Getting ready for a refinance takes more than strong asset performance—it means chasing down historicals, cleaning up financials, and answering lender questions fast. For many mid-market operators, that still means stitching together spreadsheets and pulling data from outdated systems.
In this 20-minute live case study, we’ll explore how a multifamily operator used Lobby AI to turn messy, manual refinance prep into a streamlined process—saving 40+ hours of analyst time per quarter and fast-tracking lender conversations.
Join our team as we break down:
- How the in-house team consolidated data from Yardi, Excel, and loan documents
- What AI-generated statements and DSCR trends revealed about refinance viability
- How refinance scenarios were tested in natural language (i.e., no model building)
- Why early investor conversations improved after automating reporting workflows
Don’t miss this breakdown of how AI helps CRE teams move faster, work smarter, and get lender-ready with confidence.