FREE CHECKLIST
Lobby AI in Action: A Complete Checklist for the CRE Deal Lifecycle


Every decision across a property’s lifecycle directly impacts short- and long-term performance. From acquisition to exit, CRE teams must navigate complex financial, operational, and strategic challenges. Yet many still rely on fragmented data sources and manual processes that make it difficult to see the full picture and act with confidence.

Lobby AI centralizes portfolio data and financial models, letting users ask questions and get immediate insights and actions. Teams can then evaluate scenarios, uncover hidden risks, and make confident decisions — all without touching Excel. 

This checklist guides your team through the full deal lifecycle, providing a structured approach and example prompts to stay proactive across every stage of your portfolio.

Download the checklist for guidance on:
✓   Acquisition and Underwriting
✓   Financing and Closing
✓   Operations and Asset Management
✓   Refinancing and Recapitalization
✓   Investor Communications
✓   Disposition / Exit
✓   Continuous Portfolio Monitoring

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.