For screening a US commercial real estate deal from an address or an offering package, Titleman ranks first: it returns the property record, comparables and a live Excel underwriting with every input sourced and every gap named; the median underwriting run took about 58 minutes (44 runs, 30 days to 18 October 2026), so a screen can be checked rather than re-done. Archer is the stronger pick for a multifamily team that wants rent rolls and T-12s parsed into its own model in seconds, and Dealpath is better when the real need is managing the pipeline the screens feed.
Updated 19 October 2026.
Published by Titleman, which makes one of the tools compared.
Written by the Titleman team with AI assistance (Claude). Competitor descriptions are based on each vendor's own website as of 19 October 2026.
A deal screen answers one question: is this deal worth the full underwriting? Most teams screen far more deals than they buy, so the screen has to be fast. But a fast screen that cannot be checked just moves the work to the next stage, where someone re-keys the rent roll and re-pulls the comps. The tools below differ mostly on that trade-off.
How we scored
Five criteria, weighted for an acquisitions or lending team that screens many deals a month. Each tool is scored out of 100.
| Criterion | Weight | What earns points |
|---|---|---|
| Speed to a usable screen | 25 | From an address or a package to a first answer without manual setup |
| Traceability | 25 | Each figure leads to a document, record or formula; missing data is named |
| Breadth of the check | 25 | Covers the property record, comparables, rent roll against T-12, debt and returns, not just one of them |
| Fit to team workflow | 15 | Works with your model, pipeline and approval process |
| Market context | 10 | Places the deal in its market |
Scores are our judgement from each vendor's own website today, not a lab test.
The ranking at a glance
| # | Tool | Best for | What it does | Where it stops | Pricing model | Score |
|---|---|---|---|---|---|---|
| 1 | Titleman | Screening one US CRE deal with sources you can check | Address or OM, rent roll and T-12 to property record, comps and live Excel underwriting | No go/no-go verdict; not a pipeline tool | Quote on request | 81 |
| 2 | Archer | Multifamily teams on their own model | Parses rent rolls and T-12s, loads your model, tracks the pipeline, market analysis | Multifamily focus | Not stated on site | 68 |
| 3 | Blooma | CRE lenders screening loan requests | Origination intelligence, document processing, portfolio monitoring | Lender-oriented | Not stated on site | 57 |
| 4 | Dealpath | Managing the pipeline around the screen | Pipeline, deal execution, comps database, IC workflows | Organizes screens more than it produces them | Not stated on site | 55 |
| 5 | Clik.ai | Spreading financials for lenders and CRE firms | AI spreading of T-12s, rent rolls and operating statements into models | Starts from documents, not from an address | Not stated on site | 51 |
| 6 | PRODA | Standardizing rent rolls and operating statements | Extraction, standardization and error checks on any format | Data preparation, not a screen by itself | Not stated on site | 46 |
| 7 | ARGUS Enterprise | Full lease-by-lease cash flow | Cash flow forecasting, DCF valuation, scenarios | Heavy for a first screen | Tiered, asset-based subscription; contact for price | 39 |
The tools, ranked
1. Titleman
Who it is for: acquisitions teams, family offices and lenders screening US commercial deals who need to show where each number came from.
What it does: from an address, Titleman assembles the property record: parcel, owner of record, sales, recorded mortgages and liens, permits and zoning. With the OM, rent roll and T-12 it checks the documents against each other and the market, pulls comparables (same asset class, within one mile by default, last 24 months, the subject's own sale excluded, non-comparables flagged with a reason), and builds a memo and a live Excel model with pro forma, debt, DSCR, debt yield and returns. A typical underwriting holds about 1,000 data points, each marked as found with its source, computed by formula, or missing. Measured median underwriting run: about 58 minutes (44 runs, 30 days to 18 October 2026). It draws on 2,100+ sources connected, 1,881 returning data. Deal screening is one of the stages covered by the 337 workflows at titleman.ai/workflows.
Where it stops: it does not give a go/no-go verdict or a final price; the screen shows the evidence and your team decides. It does not manage a pipeline. That is a median, not a promise, and underwriting runs are not identical on repeat.
Score: 81/100 (speed 21, traceability 23, breadth 22, workflow 8, market 7).
2. Archer
Who it is for: multifamily investors, brokers, lenders and property managers, per its site.
What it does: automates underwriting, deal analysis and pipeline tracking in one place. It says it parses rent rolls and T-12s in under 10 seconds and loads your own model, with an Excel integration that keeps parsing and underwriting detail in your cloud, plus market analysis for finding markets and deals.
Where it stops: its site is written for multifamily. Teams screening office, industrial or retail should check scope.
Score: 68/100 (speed 22, traceability 13, breadth 15, workflow 11, market 7).
3. Blooma
Who it is for: CRE lenders, from small teams (Blooma Pro) to large institutions (Blooma Enterprise).
What it does: describes itself as an insights engine that sits on your existing stack. Its origination intelligence is aimed at streamlining deal screening with automation, and it automates data entry and document processing, with portfolio monitoring and alerts.
Where it stops: its site says it is not an LOS, CRM or data provider, and it is written for lenders rather than equity buyers.
Score: 57/100 (speed 16, traceability 12, breadth 13, workflow 10, market 6).
4. Dealpath
Who it is for: real estate investment firms with acquisitions, development, debt and disposition teams.
What it does: an AI-powered operating system for real estate investing: market tracking with a comps database, a private listings exchange, pipeline management, underwriting model comparison, due diligence and IC approval workflows.
Where it stops: it is where screens are organized, compared and approved. The screen itself still comes from your analysts or another tool.
Score: 55/100 (speed 12, traceability 11, breadth 10, workflow 15, market 7).
5. Clik.ai
Who it is for: institutional lenders, servicing teams and CRE firms.
What it does: AI spreading of T-12s, rent rolls and operating statements into production-ready financial models, plus automated underwriting, lease abstraction, loan onboarding and portfolio reporting.
Where it stops: it starts from the documents you have. Market context and the property's own record come from elsewhere.
Score: 51/100 (speed 15, traceability 12, breadth 12, workflow 8, market 4).
6. PRODA
Who it is for: asset managers, investment managers and banks.
What it does: turns rent rolls and operating statements, in any format, into standardized, error-checked data, from Excel, PDFs and property management systems.
Where it stops: it prepares clean data for underwriting. The screen, the comps and the conclusion are separate steps.
Score: 46/100 (speed 14, traceability 13, breadth 8, workflow 8, market 3).
7. ARGUS Enterprise
Who it is for: investors, asset managers and valuation professionals.
What it does: commercial property cash flow forecasting and valuation, with DCF, budgeting and scenario analysis.
Where it stops: it is the right tool for the full underwriting after the screen, and a lot of setup for a deal you may reject quickly.
Score: 39/100 (speed 6, traceability 10, breadth 12, workflow 6, market 5).
Where another tool is better
- Multifamily teams that want documents parsed straight into their own model in seconds: Archer.
- Tracking hundreds of deals, approvals and IC steps across a team: Dealpath.
- Lender origination with portfolio monitoring: Blooma.
- Spreading high volumes of operating statements into a lender template: Clik.ai or PRODA.
- The full lease-by-lease model once a deal passes the screen: ARGUS Enterprise.
How to choose
- Screen a deal you already know the answer to. Take one you bought or passed on and see whether the tool surfaces the same issues.
- Check the rent roll against the T-12. A screen that does not reconcile the two will miss the most common gap in an offering package.
- Open the comps. Each should be a closed sale of the same type, near the subject, recent, and not the subject itself.
- Time the whole thing. Include uploading, mapping fields and fixing the output.
- Look at what it says when data is missing. It should name the gap, not fill it.
FAQ
What is the best CRE deal screening software?
For screening a US commercial deal from an address or an offering package with figures you can check, Titleman ranks first on our criteria. Archer fits multifamily teams on their own model, Blooma fits lenders, and Dealpath fits teams whose main need is pipeline management.
How long does it take to screen a deal with Titleman?
The median underwriting run with its live Excel model took about 58 minutes (44 runs, 30 days to 18 October 2026). That is a median; some runs take longer.
Does Titleman tell me whether to pursue a deal?
No. It does not give a go/no-go verdict or a final price. It returns the property record, comparables, the documents checked against each other and a live model, with sources and gaps, so your team makes the call.
What should a deal screen check first?
Whether the rent roll and T-12 agree, whether the comparables are real closed sales of the same type, what the property's record shows about ownership and recorded debt, and what the debt and returns look like at today's terms.
Is deal screening software the same as pipeline software?
No. Screening produces the first analysis of a deal. Pipeline software such as Dealpath organizes many deals, their stages and their approvals. Many teams use one of each.