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---

# VIDEO: AutoUW - Automate Lender, Servicer and Investor Excel Models

## METADATA

- id: zNNR3oWq8H8Od8eFiNKg9w
- type: video
- source: Clik.ai
- content_url: https://knowledgecenter.clik.ai/j2L50dQjvYRU1342fF706Q/zNNR3oWq8H8Od8eFiNKg9w

- collection_url: https://knowledgecenter.clik.ai/j2L50dQjvYRU1342fF706Q

## TRANSCRIPT

- time: 00:00
  url: https://knowledgecenter.clik.ai/j2L50dQjvYRU1342fF706Q/zNNR3oWq8H8Od8eFiNKg9w?start_time=0
  text: In this video, we will demonstrate how AutoUW is revolutionizing

- time: 00:04
  url: https://knowledgecenter.clik.ai/j2L50dQjvYRU1342fF706Q/zNNR3oWq8H8Od8eFiNKg9w?start_time=4
  text: the underwriting process.

- time: 00:06
  url: https://knowledgecenter.clik.ai/j2L50dQjvYRU1342fF706Q/zNNR3oWq8H8Od8eFiNKg9w?start_time=6
  text: Leveraging the power of Clik.ai, AutoUW automates the extraction of T12 and rent

- time: 00:12
  url: https://knowledgecenter.clik.ai/j2L50dQjvYRU1342fF706Q/zNNR3oWq8H8Od8eFiNKg9w?start_time=12
  text: roll data directly from your commercial real estate spreadsheets.

- time: 00:17
  url: https://knowledgecenter.clik.ai/j2L50dQjvYRU1342fF706Q/zNNR3oWq8H8Od8eFiNKg9w?start_time=17
  text: Upon selecting the application to launch, you will be presented with an option to add a property.

- time: 00:23
  url: https://knowledgecenter.clik.ai/j2L50dQjvYRU1342fF706Q/zNNR3oWq8H8Od8eFiNKg9w?start_time=23
  text: Please enter the property name to search and select the desired property.

- time: 00:31
  url: https://knowledgecenter.clik.ai/j2L50dQjvYRU1342fF706Q/zNNR3oWq8H8Od8eFiNKg9w?start_time=31
  text: Once you select the property type, you will need to choose the model or chart of accounts to underwrite the deal.

- time: 00:39
  url: https://knowledgecenter.clik.ai/j2L50dQjvYRU1342fF706Q/zNNR3oWq8H8Od8eFiNKg9w?start_time=39
  text: For this demonstration, I will utilize Clik's comprehensive charts

- time: 00:43
  url: https://knowledgecenter.clik.ai/j2L50dQjvYRU1342fF706Q/zNNR3oWq8H8Od8eFiNKg9w?start_time=43
  text: accounts specifically designed for multifamily properties.

- time: 00:48
  url: https://knowledgecenter.clik.ai/j2L50dQjvYRU1342fF706Q/zNNR3oWq8H8Od8eFiNKg9w?start_time=48
  text: Click the 'Save' button to add new property. Double-click the folder to upload the Rent Roll and Trailing 12 Statements

- time: 00:58
  url: https://knowledgecenter.clik.ai/j2L50dQjvYRU1342fF706Q/zNNR3oWq8H8Od8eFiNKg9w?start_time=58
  text: a property. Support file types include scanned PDFs, non scanned PDFs, and Excel files.

- time: 01:05
  url: https://knowledgecenter.clik.ai/j2L50dQjvYRU1342fF706Q/zNNR3oWq8H8Od8eFiNKg9w?start_time=65
  text: Click the actions button and start adding the file information.

- time: 01:08
  url: https://knowledgecenter.clik.ai/j2L50dQjvYRU1342fF706Q/zNNR3oWq8H8Od8eFiNKg9w?start_time=68
  text: Choose the 'OS' for Trailing 12 or PnL statements. If a PDF is uploaded, specify the sheet or page

- time: 01:15
  url: https://knowledgecenter.clik.ai/j2L50dQjvYRU1342fF706Q/zNNR3oWq8H8Od8eFiNKg9w?start_time=75
  text: ranges to extract the relevant data points. Click save to initiate the extraction process.

- time: 01:21
  url: https://knowledgecenter.clik.ai/j2L50dQjvYRU1342fF706Q/zNNR3oWq8H8Od8eFiNKg9w?start_time=81
  text: Proceed by repeating the same steps for the other document. For rental,

- time: 01:25
  url: https://knowledgecenter.clik.ai/j2L50dQjvYRU1342fF706Q/zNNR3oWq8H8Od8eFiNKg9w?start_time=85
  text: pick 'RR' in the form and input the document's 'as of' date. Click 'Save' to process the document.

- time: 01:33
  url: https://knowledgecenter.clik.ai/j2L50dQjvYRU1342fF706Q/zNNR3oWq8H8Od8eFiNKg9w?start_time=93
  text: Once the status of the files turns green, you can quickly review and validate the documents uploaded

- time: 01:39
  url: https://knowledgecenter.clik.ai/j2L50dQjvYRU1342fF706Q/zNNR3oWq8H8Od8eFiNKg9w?start_time=99
  text: For the trailing twelve statement, you can check the classification predicted by the system and check the summary for the

- time: 01:45
  url: https://knowledgecenter.clik.ai/j2L50dQjvYRU1342fF706Q/zNNR3oWq8H8Od8eFiNKg9w?start_time=105
  text: document to make sure the classification done is correct. At any time, you may want to change the classification.

- time: 01:51
  url: https://knowledgecenter.clik.ai/j2L50dQjvYRU1342fF706Q/zNNR3oWq8H8Od8eFiNKg9w?start_time=111
  text: It can easily be done on the 'Extracted Data sheet' using the dropdowns. The list is completely customizable

- time: 01:58
  url: https://knowledgecenter.clik.ai/j2L50dQjvYRU1342fF706Q/zNNR3oWq8H8Od8eFiNKg9w?start_time=118
  text: and ties down with the chart of accounts that will be onboarded at the time of integration.

- time: 02:03
  url: https://knowledgecenter.clik.ai/j2L50dQjvYRU1342fF706Q/zNNR3oWq8H8Od8eFiNKg9w?start_time=123
  text: There are multiple ways you can check the calculations on the screen example by using the 'summary sheet' or the buttons

- time: 02:09
  url: https://knowledgecenter.clik.ai/j2L50dQjvYRU1342fF706Q/zNNR3oWq8H8Od8eFiNKg9w?start_time=129
  text: on the right hand side blue bar, where you can even see what line items have been classified under a particular category.

- time: 02:16
  url: https://knowledgecenter.clik.ai/j2L50dQjvYRU1342fF706Q/zNNR3oWq8H8Od8eFiNKg9w?start_time=136
  text: Once the data points are validated,

- time: 02:18
  url: https://knowledgecenter.clik.ai/j2L50dQjvYRU1342fF706Q/zNNR3oWq8H8Od8eFiNKg9w?start_time=138
  text: click the 'Mark Validated' button on the top right corner and move back to the documents screen and complete the

- time: 02:24
  url: https://knowledgecenter.clik.ai/j2L50dQjvYRU1342fF706Q/zNNR3oWq8H8Od8eFiNKg9w?start_time=144
  text: review for the other documents.

- time: 02:27
  url: https://knowledgecenter.clik.ai/j2L50dQjvYRU1342fF706Q/zNNR3oWq8H8Od8eFiNKg9w?start_time=147
  text: To verify the rent role, you can review the extracted data. For multi line rent roles, we will always

- time: 02:33
  url: https://knowledgecenter.clik.ai/j2L50dQjvYRU1342fF706Q/zNNR3oWq8H8Od8eFiNKg9w?start_time=153
  text: standardize the information on the 'Extracted Data Sheet,' where data for a single tenant will be represented in one

- time: 02:39
  url: https://knowledgecenter.clik.ai/j2L50dQjvYRU1342fF706Q/zNNR3oWq8H8Od8eFiNKg9w?start_time=159
  text: row, and other data points will be parsed into columns for easier review.

- time: 02:43
  url: https://knowledgecenter.clik.ai/j2L50dQjvYRU1342fF706Q/zNNR3oWq8H8Od8eFiNKg9w?start_time=163
  text: On the right hand side, you will see configuration icons in the vertical blue bar. The first icon allows you

- time: 02:50
  url: https://knowledgecenter.clik.ai/j2L50dQjvYRU1342fF706Q/zNNR3oWq8H8Od8eFiNKg9w?start_time=170
  text: to configure your charges.

- time: 02:51
  url: https://knowledgecenter.clik.ai/j2L50dQjvYRU1342fF706Q/zNNR3oWq8H8Od8eFiNKg9w?start_time=171
  text: The second icon is for checking occupancies.

- time: 02:54
  url: https://knowledgecenter.clik.ai/j2L50dQjvYRU1342fF706Q/zNNR3oWq8H8Od8eFiNKg9w?start_time=174
  text: And the third is for configuring your floor plans. Typically, these will be predicted by the system. But if not,

- time: 03:00
  url: https://knowledgecenter.clik.ai/j2L50dQjvYRU1342fF706Q/zNNR3oWq8H8Od8eFiNKg9w?start_time=180
  text: you can configure them using the drop downs in the individual tabs. Once configured,

- time: 03:05
  url: https://knowledgecenter.clik.ai/j2L50dQjvYRU1342fF706Q/zNNR3oWq8H8Od8eFiNKg9w?start_time=185
  text: you should also check the 'Summary Sheet' of the workbook, where the data is presented concisely and shows the property's

- time: 03:11
  url: https://knowledgecenter.clik.ai/j2L50dQjvYRU1342fF706Q/zNNR3oWq8H8Od8eFiNKg9w?start_time=191
  text: performance over thirty, sixty, and ninety day average in place rent. After validating the data,

- time: 03:17
  url: https://knowledgecenter.clik.ai/j2L50dQjvYRU1342fF706Q/zNNR3oWq8H8Od8eFiNKg9w?start_time=197
  text: click the 'Mark Validated' button and return to the property page.

- time: 03:22
  url: https://knowledgecenter.clik.ai/j2L50dQjvYRU1342fF706Q/zNNR3oWq8H8Od8eFiNKg9w?start_time=202
  text: After all the documents have been validated,

- time: 03:24
  url: https://knowledgecenter.clik.ai/j2L50dQjvYRU1342fF706Q/zNNR3oWq8H8Od8eFiNKg9w?start_time=204
  text: the next step is to transfer the data into the integrated workbooks.

- time: 03:28
  url: https://knowledgecenter.clik.ai/j2L50dQjvYRU1342fF706Q/zNNR3oWq8H8Od8eFiNKg9w?start_time=208
  text: This could be any Excel workbook.

- time: 03:30
  url: https://knowledgecenter.clik.ai/j2L50dQjvYRU1342fF706Q/zNNR3oWq8H8Od8eFiNKg9w?start_time=210
  text: For instance, a lender might prefer using an age see production workbook, while a servicer might opt for a

- time: 03:36
  url: https://knowledgecenter.clik.ai/j2L50dQjvYRU1342fF706Q/zNNR3oWq8H8Od8eFiNKg9w?start_time=216
  text: CREFC OSAR

- time: 03:38
  url: https://knowledgecenter.clik.ai/j2L50dQjvYRU1342fF706Q/zNNR3oWq8H8Od8eFiNKg9w?start_time=218
  text: AR or a lender specific formatted workbook.

- time: 03:41
  url: https://knowledgecenter.clik.ai/j2L50dQjvYRU1342fF706Q/zNNR3oWq8H8Od8eFiNKg9w?start_time=221
  text: An investor will have their own format to review their investment returns. Once the data is transferred, it can either

- time: 03:47
  url: https://knowledgecenter.clik.ai/j2L50dQjvYRU1342fF706Q/zNNR3oWq8H8Od8eFiNKg9w?start_time=227
  text: be exported to an workbook or shared directly with any interested party by creating a shareable link.

- time: 03:54
  url: https://knowledgecenter.clik.ai/j2L50dQjvYRU1342fF706Q/zNNR3oWq8H8Od8eFiNKg9w?start_time=234
  text: Additionally,

- time: 03:55
  url: https://knowledgecenter.clik.ai/j2L50dQjvYRU1342fF706Q/zNNR3oWq8H8Od8eFiNKg9w?start_time=235
  text: we offer APIs to push this data into any third party system. This could be for a lender who wants to

- time: 04:01
  url: https://knowledgecenter.clik.ai/j2L50dQjvYRU1342fF706Q/zNNR3oWq8H8Od8eFiNKg9w?start_time=241
  text: integrate into their internal systems, a servicer using other tools to manage their loans or an

- time: 04:07
  url: https://knowledgecenter.clik.ai/j2L50dQjvYRU1342fF706Q/zNNR3oWq8H8Od8eFiNKg9w?start_time=247
  text: internal data lake to generate insights and intelligence from the data.

- time: 04:12
  url: https://knowledgecenter.clik.ai/j2L50dQjvYRU1342fF706Q/zNNR3oWq8H8Od8eFiNKg9w?start_time=252
  text: Thank you for watching.

## SUMMARY

# Revolutionizing the Underwriting Process with AutoUW

In this video, we will demonstrate how AutoUW is revolutionizing the underwriting process. Leveraging the power of Click.ai, AutoUW automates the extraction of T12 and rent roll data directly from your commercial real estate spreadsheets.

## Step-by-Step Guide

1. 
### Launching the Application

Upon selecting the application to launch, you will be presented with an option to add a property. Please enter the property name to search and select the desired property.

2. 
### Selecting Property Type and Model

Once you select the property type, you will need to choose the model or chart of accounts to underwrite the deal. For this demonstration, we will utilize Click's comprehensive charts of accounts specifically designed for multi-family properties. Click the Save button to add the new property.

3. 
### Uploading Documents

Double-click the folder to upload the rent roll and trailing 12 statements for the property. Supported file types include scanned PDFs, non-scanned PDFs, and Excel files. Click the Actions button and start adding the file information.

  - Choose the OS for trailing 12 or PNL statements.
  - If a PDF is uploaded, specify the sheet or page ranges to extract the relevant data points.
  - Click Save to initiate the extraction process.
  - Repeat the same steps for the other document.
  - For rent roll, pick RR in the form and input the documents as of date. Click Save to process the document.

4. 
### Reviewing and Validating Documents

Once the status of the files turns green, you can quickly review and validate the documents uploaded.

  - For the trailing 12 statement, check the classification predicted by the system and review the summary for the document to ensure the classification is correct.
  - Change the classification if needed using the dropdowns on the extracted data sheet.
  - Check calculations using the summary sheet or the buttons on the right-hand side blue bar.
  - Click the Mark Validated button on the top right corner and move back to the documents screen to complete the review for the other documents.

5. 
### Verifying Rent Roll

Review the extracted data for rent roll. For multi-line rent rolls, the information will be standardized on the extracted data sheet, where data for a single tenant will be represented in one row and other data points will be parsed into columns for easier review.

  - Use the configuration icons in the vertical blue bar to configure charges, check occupancies, and configure floor plans.
  - Check the summary sheet of the workbook to see the property's performance over 30-, 60-, and 90-day average in-place rent.
  - Click the Mark Validated button and return to the property page.

6. 
### Transferring Data

After all the documents have been validated, the next step is to transfer the data into the integrated workbooks. This could be any Excel workbook, depending on the preference of the lender, servicer, or investor.

  - Export the data to an Excel workbook or share it directly with any interested party by creating a shareable link.
  - Use APIs to push this data into any third-party system for further integration and insights.

Thank you for watching.