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Clik.ai

Clik.ai uses machine learning and NLP trained on millions of CRE documents to extract and spread rent rolls, operating statements and T12s into production-ready Excel financial models, completing underwriting in minutes rather than hours. The vendor claims 99.9% extraction accuracy and roughly 70% time saved on underwriting workflows.

Best for: CRE lenders, brokers and asset managers who want to automate underwriting and rent roll or operating statement data extraction

Last reviewed 6/2/26

Category: Finance & Underwriting CRE underwriting automation and document data extraction
Tags: underwriting automationdocument extractionrent roll analysisfinancial modelingCRE lending
Integrations
Excel add-in, Salesforce, REST API, Fannie Mae workbooks, Freddie Mac workbooks
Property types
multifamily, office, retail, industrial, hotel, healthcare, senior housing, student housing
Geography served
Global, primary focus North America
AI

How Clik.ai uses AI[1][2]

Clik.ai uses machine learning and NLP trained on millions of CRE documents to extract and spread rent rolls, operating statements and T12s into production-ready Excel financial models, completing underwriting in minutes rather than hours. The vendor claims 99.9% extraction accuracy and roughly 70% time saved on underwriting workflows.

  • Smart Extract parses rent roll, operating statement and trailing financial PDFs, scans and images into structured data with vendor-claimed 99.9% accuracy
  • AutoUW generates Excel-compatible cash-flow models with NOI, rent roll, variance analysis and custom template tabs for multifamily, office, retail, industrial, hotel, healthcare, senior and student housing
  • Document extraction is offered as a REST JSON API and a white-label widget for embedding into CRM, LOS, appraisal, property management and BI systems

AI type: Document extraction and financial modeling (ML + NLP)

API: yes MCP: no

Key numbers[1][2][3][4]

  • Vendor-claimed 99.9% document extraction accuracy and roughly 70% time saved on underwriting
  • reports processing 10M-plus documents historically and 100,000-plus documents per year
  • states 15-plus enterprise customers, 98% client retention and $50B-plus in annual loan volume processed
  • SOC 2 compliant with end-to-end encryption and a 99.9% uptime SLA.

Credibility[2][3][4]

Founders
Co-founded by Parag Goswami (Co-Founder and CEO, 15-plus years of CRE experience) and Prerit Gautam (Co-Founder, technology strategy and process optimization). Started in 2014 as a CRE knowledge-process outsourcing firm and transformed into a technology-first company in 2018.
Customers
Names CRE lenders, brokers and asset managers including Newmark, Lument, BWE, Merchants Capital, Colliers, ACORE Capital, Columbia National, Webster Bank, Northmarq and Heitman; reports 15-plus enterprise customers.

Founded

2014

Headquarters

Toronto, Ontario, Canada

Stage

Seed