Underwriting

Catch Errors While You Work

From pro formas to offering documents, catching errors before they reach stakeholders is the key to confident, accurate deal submissions.

· 1 min read
PDF CIM_Draft_v3.pdf
Cap rate missing
NOI mismatch
Date discrepancy
3 resolved

Summary

Stepscale's Review Assistant catches errors in pro formas, offering documents, and submission packages before they reach stakeholders. It flags issues tied to exact pages, tracks resolution progress, and lets you ask follow-up questions for instant context.

You're finalizing a pro forma. You're reviewing offering documents. You're putting together a submission package. Then your partner spots an inconsistency you missed. Accounting finds an overcharge.

The Review Assistant catches those errors before they get to anyone else.

Start with a file or an ask

Drop your pro forma, offering docs, submission packages, or anything else into the Review Assistant. Stepscale reviews your files right away and flags issues before they go out.

Find issues tied to exact pages

Mistakes don't get buried in a report. They show up in your file with the exact location highlighted. Click an issue and jump straight to where it lives in your file.

Track error resolution

Every error the assistant catches gets added in the Review Tracker. You see what's been fixed, what still needs work, and when you're actually done. No back-and-forth emails or Excel trackers.

Follow up with clarity

Need more context on why something was flagged? Ask the assistant. Get an explanation in seconds instead of waiting on email chains.

If you're already using Stepscale, log in and start a review today. If you're new, we'd be happy to show you how it works.

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