Use the Agent for underwriting work

Use the Agent as an analytical partner for focused underwriting work. It is strongest when you ask it to move through the same deal surfaces your team uses: files, assumptions, statements, dashboard output, graph context, and memo drafts.

The best question names the source or workspace area, the output you want, the level of detail, whether sources should be cited, and the decision the answer supports.

For document-heavy questions, process the relevant files first. Processed files give the Agent better page, table, and source context to work from.

You do not need to tell Reia which tool to use. Describe the underwriting job and the expected result. Reia can search processed files, inspect underwriting context, read statement values, trace relationships, run analysis, and show visible action rows as it works.

Good questions

Good questions sound like normal analyst requests:

• "From the rent roll, list occupied units, vacant units, and any missing lease fields. Cite sources."
• "Compare broker NOI to the T-12 and explain the largest differences."
• "Create diligence questions for items that are missing or unsupported."
• "Summarize risks that would affect our first-pass underwriting view."
• "Update only the assumptions supported by the rent roll, then show the source trail and downstream impact."

Follow up narrowly

Good follow-ups are narrow too. Ask the Agent to show the source trail for a number, explain which Inputs changed, trace a metric in Graph, identify what still needs review, or point out where documents conflict.

If the result is too broad, ask a narrower follow-up. If a number matters, open the source from the answer and keep moving through the review trail.