Save to Archer: what it does, when to use it, why it matters

Overview

Save to Archer is the button in your Excel ribbon that syncs your work back to the Archer web app. Think of it as the bridge between Excel and the cloud — without it, your changes stay local.

It does three things every time you click it:

1. Saves your underwrite to the Archer web app. Your assumptions, adjustments, and outputs are stored under that property's underwriting tab. You can see every version you've ever saved, compare them side by side, and your most recent save updates what shows in your pipeline.

1. Trains Archer's mapping AI. Every time you remap a T12 line item — say you move "locator fees" from Admin to Marketing — and then Save to Archer, the system learns your preference. Next time you parse a T12 with locator fees, it goes to Marketing automatically. The more you save, the fewer manual adjustments you'll need.

1. Updates your comp data. The rent roll and T12 data from your parse is saved as proprietary comp data — visible only to your team. Next time you underwrite a deal in the same market, your own historical data appears alongside Archer's institutional comps.

When to hit Save to Archer?

Every time you close an Excel model after making changes. If you adjusted market rents, changed renovation status, remapped a line item, or updated assumptions — Save to Archer before you close.

The button is at the top of the Archer ribbon in Excel. It takes about 5 seconds.

What happens if you don't save

• Your changes stay only in that local Excel file — the web app doesn't know about them
• The mapping AI doesn't learn from your adjustments
• Your pipeline shows stale data from the last time you saved
• Your comps don't update

Common questions

Does Save to Archer overwrite my previous saves?

No. Every save creates a new version. You can see all versions in the property's underwriting tab on the web app and compare any two side by side.

Can I have multiple scenarios (aggressive, conservative) for the same property?

Yes. Save each scenario separately. The pipeline always shows the most recent save, but all versions are accessible in the underwriting tab.

Does saving share my data with other Archer clients?

No. All data you save is proprietary to your team. No other client can see your parses, your assumptions, or your comps.

How often should I save?

Before you close the model. Every time. If you're working on a deal across multiple sessions, save at the end of each session.