Underwriting methodology

How DealPrism sources and verifies property data

Not every input has the same confidence. DealPrism preserves source and status context, lets you replace important assumptions, and sends resolved values through deterministic financial calculations.

Source categories

  • RentCast supplies property records, valuation estimates, rental estimates, and ZIP-level market inputs where those endpoints return data.
  • Google Maps / Places supports address search and structured location details. It is not the source of underwriting math.
  • Brave Search discovers recent sources for market-intelligence context. Retrieved claims remain linked to their evidence.
  • OpenAI summarizes retrieved market evidence and explains computed deal outputs. It does not produce authoritative underwriting calculations.
  • User-provided values are explicit deal inputs or overrides and remain visibly labeled.
  • DealPrism defaults fill gaps with clearly labeled assumptions that users can replace.

Field-level source guide

Possible sources and verification guidance for common underwriting fields
FieldPossible sourceStatus labelHow usedWhat you should verify
Purchase priceActive listing when available, otherwise user inputListing data or User providedAcquisition basis for the analysisCurrent asking price and negotiated terms
Estimated market valueRentCast AVM or supported provider signalEstimatedEquity, value, and refinance contextRecent comparable sales and property condition
Monthly rentRentCast estimate, supported listing signal, or user inputEstimated, Listing data, or User providedRental income used by the engineLocal rent comps and lease terms
TaxesProvider property record or user inputPublic record / provider record or User providedAnnual operating expenseCurrent tax bill and reassessment risk
InsuranceUser input or DealPrism defaultUser provided or DefaultAnnual operating expenseProperty-specific carrier quote
Interest rateProfile preference, user input, or DealPrism defaultUser provided or DefaultDebt-service calculationCurrent lender quote and loan fees
VacancyProfile preference, user input, or DealPrism defaultUser provided or DefaultReduces effective rental incomeLocal vacancy and turnover history
MaintenanceUser input or DealPrism defaultUser provided or DefaultOperating reserveAge, condition, and actual service history
CapExUser input or DealPrism defaultUser provided or DefaultLong-term capital reserveRoof, HVAC, plumbing, and major replacements
ManagementProfile preference, user input, or DealPrism defaultUser provided or DefaultOperating expenseLocal manager proposal or self-management plan
Unit countUser input, explicit provider field, property-type inference, or listing-text inferenceUser provided, Provider record, or DerivedPer-unit facts and expense scalingLegal unit count and current occupancy
RehabUser input or clearly labeled estimateUser provided or EstimatedUpfront cash and BRRRR analysisContractor scope and contingency
ARVUser input or supported valuation estimateUser provided or EstimatedBRRRR/refinance scenario contextRenovated comparable sales and appraisal

How values are resolved

Resolution is field-specific rather than one universal fallback chain. An explicit current-deal edit takes precedence when the analysis is recalculated. Profile preferences can seed financing and operating assumptions. Property values may use an active listing before an AVM, while unit count follows user input, explicit provider data, deterministic property-type inference, supported listing-text inference, then an unknown state.

DealPrism keeps the selected value and its source metadata together so an estimate cannot silently appear as a verified fact.

The deterministic calculation boundary

DealPrism's financial metrics are calculated by deterministic backend code. The AI layer explains and discusses those computed results but does not produce the authoritative cash flow, cap rate, cash-on-cash return, or DSCR values.

Freshness and timestamps

Provider responses may include an “as of” timestamp. RentCast snapshots are cached for a configured maximum age, and market-context retrieval favors recent sources. When freshness is unavailable or a source is stale or conflicting, DealPrism preserves that uncertainty through source metadata and verification flags instead of treating the value as current fact.

What to verify before relying on an analysis

  • Rent comps and current lease terms
  • Property taxes and reassessment exposure
  • Landlord insurance quotes
  • Lender rate, fees, amortization, and down payment
  • Rehab scope, bids, and contingency
  • Owner-paid utilities and other operating expenses
  • Legal unit count, occupancy, and property condition

Review the assumptions on a real deal

Create a free Explorer account to run an analysis, inspect source labels, and replace estimates with property-specific information.

Results are based on user-entered assumptions. Values may vary by property, location, and market conditions. Review all assumptions before making investment decisions.