Summer 2025 Release Recap: What’s New in Deal Management

Our latest release brings powerful new capabilities to the Deal Management experience—making it easier to access critical data, streamline funding workflows, and get deeper portfolio insights. Whether you’re managing a single deal or overseeing an entire portfolio, these enhancements are designed to give you more clarity, control, and confidence in your day-to-day work.

These enhancements will be available in testing environments starting July 29th and will go live in production for all customers on August 12th.

Here’s what’s new:

Enhanced Data Visibility & Insights

Smarter, Streamlined Sources & Uses

The enhanced Sources and Uses experience lets you control which funding sources can be used to pay for specific budgeted uses—and enforces those rules consistently across the lifecycle of the deal. 

• Cleaner and more user-friendly layout
  
• Consistent terminology across the platform

Together, these updates drive accuracy and efficiency throughout the deal. Learn More

Bringing Clarity to Your Capital Stack

We’ve refined the Capital Stack experience to make funding source information clearer and more actionable:

• Cleaner layout: Consolidated fields and added lien position details for faster review
• Helpful guidance: New tooltips clarify key field definitions and calculations 
• Richer data: Original Commitment and Outstanding Commitment to track changes over time
• Interest tracking: Interest rates can now be set for applicable funding source types
• Granular insights: More detailed LTV visibility

Learn More

Support for Additional Property Types

Built now supports more nuanced data for less common property types. This allows you to see intelligent, applicable information across all assets in their pipeline. Learn More

Capture the Internal Data That Matters Most

Flex Fields give you a configurable way to track custom internal data across deals and funding sources.

With Flex Fields, you can:

• Capture the internal fields that matter most to your organization
  
• Maintain consistent data entry and structure across deals
  
• Better meet third-party integration and reporting requirements

This enhancement gives you more control, adaptability, and alignment with how your business actually operates. Learn More

Portfolio-Level Credit Risk Insights

Asset Management Portfolio Credit Metrics Reporting enables you to roll up key credit metrics across your entire portfolio to monitor risk and spot trends faster. Now, you’ll have visibility into:

• Debt Yield (DY)
  
• Debt Service Coverage Ratio (DSCR)
  
• Loan-to-Value (LTV)
  

This enhanced visibility enables you to: 

• Compare credit metrics across cross-sections of your portfolio
• Spot trends over time to support more proactive decision-making
• Identify stale or outdated cash flow data that may require updates
  

This is a foundational step toward giving you a powerful, portfolio-wide lens on credit risk. 

Ensure Clean, Consistent Funding Source Data

A new field, Additional Reference Number, helps enforce uniqueness for External Unique IDs (EUIDs) on funding sources—ensuring clean data and smoother system syncs.

This enhancement helps you:

• Avoid duplicate ID issues that can cause integration or reporting errors
  
• Improve reliability across internal and third-party systems
  
• Maintain a single source of truth for funding source identifiers

This small but critical update supports data integrity at scale. Learn More