Model_A_Underwriting.xlsx
Mapped
Deal: Concord at Allendale
OfferingMemo.pdf
Mapping to Model A…
Matches your headers + categories
Operating Statement
Comps
Unit Mix

Any Document.

Your Exact Format.

What Primer doesn't do

Fetch data from the internet. Replace your judgment. It structures documents you provide into your format.

01

Your Format, Always

One-time setup. Every deal populates directly into your existing Excel model. Exactly how your investment committee expects to see it.

02

Every Source You Already Use

Third-party data exports. Broker PDFs. Excel files. Upload them all and Primer extracts and combines the data into your schema.

03

Cross-References & Cites Its Work

If Yardi says sale price = $1.2M and the broker OM says $1.1M, Primer flags it and lets you pick the source. Then updates the table.

Every data point shows exactly where it came from. Verify in seconds, not hours.

04

Add a New File. Rerun. Done.

New T-12? Updated rent roll? Drop it in, hit rerun, and watch your model refresh in seconds.

Fluent in Every

Asset Class.

Select an asset type

Common

Questions.

Frequently asked questions about how Primer works.

How accurate is the extraction?

We maintain a 98%+ accuracy rate by combining AI with deterministic validation rules. The system flags low-confidence fields for human review, so bad data never reaches your model.

System Status: Operational
Accuracy Rate 99.2%
Rent Roll 100% Match
T-12 Expenses 98.4% Match

Is my data secure?

Your data is deleted as soon as we finish processing. We never train public models on your proprietary deal flow.

Why not just use ChatGPT?

ChatGPT is general-purpose. Primer maps to your templates, reconciles conflicting sources, and maintains 98%+ accuracy. No prompt engineering.

What files work?

If a human can read it, we can process it. Scanned PDFs, Excel, CSV, and even images.

.PDF
.XLSX
.CSV
.PNG
Kickoff Call
Template Mapping
Live in 48 Hours

How long is onboarding?

We can get your team fully onboarded and processing live deals within 2 business days. We simply map your existing Excel model once, and you're ready to go.

Partnered with

the industry's best.

"Borderline deals used to get deprioritized. Now we send them to Primer. We've put in offers on deals we probably would've passed on. "

Doug Steverson
Doug Steverson
Chief Operating Officer at Boardwalk Storage

"Primer turns a 2-4 hour manual task into something that's done automatically. We get more BOVs out the door and ultimately win more listings. "

Tom de Jong
Tom de Jong
Executive Vice President - Colliers

"No more days spent inputting data manually into a model. Primer completely automates the grunt work so I can focus on revenue-generating activities. "

Justin Wiesehan
Justin Wiesehan
Advisor at Lee & Associates

Populate your model

in minutes.

See Primer extract rent rolls and financials directly into your underwriting model. Fast, traceable, and consistent.

Book a demo
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