Deal Management Spring ’26 Release: AI Rent Roll Extraction & More

Here’s What Changed in Deal Management This Spring.

Manual rent roll spreading and maturity tracking cost deal management teams hours of data entry every week and the risk of missing a maturity date or miscounting a warehouse balance is real. Built’s Spring ’26 Deal Management release adds AI-powered property financial extraction, a Loan Maturity and Prepayment Dashboard, Clear Transaction Posting and History, and more.

Together, these updates cut manual data work, surface portfolio risk earlier, and give private credit teams a single source of truth across their capital stack.

Release Highlights

AI Extracted Rent Rolls and Cash Flows

Underwriters and asset managers spend hours re-keying rent roll and cash flow data from borrower, sponsor, and broker documents into underwriting models and a single shifted column in a spreadsheet can break the entire pipeline.

Built’s AI property financial extraction automatically pulls structured rent roll and cash flow data from Excel workbooks and PDFs, validates aggregate totals against line item sums, and surfaces confidence levels so teams know exactly where to focus their review. The system learns from user overrides and applies policy-based corrections on subsequent extractions for the same deal, reducing repetitive correction work over time. Learn more.

Loan Maturity and Prepayment Dashboard

Portfolio and asset management teams tracking maturities in spreadsheets are one missed deadline away from a maturity breach and spreadsheets don’t flag when a loan is approaching lockout. The Loan Maturity and Prepayment Dashboard centralizes maturity timing, extension activity, and prepayment eligibility across the entire portfolio, with parent and child funding sources structured to prevent double-counting.

Teams can filter by debt service coverage ratio (DSCR), loan-to-value (LTV), and debt yield eligibility to identify which loans qualify for extension before the conversation with the borrower happens. The prepayment tab surfaces loans in lockout, penalty-eligible loans, and loans open at par all in one view, without manual reconciliation.

Also Released

Clear Transaction Posting and History

Deal teams working with participated or syndicated funding sources have historically faced inconsistent transaction types that can make financial reporting hard to trust. The revamped Transactions experience aligns posting logic with standard accounting conventions and presents transaction data across three expandable levels — deal, funding source, and allocation — with full export capability. Teams get a more accurate, auditable transaction record without changing how they post. Learn More.

Edit Funding Sources Outside Budget Modifications

Small administrative errors on a locked capital stack no longer require a full modification workflow. Lenders can now edit select funding source fields directly from the capital stack or the deal side panel, so corrections happen in seconds without disrupting in-progress work or triggering approval delays. Learn More.

Account Widget on Deal Overview

Deal teams referencing account details mid-workflow have had to navigate away from the Deal Overview to find account type, nickname, and current balance. The new Account Widget surfaces these key fields directly on the Deal Overview page for quick reference without leaving the deal context. This is a targeted usability improvement for teams managing high deal volume who need fast access to account status without additional clicks.