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 For many mid-market operators, that still means stitching together spreadsheets and pulling data from outdated systems.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. Let's Talk — Zero Pressure, Just Actionable Insights
Whether you're weighing a refinance, reviewing loan terms, or navigating market pressure, our team will provide a live, expert second opinion tailored to your situation. We can review the debt market outlook, assess hedging strategies, model cashflow and debt scenarios, identify ways to optimize your capital stack, or just answer any questions you may have. It’s free, focused, and built to give you clear next steps.