CLOSER
CLOSER
FULL DEAL-STACK MODELING
From a high level, key areas that are supported and specific aspects of that support are:
Workflow/Process Management
- Pipeline Management
- Shared transaction communication threads / tools
- Loan status / stage and activity tracking
- Event driven email notification to users / user groups
- Contact management and security protocols
- Key date tracking and ticklers
- Advanced checklist configuration supporting multiple distinct checklists applicable at various points of the workflow
- Document management
Pre-Application
- Multiple quote / loan term scenario analysis and tracking
- Quick Sizing comparisons between quotes
- Complex deal structures, including multiple loans, multiple properties, multiple loan tranches, and complex borrowing structures
- Comparable and subject property expense and income analysis tools
Processing & Underwriting
- The most advanced and configurable Excel based UW template management tools in the market
- Narrative builder including formatting, embedded tables and images
- Detailed cash flow and tenancy analysis and reporting tools
- Target based ]versioning tool
Lease rollover analysis - Borrower / sponsor analysis and tracking tools
- Sponsor financial and real estate holdings storage and analysis
- Third party report tracking and
- storage
Property inspection data storage and tracking
Closing
- Detail fee/deposit tracking
- Escrow calculator
Sources and uses tracking and - analysis
Representation and warranty input, modification, and tracking - Third party document creation integration tools
- Warehouse / funding tracking and analysis tools
- Warehouse lender data feed allowing transfer of critical data from client to warehouse lender
Reporting
- Customized ASR and credit memorandums
- Customized letters and correspondence
- Custom report building engine putting the power of reporting in your hands
- State of the art ad-hoc query and report generation tools allowing for real time generation of enterprise reports by client staff
- Ability to leverage third party report generation tools if desired
- State of the art data tape generation tool allowing for real time customization of data tapes by client staff
System/Administrative Features
- Enterprise level license with no user or transaction limits, including third party vendors
- World class hosting with a bank data center (Computer
- Services, Inc. – ticker: CSVI)
- Role-based security access engine (unlimited roles)
- Client access to full suite of administration and configuration tools
