From deal intake to investor report — automated

Add a new deal to your pipeline. Enter the property, borrower, and loan request — CapitalMrkts takes it from there.

• Templated document request sent to the borrower automatically
• Borrower gets a branded upload portal — no email back-and-forth
• Deal appears in your pipeline with status tracking from day one

As the borrower uploads files, the platform validates, classifies, and renames every document in real time.

• AI classifies each file — rent rolls, tax returns, operating statements, entity docs
• Mismatches and missing items are flagged instantly
• Automated ticklers with escalating reminders keep borrowers on track
• Files are renamed to your naming conventions automatically

The moment documents land, AI extracts line items and builds a full income & expense spread across multiple periods.

• Gross revenue, vacancy, operating expenses, NOI — all extracted automatically
• DSCR, debt yield, and cash flow calculated across 2023, 2024, and T-12
• Guarantor information pulled and credit reports run in parallel
• Red flags and data anomalies surfaced before your analyst opens the file

The collaborative deal room keeps everyone on the same page — no more back-and-forth email loops between teams.

• Shared deal room with documents, notes, tasks, and activity history
• Credit team can review the pre-flight model and ask questions in-context
• Tasks assigned automatically based on deal stage and workflow rules
• Unlike rigid LOS systems, you configure workflows to match your actual business

Once a deal closes and enters your portfolio, CapitalMrkts keeps tracking it — covenants, reviews, doc requests, and compliance.

• Real-time covenant tracking with breach alerts
• Annual reviews, insurance renewals, and financial updates auto-assigned
• Portfolio health dashboards with stress and cash flow metrics
• Filter by state, loan type, or manager and assign tasks in bulk

Build a report template with exactly the fields your investors want. Hit generate and every loan gets a consistent, professional report.

• Drag-and-drop report builder — add, remove, or reorder blocks freely
• One click generates reports for every loan in your portfolio
• Consistent formatting and professional output every time
• Works for LP investor reports and bank syndication/participation partners