Help Center

Introduction to the Site

• Navigating the Site
• Creating a Deal
• The Deal Page

Core Functionality

• Scoring
• Comparables
• Valuations
• Document Management
• Stress Test Analysis
• Custom Reports

General/Admin

• Default Configurations
• Passwords
• Admin Capabilities

Document Upload Center

• Uploading Documents
• What to Expect

Editing a Deal

• Edit Property Details
• Review Property Details & Analytics
• Edit Deal Details
• Adding a new Collateral Property to a Deal
• Adding a Component to Deal Collateral

Valuations

• Valuations Section
• Property Income Valuations
• Property Sales Comps Valuations
• Property Alternative Valuations

Comparables

• Creating Manual Comparables
• Adding/Removing Sales and Rent Comps

Borrower

• Adding Contacts to a Deal
• Contact Valuation and Analysis
• Adjusting Values on the Personal Financial Statement
• Adjusting Values on the Schedule of Real Estate
• Adjusting Cash Flow Spreads