Features for
Every Step of 
the Deal Process
From AI-powered data extraction to CRM and deal tracking, Origin gives investors and brokers everything they need to streamline their workflow and accelerate deal execution.
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Illustration representing AI-powered tools for streamlining real estate deal processes.
Data ExtractionPipeline & ReportingWorkflow ManagementComps & Data ManagementCRM & Relationship ManagementFund & Portfolio Management
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Data Extraction

Eliminate manual data entry—automate extraction with AI precision and expert validation on every data point.

Automated Deal Creation & Data Extraction

Extracts key transaction and asset details (sale comps, lease comps, unit mix, T12s) with 100% accuracy from broker and seller files, reducing manual data entry.

Illustration of automated deal creation and accurate data extraction from broker and seller documents.

AI-Powered Extraction

Our proprietary algorithms make use of AI models to automate data extraction with unmatched speed, ensuring key details from offering memorandums, rent rolls, and underwriting models are captured with unparalleled accuracy and efficiency.

Illustration of AI and OCR technology extracting data from financial documents with speed and precision.
MORE PIPELINE & REPORTING FEATURES
Trained Expert Validation: We take accuracy to the next level by integrating a highly trained team of analysts, who review and validate the extracted data, ensuring completeness and reliability. Our validation process is continuously reviewed and refined to maintain the highest standards of accuracy, making sure every data point meets the rigorous demands of real estate investment professionals.
AI-Powered Extraction. Our proprietary algorithms use AI models and Optical Character Recognition (OCR) to extract key data from offering memorandums, rent rolls, and underwriting models with unmatched speed, accuracy and efficiency.

Pipeline & Reporting

Track, analyze, and share every deal—active, closed, past, or lost—in real time.

Real-Time Deal Tracking

Organize and track deals by status, sector, risk profile, geography, and more.

Illustration of a dashboard showing real-time tracking and organization of investment deals by various categories.

Configurable Pipelines
& Reports

Customize pipelines and reports in any currency and unit of measure, with fields and filters of your choosing.

Illustration of customizable deal pipelines and reports with adjustable fields, filters, and currency settings.
MORE PIPELINE & REPORTING FEATURES
Configurable Pipelines & Reports. Customize pipelines and reports in any currency and unit of measure, with fields and filters of your choosing.
Model-Driven Updates. Automatically update pipelines via underwriting model imports, capturing key return metrics (Land Cost, Purchase Price, Hold Period, IRR, etc.).
Automated Pipeline Sharing. Share/export deal pipelines with teams at set intervals.
Dashboard & Performance Metrics. Visualize pipeline data through dashboards to assess performance.
Deal Overviews. Instantly generate investment committee memos for internal and external stakeholders (lenders, investors, etc.) with key deal details, asset details, key dates and underwriting assumptions.
Historical Deal Insights. Analyze past deals (won/lost) to identify trends and improve decision-making.

Workflow Management

Standardize processes, automate approvals, and keep deals on track.

Custom Workflow Templates

Standardize processes across every stage of the deal.

Illustration of standardized workflow templates optimizing each stage of the deal process.

Stage-Specific Required Fields

Ensure critical data points are captured before progressing deals.

Stage-Specific Required Fields Ensure critical data points are captured before progressing deals.
MORE WORKFLOW MANAGEMENT FEATURES
Stage-Specific Required Fields. Ensure critical data points are captured before progressing deals.
Task & Approval Management. Assign tasks with deadlines, notifications, and structured approvals.
Integrated Document Management. Attach – and even require – documents on tasks for context and compliance.
Smart Notifications. Set alerts for task assignments, approvals, and key workflow events.
Task-Level Reporting. Monitor outstanding tasks and identify bottlenecks.

Comps & Data Management

Build a dynamic market comps database for faster, smarter underwriting.

Automated Market Data Capture

Build and maintain a database of deals, assets, leases, unit mix, T12s, and underwriting models.

Illustration of automated market data capture building a structured database of deals and asset details.

Custom Market Reports

Streamline your access to market data such as sales, leases, unit mixes, expenses, and underwriting models by creating saved markets tailored to your specific needs.

Illustration of custom market reports displaying tailored sales, lease, and expense data for specific markets.
MORE CRM & RELATIONSHIP MANAGEMENT FEATURES
Custom Market Reports. Streamline your access to market data such as sales, leases, unit mixes, expenses, and underwriting models by creating saved markets tailored to your specific needs.
Collaborative Market Insights. Share market reports with teams to ensure aligned underwriting decisions.

CRM & Relationship Management

Find, track, and connect with the right investors, lenders, and buyers for every deal.

Contact Database

Maintain a centralized database of companies and contacts.

Illustration of a centralized contact database with organized company and contact information.

Requirements Tracking

Log investment/lending criteria to streamline deal outreach and investor alignment.

Illustration of a system tracking investment and lending requirements to align deals with investor criteria.
MORE CRM & RELATIONSHIP MANAGEMENT FEATURES
Requirements Tracking. Log investment/lending criteria to streamline deal outreach and investor alignment.
Smart Counterparty Matching. Find buyers, lenders, and investors based on deal-specific criteria.
Interest & Status Updates. Track buyer, lender, and investor interest levels, stage and pass reasons to refine future outreach.
Activity & Engagement Logging. Capture key interactions (calls, emails, meetings, notes) to maintain a complete relationship history.

Fund & Portfolio Management

Monitor fund performance and allocate capital with confidence.

Track Capital Allocations

Track capital allocation across deals and assets.

Illustration of a dashboard tracking capital allocations across various deals and assets.

Fund-Level Performance Metrics

Monitor key fund data, including dry powder, equity deployed, and historical performance.

Fund-Level Performance Metrics Monitor key fund data, including dry powder, equity deployed, and historical performance.
MORE FUND & PORTFOLIO MANAGEMENT FEATURES
Fund-Level Performance Metrics. Monitor key fund data, including dry powder, equity deployed, and historical performance.
Allocation Workflow Management. Ensure deals are allocated to funds/investors following a compliant and auditable process.
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