CEDXAISystems
Home
Products
Solutions
Industries
Resources
Book session

Operator workspace · Real estate operations demo

Underwriting packets, routed without inbox chaos.

Same model. Fewer handoffs.

A CEDX-style workflow for acquisition teams that need underwriting assumptions, investment committee materials, and lender / investor deliverables to move through named states with evidence.

Book an audit See the workflow →

Standalone demo route

Use case

Acquisition and reporting ops

This demo shows underwriting inputs, IC memo assembly, approval routing, and lender / investor packet delivery behaving as one governed process.

Systems in flow

  • Argus / modelssource
  • Broker OM inputssource
  • CRM / pipelineops
  • IC memo packoutput
Demo outcome

Same model. Fewer handoffs.

Source collection, memo assembly, approval routing, and packet distribution move through one controlled path instead of scattered emails and attachments.

Workflow canvas

Five states, one governed path.

Real-estate deal teams have the same orchestration problem: inputs live everywhere, delivery deadlines are real, and approvals matter.

  1. 01

    Inputs

    Broker OMRaw property marketing data
    Argus / ExcelModel assumptions and returns
  2. 02

    Normalization

    Data mapRent roll, capex, debt, and sponsor facts aligned to packet schema
  3. 03

    Assembly

    IC memo draftNarrative and exhibits generated into house template
    Lender packSupporting schedule bundle prepared
  4. 04

    Approval

    Acquisitions leadReviews underwriting deltas and assumptions
    Investment committeeApproves release state
  5. 05

    Delivery

    Investor packetControlled distribution list
    Archive setEvidence and source versions preserved

Outputs and controls.

Packet outputs

  • IC memo assembled from current model and source inputs
  • Lender packet built from approved underwriting state
  • Investor-ready version separated from internal workpack

Control posture

  • Named reviewers instead of ad hoc inbox approvals
  • Versioned assumptions captured at release time
  • Archive trail created alongside the packet, not after the fact

Walk your own deal through this path.

Bring one live acquisition. We map the inputs, the approval states, and the delivery set against how your team runs it today.

Book an audit