Organizations have the ability to define a set of default configurations for all new deals created within the system. Most of the configurations are editable on a per-deal basis, but this allows for organizations to set consistent starting points for their deals.
There are two categories of configurations: Site-wide and Deal-specific.
|Use Google Docs||This allows the organization to use google docs as doc preview functionality. If turned off, then users can’t preview documents but are able to still download document.|
|Use Schedule of Real Estate or Schedule E Data in Person Cash Flow||This allows the organization to choose between using real estate revenue from the Schedule E (Tax Return) or the Schedule of Real Estate to populate the person Cash Flow.|
|Use $/Unit or $/SF in Proforma Cash Flow||
This allows the organization to choose between using $/SF or $/unit on the expenses lines of the proforma cash flow for the collateral. This only applies to residential component types.
|Rate Data||Sets default values for Rate Index (e.g. LIBOR, SOFR, WSJ Prime), Index Rate (%), Rate Spread (%), and Interest Rate Floor (%) for all newly created deals.|
|Fee Data||Sets default fees and amounts for newly created deals.|
Define default cap rate for newly created collateral (for both proforma and in place valuations) assuming a market value is not populated.
|Stress Tests - Mult-variable Stress Test custom values||
Sets default percent change values for the custom stress test in the multi-variable stress test analysis. These include revenue, expense, vacancy, and cap rate change.
|Stress Tests - deal thresholds||
Sets organization default thresholds for maximum LTV, minimum DSCR, and minimum Debt Yield.