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Clearinghouse Triage™ · Valtrics Transaction Clearinghouse — Pipeline Triage Profile
Asset: —  |  Enter the OM figures to run the triage

Inputs What the OM Claims

Read these straight off the offering memorandum. The engine tests them against institutional thresholds and marks the NOI down to what actually underwrites. When you run the triage, the results open on their own screen.

Property name
Location
Total units
Rentable SF
Asking / whisper price $
OM stated NOI annual $
OM stated cap rate %
Gross scheduled rent annual $
Gross potential rent (after loss to lease) annual $
Effective gross income annual $
Total operating expenses annual $
Property tax expense annual $
Replacement reserves annual $
Management fee annual $
Stated occupancy %
Income basis

Income Integrity (seller data - optional)

Enter the seller's collected-income history and legal unit counts to run the data-integrity gates in Section 4. Leave blank and those gates stay "not tested".

T12 collected rent (trailing 12mo) $
T6 collected rent (trailing 6mo) $
T3 collected rent (trailing 3mo) $
T1 collected rent (most recent month) $
Rent-roll GPR (annualised) annual $
Units on the rent roll
Permitted units (C of O / permit)
Units per county assessor
Strategic Pipeline Verdict — the definitive acquisition gate
Pipeline Triage Status: Awaiting inputs
The triage runs the moment units, asking price and stated NOI are set.
OM Stated NOI
—
Annual, as stated
Re-underwritten NOI
—
Defensible figure
Flags Raised
—
Sanity tests failed
Docs Outstanding
—
Still to request

Re-underwritten NOI — how the stated figure marks down

Line-by-line, this is how the OM's stated NOI is adjusted to a defensible figure.

Re-underwritten NOI—

Broker Pro-Forma Operational Sanity Tests Sub-Decision 1.5

Checks on the OM's own numbers. A FLAG means the figure fails an institutional threshold - usually a cost the OM left out, or an integrity gate that did not clear.

Triage Sanity TestOM ValueAudit Verdict
Enter the OM figures and run the triage.

Documents: What We Have and What To Request

Anything not yet in hand pushes the verdict toward DIG DEEPER. Tick what you already hold.

DocumentStatusWhat It Unlocks

How To Read This Page & Override A Flag

Pass
Meets our standard - no action needed.
Watch
Acceptable for now, but something is incomplete or worth checking.
Flag / Fail
The OM figure does not hold up - correct it, or override with a reason.
Critical
A walk-away issue (e.g. unpermitted units) until resolved.
Not tested
Waiting for seller data - enter it in the Income Integrity inputs.
Cleared by user
You reviewed the flag and overrode it. The model's original result stays on the Detail tab for audit.

Standard institutional first-look conventions. Figures are decision support, not an offer. All triage computation runs server-side; this page only captures inputs and displays results.