ON-DEMAND VIRTUAL CASE STUDY
How One CRE Firm Used AI to Accelerate Refi Readiness
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 For many mid-market operators, that still means stitching together spreadsheets and pulling data from outdated systems.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 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.
During the presentation, you'll learn:
✓ 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
Meet the Speakers
Trevor Albarran
VP of Product
Expertise in product management, data analytics, AI integration, and CRE finance technology. Focus: developing AI-driven tools that enhance capital markets decision-making. Proficient in data modeling, governance, and process automation. Former Director of Product Management at RealPage, with leadership experience in analytics and investment management technology. Mark Kurowski
VP of Debt Advisory
25+ years in capital markets, debt structuring, and real estate finance. Expertise: CMBS, private equity, senior debt, mezzanine debt, joint venture structures, financial modeling, underwriting, and market analysis. Focus: structuring and executing transactions, optimizing capital structures, and managing risk. Formerly with a Big 4 accounting firm. From Raw Data to Real Decisions—Fast
Lobby AI blends decades of CRE expertise with advanced, industry-tuned AI agents to help you drive performance across your portfolio. From loan analysis to investor reporting, Lobby AI transforms your existing data into clear, actionable insights—instantly. Ask any question and get real-time answers in the context of your properties, operations, and capital stack. Schedule a demo to see all that Lobby AI has to offer.