One record per asset — parcel, ownership, debt, leases, comps and your own files — that every module reads from and writes back to.
↳ See it runBring us a closed deal — the first benchmark is on us.Learn more →
One property record. Every job on the deal.
Most firms run underwriting in Excel, comps in a data terminal, OMs in a design tool, prospecting in a list vendor and pipeline in a CRM that knows none of it. Titleman runs all six off the same record — so nothing is re-keyed and every number reconciles.
Plans a chain of tasks from a plain brief, finds what it needs as it goes, and carries every answer into the next step.
↳ See it run
Decks, models, memos and lists that leave finished on your templates — files a client can open, not a transcript to clean up.
↳ See it run
Confidence clamped to the weakest input, sources on every figure, and a named professional on your team signing the work.
↳ See it runWorkflowsSay the chain once. It runs it every time.
No canvas, no automation project — one message, saved as a workflow.
Said once “Every Monday: scan Miami multifamily 200+ units, value what's new, resolve the owners, write them, and deck up whoever replies.”
Step 01Scan the submarket214 assets
Step 02Value what's newBOV each
Step 03Resolve the ownersLLC → person
Step 04Write the owners20 letters
Step 05Deck up the repliesPPTX
Saved and re-runnableMonday sourcing runweeklyAddress → BOVon demandData room → diligence logper dealPortfolio mark refreshquarterly
Six modules, one record, work that leaves finished
Each module is a job your desk already does. They share the same property record, so the comp set that priced the asset is the one printed in the OM and cited in the memo.
01 · Value Opinion & underwriting
Value the asset, then underwrite it on your numbersBOV, opinion of value, quick-strike underwriting and portfolio value refresh — income and comps reconciled, conflicts surfaced rather than averaged away.
Start from an address alone, or from your rent roll and T-12
Three exit cases with assumptions on their own tab
Sensitivity: what the number turns on, and how far it can move
PDFXLSXBOV from an address alone≈12 analyst hours
02 · Analytics
Comps, trade area and ownership, sourced and reconciledRent and sale comps, absorption, concessions, ownership and debt — assembled on demand from the record, filtered to arm's-length trades, every comp cited.
24 months of sales and leases around the subject
Adjustment logic shown, not hidden in a black box
Exported as records you can filter, join and hand over
XLSXCSV47 comps, each one cited≈10 analyst hours
03 · CRE decks
OMs, pitches and IC memos on your templateThe document is the job's end state, not an afterthought: the underwriting is already inside it, and every figure keeps the source it came from.
Your house template, palette and disclaimers applied
Cover, comp set, trade area, value conclusion and charts
The backup workbook attached to the document
PPTXPDF18 slides on your template≈30 designer hours
04 · Sourcing
Find the owners, buyers and mandates worth the callBuy-box scans across a whole territory, ranked by mispricing and propensity to sell, with entities resolved through the LLC to a person you can reach.
Whole-submarket coverage instead of what one desk can screen
Propensity scoring with the reason each name surfaced
Contact routes attached, CRM-ready
CSVPDF20 ranked owners, entities resolved≈20 broker hours
05 · Legal & diligence
Leases, title and contracts read against your standardsLease abstraction, estoppels, title exceptions, zoning, LOI and PSA review — each point carrying the clause reference it came from.
38 leases abstracted into comparable, structured fields
Redlines against your standard positions
Options and critical dates watched daily
PDFDOCXCSV38 leases in one run≈60 legal analyst hours
06 · CRM & pipeline
A pipeline that knows what the asset is worthMandates, owners, tenants and lenders tied to live property records, so marks and critical dates stay current without a quarterly scramble.
Deals tracked against the record they were valued on
Two-way sync with the CRM you already use
Portfolio reporting straight out of the record
CSVAPIOne live record≈1 week per quarter
Why one platform matters
When the comp set that priced the asset is the same one printed in the OM and the same one the IC memo cites, nobody spends Friday reconciling three versions of the truth. Re-keying is where errors and hours live.
It fits the stack you have
Rent rolls, T-12s, models, closed deals and your CRM come in; finished work goes out in your templates. No migration, no rip-and-replace.
Data & sources →Collaborative, not autonomous
Every output carries its sources and a confidence clamped to the weakest one, then goes to a named reviewer on your team. The AI does the grunt work; your people sign the number.
Bring us a deal you already closed
We run it through Titleman and show your team the finished work next to their own. That first benchmark is on us.