Find out what is actually slowing down your deal pipeline.
A fixed-price audit of one high-value workflow (deal intake, underwriting handoffs, follow-up, document flow, or pipeline reporting), or your whole deal-to-close operation, wherever your team loses the most time or clarity.
Underwriting speed is the constraint most multifamily operators notice first, but it is rarely the whole problem. Software addresses the modelling half. Plenty of operators run a tool they trust and still lose days to the pipeline around it: deals arriving by email with no intake step, underwriting handoffs that stall on one person, documents living in three places at once, and no shared record of what has already been checked. Those losses do not show up inside a model, because they happen between the steps rather than within them. This audit maps where the time actually goes across deal intake, underwriting handoffs, follow-up, document flow, and pipeline reporting, then returns a written and prioritized plan naming the weakest points and what to do about them. Scope is fixed before the work begins, and implementation is optional and separately scoped.
Not sure yet? Take the free Multifamily Deal Workflow Scorecard: it scores seven parts of your workflow and recommends the right starting point.
Del Val’s Multifamily Deal Flow & Operations Audit is the real estate application of our standard business operations audit. Audit Lite maps one workflow: deal intake, underwriting handoffs, follow-up, document flow, or pipeline reporting. A Full Audit reviews your whole deal-to-close operation. Both end in a written, prioritized plan; implementation is optional and separately scoped.
This is the real estate application of our standard Business Operations Audit: same fixed prices, same process, scoped to how deals move through your pipeline. See how we work with the wider Real Estate industry.
Two ways to start.
Assessment
Audit Lite
$1,000
One workflow, mapped end to end.
Choose this if you already know which one part of your deal pipeline hurts most.
A current-state map of one workflow, the findings, and a prioritized plan you can act on with your own team. The fee credits toward an implementation.
Start Audit Lite →Assessment
Full Audit
$3,500
Your whole operation, across all three pillars.
Choose this if you want your whole deal-to-close operation reviewed.
An operations audit, a written proposal, and a roadmap covering how you win customers, what each one is worth, and what it costs to serve them. The fee credits toward an implementation.
Start Full Audit →What you get
- A current-state map of the workflow (or workflows) in scope: how deals actually move through intake, underwriting, follow-up, and pipeline reporting, not how the org chart says they should.
- A written list of findings: bottlenecks, rework, risks, and decision delays, and why they happen.
- An assumption-based time, cost, or revenue-impact range, where the available information is sufficient to calculate one responsibly.
- A prioritized plan you can run with your own team, or hand to us to build.
- A credit: the audit fee applies toward a Del Val implementation, if you move forward.
About the impact range: assumptions are always labeled, an estimate is never a guarantee, and there is no standard ROI percentage. If the available information is not sufficient to calculate a responsible range, the findings say so plainly instead of inventing a number.
Example: illustrative only
What the audit document actually looks like.
This is a mock built to show the shape of a real deliverable. It is not an actual client audit, and nothing in it reflects a real engagement.
Audit Lite: findings & roadmap
Prepared for: Example Multifamily Partners
Sample workflow: broker OM intake to underwriting handoff
1. Current-state map
A broker OM arrives by email, gets re-keyed into a spreadsheet by hand, and is handed off to underwriting with no shared record of what has already been checked.
2. Findings
- No single source of truth for which deals are still active.
- Underwriting assumptions live in three different spreadsheet versions.
- Nobody owns the handoff between screening and underwriting.
3. Prioritized roadmap
- Assign a single deal-flow owner and one intake queue.
- Automate document parsing so intake stops waiting on manual re-keying.
- Merge the underwriting spreadsheets into one system of record.
Example only. Every real audit is built from your own data. Nothing above reflects an actual client engagement.
Why Del Val
more than 25 years of technology operations and service delivery experience designing workflows, dashboards, and service-delivery operations. Manny has invested as an LP and Co-GP in commercial multifamily real estate.KeptDo has been used to analyze hundreds of real multifamily opportunities.Analyzing a multifamily deal typically takes 10 to 40 hours depending on the deal. MFDA Pro reduces that to 2 to 4 hours, an 80% to 90% reduction in underwriting time.
Workflow results from Manny’s technology career
- Manny designed a client-onboarding workflow that reduced onboarding duration by three weeks, delivered during his prior technology/MSP leadership career.
- Manny designed project and portfolio dashboards that exposed resource constraints, budget issues, risks, milestones, and progress for faster decisions, delivered during his prior technology/MSP leadership career.
- Manny created a time-billing process and KPI dashboards at an MSP that increased project time-billing revenue, delivered during his prior technology/MSP leadership career.
How the audit is priced
Education
AI Education & Configuration Review
A live working session. We set up your tools, train your team, and leave you a written summary of what was configured and what to do next.
$200/hr · $500 per 4-hour block
Assessment
Audit Lite
A current-state map of one workflow, the findings, and a prioritized plan you can act on with your own team. The fee credits toward an implementation.
$1,000
Assessment
Full Audit
An operations audit, a written proposal, and a roadmap covering how you win customers, what each one is worth, and what it costs to serve them. The fee credits toward an implementation.
$3,500
Project
Implementation
Fixed scope, priced before work begins. Automation, dashboards, integrations, or software: whatever the audit showed was worth doing.
$2,500 – $10,000
Retainer
Retainer
Monitoring, fixes, and a monthly improvement cycle. Priced by complexity and volume.
$2,500 – $5,000 / month
How we bill
Every engagement is invoiced against a purchase order or a signed scope. We do not take card payments.
- Education and configuration
- Invoiced on completion
- Audit Lite and Full Audit
- Fixed fee, invoiced on engagement
- Implementation projects
- 25% on engagement · 25% at milestone · 50% on completion
- Retainers
- Invoiced monthly
How we handle initial information
- The initial request form should contain business context only: your role, team, the workflow that hurts, and what it costs you.
- Do not submit passwords, credentials, sensitive personal information, or confidential deal documents through the public form.
- Representative examples and any required access are determined together during scoping, not up front.
- The audit requires no production-system changes.
- Data and access requirements are agreed before substantive work begins.
Frequently asked questions
How much does the multifamily deal flow and operations audit cost?
What is the difference between Audit Lite and Full Audit for a multifamily operator?
How do I know whether I need the audit or MFDA Pro?
Does the audit fee credit toward anything else?
Does the audit guarantee financial results?
Will Del Val change our production systems during the audit?
Do we need to replace our spreadsheets or existing tools?
Can Del Val work with operators outside Florida?
Does the audit provide investment, legal, tax, accounting, or lending advice?
One workflow, or the whole operation. Your decision.
Florida first, serving multifamily operators nationwide through remote delivery.
Start an audit →