ClearStrata review workflow

A clearer path from rent roll to underwriting review

ClearStrata takes supported commercial rent-roll and T12 files through checks and analyst review, with normalized fields, exceptions, and available source evidence carried into existing review outputs.

Review context for the deal team
Source checks and follow-up stay visible as the review moves forward.
  • PDF, CSV, and XLSX inputs up to 50 MB
  • Current Yardi and AppFolio structured shapes
  • Source-row or page evidence where available

From source file to review context

Upload → Validate → Export → Underwrite

Each stage gives the deal team a clearer view of the source, the checks performed, and the material that can continue into underwriting review.

01
Upload

Start with a commercial rent roll or T12 in PDF, CSV, or XLSX format, up to 50 MB. Structured detection is limited to the currently supported Yardi and AppFolio shapes.

02
Validate

Supported source data is normalized into CRE fields and checked for exceptions. Findings include source-row or page context where available so reviewers can return to the document.

03
Export

The existing workflow provides Excel, CSV, and PDF review outputs. Its Excel deal workbook carries normalized fields and calculation structure into a familiar format.

04
Underwrite

Deal teams can carry the checks, open exceptions, and available source context into underwriting. Analysts review the evidence and decide what needs follow-up.

CRE validation examples

No company-approved anonymized findings are available for publication at this time.

Approved findings will appear here when they are available for publication.

Why the workflow matters

Make checks, exceptions, and next steps easier to see

A rent-roll review is useful when the team can understand both what the source says and where questions remain. ClearStrata organizes that context for analyst-led diligence.

Keep source checks visible
Normalized fields and available row or page references help a reviewer connect an exception back to its source document.
Make follow-up clearer
Validation states give the deal team a place to see what remains under review and keep unresolved items in view during diligence.
Carry context forward
Existing CSV, XLSX, and PDF outputs help teams bring reviewed source information into the next underwriting discussion.

Scope of the current workflow

Built around supported inputs and analyst review

Support is limited to the documented rent-roll and T12 inputs and currently recognized source shapes. Findings and exports provide review context; they do not replace analyst judgment or make underwriting decisions on the team’s behalf.