Stop Wasting Time on
Half-Baked Deal Packages
A broker sends you a package. You start reviewing. Ten minutes in you realize the T-12 is missing. Upload it to Groundstone first. Know what is missing in seconds. Draft one complete requirements email. End the back-and-forth before it starts.
Two Problems That Waste Your Time
Most deal packages that hit your desk have issues. And even when you find them, communicating what you need creates more delays.
Problem 1: Incomplete Packages
- Analyst starts reviewing and discovers missing rent roll halfway through
- Operating statement only covers 6 months instead of 12
- No sponsor PFS or schedule of real estate
- Time wasted before knowing if deal is even worth looking at
Problem 2: The Email Chase
- Find one missing document. Email broker. Wait 3 days.
- Find another issue. Email again. Wait another week.
- Borrower gets frustrated at multiple requests
- A deal that could close in weeks drags for months
Check Everything. Send One Email.
Upload the package you received. Groundstone reads everything, identifies what is missing or outdated, and drafts a complete requirements email. One workflow. No more piecemeal requests.
Upload the Deal Package
Drag and drop the files you received from the broker or sponsor. PDFs, Excel files, whatever they sent. No reformatting required.
AI Reads and Inventories Everything
Groundstone identifies what documents are included: rent roll, operating statements, appraisal, sponsor financials, purchase agreement. It extracts key details and checks document dates.
See What Is Missing or Outdated
A clear report shows what you have and what you need. Missing rent roll? Flagged. Operating statement only covers 6 months? Noted. Sponsor PFS dated 2023? Highlighted.
Draft One Complete Requirements Email
Tell the AI: "Draft an email listing everything the borrower needs to send." It generates a professional, organized requirements list. Copy, paste, send. The borrower knows exactly what you need before you will look at their deal again.
What Gets Checked
Groundstone checks for the standard documents lenders need to underwrite a CRE deal.
Property Documents
- Current rent roll (dated within 30 days)
- Trailing 12-month operating statement
- Appraisal or broker opinion of value
- Property photos and condition report
Financial Documents
- Pro forma or business plan
- Sources and uses
- Purchase agreement or LOI
- Existing debt terms (refinance)
Sponsor Documents
- Personal financial statement
- Schedule of real estate owned
- Track record / experience summary
- Entity structure documentation
Quality Checks
- Document dates (is it current?)
- Period coverage (full 12 months?)
- Completeness (all pages present?)
- Readability (can be extracted?)
What the Email Looks Like
Professional, organized by category, and complete. The borrower knows exactly what to gather.
Document Requirements Email
AI-generated based on deal analysis
Hi [Sponsor Name],
Thank you for submitting the package for [Property Name]. After our initial review, we will need the following items before we can move forward with underwriting:
Property Documents:
- Current rent roll (dated within 30 days)
- Trailing 12-month operating statement (provided statement only covers 6 months)
- Property condition report or recent inspection
Sponsor Documents:
- Personal financial statement (the one provided is dated 2023)
- Schedule of real estate owned with current values and debt
- Entity organizational documents
Transaction Documents:
- Executed purchase agreement or LOI
- Sources and uses statement
Once we have these items, we can get the deal into active underwriting. Please let me know if you have any questions.
Best regards,
[Your Name]
Why One Email Changes Everything
Setting clear expectations upfront saves weeks and improves relationships.
Borrower provides everything at once. No 2-week gaps between document requests.
Borrower knows exactly what you need. No ambiguity. No surprises later.
Organized, thorough requests make you look buttoned-up and efficient.
End the Email Chase
Stop wasting analyst time on incomplete packages. Know what is missing in seconds. Send one complete requirements email. Move on to deals that are ready.