Built for real estate agents, brokers, property managers, and asset managers. Convert closing disclosures, ALTA settlement statements, rent rolls, lease abstracts, appraisals, T-12 operating statements, and CMBS loan reports into clean Excel for transactions, portfolio reporting, and acquisitions diligence.
Try it on a transaction — free
A residential closing produces a TRID-mandated Closing Disclosure from the lender, an ALTA settlement statement from title, a HUD-1 (legacy) for some commercial closings, plus an appraisal report from the AMC. Tracking commission, fees, and disbursements across these four documents is a re-typing exercise on every transaction.
Commercial property workflows are worse. Acquisitions diligence packets include rent rolls (one row per tenant, vary widely by property management system), T-12 operating statements (12 months of NOI by line item), lease abstracts, CAM reconciliations, environmental reports, capex schedules, and CMBS loan servicing reports for assumption financing. Asset managers tracking 50-200 properties across multiple PM platforms juggle a dozen PDF formats per quarterly review.
PDFExcel reads the residential and commercial real estate document stack. Closing Disclosures and ALTA settlement statements extract with line-by-line fees + adjustments + disbursements. Rent rolls extract with one row per tenant (lease start/end, rent, escalations, deposits, square feet, suite). T-12 operating statements extract with one row per GL line × 12 months. Lease abstracts extract key terms (parties, premises, term, base rent, options, CAM stops). Appraisal reports extract subject + comparables with sale prices, dates, and adjustments.
Mix property types in one upload — residential transaction documents alongside commercial diligence packets. Drop the export into Yardi, RealPage, MRI, AppFolio, Buildium, or a custom acquisitions model. Built-in OCR handles the inevitable scanned title-company copies and historical lease abstracts.
Trained on residential closing documents (Closing Disclosure, ALTA settlement statement) and commercial real estate documents (rent rolls, T-12 operating statements, lease abstracts, appraisals) — including format variations across property management systems and across title-company templates.
Most real estate document tools either focus on a single workflow (rent-roll extraction, closing-doc parsing) or charge per-property at portfolio scale. PDFExcel handles every document type — residential and commercial — with one tool.
One row per tenant with lease term, base rent, escalations, square feet, and suite. Pivot by tenant or by lease year for portfolio analysis.
| # | Suite | Tenant | Lease Start | Lease End | SF | Base Rent / SF | Annual Rent |
|---|---|---|---|---|---|---|---|
| 1 | 100 | Anchor Brewing Co. | 06/01/2022 | 05/31/2032 | 8,420 | $28.50 | $239,970 |
| 2 | 200 | Bayview Legal Services | 09/01/2024 | 08/31/2027 | 2,840 | $42.00 | $119,280 |
| 3 | 210 | Cascade Marketing Group | 01/15/2023 | 01/14/2028 | 1,920 | $38.50 | $73,920 |
| 4 | 300 | Pacific Tech Studios | 03/01/2024 | 02/28/2029 | 4,180 | $36.00 | $150,480 |
| 5 | 310 | Vacant | — | — | 1,640 | — | $0 |
Residential agents and broker-owners handling transactions, commercial brokers + investment sales teams, property managers tracking rent rolls, asset managers running quarterly portfolio reviews, family offices managing real estate investments.
Each transaction generates a Closing Disclosure + ALTA + appraisal. Convert all three to Excel for commission tracking and 1099 prep at year-end. 30 transactions per year drops a half-day of admin work to an hour.
Acquisitions diligence packet has rent roll + T-12 + 8 leases + appraisal + environmental. Convert all as one batch, build the underwriting model in Excel — diligence document review drops from 2 days to 4 hours.
Tracks rent rolls across 30 properties on 4 different PM platforms (Yardi / RealPage / MRI / AppFolio). Quarterly review converts all rent rolls to standard Excel format for portfolio-level occupancy + rent-trend analysis.
Yes. The TRID-mandated Closing Disclosure (residential transactions $≤ $625k or so depending on date) extracts with all line items — origination charges, services borrower did/didn't shop for, taxes, insurance, prepaids, escrow, lender credits, seller credits, cash to/from borrower. ALTA settlement statements extract similarly.
Yes. The model recognizes the major property management system rent-roll formats and normalizes them into a consistent column structure. Multi-property rent rolls split per property into separate sheets.
Yes. T-12 operating statements extract with one row per GL line × 12 months — standard NOI structure (Income → Vacancy → Effective Gross Income → OpEx → NOI). Some commercial brokers also want a Trailing-3-Months column extracted from underlying monthly statements.
Yes. Lease abstracts extract key terms — parties, premises, term, base rent, escalations, options, CAM stops, security deposit, allowed use. Full lease documents (50-200 pages) take longer to process but the abstract output stays clean.
10 documents per month, free, forever. Most residential agents fit Starter ($69, 50 docs). Commercial brokers and asset managers running quarterly portfolio reviews fit Pro ($199, 200 docs) or Business ($699, 1,000 docs).