Skip to content
English
Contact Support
  • There are no suggestions because the search field is empty.

Crexi Vault: FAQs and Overview

Crexi Vault helps CRE professionals organize OMs, flyers, rent rolls, and financials. Using AI-powered intelligent automation, Vault extracts key property and financial details automatically - saving hours of manual work every week.


Built for brokers, analysts, appraisers, and investors, Crexi Vault transforms messy PDFs into structured, searchable records you can use across your listings, comps, and valuations.


What is Crexi Vault?


Crexi Vault is an AI-driven data extraction solution that reads your deal documents and pulls out the details that matter most - like address, cap rates, NOI, rent rolls, tenant mix, and pricing - in minutes, not hours.


  • Brokers & Admins: Prep listings and BOVs faster.
  • Analysts & Appraisers: Build comps and valuations with consistent data.
  • Investors & Developers: Organize deal docs and compare opportunities easily.

How does it work?


  1. Upload OMs, flyers, rent rolls, or financials.
  2. Extract: Crexi Vault’s AI identifies, extracts, and structures key data fields automatically.
  3. Organize: Documents become searchable records you can group, filter, and compare.
  4. Reuse: Export or enrich your data for analysis, pricing, or BOV prep.

🔒 Exporting and data enrichment available to Crexi All PRO and Intelligence subscribers.


What types of documents can I upload?


Upload core CRE deal documents, including:

  • Offering Memorandums (OMs)
  • Flyers and Brochures
  • Rent Rolls and Operating Statements

Crexi Vault supports PDF uploads - one file or up to 100 at once.


What information does Crexi Vault extract?


Crexi Vault’s AI-powered intelligent automation identifies and structures more than 24 key property and financial data points, including:


  • Property Address, Asset Type, and Building Details
  • Tenant Names, Lease Terms, and Occupancy
  • Rent Roll, Cap Rate, NOI, and Pricing
  • Ownership and Contact Info (where available)

Each record becomes structured and searchable, ready to use across your workflows.


Can I search or compare records?


Yes. Crexi Vault lets you:

  • Search by property, tenant, or keyword.
  • Group and filter by market or asset type.
  • Compare multiple records side by side to find comps and trends fast.


Can I export data?


Yes. Export clean, structured records as CSVs for use in models, reports, or marketing decks.


🔒 Available to Crexi All PRO and Intelligence subscribers.



Does it integrate with Crexi Intelligence?


Yes. Crexi Vault connects with Crexi Intelligence to enrich your records with verified property data, comps, and lease insights - keeping your information current and accurate.


🔒 Available to Crexi All PRO and Intelligence subscribers.


How secure is my data?


Your data stays private. Crexi Vault creates a personal workspace that only you can access. Uploaded files and extracted data are never shared publicly.


Who can use Crexi Vault?


  • Free users: Upload and organize documents from Crexi listings.
  • PRO & Intelligence subscribers: Unlock full functionality — exports, enrichment, and team collaboration.

How can I access Crexi Vault?


Go to crexi.com/vault or click the Crexi Vault tab in your Crexi account. Upload your deal docs to start building searchable, structured records in minutes.


Why use Crexi Vault?


  • Save hours of manual work each week
  • Keep deal data organized and consistent
  • Build comps, valuations, and listings faster
  • Reduce retyping and human error
  • Get more value from your deal documents

Related Resources

If you need any further assistance, please don't hesitate to reach out to us directly at support@crexi.com or 888.273.0423.