Solutions / Underwriting

Loan memos that write themselves.

Statements spread to a standard chart of accounts the moment they land, every ratio recalculates live, and a credit-committee memo is generated from the spread in a single click.

Underwriting WorkspaceAUTO-SPREADING
T-12 ▾Generate memo
Income & expense spread · 1468 W 39th St
Effective gross income$2.08M
Operating expenses$0.85M
Net operating income$1.23M
Annual debt service$0.80M
Replacement reserves$21K
Computed metrics
1.54x
DSCR
9.8%
Debt yield
68%
Loan-to-value
$1.23M
NOI
Hours, not days
Cut from underwriting timelines
1 click
Memo generated from the spread
Every metric
Calculated automatically

01 · Auto-spreading

Spreads build themselves

Drop in a T-12 or operating statement and CapitalMrkts maps it to a standard chart of accounts, line by line, so a rent roll and a P&L underwrite the same way every time.

Operating statements spread to a standard chart
Trailing periods and rent rolls normalized
Every line traceable back to its source document
Auto-Spreading · Operating Statement
Gross potential rent$2.21M
Vacancy & credit loss($0.13M)
Effective gross income$2.08M
Total operating expenses$0.85M
Net operating income$1.23M

02 · Instant metrics

Every metric, calculated for you

DSCR, debt yield, loan-to-value, and break-even occupancy recompute the instant the spread changes, with the cash-flow waterfall built in, so there is nothing left to key into a calculator.

DSCR, debt yield, and LTV recomputed live
Cash-flow waterfall from EGI to cash flow after debt
Break-even occupancy and stress sensitivities
Cash-Flow Waterfall
1.54x
DSCR
9.8%
Debt yield
68%
LTV

03 · Memo generation

A credit memo in one click

When the spread is set, generate a credit-committee memorandum that pulls the metrics, collateral, and narrative into your house format, ready to send to committee.

Credit-committee memo built from the spread
Mapped to your house format and sections
Exports for committee and the loan file
Credit Committee MemorandumReady
FacilityAcquisition Loan
Amount$2,500,000
DSCR / Debt yield1.54x / 9.8%
Collateral1468 W 39th St

Everything you need to underwrite faster

From the first statement to the committee memo, in one workspace.

Auto-spreading

T-12 and operating statements spread to a standard chart.

Instant metrics

DSCR, debt yield, LTV, and break-even recomputed live.

Memo generation

A credit-committee memo built from the spread in one click.

Document collection

Outstanding items requested and chased automatically.

Your template

Map the spread and memo to how your shop underwrites.

CRE and C&I

One workspace across every collateral and facility type.

Our thesis

Underwriting time is mostly re-keying: the same income, expenses, and metrics typed into a spreadsheet, then again into a memo. When the spread is the source of truth and the metrics and memo flow from it, a deal that took days takes hours.

Underwrite your next deal in hours

Schedule a personalized demo and we will spread a live statement, compute the metrics, and generate a committee memo in front of you.