Live Webinar | April 14, 2026 | 10 AM PT
Stop Re-Keying Data Into Your Sizer
See how AI extracts data from T-12s, rent rolls, deal docs and populates directly in your Excel models
Underwriting and asset management teams are drowning in manual data entry: pulling numbers from rent rolls, T-12s, and deal documents line by line into sizers and pro formas—then doing it all again next quarter to roll forward.
The bottleneck isn’t deal analysis. It’s the data entry to get there.
What you’ll learn:
- How to extract data from rent rolls, T-12s, and deal documents into a structured format—including scanned, handwritten, and non-standard operator exports (Entrata, Yardi, RealPage) that break every other tool
- How to populate your existing sizer or pro forma directly in Excel via an add-in—no copy-paste, no re-templating, no overwriting your formulas
- How to build a centralized loan tape that aggregates 50+ data points per asset from source documents and updates automatically—so quarterly reporting isn’t a three-week project
- How to flag mismatches between source documents and your models before they create downstream issues in IC memos and investor reports
We'll demo a workflow that:
- Ingests real deal documents (rent rolls, T-12s, appraisals, IMs) in any format—PDF, scanned, handwritten, messy Excel exports
- Extracts and normalizes data into a structured runs table with page-level citations back to every source document
- Populates a real sizer in Excel via the Kolena Add-in—toggling between properties and pulling data directly into your existing model
- Performs financial calculations (debt yield, NOI) from the extracted data—not from manually re-entered numbers
- Aggregates into a portfolio-level loan tape and demonstrates natural-language querying across the entire portfolio
Why now
Deal flow isn’t slowing down. Firms are seeing five new deals a day and closing 25 transactions a year—but the data extraction bottleneck hasn’t changed. The teams pulling ahead are the ones using AI to populate their financial models directly from source documents while keeping human-in-the-loop verification and page-cited evidence—so they can move faster without worrying about what changed between the rent roll and the sizer.