Set up with your team.
We configure SweepCRE around how your firm invests, then stay involved as it runs.
Setup
- 1
Map your buy box
We sit with the people who screen your deals and write down how they decide.
- 2
Pick your sources
The news and trade outlets that cover your markets.
- 3
Load your templates
Your LOI template and house style, so drafts read like yours.
- 4
Review and adjust
We go over the output with your team and update criteria as needed.
Who does what
SweepCRE does the first pass. Your team makes the decisions.
| Task | SweepCRE | Your team |
|---|---|---|
| Reading news and releases in your markets | ||
| Compiling portfolios and property facts | ||
| Screening property lists against your buy box | ||
| Drafting LOIs in your template | ||
| Deciding which owners to call | ||
| Underwriting and pricing | ||
| Approving anything sent under your name |
A good fit if you have
- More deal flow than you can screen carefully
- Criteria that live in people's heads and inboxes
- Drafts you want in your own templates
Talk to us about your buy box.
We'll show you what setup would look like for your team.