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Deal Management

Simplify your contact management experience with our centralized directory solution. Discover how to effortlessly organize all your external contacts in one place while uncovering valuable insights about each individual and organization.

Here, you’ll learn how to manage your commercial real estate deals smoothly, from start to finish. We cover everything, from creating deals and updating statuses to creating and managing capital stacks, draw schedules, stakeholders, property details, orders, documents, comments, covenants, and transactions.

Draw Management

Organization Settings

Here, you'll find all you need to handle draw requests for your commercial real estate projects. Learn to create, transfer, and manage draws effortlessly. From editing draw requests to processing disbursements and approvals, we've got straightforward guides to help you every step of the way.

Here, you'll discover how to customize and administer your platform to suit your organization's needs. From managing users and their roles to customizing draw workflows and field configurations, we've got you covered.

Portfolio Management

Here, you'll unlock the power to take action and gain insights across your entire portfolio. Discover how to efficiently manage your portfolio, enabling you to make informed decisions and drive success. Whether it's analyzing performance, optimizing asset allocation, or mitigating risks, we've got you covered.

	Contact Management			Deal Management
	Simplify your contact management experience with our centralized directory solution. Discover how to effortlessly organize all your external contacts in one place while uncovering valuable insights about each individual and organization.			Here, you’ll learn how to manage your commercial real estate deals smoothly, from start to finish. We cover everything, from creating deals and updating statuses to creating and managing capital stacks, draw schedules, stakeholders, property details, orders, documents, comments, covenants, and transactions.
	Draw Management			Organization Settings
	Here, you'll find all you need to handle draw requests for your commercial real estate projects. Learn to create, transfer, and manage draws effortlessly. From editing draw requests to processing disbursements and approvals, we've got straightforward guides to help you every step of the way.			Here, you'll discover how to customize and administer your platform to suit your organization's needs. From managing users and their roles to customizing draw workflows and field configurations, we've got you covered.
	Portfolio Management
	Here, you'll unlock the power to take action and gain insights across your entire portfolio. Discover how to efficiently manage your portfolio, enabling you to make informed decisions and drive success. Whether it's analyzing performance, optimizing asset allocation, or mitigating risks, we've got you covered.

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