Overview
One operator’s initiative unlocks transformation across a top-performing team
Lance Phillips has worn many hats at IPA Texas—from intern to analyst to his current role overseeing operations for one of Texas’s leading multifamily investment sales teams. Frustrated by outdated workflows and redundant tasks, Lance and IPA Texas’ senior analyst, Jake Wright, led the search for a better way to work. They discovered Archer—and helped bring it to the entire team. Since then, IPA Texas has streamlined its underwriting process, unified its data, and created new efficiencies across the board.
“We're not using Archer to replace our process--we're using it to enhance it. That's where the value is.”
The Challenge
The top team in Texas wasn’t looking for a fix—but found a new competitive edge
IPA Texas wasn’t struggling. In fact, they were thriving—outpacing competitors and growing their team across Texas. The status quo worked, and Lance and his long-tenured team had helped build it.
Always looking for ways to improve, Lance explored a range of new tools to support his analyst team, while fielding their input throughout the process. Most fell short—either missing key functionality or offering style over substance. Then he found Archer.
“We weren't trying to fix something broken. We were already operating at a high level. But Archer helped us move even faster, with more consistency.”
The Solution
“BYOM” changed the game: faster underwrites, smarter teams, scalable comps
While initial interest was in Archer’s parsing capabilities—where the platform quickly outperformed other vendors—it was Bring Your Own Model (BYOM) that proved to be the real unlock.
With BYOM, the IPA Texas team was able to integrate Archer’s full feature set—parsing, comp tracking, deal sourcing—while continuing to use their own underwriting models and outputs. There was no need to abandon familiar workflows or sacrifice control over how deals were evaluated.
“The ability to queue underwrites and generate full outputs in our own templates was huge. We didn't have to change how we work.”
Critically, the sales team continued operating without disruption. Archer’s implementation was seamless, enabling the back office to move faster and smarter without impacting client engagement or the broader sales process. Analysts delivered underwrites faster behind the scenes—allowing brokers to stay focused on maximizing value and serving clients without skipping a beat.
The Impact
More time for analysis, deeper insights, and smarter decisions across the team
Since rolling out Archer, the IPA Texas team has enhanced its underwriting workflow—not by replacing it, but by unlocking more time and tools for thoughtful analysis. What used to be hours of manual prep is now time spent testing assumptions, running more scenarios, and supporting brokers with deeper insights.
At the center of this transformation is Archer’s Digital Deal Brain—a centralized, self-learning neural network of past underwrites, comps, and market data that gives the team a more complete and consistent foundation for decision-making.
“We used to check three different places to understand one deal. Now it’s all in one place—and it’s consistent. We can now compare deals apples to apples.”
The real gain? A higher level of analytical rigor and responsiveness, enabled by smart, centralized data and backend modeling flexibility.
