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Inside the tools I built for CRE

Two live, self-built platforms that model the commercial real estate workflows I know from the inside. Below is a screen-by-screen walkthrough of each — what every view shows and what it does.

Live · meetgeet.com/cre_loan

CRE Loan Origination Platform

An end-to-end platform that carries a commercial real estate loan from application through post-closing across eight connected stages. Upload the deal documents and it runs its own independent underwriting — then flags exactly where the paperwork and the numbers disagree, so the lender judges the deal on the right figures.

1Overview2Document Review3Deal4Loan Sizing5Cash Flow6Credit Memo7Closing8Post-Closing
Open the live platform ↗
meetgeet.com/cre_loan/overview.html
Deal overview dashboard with loan amount, LTV, DSCR and risk flags
01

Deal Overview

The command center for a live deal — Riverside Office Park, a $14.3M office acquisition. Loan amount, LTV, DSCR, open risk flags by severity and insurance status sit side by side, above a clickable pipeline that shows exactly where the deal stands, from Document Review through Post-Closing.

meetgeet.com/cre_loan/ · Document Review
Document Review upload screen — the CRE Loan Document Reviewer
02

Document Review — the CRE Loan Document Reviewer

Drop in a loan agreement, rent roll, appraisal or operating statement — a single file or a full loan package — and the AI reads it and extracts the key terms. It handles PDF (including scanned), Word, Excel, CSV and images up to 50 MB, then feeds the findings into the rest of the deal.

meetgeet.com/cre_loan/ · Loan Sizing
Loan sizing results across LTV, DSCR and debt yield constraints
03

Loan Sizing

Sizes the loan three ways at once — maximum LTV, minimum DSCR and minimum debt yield — and shows which constraint is binding. Here debt yield caps the loan at $16.5M, while stress tests warn that DSCR drops below 1.0x at +250 bps and breakeven occupancy runs above the comfort level.

meetgeet.com/cre_loan/ · Cash Flow
Cash flow waterfall and income/expense breakdown
04

Cash Flow Underwriting

A full cash-flow waterfall from gross potential rent down to cash flow after debt service, headlined by NOI, DSCR, LTV, debt yield and cash-on-cash — with a line-by-line income and expense breakdown priced per square foot.

meetgeet.com/cre_loan/ · Credit Memo
Auto-generated credit memorandum with risk grade
05

Credit Memo

Assembles a lender-ready credit memorandum — recommendation, an explained risk grade (here 3/10, strong · low risk), covenant compliance and a full deal summary. The narrative is editable and exports straight to PDF.

meetgeet.com/cre_loan/ · Closing
Closing conditions precedent tracker with readiness to fund
06

Closing & Conditions Precedent

A conditions-to-fund tracker showing readiness to fund (90%, 18 of 20 conditions satisfied), insurance readiness, and every outstanding item — so nothing blocks the lender at the last minute before funding.

Live · meetgeet.com/escrow_manager

Tax & Insurance Escrow Manager

A loan-level escrow workspace built around real servicing logic. It walks a commercial loan's escrow (impound) account from closing setup, through tax reconciliation and the annual escrow analysis, to tracking every disbursement — with an AI analyst flagging shortages, variances and lapsing coverage along the way.

1Overview2Pre-Closing Setup3Tax Reconciliation4Escrow Analysis5Disbursements
Open the live tool ↗
meetgeet.com/escrow_manager/ · Overview
Escrow overview with balance, obligations and alerts
01

Escrow Overview

The account at a glance — escrow balance, monthly payment and annual obligations — with the AI surfacing issues like a tax-reassessment variance and a hazard-insurance renewal due in days, plus a 12-month projection of where the balance is heading.

meetgeet.com/escrow_manager/ · Pre-Closing Setup
Pre-closing escrow setup with required documents checklist
02

Pre-Closing Setup

Stands up the escrow account at closing: annual need, monthly payment, cushion target and initial deposit, alongside a checklist of the six documents required — tax bills, insurance binders, flood determination — each routed to the module the AI fills.

meetgeet.com/escrow_manager/ · Tax Reconciliation
Tax reconciliation showing a reassessment shortage
03

Tax Reconciliation

Reconciles the tax bill against what's escrowed, parcel by parcel and installment by installment. Here a county reassessment lifts the second installment by $2,800 — a shortage the tool carries straight into the borrower's payment as +$233/mo.

meetgeet.com/escrow_manager/ · Escrow Analysis
Annual escrow analysis with 12-month projection and cushion test
04

Escrow Analysis

The annual analysis engine: it projects the account forward 12 months, finds the lowest balance and tests it against the lender's cushion to decide whether the payment holds, rises (shortage) or falls (surplus). Here the low point meets the cushion exactly — on target.

meetgeet.com/escrow_manager/ · Disbursements
Disbursement tracking schedule with due dates and status
05

Disbursement Tracking

The pay-out side — every tax installment and insurance premium leaving escrow, with due dates, payees, amounts and status (paid, scheduled, due). Funds release about 15 days early so nothing lapses or draws a late penalty.

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