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*

CMBS Data
   Leads
   Comps

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

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