​This isn't a product demo, but a practical, screen sharing workshop with a tutorial you can use in your Copilot or Claude plan right away.

​What you'll learn

​How to turn a raw rent roll into an unit mix & lease expiration analysis that holds up in a credit review.

​The session opens with why a simple "summarize this rent roll" prompt produces a figure that quietly drops units, walks through the structured prompt that corrects it, and closes with how to set the workflow up once so it runs on every deal.

​You'll walk away with your Copilot/ Claude able to:

• ​Pin down which rent you're actually reading ("contract rent", "unit rent", "rent charged", "concessions", etc.) so the same definition holds from deal to deal

• ​Classify model, office, employee, and down units the same way every time, so occupancy / vacancy means the same across your outputs

• ​Adjust for utility allowances and other deductions, so an over-max unit reads as a compliance flag rather than upside

• ​and more

​Who it's for

• ​Originators screening deals fast

• ​Underwriters and credit teams in multifamily, or HUD/GSE lending

• ​Asset managers and analysts rebuilding rent rolls by hand

• ​Anyone pasting a rent roll into AI and hoping the unit count holds

​FAQ

• ​Do I need to be technical?

  • ​No. If you can drop a PDF into a chat box, you can run this.

• ​Which tools does it work in?

  • ​I'll demo in Copilot, but the same prompt works in Claude.

• ​Will it be recorded?

  • ​Yes. Registrants get the replay and the prompt by email.

• ​Cost?

  • ​Free.

​Disclaimer:

​This webinar is for educational purposes only and is not financial, lending, underwriting, or legal advice. AI tools can produce incorrect output; independently verify any figure before relying on it for a credit or lending decision. You are responsible for compliance with HUD/FHA, GSE, data-privacy, and your institution's requirements, and for not uploading confidential or borrower information to third-party AI tools without authorization. ChatGPT, Claude, and Copilot are trademarks of their respective owners; Jane Yip or AI-First CRE Club is not affiliated with them. Views are the presenter's own. Results are not guaranteed.

​By registering, you agree that the information you provide may be collected and used to deliver the webinar and its materials, to respond to you, and to contact you about related resources and future events. You may unsubscribe at any time.