How to Centralize CRE Underwriting in 2026
Real estate deal management software has hit a tipping point: centralizing underwriting, deal tracking, and reporting into one system of record.
AI-powered sourcing
for real estate dealmakers
The deal platform your team — and the AI agents working alongside them — run on, end to end.
SourceScreenUnderwriteMarketExecute
THE WORLD'S LEADING REAL ESTATE INVESTORS, LENDERS AND BROKERS RUN ON ALTRIO.
AI-native tools for every step of the deal process
DEAL SOURCING & SCREENING
Every deal in your inbox, captured and scored
- Connects to Outlook or Gmail and captures every inbound deal automatically. Always on, so nothing gets missed.
- Turns OMs, rent rolls, and T12s into a fully populated deal, read by AI and checked by our CRE-trained analysts, so the numbers are right.
- Scores each deal against your buy box and surfaces the ones that deserve your attention.
PIPELINE MANAGEMENT
A pipeline you trust, without the busywork
- From broker blast to your pipeline in a few clicks, populated with key details from emails and OMs.
- One live source of truth the whole firm trusts. No status emails, no manual roll-ups.
- Track status, tasks, and key dates on every deal, from screening to close.
MARKET DATA
Every deal you touch compounds your edge
- Automatically build a proprietary market database from every deal you touch, including sales, leases, unit and cost comps.
- Organize comps, documents and notes by market to keep all your intel structured and actionable.
- Pull comps into your underwriting models to benchmark assumptions and pressure-test deals before you bid.
CRM & RELATIONSHIP MANAGEMENT
Nurture the relationships that drive your deal flow
- Log every call, email, and meeting, so relationship history stays with your firm, not in a departing analyst's inbox.
- Track what each buyer, lender, and LP wants, from sector to geography to deal size, so every outreach hits the right party.
- See which relationships actually drive your deal flow, and which brokers aren't showing you everything.
Built for you and your agents
AI agents can do more with Altrio
The data captured, structured and governed in Altrio is available to Claude, ChatGPT or any other agent through the Altrio MCP server.
- Connect any assistant. An open standard, no lock-in.
- Put them to work. Draft an LOI, refresh an IC memo, pull comps into a model, find where deals stall, all in plain language.
- Governed by default. Agents inherit each user's permissions, audit-logged, never used to train a model.
ClaudeChatGPTAny MCP clientYour own agents
Altrio MCP server
CapturedStructuredGoverned
Results
2.5X
Deals screened
50%
Less time to screen and underwrite
5X
Market data points captured
>1,000
Unique deals ingested per month
In their words
With Altrio, we are able to leverage our data to derive key insights about real estate investment opportunities across our global business. Since adopting Altrio, we spend our time more efficiently when analyze opportunities and collaborate more easily with our global team.
Graham Russell
Resources for Real Estate Dealmakers
Putting AI to Work: Lessons from CRE's Early Adopters
How are commercial real estate investors using AI? Early adopters share what works: embedding it in workflows, organizing data for agents, staying disciplined.
CRE Deal Management Software in 2026: How the Leading Platforms Compare
How the top CRE deal management platforms compare in 2026: Altrio, Dealpath, Intapp Properties, and AtlasX, and what to evaluate before you buy.