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Review a Shared Model

Follow the borrower's assumptions, funding, cash flow, and checks in the view they choose to share.

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Example pages selected by the borrower
  • Pro FormaIncluded
  • ReturnsIncluded
  • Capital stackIncluded

The borrower chooses the saved version, selected pages, and access. Other plans and private sections stay outside the shared view.

Start from the saved view.

A borrower chooses the pages and saved version to share.

Recipient / Open the saved viewIllustrative public read-only view
Pro FormaReturnsCapital stack
Base case / Saved version
Annual cash after interest$112,500
Total project cost
$2,500,000
Senior debt
$1,500,000
Equity
$1,000,000
Annual net operating income
$210,000
Annual interest
$97,500
Cash-on-cash
11.25%
Fictional 10,000-SF office example. Net operating income (NOI) is income after operating expenses. A simplified example with interest-only debt. It leaves out fees, taxes, principal payments, and changes over time.

Inspect the workbook.

A borrower with export access can send the live-formula Excel workbook for review. Inspect formulas and assumptions in the format your review requires.

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Questions about review.

Do I need a paid account to open a public link?

No. Public view links can be opened without a paid account. A public explore link from a Pro or Business owner also opens without a paid recipient seat; named guest access uses sign-in.

Can I comment or request changes in the shared view?

That is not promised in the launch sharing design. Review and communication tools will be described as they are released.

Explore sharing and accessTalk about a partnership