Underwrite the deal.
Keep the evidence.
The model and the backup belong on the same deal. Size the loan, pin the PCA to the diligence item that called for it, and leave a reason on the log if you waive it.
67 checklist items. 46 of them expect a document.
Deals by stage
Sourcing, LOI, diligence, under contract, closed. Each stage opens its checklist.
67
Checklist items
46
Wait for a file
5
Pipeline stages
Year-by-year
Debt through the cap
The work that sits on a deal
Pipeline, model, files, and a reason when something is waived.
Pipeline
Five stages. Move a deal without the work and the reason is written to the log.
Underwriting
Cap rate, DSCR, LTV, debt yield, cash-on-cash, levered IRR. Year-by-year debt through cap expiry.
Evidence
Put the PCA or Phase I on the task that asked for it. Close it without a file and the waiver stays visible.
Data room
One file can back more than one task. Unlink it and the object stays.
Ask the file
Questions about a named document. Not a second copy of Excel.
Who saw what
Roles, four-tier classification, and an audit row on uploads, stage moves, and waived items.
Evidence
Close a task without a file. The gap stays visible.
Phase I ESA can be marked complete with nothing attached. The reason hits the activity feed and the audit log. The task keeps a No document badge so a reviewer still sees the hole.
- Upload onto the task, or attach a file already in the data room.
- Unlink a file and the object stays. One policy can back several tasks.
- If the platform already matched a file, that item is marked satisfied.
- Pipeline cards show documents on file next to remaining work.
How a deal moves
Open it, file the backup, run the numbers, then move stage with a record.
01
Open the deal
Address, units, price. The sourcing list appears the first time you open the workspace.
02
File the backup
Drop a rent roll, T12, or PCA on the item that asked for it.
03
Run the model
Pull figures from the files or type them. Size the loan. See the years after the cap expires.
04
Move stage
Open required items need a reason. That reason stays on the deal.
Fourteen days. Then pick a plan.
No card on signup. Cancel whenever you want.
Starter
A few live deals and the calculator.
Start trialUsual plan
Professional
Unlimited deals and search over the files.
Start trialEnterprise
More storage, branding, and a named contact.
Talk to usOpen a deal. File the first rent roll.
Pin it to the task that asked for it. Run the loan. See what is still missing.
Fourteen days. No card.