Underwriting and Workspace Controls
Review calculations, templates, debt, explanations, pins, and values or equations.
Review what each capability covers. Compare plans on Pricing for access and terms.
Monthly Calculations and Returns
Launch FeatureConnect project inputs to monthly cash flow and supported financial measures. Review IRR/XIRR, equity multiple, NOI, cash flow, DSCR, leverage, debt yield, NPV, and profit as applicable. Results depend on the inputs, calculation version, and enabled modules.
Explore the related workflow →Templates With a Useful Starting Point
Launch FeatureStart from a project template with labeled assumptions, or save your own template for work you repeat. Choose a structure suited to the project, review the starting assumptions, and enter the project facts. Organization templates give your team a consistent starting point while preserving the choices already made in existing projects.
Explore the related workflow →Loan Terms and Debt Service
Launch FeatureModel supported rates, payment structures, reserves, sizing, and payoff. Keep interest-only periods, amortization, caps/floors, and timing with the loan. Entered rates are distinct from future connected market data.
Explore the related workflow →Refinancing
Launch FeatureCompare loan replacement, payoff, and cash-out or cash-in assumptions. Connect the new loan's terms and start event to the existing debt. Review the effect on equity, cash flow, and returns.
Explore the related workflow →Explanations Beside the Numbers
Launch FeatureRead financial definitions, inspect calculations, and review alerts that identify changes and issues in the model. Open a term or result for context. Follow the equation and inputs behind a number, review checks that need attention, and see which values changed after an edit. Keep the explanation beside the work.
Explore the related workflow →Pin Frequently Used Inputs
Launch FeaturePin supported inputs beside Live Returns and adjust them without leaving the page you're reviewing. Keep recurring numeric and month assumptions close to the results. A pinned input edits the same underlying field in the model. Pin supported calculated values for read-only reference as well.
Explore the related workflow →Manual Value Overrides
Launch FeatureReplace a calculated result with a visibly marked value of your own. Keep Model's original calculation available, use the override downstream, and restore the standard result when needed. A manual value is distinct from a user equation.
Explore the related workflow →