The Best Tool to Convert PDF to Excel for Commercial Real Estate

How to auto extract and convert PDF (Operating statements and Rent Rolls) to loan excel models?
  • Are your analysts spending hours every day in extraction financials from operating statements and rent rolls?
  • Are you looking for a direct pdf to excel tool that can auto extract key financials from OS and Rent Rolls into a financial spread within minutes?
  • Interested in avoiding spending hours to manually key data from pdf and excels?
If you are reviewing multiple commercial real estate deals every month, you don’t want to waste time manually re-entering that data into your excel sheets. Using Clik.ai software you can almost instantly extract all key financials into your excel models.
Extract key financial data from operating statement, Rent Roll, Loan models, Commercial Real Estate Underwriting
Extracting information from PDF without using a specific PDF-editing tool can get tricky, especially when these documents are scanned. It creates various problems like column merging, row splitting etc. Clik.ai software handles all of these problems through its intuitive single-workflow screen. It also has an advanced OCR engine inbuilt that eliminates you from cleaning the data manually.
 
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                                                             Clik.ai – Single workflow to create loan model instantly
 
Follow these steps to extract Rent Rolls, Operating Statement and TTM in loan models instantly
 
1. Go to the Clik.ai login screen
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2. Simply create a folder and upload documents
 
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3. Tag the documents
 document tagging 2-1
 
4. Click on loan sizing and the Clik.ai machine learning engine automatically extract data from property statements and underwrite each line item based on CREFC standard guidelines
 
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5. Download financial spreading in .csv or download Loan Sizing model
 
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6. There you go! Your pdf and documents are directly imported into your Excel template. 
 
clik.ai loan model for CRE
 Rent roll data extracted from PDF document to Excel 
 
clik.ai loan model
 Operating statement data extracted from scanned image to excel
 
These set of simple sets can enable you to avoid manually entering data into your Excel models. This frees up your time so you can spend it analyzing and reporting on that data, instead. You can save hours every day.
 
Happy extracting and underwriting commercial real estate deals!
 
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