Lender Outreach Planner
Qualify a deal by lender category and produce a ranked outreach list with expected terms.
★ 105 on GitHub1 downloadAdded Jul 26, 2026v1.3.0
ScreenedQualify a deal by lender category and produce a ranked outreach list with expected terms.
★ 105 on GitHub1 downloadAdded Jul 26, 2026v1.3.0
ScreenedNormalize competing lender quotes onto one basis and rank the top options with risks.
★ 105 on GitHub1 downloadAdded Jul 24, 2026v1.3.0
ScreenedTurn a chosen lender quote into a full draft term sheet with final metrics, reserves, costs, and conditions.
★ 105 on GitHub1 downloadAdded Jul 26, 2026v1.3.0
ScreenedNormalize competing offers and recommend accept, level, BAFO, or hold backups.
★ 105 on GitHub1 downloadAdded Jul 26, 2026v1.3.0
ScreenedControl buyer access, qualification, tours, and Q&A once the listing is live.
★ 105 on GitHub1 downloadAdded Jul 26, 2026v1.3.0
ScreenedRun a disciplined seller-side kickoff before any BOV, proposal, or marketing work starts.
★ 105 on GitHub1 downloadAdded Jul 26, 2026v1.3.0
ScreenedBuild a seller-side pricing opinion that frames value and strategy without posing as an appraisal.
★ 105 on GitHub1 downloadAdded Jul 26, 2026v1.3.0
ScreenedNormalize senior, bridge, mezz, pref, and JV term sheets onto one comparable set of numbers.
★ 105 on GitHub1 downloadAdded Jul 26, 2026v1.3.0
ScreenedBrief the seller on what to hold, what to trade, and what needs counsel.
★ 105 on GitHub1 downloadAdded Jul 26, 2026v1.3.0
ScreenedTrack every closing condition across title, financing, legal, and insurance to a GO / NOT READY call.
★ 105 on GitHub1 downloadAdded Jul 26, 2026v1.3.0
ScreenedReview loan documents against the term sheet and surface every covenant worth negotiating.
★ 105 on GitHub1 downloadAdded Jul 24, 2026v1.3.0
ScreenedFind the lender categories, sizing constraints, and reserve requirements an office asset will face.
★ 105 on GitHub0 downloadsAdded Jul 26, 2026v1.3.0
ScreenedWrite the committee memo for an office acquisition, refinance, recap, or hold/sell call.
★ 105 on GitHub0 downloadsAdded Jul 26, 2026v1.3.0
ScreenedAssess office tenant durability, industry exposure, and space dependence for downside risk.
★ 105 on GitHub0 downloadsAdded Jul 26, 2026v1.3.0
ScreenedReview a purchase and sale agreement clause by clause and track every deadline it creates.
★ 105 on GitHub0 downloadsAdded Jul 26, 2026v1.3.0
ScreenedDrive a signed deal to closing with a milestone timeline, issues tracker, and responsibility matrix.
★ 105 on GitHub0 downloadsAdded Jul 26, 2026v1.3.0
ScreenedWrite the committee memo behind a refinance, extension, workout, recap, sale, or hold decision.
★ 105 on GitHub0 downloadsAdded Jul 26, 2026v1.3.0
ScreenedReconcile effective vs face rent under active concessions and reforecast the stabilization date.
★ 105 on GitHub0 downloadsAdded Jul 26, 2026v1.3.0
ScreenedDraft the teaser and OM framework for a U.S. investment sales process, with confidentiality logic built in.
★ 105 on GitHub0 downloadsAdded Jul 26, 2026v1.3.0
ScreenedParse any T12 operating statement into clean revenue, expense, NOI, and per-unit figures.
★ 105 on GitHub0 downloadsAdded Jul 26, 2026v1.3.0
ScreenedFind and rank the NOI levers at a stabilized property, quick wins separated from long plays.
★ 105 on GitHub0 downloadsAdded Jul 26, 2026v1.3.0
ScreenedCompare hold, refi-and-hold, sell now, and sell at stabilization on one IRR basis.
★ 105 on GitHub0 downloadsAdded Jul 26, 2026v1.3.0
ScreenedProduce LP-ready variance analysis that classifies every material variance and looks forward.
★ 105 on GitHub0 downloadsAdded Jul 26, 2026v1.3.0
ScreenedSynthesize the quarter into a publication-ready QAR memo for LPs and committee pre-read.
★ 105 on GitHub0 downloadsAdded Jul 26, 2026v1.3.0
ScreenedAnalyze A/R aging, size a defensible bad-debt reserve, and prescribe actions that match state law.
★ 105 on GitHub0 downloadsAdded Jul 26, 2026v1.3.0
ScreenedValidate a rent roll — in-place vs market, loss-to-lease, and economic vs physical occupancy.
★ 105 on GitHub0 downloadsAdded Jul 26, 2026v1.3.0
ScreenedRun 27 permutations on the base case and rank which assumptions actually drive the outcome.
★ 105 on GitHub0 downloadsAdded Jul 26, 2026v1.3.0
ScreenedScore tenant quality across a property and feed it into the underwriting risk assumptions.
★ 105 on GitHub0 downloadsAdded Jul 26, 2026v1.3.0
ScreenedVerify who stands behind a CRE loan: liquidity, net worth, contingent liabilities, and global DSCR.
★ 105 on GitHub0 downloadsAdded Sep 26, 2026v1.0.0
ScreenedFind the title defects, liens, easements, and encroachments that can break a deal.
★ 105 on GitHub0 downloadsAdded Jul 26, 2026v1.3.0
ScreenedPosition the asset in its submarket on comps, supply pipeline, demand drivers, and cycle position.
★ 105 on GitHub0 downloadsAdded Jul 26, 2026v1.3.0
ScreenedParse any rent roll — Excel, CSV, or PDF — into clean structured underwriting data.
★ 105 on GitHub0 downloadsAdded Jul 24, 2026v1.3.0
ScreenedScreen a new CRE loan request, size it under every test, and return pursue, restructure, or decline.
★ 105 on GitHub0 downloadsAdded Sep 26, 2026v1.0.0
ScreenedRank pref equity, mezz, bridge, note purchase, DPO, and sale against each other on cost, control, and certainty.
★ 105 on GitHub0 downloadsAdded Jul 26, 2026v1.3.0
ScreenedRun estoppel collection for a whole property and flag discrepancies against the rent roll.
★ 105 on GitHub0 downloadsAdded Jul 26, 2026v1.3.0
ScreenedDiagnose an approaching loan maturity and get a dated action plan before it becomes a fire.
★ 105 on GitHub0 downloadsAdded Jul 24, 2026v1.3.0
ScreenedDiagnose a troubled CRE loan, compare every workout path on net recovery, and write the action plan.
★ 105 on GitHub0 downloadsAdded Sep 26, 2026v1.0.0
ScreenedDraft a lender credit approval memo that an approver, loan review, and an examiner can all follow.
★ 105 on GitHub0 downloadsAdded Sep 26, 2026v1.0.0
ScreenedReview a CRE appraisal for compliance and reasonableness, reconcile it to underwriting, and accept or return it.
★ 105 on GitHub0 downloadsAdded Sep 26, 2026v1.0.0
ScreenedBuild an office model where downtime, TI, LC, and free rent are explicit, not buried.
★ 105 on GitHub0 downloadsAdded Jul 26, 2026v1.3.0
ScreenedRun retain-vs-replace economics on every expiring lease and recommend unit by unit.
★ 105 on GitHub0 downloadsAdded Jul 26, 2026v1.3.0
ScreenedBuild the update package that gets a servicer, special servicer, or rescue-capital provider to a decision.
★ 105 on GitHub0 downloadsAdded Jul 26, 2026v1.3.0
ScreenedBuild a next-year operating budget where every line traces to a benchmark or a rent-roll input.
★ 105 on GitHub0 downloadsAdded Jul 26, 2026v1.3.0
ScreenedTrack value-add execution against the underwriting before slippage becomes a capital-stack problem.
★ 105 on GitHub0 downloadsAdded Jul 26, 2026v1.3.0
ScreenedPull property characteristics, deal terms, and financial highlights out of an OM or flyer.
★ 105 on GitHub0 downloadsAdded Jul 26, 2026v1.3.0
ScreenedAbstract office leases for rent, recoveries, TI, options, and assignment rights.
★ 105 on GitHub0 downloadsAdded Jul 26, 2026v1.3.0
ScreenedPlace an office asset in its submarket and on the right side of the flight to quality.
★ 105 on GitHub0 downloadsAdded Jul 26, 2026v1.3.0
ScreenedBenchmark every expense line and produce the adjusted schedule underwriting should actually use.
★ 105 on GitHub0 downloadsAdded Jul 26, 2026v1.3.0
ScreenedSize a construction loan on every test and find the lender type that fits the deal
0 downloadsAdded Sep 29, 2026v1.0.0
ScreenedMeasure a CRE loan book against concentration thresholds, stress it, and turn the results into limits.
★ 105 on GitHub0 downloadsAdded Sep 26, 2026v1.0.0
ScreenedTest a closed CRE loan against its covenants and triggers, then add, retain, or remove it from the watchlist.
★ 105 on GitHub0 downloadsAdded Sep 26, 2026v1.0.0
ScreenedRun the periodic review of an existing CRE loan and confirm or change its risk rating.
★ 105 on GitHub0 downloadsAdded Sep 26, 2026v1.0.0
ScreenedSize the real gap between an all-in payoff and what a new loan will actually support.
★ 105 on GitHub0 downloadsAdded Jul 26, 2026v1.3.0
ScreenedAudit a sponsor's development budget before it becomes your loan amount
0 downloadsAdded Sep 29, 2026v1.0.0
ScreenedReview the GC contract and each change order the way an owner's rep and lender should
0 downloadsAdded Sep 29, 2026v1.0.0
ScreenedAbstract industrial leases for economics, operating obligations, and transfer rights.
★ 105 on GitHub0 downloadsAdded Jul 26, 2026v1.3.0
ScreenedCompile all diligence and underwriting into one committee document with a clear recommendation.
★ 105 on GitHub0 downloadsAdded Jul 26, 2026v1.3.0
ScreenedTest whether lease-up really gets a bridge or construction loan to its takeout
0 downloadsAdded Sep 29, 2026v1.0.0
ScreenedJudge industrial tenant quality, concentration, and how durable those leases really are.
★ 105 on GitHub0 downloadsAdded Jul 26, 2026v1.3.0
ScreenedPrice each month of construction delay against the loan maturity and interest reserve
0 downloadsAdded Sep 29, 2026v1.0.0
ScreenedTest a land deal's zoning, entitlement path and site risks before you lend on it
0 downloadsAdded Sep 29, 2026v1.0.0
ScreenedWrite a committee-ready memo for an industrial acquisition from the full workstream set.
★ 105 on GitHub0 downloadsAdded Jul 26, 2026v1.3.0
ScreenedAnalyze an industrial roster for WALT, rollover concentration, and release risk.
★ 105 on GitHub0 downloadsAdded Jul 26, 2026v1.3.0
ScreenedRead an office stacking plan for occupancy, WALT, rollover, and floor-by-floor exposure.
★ 105 on GitHub0 downloadsAdded Jul 26, 2026v1.3.0
ScreenedModel office expirations, renewal probability, downtime, and re-leasing economics.
★ 105 on GitHub0 downloadsAdded Jul 26, 2026v1.3.0
ScreenedIdentify which lender categories and structures actually fit an industrial deal.
★ 105 on GitHub0 downloadsAdded Jul 26, 2026v1.3.0
ScreenedDetermine required coverage, verify lender compliance, and bind everything before closing.
★ 105 on GitHub0 downloadsAdded Jul 26, 2026v1.3.0
ScreenedClassify every title exception as permitted or objectionable and draft the objection letter.
★ 105 on GitHub0 downloadsAdded Jul 26, 2026v1.3.0
ScreenedBuild the closing document checklist and outline every transfer document by jurisdiction.
★ 105 on GitHub0 downloadsAdded Jul 26, 2026v1.3.0
ScreenedModel an industrial acquisition with real lease structure, rollover, downtime, TI, and LC.
★ 105 on GitHub0 downloadsAdded Jul 26, 2026v1.3.0
ScreenedReview Phase I scope, surface recognized environmental conditions, and decide what else to test.
★ 105 on GitHub0 downloadsAdded Jul 26, 2026v1.3.0
ScreenedAssess readiness for CMBS watchlist, maturity default, servicing transfer, or workout talks.
★ 105 on GitHub0 downloadsAdded Jul 26, 2026v1.3.0
ScreenedBuild a closing settlement statement where sources equal uses to the penny.
★ 105 on GitHub0 downloadsAdded Jul 26, 2026v1.3.0
ScreenedMatch a retail asset to the lenders that will quote it, find the controlling test, and name the structure.
★ 105 on GitHub0 downloadsAdded Sep 27, 2026v1.0.0
ScreenedSort an unlabeled pile of deal documents, extract the key data, and flag what is missing.
★ 105 on GitHub0 downloadsAdded Jul 26, 2026v1.3.0
ScreenedBuild a 5-year pro forma and return metrics from due diligence data.
★ 105 on GitHub0 downloadsAdded Jul 26, 2026v1.3.0
ScreenedTurn pricing and process work into the seller-facing proposal that wins the engagement.
★ 105 on GitHub0 downloadsAdded Jul 26, 2026v1.3.0
ScreenedMap every anchor and co-tenancy clause, model the dark-anchor cascade, and rate the risk.
★ 105 on GitHub0 downloadsAdded Sep 27, 2026v1.0.0
ScreenedAssess industrial building condition and translate it into CapEx and re-lease risk.
★ 105 on GitHub0 downloadsAdded Jul 26, 2026v1.3.0
ScreenedRebuild a retail center’s recoverable expense pool lease by lease and test the underwritten recoveries.
★ 105 on GitHub0 downloadsAdded Sep 27, 2026v1.0.0
ScreenedBuild a realistic extension, modification, or workout strategy for a stressed loan.
★ 105 on GitHub0 downloadsAdded Jul 24, 2026v1.3.0
ScreenedTurn condition data into a deferred-maintenance and CapEx number the capital plan can use.
★ 105 on GitHub0 downloadsAdded Jul 26, 2026v1.3.0
ScreenedEvaluate an industrial submarket on demand, supply, logistics position, and subtype fit.
★ 105 on GitHub0 downloadsAdded Jul 26, 2026v1.3.0
Screened