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
   Contacts
   Subscriptions
   Groups

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

Equity
   Borrower structure

Documents
   Upload document
   Upload multiple documents
   Manage documents

Reports
   Long form ASR
   Site inspection

Shares/Chats
   Share a deal
   Manage shares
   Chats