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[Cashflow and Rent Roll Comparator](https://knowledgecenter.clik.ai/j2L50dQjvYRU1342fF706Q/nF5spFVQhqCGA3flYxyGwQ.md) (Video) --- # VIDEO: Automate CRE Models with Clik.ai Excel Add-in ## METADATA - id: GQTWY35M22Gqr4ntMElcTg - type: video - source: Clik.ai - content_url: https://knowledgecenter.clik.ai/j2L50dQjvYRU1342fF706Q/GQTWY35M22Gqr4ntMElcTg - collection_url: https://knowledgecenter.clik.ai/j2L50dQjvYRU1342fF706Q ## TRANSCRIPT - time: 00:00 url: https://knowledgecenter.clik.ai/j2L50dQjvYRU1342fF706Q/GQTWY35M22Gqr4ntMElcTg?start_time=0 text: In this video, we will demonstrate how you can remain within Excel and create your models using the Invest - time: 00:06 url: https://knowledgecenter.clik.ai/j2L50dQjvYRU1342fF706Q/GQTWY35M22Gqr4ntMElcTg?start_time=6 text: Assist Add-in. - time: 00:08 url: https://knowledgecenter.clik.ai/j2L50dQjvYRU1342fF706Q/GQTWY35M22Gqr4ntMElcTg?start_time=8 text: To add a new deal, click the add deal button located in the top right corner. You can search for the property using - time: 00:14 url: https://knowledgecenter.clik.ai/j2L50dQjvYRU1342fF706Q/GQTWY35M22Gqr4ntMElcTg?start_time=14 text: either its name or address. - time: 00:16 url: https://knowledgecenter.clik.ai/j2L50dQjvYRU1342fF706Q/GQTWY35M22Gqr4ntMElcTg?start_time=16 text: Once you find it, select the property from the dropdown menu to automatically retrieve its details. - time: 00:22 url: https://knowledgecenter.clik.ai/j2L50dQjvYRU1342fF706Q/GQTWY35M22Gqr4ntMElcTg?start_time=22 text: Enter the total number of units, which is three hundred ninety two in this case, and the year built, then click - time: 00:28 url: https://knowledgecenter.clik.ai/j2L50dQjvYRU1342fF706Q/GQTWY35M22Gqr4ntMElcTg?start_time=28 text: the save button. - time: 00:30 url: https://knowledgecenter.clik.ai/j2L50dQjvYRU1342fF706Q/GQTWY35M22Gqr4ntMElcTg?start_time=30 text: To upload the rent roll document, click on the 'Rent Roll' button. Once this is completed, click and select the 'Cash - time: 00:36 url: https://knowledgecenter.clik.ai/j2L50dQjvYRU1342fF706Q/GQTWY35M22Gqr4ntMElcTg?start_time=36 text: flow' document to upload the Trailing 12 document. - time: 00:41 url: https://knowledgecenter.clik.ai/j2L50dQjvYRU1342fF706Q/GQTWY35M22Gqr4ntMElcTg?start_time=41 text: After uploading, documents will be processed and ready for review within 2-5 seconds. - time: 00:47 url: https://knowledgecenter.clik.ai/j2L50dQjvYRU1342fF706Q/GQTWY35M22Gqr4ntMElcTg?start_time=47 text: To review the extracted data, click on the 'Review and Validate' button located in front of the document. - time: 00:54 url: https://knowledgecenter.clik.ai/j2L50dQjvYRU1342fF706Q/GQTWY35M22Gqr4ntMElcTg?start_time=54 text: After thoroughly reviewing all the extracted data from the rent roll and setting up your charges and floor plans, - time: 01:00 url: https://knowledgecenter.clik.ai/j2L50dQjvYRU1342fF706Q/GQTWY35M22Gqr4ntMElcTg?start_time=60 text: click the 'Mark Validated' button located in the top right corner. - time: 01:05 url: https://knowledgecenter.clik.ai/j2L50dQjvYRU1342fF706Q/GQTWY35M22Gqr4ntMElcTg?start_time=65 text: Follow the identical steps for the trailing 12 statement. - time: 01:09 url: https://knowledgecenter.clik.ai/j2L50dQjvYRU1342fF706Q/GQTWY35M22Gqr4ntMElcTg?start_time=69 text: Search for the N O I in the document and check that the calculated N O I corresponds with the specified figure. - time: 01:16 url: https://knowledgecenter.clik.ai/j2L50dQjvYRU1342fF706Q/GQTWY35M22Gqr4ntMElcTg?start_time=76 text: Afterwards, - time: 01:17 url: https://knowledgecenter.clik.ai/j2L50dQjvYRU1342fF706Q/GQTWY35M22Gqr4ntMElcTg?start_time=77 text: mark the document as validated. - time: 01:20 url: https://knowledgecenter.clik.ai/j2L50dQjvYRU1342fF706Q/GQTWY35M22Gqr4ntMElcTg?start_time=80 text: Once you've finished the review, open the Excel model and locate the InvestAssist - time: 01:25 url: https://knowledgecenter.clik.ai/j2L50dQjvYRU1342fF706Q/GQTWY35M22Gqr4ntMElcTg?start_time=85 text: Excel add-in on the Excel ribbon. - time: 01:27 url: https://knowledgecenter.clik.ai/j2L50dQjvYRU1342fF706Q/GQTWY35M22Gqr4ntMElcTg?start_time=87 text: Enter your credentials and select the deal you want to work with. After making your selection, you'll be able to import - time: 01:33 url: https://knowledgecenter.clik.ai/j2L50dQjvYRU1342fF706Q/GQTWY35M22Gqr4ntMElcTg?start_time=93 text: information from the chosen documents - time: 01:35 url: https://knowledgecenter.clik.ai/j2L50dQjvYRU1342fF706Q/GQTWY35M22Gqr4ntMElcTg?start_time=95 text: into any Excel model, including your own, which will be onboarded upon signing up with us. With this - time: 01:41 url: https://knowledgecenter.clik.ai/j2L50dQjvYRU1342fF706Q/GQTWY35M22Gqr4ntMElcTg?start_time=101 text: information, - time: 01:42 url: https://knowledgecenter.clik.ai/j2L50dQjvYRU1342fF706Q/GQTWY35M22Gqr4ntMElcTg?start_time=102 text: you can easily modify assumptions to assess both the upside and downside - time: 01:47 url: https://knowledgecenter.clik.ai/j2L50dQjvYRU1342fF706Q/GQTWY35M22Gqr4ntMElcTg?start_time=107 text: and conduct sensitivity analyses to understand different scenarios for property performance and returns. - time: 01:53 url: https://knowledgecenter.clik.ai/j2L50dQjvYRU1342fF706Q/GQTWY35M22Gqr4ntMElcTg?start_time=113 text: Book your demo now. ## SUMMARY # How to Create Models Using the Invest Assist Add-In in Excel In this video, we will demonstrate how you can remain within Excel and create your models using the Invest Assist add-in. Follow the step-by-step guide below to get started: ## Step 1: Add a New Deal - Click the **Add Deal** button located in the top right corner. - Search for the property using either its name or address. - Select the property from the drop-down menu to automatically retrieve its details. - Enter the total number of units, which is 250, and the year they were built. - Click the **Save** button. ## Step 2: Upload Documents - Click on the **Rent Roll** button to upload the rent roll document. - After uploading, click and select the cash flow document to upload the Trailing 12 document. - Documents will be processed and ready for review within 2 to 5 seconds. ## Step 3: Review and Validate Data - Click on the **Review and Validate** button located in front of the document to review the extracted data. - After thoroughly reviewing all the extracted data from the rent roll and setting up your charges and floor plans, click the **Mark Validated** button located in the top right corner. - Follow the identical steps for the Trailing 12 statement. - Search for the NOI in the document and check that the calculated NOI corresponds with the specified figure. - Mark the document as validated once confirmed. ## Step 4: Import Information into Excel Model - Open the Excel model and locate the InvestAssist Excel add-in on the Excel ribbon. - Enter your credentials and select the deal you want to work with. - After making your selection, you'll be able to import information from the chosen documents into any Excel model, including your own, which will be onboarded upon signing up with us. ## Step 5: Modify Assumptions and Conduct Analyses - With the imported information, you can easily modify assumptions to assess both the upside and downside. - Conduct sensitivity analyses to understand different scenarios for property performance and returns. Thanks for watching!