Solutions / Deal Qualification

Know in minutes, not weeks.

Every deal is checked against your credit box the moment it arrives. On-box deals move; off-box deals are flagged with the exact exception, so only the ones that need a human reach an analyst.

Credit Box Review1468 W 39TH ST
Qualified · 1 exception
Credit box · checks
Property type in eligible listOffice
LTV within policy68% ≤ 75%
DSCR above floor1.31x ≥ 1.25x
!Debt yield below floor8.4% < 9.0%
Decision
Qualified

One exception on debt yield routed to an analyst with the rule and threshold attached.

Minutes
To a credit-box decision
Hours saved
Per deal on qualification
Only off-box
Deals reach an analyst

01 · Credit-box check

Every deal, checked against your box

The instant a deal is created, CapitalMrkts checks property type, LTV, DSCR, and debt yield against your policy and shows exactly which tests pass.

Property type, LTV, DSCR, and debt yield tested on arrival
Each check shows the value against your threshold
On-box deals move forward without analyst time
Credit Box · Checks
Property type in eligible listOffice
LTV within policy68% ≤ 75%
DSCR above floor1.31x ≥ 1.25x

02 · Off-box flagging

Off-box deals, flagged on arrival

Deals outside the box are flagged with the specific rule they break and by how much, so an analyst sees the exception, not a blank file.

Exact rule and threshold attached to every flag
Eligible geography and property type checked
Exceptions routed straight to the right reviewer
Flagged · Lakeside IndustrialOutside box
!LTV exceeds maximum82% > 75%
!Property type not in boxSpecial-use
Geography eligibleTexas

03 · Pipeline

One pipeline from intake to decision

Every deal lives in one pipeline from the moment it arrives, with its credit-box status visible at a glance, so nothing waits in an inbox.

Intake to decision in a single view
Credit-box status on every deal
No parallel spreadsheets or email threads
Pipeline
1468 W 39th St · OfficeQualified
Cedar Mall · RetailIn review
!Lakeside IndustrialOff-box

04 · Configurable box

Tuned to your credit box

Set your own LTV, DSCR, and debt-yield floors and the property types you lend on. Every deal is measured against your policy, not a generic default.

Your LTV, DSCR, and debt-yield thresholds
Eligible property and facility types you choose
Change the box and every deal re-checks
Credit Box · Settings
75%
Max LTV
1.25x
Min DSCR
9.0%
Min yield
MultifamilyOfficeRetailIndustrialC&I Equipment+ Add

Everything you need to qualify faster

From intake to a credit-box decision, in one place.

Instant credit-box check

Every deal scored against your policy the moment it lands.

Off-box flagging

Exceptions surfaced with the exact rule and threshold.

One pipeline

Intake to decision in a single view, no spreadsheets.

Configurable box

Set your LTV, DSCR, debt-yield floors and eligible types.

Decision in minutes

Qualify or decline before an analyst opens the file.

Shared context

Everyone sees the same checks, flags, and rationale.

Our thesis

Most deals that reach an analyst never had a chance: they were always outside the box. When every deal is checked against your policy on arrival, your team spends its time on the deals worth underwriting, and tells everyone else no in minutes.

Qualify your next deal in minutes

Schedule a personalized demo and we will run a live deal against a sample credit box and show you the decision in front of you.