# Recommended videos > **Source**: [Clik.ai](https://knowledgecenter.clik.ai/j2L50dQjvYRU1342fF706Q) ## Browse Collection 1. [Automate CRE Models with Clik.ai Excel Add-in](https://knowledgecenter.clik.ai/j2L50dQjvYRU1342fF706Q/GQTWY35M22Gqr4ntMElcTg.md) (Video) 2. [AutoUW - Automate Lender, Servicer and Investor Excel Models](https://knowledgecenter.clik.ai/j2L50dQjvYRU1342fF706Q/zNNR3oWq8H8Od8eFiNKg9w.md) (Video) 3. [CRE-DocResearcher](https://knowledgecenter.clik.ai/j2L50dQjvYRU1342fF706Q/2pnfucs3FpzH5pm0iBem2A.md) (Video) 4. [InvestAssist - Multifamily Acquisition Suite](https://knowledgecenter.clik.ai/j2L50dQjvYRU1342fF706Q/a99drPw6mHaaMUc3gQJwbA.md) (Video) 5. [Cashflow & RentRoll Comps consolidated at one place](https://knowledgecenter.clik.ai/j2L50dQjvYRU1342fF706Q/wLm4y8KOntkiA4T9wY8Sjg.md) (Video) 6. [Invest Assist - Rent Roll Review](https://knowledgecenter.clik.ai/j2L50dQjvYRU1342fF706Q/UUhHeMKL6ZlHeU1ToaDG5w.md) (Video) 7. [AUTOUW-CREFC OSAR](https://knowledgecenter.clik.ai/j2L50dQjvYRU1342fF706Q/nqqMpBxwwZbj5ZWJsA2bhA.md) (Video) 8. [Smart-Extract Product Demo](https://knowledgecenter.clik.ai/j2L50dQjvYRU1342fF706Q/6GhT76vc8B6WsFgl5zT7lA.md) (Video) 9. [Insurance Acord Parser - Demo](https://knowledgecenter.clik.ai/j2L50dQjvYRU1342fF706Q/4EnmYLDKS7bGYJApvAccWA.md) (Video) 10. [OM Parser - Walkthrough](https://knowledgecenter.clik.ai/j2L50dQjvYRU1342fF706Q/eAKTNDqNPeCIpabbwN537A.md) (Video) 11. [MultiFamily Appraisal Parser Walkthrough](https://knowledgecenter.clik.ai/j2L50dQjvYRU1342fF706Q/LQLY3777U6GJE4k732YVQQ.md) (Video) 12. [Cashflow and Rent Roll Comparator](https://knowledgecenter.clik.ai/j2L50dQjvYRU1342fF706Q/nF5spFVQhqCGA3flYxyGwQ.md) (Video) --- # VIDEO: AUTOUW-CREFC OSAR ## METADATA - id: nqqMpBxwwZbj5ZWJsA2bhA - type: video - source: Clik.ai - content_url: https://knowledgecenter.clik.ai/j2L50dQjvYRU1342fF706Q/nqqMpBxwwZbj5ZWJsA2bhA - collection_url: https://knowledgecenter.clik.ai/j2L50dQjvYRU1342fF706Q ## TRANSCRIPT - time: 00:00 url: https://knowledgecenter.clik.ai/j2L50dQjvYRU1342fF706Q/nqqMpBxwwZbj5ZWJsA2bhA?start_time=0 text: For this demo, I'll be focusing on our Auto-underwriting product and generating CREFC OSAR. - time: 00:07 url: https://knowledgecenter.clik.ai/j2L50dQjvYRU1342fF706Q/nqqMpBxwwZbj5ZWJsA2bhA?start_time=7 text: You'll be redirected to the product page. Here, we can either start by creating a property or by selecting - time: 00:14 url: https://knowledgecenter.clik.ai/j2L50dQjvYRU1342fF706Q/nqqMpBxwwZbj5ZWJsA2bhA?start_time=14 text: an existing one. I'll start by adding a new property. - time: 00:18 url: https://knowledgecenter.clik.ai/j2L50dQjvYRU1342fF706Q/nqqMpBxwwZbj5ZWJsA2bhA?start_time=18 text: Click on the '+' icon to add a new property. - time: 00:22 url: https://knowledgecenter.clik.ai/j2L50dQjvYRU1342fF706Q/nqqMpBxwwZbj5ZWJsA2bhA?start_time=22 text: Search for the property name. - time: 00:24 url: https://knowledgecenter.clik.ai/j2L50dQjvYRU1342fF706Q/nqqMpBxwwZbj5ZWJsA2bhA?start_time=24 text: Select the property with the correct address from the dropdown suggestions. - time: 00:29 url: https://knowledgecenter.clik.ai/j2L50dQjvYRU1342fF706Q/nqqMpBxwwZbj5ZWJsA2bhA?start_time=29 text: Click on the 'Select Model...' and select from the dropdown to choose a model for the property. - time: 00:35 url: https://knowledgecenter.clik.ai/j2L50dQjvYRU1342fF706Q/nqqMpBxwwZbj5ZWJsA2bhA?start_time=35 text: For this instance, we will choose the 'CREFC OSAR' from the Model dropdown options. - time: 00:41 url: https://knowledgecenter.clik.ai/j2L50dQjvYRU1342fF706Q/nqqMpBxwwZbj5ZWJsA2bhA?start_time=41 text: Click the save button to save and create a new property in your dashboard. - time: 00:46 url: https://knowledgecenter.clik.ai/j2L50dQjvYRU1342fF706Q/nqqMpBxwwZbj5ZWJsA2bhA?start_time=46 text: Select and double click the created property folder from the property list. - time: 00:52 url: https://knowledgecenter.clik.ai/j2L50dQjvYRU1342fF706Q/nqqMpBxwwZbj5ZWJsA2bhA?start_time=52 text: You can either drag and drop the files or browse the file I have used two financial statements here, one for the - time: 00:58 url: https://knowledgecenter.clik.ai/j2L50dQjvYRU1342fF706Q/nqqMpBxwwZbj5ZWJsA2bhA?start_time=58 text: trailing twelve months and the other for the preceding year. - time: 01:01 url: https://knowledgecenter.clik.ai/j2L50dQjvYRU1342fF706Q/nqqMpBxwwZbj5ZWJsA2bhA?start_time=61 text: After uploading, - time: 01:03 url: https://knowledgecenter.clik.ai/j2L50dQjvYRU1342fF706Q/nqqMpBxwwZbj5ZWJsA2bhA?start_time=63 text: you can begin by providing basic details about the document, such as its period and type, The tool is - time: 01:09 url: https://knowledgecenter.clik.ai/j2L50dQjvYRU1342fF706Q/nqqMpBxwwZbj5ZWJsA2bhA?start_time=69 text: capable of extracting information from various types of profit and loss statements, - time: 01:13 url: https://knowledgecenter.clik.ai/j2L50dQjvYRU1342fF706Q/nqqMpBxwwZbj5ZWJsA2bhA?start_time=73 text: including historical, - time: 01:14 url: https://knowledgecenter.clik.ai/j2L50dQjvYRU1342fF706Q/nqqMpBxwwZbj5ZWJsA2bhA?start_time=74 text: trailing 12, Budgeted, and Proforma, as well as Rent Rolls. - time: 01:19 url: https://knowledgecenter.clik.ai/j2L50dQjvYRU1342fF706Q/nqqMpBxwwZbj5ZWJsA2bhA?start_time=79 text: Once completed, click the save button to start processing. - time: 01:23 url: https://knowledgecenter.clik.ai/j2L50dQjvYRU1342fF706Q/nqqMpBxwwZbj5ZWJsA2bhA?start_time=83 text: When the document status turns green, it indicates that we are ready to review it. Depending on the document - time: 01:29 url: https://knowledgecenter.clik.ai/j2L50dQjvYRU1342fF706Q/nqqMpBxwwZbj5ZWJsA2bhA?start_time=89 text: size, - time: 01:30 url: https://knowledgecenter.clik.ai/j2L50dQjvYRU1342fF706Q/nqqMpBxwwZbj5ZWJsA2bhA?start_time=90 text: processing usually takes between four to ten seconds to process a document. - time: 01:36 url: https://knowledgecenter.clik.ai/j2L50dQjvYRU1342fF706Q/nqqMpBxwwZbj5ZWJsA2bhA?start_time=96 text: On the review screen, click on the extracted data tab to examine and adjust the predicted classifications. - time: 01:43 url: https://knowledgecenter.clik.ai/j2L50dQjvYRU1342fF706Q/nqqMpBxwwZbj5ZWJsA2bhA?start_time=103 text: Any modifications you make to a statement will apply to all future statements. - time: 01:47 url: https://knowledgecenter.clik.ai/j2L50dQjvYRU1342fF706Q/nqqMpBxwwZbj5ZWJsA2bhA?start_time=107 text: After reviewing, - time: 01:48 url: https://knowledgecenter.clik.ai/j2L50dQjvYRU1342fF706Q/nqqMpBxwwZbj5ZWJsA2bhA?start_time=108 text: ensure that the NOI from the document matches the calculated NOI on the summary sheet, then save and mark the - time: 01:54 url: https://knowledgecenter.clik.ai/j2L50dQjvYRU1342fF706Q/nqqMpBxwwZbj5ZWJsA2bhA?start_time=114 text: document as validated. - time: 01:56 url: https://knowledgecenter.clik.ai/j2L50dQjvYRU1342fF706Q/nqqMpBxwwZbj5ZWJsA2bhA?start_time=116 text: To validate the document, click the mark validated button located in the top right corner, - time: 02:02 url: https://knowledgecenter.clik.ai/j2L50dQjvYRU1342fF706Q/nqqMpBxwwZbj5ZWJsA2bhA?start_time=122 text: then return to the document screen to review the other document. - time: 02:07 url: https://knowledgecenter.clik.ai/j2L50dQjvYRU1342fF706Q/nqqMpBxwwZbj5ZWJsA2bhA?start_time=127 text: This process can be repeated for all the documents you have uploaded or as per the scheduled financial reviews. With - time: 02:13 url: https://knowledgecenter.clik.ai/j2L50dQjvYRU1342fF706Q/nqqMpBxwwZbj5ZWJsA2bhA?start_time=133 text: each additional review, the time required will significantly - time: 02:17 url: https://knowledgecenter.clik.ai/j2L50dQjvYRU1342fF706Q/nqqMpBxwwZbj5ZWJsA2bhA?start_time=137 text: reduce, as we will always highlight the line items with new occurrences on a loan basis. - time: 02:22 url: https://knowledgecenter.clik.ai/j2L50dQjvYRU1342fF706Q/nqqMpBxwwZbj5ZWJsA2bhA?start_time=142 text: After reviewing, - time: 02:23 url: https://knowledgecenter.clik.ai/j2L50dQjvYRU1342fF706Q/nqqMpBxwwZbj5ZWJsA2bhA?start_time=143 text: you can either generate a report to review variances for the selected statements or produce a CREFC - time: 02:30 url: https://knowledgecenter.clik.ai/j2L50dQjvYRU1342fF706Q/nqqMpBxwwZbj5ZWJsA2bhA?start_time=150 text: OSAR. - time: 02:31 url: https://knowledgecenter.clik.ai/j2L50dQjvYRU1342fF706Q/nqqMpBxwwZbj5ZWJsA2bhA?start_time=151 text: Click the model integration button in the top right corner to proceed and generate CREFC - time: 02:37 url: https://knowledgecenter.clik.ai/j2L50dQjvYRU1342fF706Q/nqqMpBxwwZbj5ZWJsA2bhA?start_time=157 text: OSAR. - time: 02:39 url: https://knowledgecenter.clik.ai/j2L50dQjvYRU1342fF706Q/nqqMpBxwwZbj5ZWJsA2bhA?start_time=159 text: As you can see, the data has been downloaded in OSAR format - time: 02:43 url: https://knowledgecenter.clik.ai/j2L50dQjvYRU1342fF706Q/nqqMpBxwwZbj5ZWJsA2bhA?start_time=163 text: with both the NOIWS and OSAR sheets containing information for the trailing and preceding - time: 02:49 url: https://knowledgecenter.clik.ai/j2L50dQjvYRU1342fF706Q/nqqMpBxwwZbj5ZWJsA2bhA?start_time=169 text: years in this instance. - time: 02:52 url: https://knowledgecenter.clik.ai/j2L50dQjvYRU1342fF706Q/nqqMpBxwwZbj5ZWJsA2bhA?start_time=172 text: To execute the variance, - time: 02:54 url: https://knowledgecenter.clik.ai/j2L50dQjvYRU1342fF706Q/nqqMpBxwwZbj5ZWJsA2bhA?start_time=174 text: choose the statements and click on the property report button located at the top center of the page. - time: 03:00 url: https://knowledgecenter.clik.ai/j2L50dQjvYRU1342fF706Q/nqqMpBxwwZbj5ZWJsA2bhA?start_time=180 text: On this screen, you'll see that we can dynamically generate and play variants for the selected number of periods, - time: 03:06 url: https://knowledgecenter.clik.ai/j2L50dQjvYRU1342fF706Q/nqqMpBxwwZbj5ZWJsA2bhA?start_time=186 text: which can also be downloaded as an Excel workbook. - time: 03:09 url: https://knowledgecenter.clik.ai/j2L50dQjvYRU1342fF706Q/nqqMpBxwwZbj5ZWJsA2bhA?start_time=189 text: This report can be customized to meet your specific requirements. - time: 03:13 url: https://knowledgecenter.clik.ai/j2L50dQjvYRU1342fF706Q/nqqMpBxwwZbj5ZWJsA2bhA?start_time=193 text: This concludes our demo, and we appreciate your time and attention. ## SUMMARY # Auto-Underwriting Product Demo: Generating CREFC-OSAR For this demo, I'll be focusing on our auto-underwriting product and generating CREFC-OSAR. Follow the steps below to understand the process: ## Step 1: Adding a New Property 1. You'll be redirected to the product page. 2. Here, you can either start by creating a property or by selecting an existing one. 3. Click on the plus icon to add a new property. 4. Search for the property name. 5. Select the property with the correct address from the drop-down suggestions. 6. Click on the Select Model and choose a model for the property from the drop-down options. For this instance, select the CREFC-OSAR model. 7. Click the Save button to save and create a new property in your dashboard. ## Step 2: Uploading Financial Statements 1. Select and double-click the Created Property folder from the property list. 2. You can either drag and drop the files or browse the files. 3. Upload two financial statements: one for the trailing 12 months and the other for the preceding year. 4. Provide basic details about the document, such as its period and type. 5. Click the Save button to start processing. ## Step 3: Reviewing Extracted Data 1. When the document status turns green, it indicates that we are ready to review it. 2. On the Review screen, click on the Extracted Data tab to examine and adjust the predicted classifications. 3. Ensure that the NOI from the document matches the calculated NOI on the summary sheet. 4. Click the Mark Validated button located in the top right corner to validate the document. 5. Return to the Document screen to review the other document. ## Step 4: Generating Reports 1. After reviewing, you can either generate a report to review variances for the selected statements or produce a CREFC-OSAR. 2. Click the Model Integration button in the top right corner to proceed and generate CREFC-OSAR. 3. The data will be downloaded in OSAR format, with both the NOIWS and OSAR sheets containing information for the trailing and preceding years. 4. To execute the variance, choose the statements and click on the Property Report button located at the top center of the page. 5. On this screen, you can dynamically generate and display variance for the selected number of periods, which can also be downloaded as an Excel workbook. This report can be customized to meet your specific requirements. This concludes our demo, and we appreciate your time and attention.