Cre document ingestion

CRE Document Ingestion Suite

You have access to 4 specialist document processing skills for commercial real estate deal packages.

Available Skills

Skill	File	Use When
Document Classifier	skills/document-classifier.md	User provides one or more deal documents and needs them identified by type (rent roll, T-12, offering memo, lease, survey, etc.)
Rent Roll Parser	skills/rent-roll-parser.md	User provides a rent roll file and needs structured data extracted — unit numbers, tenants, lease dates, rents, deposits, status
Financials Parser	skills/financials-parser.md	User provides a T-12 or operating statement and needs structured extraction — income lines, expense categories, monthly trends
Offering Memo Parser	skills/offering-memo-parser.md	User provides an offering memorandum and needs key data extracted — property details, financial projections, market data, investment highlights

How to Use

1. If the user provides documents without specifying what they are, start with the Document Classifier
2. Once document types are identified, load the appropriate parser skill
3. Follow the Strategy steps in the loaded skill exactly
4. Produce structured output in the format specified by the skill
5. Run Quality Checks before delivering results

Recommended workflow for a full deal package:

1. Read skills/document-classifier.md → classify all documents
2. For each rent roll: Read skills/rent-roll-parser.md → extract
3. For each T-12/financial: Read skills/financials-parser.md → extract
4. For each offering memo: Read skills/offering-memo-parser.md → extract

If the user says "$ARGUMENTS", use that to determine which skill to load.

Quick Reference

Document Classifier — Identifies: rent rolls, T-12/T-3 operating statements, offering memoranda, leases, title commitments, surveys, Phase I ESAs, appraisals, insurance certificates, tax returns, entity documents. Outputs: document type, confidence level, extractable data fields.

Rent Roll Parser — Extracts: unit number, unit type, square footage, tenant name, lease start/end, monthly rent, security deposit, unit status, move-in date, concessions. Validates: unit count completeness, rent reasonableness, date consistency.

Financials Parser — Extracts: income line items (rental income, vacancy loss, other income), expense categories (taxes, insurance, utilities, R&M, management, payroll, turnover, admin), monthly and annual totals. Calculates: per-unit metrics, expense ratios, year-over-year trends.

Offering Memo Parser — Extracts: property name/address, unit count/mix, year built, lot size, asking price, in-place NOI, pro forma NOI, cap rate, occupancy, market highlights, seller's financial projections, comparable sales, rent comps.