Broker intake

Turn every broker packet into a structured deal.

Offering memos, rent rolls, T-12s, and P&Ls arrive as PDFs, spreadsheets, and forwarded emails. FirmSource Intelligence reads the documents, extracts the property details, unit mix, pricing, and financials, and creates a structured deal record in seconds.

app.firmsource.com · New deal extracting…
Drop the broker's packet
PDF · Excel · .eml / .msg
Extracted deal
Property83 Birge Street
Units · Price8 · $1,180,000
MarketTorrington, CT
BrokerUploaded
Offering memo
Rent roll
Audited T-12
Trailing P&L
4 core documents
OM · rent roll · T-12 · P&L
~40 seconds
packet to structured deal
Whole-email intake
drag in .eml / .msg files
Zero re-keying
structured data from the source
What it handles

Every broker packet, parsed into a deal record.

01

Any broker packet

Offering memos, rent rolls, T-12s, and P&Ls are read, mapped, and structured into the deal model.

02

Whole-email intake

Drag in the broker's email file, including .eml or .msg, and FirmSource pulls the attachments into the deal.

03

Fields, not OCR dumps

FirmSource extracts property details, address, unit count, pricing, and financials as structured fields, with source-page references.

04

Gaps flagged, not guessed

Missing the P&L or rent roll? The deal is still created, and the missing source is clearly marked.

05

Graded on arrival

The moment the deal record is created, it is screened against your buy box without a separate manual step.

06

Attributed to the source

Each packet stays tied to the broker and source documents behind it, building your deal-flow history automatically.

The next second

It lands already screened against your buy box.

Intake does not end with a folder of uploaded files. The moment FirmSource creates the deal record, it screens the opportunity against your buy box, recomputes the going-in cap from the T-12, and surfaces the knockouts before your team reads page one.

  • Buy-box fit computed on creation
  • Going-in cap normalized from the real financials
  • Knockouts surfaced before you read page one
app.firmsource.com · Deal · buy-box fit
Buy-box fitCore-Plus Fund IIOut of box2 / 6 clear
Going-in cap ≥ 6.75% Contested
~7.5%~4.6%▼ 2.9 pp

215 bps below the 6.75% floor · recomputed from the T-12

Free checks · scored now
×Target market on your listTorrington, CT
×Unit count ≥ 108
Vintage ≥ 1980awaiting
Price / unit ≤ $180K$142K
Normalized against the financials
Rent upside ≥ 10%~18%
×DSCR ≥ 1.3×0.76×

Stop re-typing the broker's spreadsheet.

Drag in the broker packet or whole email file. FirmSource turns it into a structured, screened deal record in seconds.