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Key features that make monitoring and managing your portfolio seamless

  • Acquisition and Underwriting

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    Easily gather, load and review your data all in one central location allowing you to make better decisions, faster.

  • Business Plan

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    Make better decisions about the future of your assets by creating various scenarios including NPV and loss calculations.

  • Capital Stack Management

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    Manage complex debt structure with an advanced and comprehensive module to monitor your cap stack.

  • Surveillance

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    Identify risk so you can proactively develop action plans.

  • Tickler Reminders

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    Manage compliance by abstracting governing agreements and critical deadlines to have the system auto-alert you of upcoming items due.

  • Reporting

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    Create and publish customized reports on virtually any field in the database in a matter of minutes.

  • Third Party Portal

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    Provides your clients custom views so they can monitor information, run queries and pull reports.

  • Data & Document Repository

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    Store all of your documents under the deal, loan or property for easy retrieval.

  • Search Function

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    Portfolio of hundreds of assets? Find exactly what you’re looking for in seconds.