Ai in origin

AI for everystep of the deal

Origin by Altrio is the AI-native deal platform for institutional CRE — built on your firm's data, embedded in your workflow, and governed by your controls.

AI-POWERED DATA EXTRACTION

From unstructured data to a fully populated deal
with no data entry.

Origin extracts data from emails, OMs, rent rolls, leases, T12s, underwriting models, and more . Data is validated by a team of trained analysts — because 95% accuracy is not good enough.

Emails OMs Rent rolls T12s Underwriting models Quick turnaround Human-in-the-loop verification
Learn how data extraction works →
https://platform.altrio.com/
Camelback Apts
Forwarded by D. Reyes · JLL · 47 min ago
Validated

Source · Offering Memorandum
Camelback Apartments
Phoenix, AZ · Multifamily Investment Offering
[ property photo ]
Extracted · Key Data
Asset class
Multifamily
Units
312
In-place rent
$1,845
Asking
$104.0M
Cap rate
5.4%
https://platform.altrio.com/
Camelback Apts
Forwarded by D. Reyes · JLL · 47 m ago
Validated

Source · Offering Memorandum
Camelback Apartments
Phoenix, AZ · Multifamily Investment
[ property photo ]
Extracted · Key Data
Asset class
Multifamily
Units
312
In-place rent
$1,845
Asking
$104.0M
Cap rate
5.4%
https://platform.altrio.com/
New deals · Last hour
Auto-routed by sector, geography, and team

Deal Forwarded Stage
Lone Star Logistics Park · Dallas
Industrial · Sunbelt team
2 min ago Screening
Camelback Apts · Phoenix
Multifamily · DR team
14 min ago Under Review
Redbird Commerce Center · Dallas
Industrial · DR team
28 min ago Underwriting
North Michigan · Chicago
Office · Midwest team
45 min ago Passed · Auto
https://platform.altrio.com/
New deals · Last hour
Auto-routed by sector, geography, and team

Deal & Details Stage
Lone Star Logistics Park · Dallas
Industrial · Sunbelt team · 2 min ago
Screening
Camelback Apts · Phoenix
Multifamily · DR team · 14 min ago
Under Review
Redbird Commerce Center · Dallas
Industrial · DR team · 28 min ago
Underwriting
North Michigan · Chicago
Office · Midwest team · 45 min ago
Passed · Auto
DEAL SCREENING & ROUTING

From inbox to pipeline, without a click.

Origin creates the deal, populates fields, triggers the right workflow, and assigns it to the right team members — automatically. AI-powered summarization and scoring ensures that the deals worth attention reach the right people first.

Deal scoring AI summaries Automatic assignment Team notifications
Learn more about Scout →
CONNECTED AI-ASSISTANTS · MCP

Use your AI assistant with deal and market data you can trust

Through the Model Context Protocol (MCP), your AI assistant connects directly to Origin. Pull live comps into your Excel models. Draft LOIs from your prospecting pipeline. Keep tear sheets and IC memos updated with real-time data. Find bottlenecks in your investment process. All from chat, using the tools you use every day.

Update U/W models Generate LOIs Refresh tear sheets Find bottlenecks Excel agent
Read the MCP annoucement →
https://platform.altrio.com/mcp
Connected via MCP
What you can do. Live with Claude

Update U/W models
Pull the latest market comps from Origin into your live models.
Generate LOIs
For off-market assets, drafted from your prospecting pipeline.
Keep tear sheets fresh
IC memos and tear sheets stay updated with live deal data.
Find bottlenecks
Spot stuck deals and slow stages across your investment process.
Ask in plain English
Query pipeline, comps, and underwriting history from chat.
Excel Agent
Origin's data live in your Excel models, populated from chat.
https://platform.altrio.com/mcp
Connected via MCP
What you can do. Live with Claude

Update U/W models
Pull latest market comps from Origin into live models.
Generate LOIs
For off-market assets drafted from your prospecting pipeline.
Keep tear sheets fresh
IC memos and tear sheets stay updated with live deal data.
Find bottlenecks
Spot stuck deals and slow stages across your pipeline.
Ask in plain English
Query pipelines, comps, and underwriting history from chat.
Excel Agent
Origin's data live in your Excel models, populated from chat.
SCOUT · CRE-TRAINED AI AGENT

Meet Scout: an AI agent for your deal flow.

Connect Scout to Outlook or Gmail and it watches your inbox in the background — no forwarding, no manual logging. Every inbound deal gets scored against your buy box and added to your Origin pipeline. Ask Scout questions about your deals, comps, or pipeline history in plain English.

Always-on capture Buy box scoring Comp benchmarking Data room access Follow-up tracking
See everything Scout does →
BUILT FOR INSTITUTIONAL CRE

Enterprise-grade AI. Institutional controls.

The security framework you already trust, applied to every AI interaction.

AI doesn't get its own security model in Origin. Every query, extraction, and agent action runs inside the same controls your firm already audits — so adopting AI doesn't trigger a new compliance review or alter your security posture.

User-level permissions, inherited
Every AI query respects user-level access.
Audit-grade logging
Every query recorded and attributable.
Your data is not used to train models
No data shared with model providers.
Encrypted end-to-end
In transit and at rest.
Open standards, no lock-in
MCP is open. Switch or stack assistants as needed.

FAQs

What AI features does Altrio offer for commercial real estate?

Altrio's Origin platform includes four AI features for institutional commercial real estate: AI data extraction from emails, OMs, rent rolls, leases, T12s, and underwriting models; automated deal screening and routing; MCP-connected AI assistants that work directly with your firm's data through Claude, ChatGPT, or any Model Context Protocol-compatible assistant; and Scout, an AI agent that captures, scores, and benchmarks every deal in your inbox. Every feature is built on your firm's data and governed by your existing security controls.

Can I connect ChatGPT or Claude to my deal data in Altrio?

Yes. Altrio Origin supports the Model Context Protocol (MCP), the open standard for connecting AI assistants to data sources. You can connect Claude, ChatGPT, or any MCP-compatible assistant directly to your firm's deal data — pipeline, comps, underwriting history — and ask questions in plain English. Every query inherits Origin's user permissions and is audit-logged.

What can Altrio's MCP integration do?

Altrio's MCP integration lets your AI assistant work directly on your deal data inside Origin. Through the Model Context Protocol, Claude, ChatGPT, or any MCP-compatible assistant can update underwriting models with live market comps, generate LOIs from your prospecting pipeline, keep tear sheets and IC memos current with real-time data, and answer questions about deals or pipeline history in plain English.

Does Altrio have an Excel agent for commercial real estate?

Yes. Altrio's Excel Agent lets your AI assistant pull data from Origin directly into your Excel models. Through the Model Context Protocol, you can ask Claude to populate cells with comps, query pipeline data, or update model assumptions — without leaving the spreadsheet. The Excel Agent works with Claude and any other MCP-compatible assistant connected to Origin.

What is Scout, and how is it different from Origin?

Scout is an AI agent from Altrio that connects to your Outlook or Gmail inbox, automatically captures every inbound deal, scores it against your buy box, and adds it to your Origin pipeline. Scout also benchmarks underwriting assumptions against your firm's comps, answers questions about deals in plain English, and handles deal admin including CA signing, data room access, and follow-ups. Origin is the deal platform; Scout extends Origin into your inbox. Scout can also be purchased as a standalone product for those who are not on the Origin platform.

How accurate is Altrio's AI data extraction?

Altrio extracts data from emails, OMs, rent rolls, leases, T12s, and underwriting models in under an hour. Every extraction is reviewed by a trained Altrio analyst before it lands in your pipeline — so the data your team works from is validated, not raw model output. This human-in-the-loop step is what makes Altrio extraction reliable for institutional underwriting.

Is my firm's data used to train AI models?

No. Data in Altrio Origin and Scout — including deal data accessed through MCP-connected AI assistants — is never used to train AI models. No proprietary data is shared with model providers as training data, and there are no bulk exports. Queries are permission-scoped, audit-logged, and stay within your firm's data perimeter.

Is Altrio AI-native?

Yes. Altrio Origin is built AI-native — meaning AI features are integrated into the platform's data foundation, not bolted on as a standalone studio of disconnected tools. Origin's data extraction, deal screening, MCP-connected assistants, and Scout share the same structured deal data and inherit the same security model. Every AI feature gets sharper as your firm captures more deals over time.

What AI assistants work with Altrio?

Altrio Origin works with Claude, ChatGPT, and any AI assistant that supports the Model Context Protocol (MCP) — the open standard for connecting AI assistants to data sources. Because MCP is open, you can switch assistants, stack multiple assistants, or change vendors without rebuilding your data layer.

Does Altrio's AI replace underwriters or analysts?

No. Altrio's AI features assist underwriting and acquisitions teams, not replace them. Data extractions are reviewed by trained analysts before landing in pipeline. Scout handles deal admin — CA signing, data rooms, follow-ups — so analysts focus on analysis. MCP-connected assistants answer questions and update models, but the analytical work and investment decisions stay with your team.

invest better with origin

Bring data-driven insights and automation efficiencies to every aspect of your dealmaking