COMMERCIAL REAL ESTATE LOAN ORIGINATION SOFTWARE

Dealpath for Debt

Dealpath enables CRE lenders and debt investors to manage their loan and origination pipelines, execute on complex debt deals, and track their loan portfolios.

Your Source of Truth Throughout the Loan Lifecycle

Centralize Data and Unlock Insight

Consolidate loan data and market intelligence in a centralized database and leverage it through reports that provide actionable insight into your loan pipeline and portfolio.

Accelerate Deal Execution

Turn complex processes into repeatable workflows that help you collaborate with your team from sourcing to underwriting, build operational efficiencies, and close on competitive timelines.

Refine Underwriting and Mitigate Risk

Surface potential issues earlier in the underwriting process by tapping into your proprietary database to validate loan underwriting assumptions, and monitor the health of your portfolio.

Execute More Efficiently Across the Loan Lifecycle

From sourcing to portfolio management, Dealpath helps CRE lenders make better decisions and keep their debt pipelines moving.

Sourcing & Origination

Screen incoming debt deals and track your origination pipeline.

Capture every debt deal that crosses your desk, track key loan metrics, including terms for different loan types, and automatically generate term sheets.

Underwriting & Due Diligence

Compare underwriting models and manage complex workflows.

Leverage a database of market intelligence, compare underwriting models for different scenarios, and execute repeatable due diligence processes.

Approval & Closing

Generate credit memos and record closing details.

Expedite decisions by creating and sharing credit memos, requesting and recording approvals, and memorializing information for downstream teams.

Portfolio Management

Monitor your portfolio health and track loan covenants.

Customize dashboards to analyze your portfolio and monitor covenants including DSCR, debt yield, and LTV ratio.

Dealpath for Agency Lending

Dealpath can help you comply with requirements from government-sponsored enterprises (GSEs) by organizing deal data and rigorously enforcing due diligence processes.

Streamline the fulfillment of specific Fannie, Freddie and HUD diligence items
Require approvals for the completion of specific tasks
Create an audit trail of deal data and key decisions

A Suite of Tools Built for the Debt Lifecycle

Automate Data Entry

Save your team critical time

Extract data from broker listings and incoming debt opportunities
Ingest new loan requests via automation, combined with human review
Capture data that otherwise would have been omitted

Leverage Customizable Reporting

Gain insight into the metrics you care about

Keep track of potential debt deals with pipeline reporting
See the health of your funded loans with portfolio reporting
Slice and dice by deal status, market, loan type, and more to identify trends

Scale Operational Efficiency

Streamline deal execution

Create repeatable workflows for each stage of the deal
Assign tasks to team members, track due dates, and create dependencies
Add files to relevant tasks so everyone has visibility

Streamline Collaboration

Reduce inefficient emails and meetings

Ensure everyone is working from the latest information
Discuss deal data and due diligence tasks with colleagues
Collaborate with third parties, including sponsors, directly in Dealpath

Improve Underwriting Assumptions

Quickly determine if a deal pencils

Drag and drop models and pro formas into Dealpath
Compare underwriting models for different scenarios
See which deals meet your target risk profile

Document Details

Memorialize decisions and comply with requirements

Create an audit log of who made changes when
Require approvals for the completion of certain tasks
Automatically generate an approval log of dates and approvers

Why CRE Debt Firms Choose Dealpath

Dealpath is the database T2 needed to track deals we’re looking at, deals we own, and all of the files, communications, and other details related to them. It’s not just a checklist manager, a calendar, or a report builder — it’s all of those things. That Dealpath can accomplish all of that, while simultaneously tracking interest rates on loans, notes from borrowers, and building reports is what makes it the right tool for us.

Aaron Tink

Portfolio ManagementT2 Capital Management