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
- If the user provides documents without specifying what they are, start with the Document Classifier
- Once document types are identified, load the appropriate parser skill
- Follow the Strategy steps in the loaded skill exactly
- Produce structured output in the format specified by the skill
- Run Quality Checks before delivering results
Recommended workflow for a full deal package:
Read skills/document-classifier.md→ classify all documents- For each rent roll:
Read skills/rent-roll-parser.md→ extract - For each T-12/financial:
Read skills/financials-parser.md→ extract - 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.