Automated Underwriting

Turn deal documents into your exact model.

If a human can read it, Primer can extract it. Directly into your model, exactly how your team does it.

Book a demo How it works
Supported Assets
Multifamily Industrial Retail Hospitality Self-Storage

Trusted by investment teams at

Colliers Monday Properties Blue Roc Premier Safeguard Self Storage North Lone Star Capital Boardwalk Storage Lee and Associates
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

Stop wasting hours on data entry. Primer does the heavy lifting.

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
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.

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.

"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
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
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