Deal Management
CRE lenders shouldn't fly blind at any stage of the deal.
One platform for origination, underwriting, asset management, and portfolio reporting. Move faster, surface risk earlier, report in real time.
Reduction in manual data entry
Faster quarterly reporting
Efficiency vs manual
One platform. Every stage of the deal.
From first OM to portfolio reporting, your team works from a single source of truth, shared across every stage and visible in real time.
Origination
Screen 2-5X more deals. Without adding headcount.
Built’s AI reads OMs and structures the data automatically, reducing manual entry by ~90%. Your analysts spend time on analysis, not data entry.
~90%
Reduction in manual data entry
Underwriting
Underwrite in Excel. Operate like an enterprise.
Forcing underwriters out of Excel creates friction and version control nightmares. Built Connect is a native Excel Add-In that pulls live data, comparables, and documents directly from the platform. Same workflow. Enterprise-grade data integrity.
~50%
Efficiency gain in tracking assumption changes
Asset Management
Asset-level visibility that doesn't require manual reporting.
Built tracks covenants, cash flow variances, concentration risk, and sponsor exposure across every active asset — updated in real time. No manual pulls. No stale data. No surprises at board review.
50-70%
Reduction in audit time
Portfolio Reporting
Portfolio reporting that generates itself.
IRR, concentration risk, FEMA exposure, and more. Generated from live platform data in minutes. The numbers your board sees match the numbers your team works from every day.
~70%
Reduction in quarterly reporting time
Your deals, on autopilot.
Built automates the work that slows CRE teams down, from manual data entry at intake to report assembly at quarter end.
Reporting
Pipeline performance, IRR tracking, FEMA exposure, and more. All generated from live data, no manual reporting or dashboard builds required.
Document Generation
Term sheets, credit memos, and IC materials AI-generated directly from deal data.
Rent Roll and Cashflow Spreading
Upload rent rolls and cashflows and get structured, spreadable data in minutes. Always current, always tied to the deal record.
Covenant Tracking
Every covenant monitored automatically. Breaches, trends, and headroom visible across your full portfolio.
Due Diligence Services
Order appraisals, environmental reports, and title searches directly in the platform. AI summarizes findings the moment the report lands.
Built seamlessly syncs with your Excel workflow.
Sync your data with Built to uncover insights and make more informed decisions
Frequently Asked Questions
Does Built replace Excel?
Does Built replace Excel?
No. Built Connect is a native Excel Add-In that keeps your underwriters in the spreadsheets they already use. The platform adds live data, version control, and document generation without changing their workflow.
How does the AI work? What is it trained on?
How does the AI work? What is it trained on?
Built is an AI-native platform, purpose-built for CRE lending — not a generic LLM applied to your data. It’s trained on more than $3 trillion in construction and CRE lending activity across 300+ lenders and 12 years of real deal data.
How long does implementation take?
How long does implementation take?
Most teams are live within a few weeks. Built’s implementation team handles data migration, integrations, and workflow configuration. Your team doesn’t need to build anything.
What integrations does Built support?
What integrations does Built support?
Built connects with major accounting, project management, and banking platforms. Your existing stack stays in place.
Is Deal Management built for our firm size?
Is Deal Management built for our firm size?
Deal Management serves private credit firms and lenders of all sizes. 17 of the top 25 US lenders run on Built. It scales from focused debt funds to multi-billion dollar portfolios.
What's the difference between Deal Management and Construction Loan Administration?
What's the difference between Deal Management and Construction Loan Administration?
Construction Loan Administration+ (CLA+) manages active CRE construction loans, designed to streamline the draws and inspection process. Deal Management covers the full CRE lending lifecycle for stabilized assets: origination, underwriting, asset management, and portfolio reporting. Many lenders use both.
Can we bring our existing pipeline data over?
Can we bring our existing pipeline data over?
Yes. Our implementation team works with you to migrate existing data into Built before you go live.
Can we track the deal lifecycle end-to-end?
Can we track the deal lifecycle end-to-end?
Yes. Deal Management covers origination through asset management and portfolio reporting. Pair it with Construction Loan Administration+ and you get full visibility into any loans in construction as well.
Can we evaluate sponsors and deals based on history + performance drift?
Can we evaluate sponsors and deals based on history + performance drift?
Yes. Built supports time series analysis so you can assess performance history against original underwriting assumptions. Rent roll and cash flow spreading at origination and throughout the loan lifecycle keeps evaluation continuous, not point-in-time.
Can we reduce manual intake for messy operating data?
Can we reduce manual intake for messy operating data?
Yes. AI extraction across offering memoranda, rent rolls, and cash flows reduces manual data entry by ~90%. Deal data is structured and accurate from day one.
Can the reporting match how our team actually slices pipeline and assesses portfolio growth?
Can the reporting match how our team actually slices pipeline and assesses portfolio growth?
Yes. Built includes 20+ out-of-the-box reports and dashboards covering the full CRE lifecycle. Teams that need more can add a Self-Service Report Creator license to build fully customizable reports and dashboards from live platform data.
Try Built Today
See what your portfolio looks like with full visibility.
Talk to our team and get a walkthrough built around your portfolio and workflow.