Help
Are you just getting started with our software? Check out our Quick-Start Guide.
Introduction
Welcome
An overview of our software
About our user interface
Above the deal
When you log into our software, you start at this top level.
My Deals
Add and size a deal
Add a CMBS deal
Find a deal*
CMBS Data
Leads
Comps
CMBS Borrower Reporting (new)
People
Contacts
Subscriptions
Groups
Shares
Share your deal with your contacts
Marketplace and Portal Share
Inside the deal
When you select a deal in the top menu or Deal Locator, you dive into the deal’s details.
Deal
Dashboard
Workflows
Notifications
Approvals
Loan Status
Task List
Sizer/setup
Story
Terms/team
Property
Enter properties
Property tax
Tax monitoring
Create multiple tax records
Property tax assessment
Tax Parcel Identification Numbers
Market info
Occupancy history
Rent roll
Operating statement
Multiple op statement import
Property comps
Site inspection
Management
Ground lease
Underwritings
Direct (stabilized) cash flow
Multi-year (discounted) cash flow
Sources and uses
Roll up
Debt
Set up a note
Set up amortization
Documents
Upload document
Upload multiple documents
Manage documents
Reports
Long form ASR
Site inspection
Shares/Chats
Share a deal
Manage shares
Chats
