Client Templates

Every lender wants it different. Now that's handled.

Each lender has specific formatting requirements, required sections, content expectations, and delivery preferences. CRE Appraiser Ai stores these as templates so your reports automatically conform to what each client expects. Add new lenders, update requirements as they change, and never miss a client-specific detail again.

  • Pre-configured templates for major commercial lenders and AMCs
  • Auto-applies lender-specific section ordering, required addenda, and formatting rules
  • Tracks requirement changes so templates stay current across your client base
  • Custom template builder lets you capture any client's unique specifications
Lender Templates
Wells Fargo — Commercial Real Estate
Active
Last updated: Jan 2026 24 required sections 12 reports delivered
Environmental risk 5+ rent comps Flood cert. Phase I ref.
JPMorgan Chase — Income Property
Active
Last updated: Dec 2025 22 required sections 8 reports delivered
DCF required 3 approaches Sensitivity analysis
CBRE Capital Markets
Draft
Created: Feb 2026 19 required sections 0 reports delivered
Custom cover page Market overview
+ Add new lender template