Help
Are you just getting started with our software? Check out our Quick-Start Guide.
This section provides detailed help.
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*
People
Users
Contacts
Groups
Organization (admin)
Shares
Share your deal with your contacts
Share your deal on our Deal Portal
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
Sizer/setup
Story
Terms/team
Property
Enter properties
Rent roll
Operating statement
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
