Fall Release Recap: What’s New in Deal Management

New AI-powered workflows and data enhancements help lenders reduce manual data entry, strengthen underwriting accuracy, and unlock deeper insights across their portfolios. Deal Management now offers faster document generation, market benchmarking, and smarter data capture—all designed to help teams make decisions with confidence.

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Eliminate Manual Data Entry with Offering Memorandum (OM) Extraction

Upload an Offering Memorandum and automatically extract key data points in seconds. Each extracted field includes a confidence score and source reference, ensuring transparency while streamlining deal setup. This structured intake process saves time, improves accuracy, and allows teams to focus on analysis instead of transcription.

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Benchmark Smarter with Comparables & Market Data

A new module enables lenders to ingest, structure, and analyze rent comps, sales comps, and regional market data. By linking OM Extraction outputs to market data, teams can assess deal performance in context and make faster, data-backed credit decisions.

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Accelerate Output with Long-Form Document Generation

Generate credit memos and other long-form documents directly from Deal Management using mapped data fields and templates. This eliminates manual assembly, speeds up review cycles, and ensures consistent formatting across all deal documents.

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Track Key Dates Automatically with Maturity & Extension Enhancements

Calculated maturity dates now dynamically adjust based on loan terms and extension sequences, helping teams maintain accurate reporting and streamlined portfolio tracking.

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Manage Users More Efficiently

User management has been redesigned with clearer authentication statuses, bulk actions, and self-service activation tools—helping teams stay secure and operate with less administrative overhead.

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Work Smarter with Enhanced AI Reporting Tools

The latest reporting updates introduce AI-powered chart explanations and formula assistance to simplify report building and data analysis. Users can instantly generate insights and write complex formulas with confidence.

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Generate Order Summaries Automatically

AI compiles clear, lender-ready summaries of inspection orders, capturing project status, budget progress, and key dates, so teams can quickly review the most important information without digging through lengthy documentation.

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Automate Order Fulfillment

Automatically extracts structured data from uploaded report files to pre-fill Order Forms, reducing manual entry and increasing consistency across vendor submissions.

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Experience Improved Platform Performance

Core performance improvements deliver a faster, smoother experience across data-heavy reporting and deal-tracking workflows.

Collaborate Effortlessly with File Sharing Enhancements

Dropbox-style file sharing lets internal teams and external partners upload, organize, and manage documents in shared folders—all without version confusion. This update simplifies collaboration across the deal lifecycle.