Many teams prefer to continue using their own Excel-based underwriting models, especially when they’ve been refined over years of deal-making. IntellCRE’s Enterprise Model Integration allows you to keep that workflow—while seamlessly syncing your underwriting data into the platform for analysis, reporting, and marketing.
With this feature, you upload your full Excel model directly into a new deal, and IntellCRE automatically extracts and maps your financials, assumptions, rent roll, and property data into the platform. This eliminates double entry and ensures your existing modeling workflow stays intact.
What Is the Model Integration Feature?
Model Integration is an Enterprise feature that connects your internal Excel underwriting model to IntellCRE. Once configured for your team, it enables:
Automatic extraction of data from your Excel model
Mapping of all key data points into IntellCRE (rent roll, assumptions, expenses, valuation, and more)
Support for multi-tab, complex models (e.g., multifamily, self-storage, industrial, retail, and other custom models)
A frictionless workflow where you underwrite in Excel and generate all marketing materials in IntellCRE seconds after
Once your model is integrated, every time you create a new deal, you can simply upload your Excel file and the system will map your entire underwriting into the platform within seconds.
Step 1: Upload Your Excel Model
To begin the integrated workflow, upload your in-house underwriting Excel model during deal creation:
Start a new deal Analysis in IntellCRE
Choose the Property Type
Drag and drop your full underwriting Excel file into the Complete Excel Model box.
Click Create Property and Analysis
Within a few seconds, the key financial and property data in your model are mapped into the platform.
Step 2: How the Platform Maps Your Model
Once uploaded, the platform auto-populates the analysis form and the right-hand sidebar with data from your file. This includes:
Unit Mix & Rent Roll
For asset types like self-storage (as shown in the example), the system imports all unit-mix details across multiple tabs:
Climate-controlled units
Non-climate units
Ground and non-ground units
Drive-up units
Parking and other unit types
It maps dimensions, counts, vacancy, current rents, market rents, square footage, and more.
Income
Pulled from your assumptions tab:
Rent growth
Vacancy
Rent loss
Other Income
Extracted from your Proforma tab:
Per-unit or per-square-foot income
Current vs. proforma
Any custom income line items
Expenses
Mapped directly from your proforma’s expense section:
Operating expenses
Taxes and tax-resets
Expense growth rates
Custom expense categories
Valuation & Financing
From your price proposal tab:
Property value
Price assumptions
Sensitivity-based valuation inputs
(If included) sales comps or acquisition assumptions
Every data point flows into the correct field in IntellCRE—no manual entry required.
Step 3: Create the Property Analysis
Once the data is mapped:
Click Create Analysis.
IntellCRE generates your full financial analysis, including cash flows, performance summary, and underwriting outputs.
You can now proceed to comps or to generating marketing materials.
Your Excel model becomes the foundation for your deal analysis inside the platform.
Step 4: Use Your Underwriting for Marketing Materials
After your analysis is built, you can immediately create:
All sections for your marketing presentations—financials, rent roll, assumptions, charts—pull directly from the data extracted from your Excel model. No additional formatting or re-entry is needed.
Final Thoughts
IntellCRE’s Excel Model Integration keeps your underwriting workflow exactly how you like it—inside your in-house Excel model—while unlocking everything the platform offers for analysis, reporting, and marketing.
If your team is interested in activating this enterprise feature, reach out to us and we’ll help configure your model for seamless integration.