Question 1

What document types does ClearStrata support for commercial real estate underwriting?

Accepted Answer

ClearStrata supports rent rolls, T12 operating statements, and lease abstracts. You can start with native PDFs or scanned document packages; for structured intake, Yardi and AppFolio CSV/XLSX exports are handled through their recognized signatures and normalized into the same underwriting workflow.

Question 2

Can ClearStrata parse Yardi and AppFolio rent rolls and T12s?

Accepted Answer

Yes. ClearStrata recognizes the structured signatures in Yardi and AppFolio rent-roll and T12 exports, then maps the results into a normalized commercial real estate chart of accounts. That gives your team a consistent operating view without manually re-keying every property-management export.

Question 3

How does ClearStrata handle lease abstracts and scanned lease packages?

Accepted Answer

Upload the lease abstract or scanned package with the rest of the deal documents. ClearStrata uses document intake and OCR to identify the relevant terms, then surfaces extracted values and review flags in the audit workflow. Scans vary, so operators review flagged or ambiguous fields before relying on them in underwriting.

Question 4

How accurate is ClearStrata’s document parsing?

Accepted Answer

Recognized Yardi and AppFolio exports are handled by deterministic structured parsers. PDF inputs use OCR and document-specific extraction, with normalized values and red flags presented for operator review. ClearStrata is built to remove repetitive document work and make exceptions visible; it does not claim 100% accuracy or replace underwriting judgment.

Question 5

What does the audit trail show, and are timestamps preserved?

Accepted Answer

The audit trail keeps source-document and line-item provenance alongside the normalized result, so an operator can trace a value back to its input and review activity in the Audit Trail Room. Upload, share, and view timestamps are persisted as part of that workflow, giving your team a clear record of when the deal evidence moved through review.

Question 6

How are ClearStrata documents and deal records secured?

Accepted Answer

Access is authenticated and enforced on the server, with each user’s deal records scoped to that signed-in user. Files use the product’s proxy-backed storage path rather than a public asset URL. Shared Audit Trail Room links are intentionally separate: they are tokenized, expiring views for the people who hold the link, not a way to browse the underlying workspace.

Question 7

How does role-based access work for operators and administrators?

Accepted Answer

Protected API routes enforce the signed-in user or administrator role before they read or change data. User-owned queries are scoped to the authenticated user’s userId, while administrator-only operations use the product’s admin guard. The page is not the security boundary; authorization happens where the data is served.

Question 8

What happens when a sponsor shares an Audit Trail Room with lenders or LPs?

Accepted Answer

ClearStrata creates a tokenized, expiring shared view that carries the relevant provenance context with the deal result. It is designed for a lender or LP to inspect how a number was produced without entering the sponsor workspace. The link is deliberately public to its holder, so share it only with the intended review group.

Question 9

How does ClearStrata onboarding work?

Accepted Answer

Create your account and workspace, then upload a representative rent roll or T12. We help map the output to your chart of accounts and capture any sponsor-specific overrides. Your team reviews the extracted values and flags, then exports or shares the deal-ready result through the workflow that fits your lender, LP, or internal investment committee.

Commercial real estate document parsing, answered.

What operators need to know

See the workflow on your deal.