Send the document, not the model
The most common slowdown we see: a rent roll or T-12 embedded inside a larger underwriting model - one summary sheet up front, dozens of per-property or scratch tabs behind it. The extractor has no way to know which tabs you care about, so it parses all of them. Before uploading, copy just the relevant sheet(s) into a fresh workbook:- Right-click the sheet tab → Move or Copy → to a new workbook (or select the data range and paste into a blank file).
- Save as
.xlsxand upload that file.
Checklist
- One document type per file. A rent roll and a T-12 in one workbook
should be two uploads with the correct
declared_typeon each - they’re extracted by different pipelines. - One property per file. Portfolio workbooks with a tab per property extract best as one focused file per property.
- Delete unused sheets - don’t hide them. Hidden sheets are still scanned and parsed.
- Keep the extension truthful. A file saved as
.xlsthat is really.xlsx(or a renamed PDF) fails validation. Re-save from your spreadsheet application if you’re unsure. - Keep totals and headers. Trim sheets, not rows: leave the table’s header rows, month columns, and totals intact - they’re used to validate the extraction.
Documents that fail validation are rejected with a
422 and never
charged, and extractions that fail during processing are automatically
refunded. Trimming isn’t about cost - it’s the difference between results
in ~2 minutes and results in 20+.