Slatt Capital Scales Smarter With Henry.ai
With more than 50 years of experience, Slatt Capital is a leading commercial real estate mortgage brokerage firm serving clients across the United States. The firm partners with over 30 correspondent lenders and maintains relationships with more than 2,200 financing sources nationwide, delivering capital solutions across nearly all commercial asset classes.
Bret Piekaar joined Slatt six years ago as a new entrant to the commercial real estate industry. Now as Assistant Vice President, he oversees the underwriting and loan approval process for a five-person team that closes between 80 and 100 loans annually. His responsibilities require speed, precision, and consistency—especially in a lending environment where market conditions can shift rapidly.
The Challenge
Before adopting Henry.ai, Bret and his team relied on a highly manual process to create loan offering memorandums. They used Excel to underwrite and format deals, inserted property photos by hand, and converted the documents into PDFs. Design help was outsourced, but those partners lacked industry-specific knowledge—often leading to disjointed, inconsistent materials that didn’t reflect the professionalism of the Slatt Capital brand.
The entire process could take more than two days per deal. With time-consuming formatting and presentation bottlenecks, scaling while maintaining quality and consistency was becoming increasingly difficult.
The Solution
In keeping with their technology-centric approach to delivering quality, customized services, Slatt Capital turned to Henry.ai to streamline and modernize its deal packaging process. Now, Bret’s team simply drops completed underwriting data into Henry.ai, which generates a professionally designed, on-brand presentation in just 4–6 hours of analyst time—a fraction of the time it previously took.
More than just a time-saver, Henry.ai has delivered a unified visual standard across the company, improving both internal workflows and external perceptions. Adoption among brokers has increased significantly thanks to the platform’s ease of use and high-quality output.
The Impact
Henry.ai has transformed the pace and polish of deal execution at Slatt Capital. Offering memorandums are now created faster and with far greater consistency, giving the team more time to focus on matching borrowers with the best financing terms available. The firm’s brand presentation in the market has become sharper, more professional, and increasingly trustworthy—essential in today’s competitive lending environment.
By compressing a 2+ day process into just a few focused hours, Bret and his team can handle more volume without compromising quality. And with the platform evolving through client feedback, Henry.ai has become a true partner—not just a vendor.
A True Partnership
Bret credits much of the platform’s success to Henry.ai’s responsive, hands-on customer support team. “From late-night check-ins to ongoing product improvements, Henry.ai’s team—especially Sammy and Adam—has remained deeply committed to helping Slatt succeed." Their collaboration and willingness to adapt the platform based on real analyst needs has made Henry.ai an integral part of Slatt Capital’s operational toolkit. “Henry.ai has given us speed, consistency, and a level of professionalism that we couldn’t achieve before. Their team feels like an extension of ours.”
“Henry.ai has given us speed, consistency, and a level of professionalism that we couldn’t achieve before. Their team feels like an extension of ours.”
— Bret Piekaar, Assistant Vice President, Slatt Capital
