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.

COMMERCIAL REAL ESTATE LOAN ORIGINATION SOFTWARE

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
Dealpath for Agency Lending​

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
Automate Data Entry

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
Leverage Customizable Reporting

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
Scale Operational Efficiency

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
Streamline Collaboration​

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
Improve Underwriting Assumptions​

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
Document Details​

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

Get a personalized demo of Dealpath from one of our experts