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How To

Questions that explain general features and functionality of the platform

  • How can I edit LTV and/or LTC?
  • How can I apply a Portfolio Stress Test to a specific group of deals?
  • How do I edit the Sales Comp Valuation?
  • How do you categorize a deal after it has been originated?
  • How can you categorize a deal if it has been declined, or you are no longer pursuing it?
  • Can I manually add my own comps to a deal if they haven’t been automatically populated in the system?
  • After a deal is created how do I upload additional documents for parsing?
  • How do I create a deal with multiple collaterals or component types?
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