From a rent roll + financials

The most grounded build uses exactly two sources, both primary. Use it when you have the deal’s actual paperwork — or when you’re the broker producing the OM rather than reading one.

1. On the Acquisition pipeline, click Rent roll + statement.

   

   Fig 01Two slots, two files. The property name is inferred from the rent roll filename when left blank.

2. Upload 1. Current rent roll — the tenant schedule with suites, area, rent, term, options, and recoveries. PDF, Excel, and CSV all work.

3. Upload 2. Operating statement — one of: T-12, trailing-period statement, current year, budget, or broker pro forma.

4. Click Build model. Moraine creates the deal, preserves the page/sheet/cell evidence from both files, and queues the build. The pipeline row tracks progress; you land on the intake report when it’s done.

From inside a deal

A deal that already exists offers the same path on its launcher — the Rent roll + financials lane, with a drag-and-drop zone and pickers that match documents already uploaded to the deal by file name.

Fig 02The in-deal lane. Uploading a whole deal folder is fine — you still pick which file fills each slot.

Note

Exactly one of each. The build wants the current rent roll and one statement, not every statement you have — more files go to the deal’s document manager for diligence instead.