1
of 5— Gather the rent roll data
What you'll accomplish
You'll learn to paste a commercial rent roll into Claude and get back a structured analysis: tenant concentration, lease term risk, vacancy impact, and effective gross income calculation, plus a narrative section ready for your credit memo. CRE underwriters who handle multiple rent rolls per week save 30–45 minutes per property.
What you'll need
- Claude account: {{tool:Claude.plan}} subscription ({{tool:Claude.price}}), Sign up
- Time needed: 10–20 minutes per property (including your own review)
- Cost: {{tool:Claude.price}}/month
- The borrower's rent roll (PDF or Excel; you'll type or paste the key data)
How-To Guide: Analyze a Rent Roll with Claude
Step 1: Gather the rent roll data
Collect the following from the borrower's rent roll:
- Tenant names
- Lease start and expiration dates
- Square footage (SF) per tenant
- Monthly/annual base rent
- Vacancy (any vacant units or spaces)
- Property total square footage
Tools:Claude