Documents & Chat
Upload rent rolls and OMs, then ask questions of your deal in plain language.
Uploads & indexing
How to upload documents and what happens after they land.
Upload a rent roll
How to upload a rent roll, what formats work, and what happens after — including the rule that the rent roll wins.
Upload an OM, P&L, or T-12
How offering memorandums, profit-and-loss statements, and trailing-12 reports flow into the underwrite.
Per-unit document uploads
Attach photos, floor plans, or lease snippets to a specific unit so chat can cite them when answering unit-level questions.
Indexing & processing status
What "Processing", "Indexed", and "Indexed-with-warnings" mean for an uploaded document, and what to do when something gets stuck.
Chatting with your deal
Use the sidebar chat to ask questions and pull citations.
Chat with your deal
The AI chat panel pinned to every property workspace — how it's grounded, what it can answer, and what it won't make up.
Citations in chat
How chat answers are cited, what to do when a citation doesn't add up, and how to copy a citation into your IC notes.
Document references bar
When chat cites a document, the references bar lets you preview, navigate, and verify the source page in one click.
Still need help?
Our team usually responds within one business day. Tell us what you're trying to do and we'll get you unstuck.