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AI-Driven Financial Model and Marketing Automation for MFI Commercial

Last Updated: 03/27/2026

Case Organization

MFI Commercial

https://www.mficommercial.com/

Tucson, AZ

Case Contributors

Jordan Levy

Co-Founder @ Fun Fusers for 6 year(s)

in/lordanjevy

Jordan is a serial education technology entrepreneur.

He has started two EdTech companies that are helping students transition from education to work. His method is to integrate real companies into the learning process through hands-on collaborations that expose learners to new industries and job roles by working on real projects with real stakeholders and stakes.

CapSource makes it easy for schools and companies to build scalable experiential learning and experiential hiring programs. Through free, premium, and enterprise software solutions, CapSource helps educators and companies coordinate, manage, and scale high-impact case-based and project-based programs designed to help next-gen talent learn, network, and get hired. Since 2017, CapSource has help 400+ different industry partners like DoorDash, True Religion, and the American Cancer Society collaborate with 8,000+ young professionals from over 150 global institutions including the University of Notre Dame, Harvard, and the SUNY System.

Jordan started his first education technology company, Real Time Cases (acquired), that raised over $2,000.000 in venture funding while an undergraduate at Lehigh University studying Accounting, Finance, and Entrepreneurship.

Outside of work, Jordan is passionate about cooking, hiking, traveling, sailing, tennis, public speaking, photography, mixology, and coaching/connecting fellow entrepreneurs.

Case Disciplines

Data Management Market Research Operations Product Design & Development Research, Analysis, Evaluation Software Design & Development

Skills & Expertise

AI-Driven Underwriting Asynchronous Workflow Design Cap Rate Analysis Cash-on-Cash Return Analysis CRM Integration Strategy Data Management Data Standardization Document Processing Automation Financial Data Extraction Financial Modeling IRR Analysis JSON CSV XML Export Formatting KPI Development Market Research Marketing Automation Offering Memorandum Development Operations Optimization Pilot Testing Pro Forma Development Process Mapping Property Marketing Content Creation Prototype Development Quality Assurance Real Estate Financial Analysis Reporting Automation Requirements Gathering Software Product Design Systems Integration Planning Template Design Workflow Automation
Background & Objective

The challenge or opportunity you are trying to address for the organization.

MFI Commercial has established itself as a leader in mobile home and RV park real estate transactions, having successfully completed deals across 40 states. With its recent expansion into general commercial real estate, the company faces the challenge of scaling its financial underwriting and marketing processes to meet the growing demands of this larger and more diverse market.Currently, these processes are time-consuming and require significant manual effort, particularly when inputting financial data, conducting underwriting, and generating marketing materials. The opportunity lies in leveraging AI and automation to streamline these workflows, making them faster, more accurate, and scalable.
Learning Objectives

This is what students will learn as they complete the case.

This case challenges students to design an AI-enabled system that transforms how real estate transactions are analyzed and marketed. It integrates financial modeling, data engineering, and workflow automation to address real operational bottlenecks in a growing commercial real estate business. Students will engage with both technical and strategic dimensions of scaling a business through automation, producing solutions that mirror real-world product and systems design challenges in modern proptech environments. 

  •  Analyze MFI Commercial’s current underwriting and marketing workflows to identify inefficiencies, bottlenecks, and opportunities for automation 
  •  Evaluate how structured and unstructured real estate data (e.g., rent rolls, P&Ls, inventory lists) can be standardized and processed using AI-driven approaches 
  •  Design an AI-driven financial underwriting model that generates key investment metrics and scalable property analyses 
  •  Develop a system architecture for integrating financial outputs with marketing automation tools and CRM platforms 
  •  Assess trade-offs between automation, accuracy, and human oversight in financial modeling and marketing content generation 
  •  Recommend data pipelines and output formats (e.g., JSON, CSV) to enable seamless interoperability with third-party tools 
  •  Design automated marketing workflows that dynamically generate offering memorandums and property summaries aligned with brand standards 
  •  Synthesize technical design, business objectives, and scalability considerations into a cohesive strategy for productizing the solution
 
Key Action Items

These are activities and action items you might want to complete in order to achieve the expected outcomes.

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Deliverable
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Milestone #3
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