Overview

Dealpath for Debt is a commercial real estate (CRE) loan origination and portfolio management platform. It empowers lenders and debt investors to centralize all loan‑related data—sourcing, underwriting, approvals, and portfolio health—within a unified, cloud‑based system. With a structured workflows approach, automated term sheet and credit memo creation, covenant monitoring, and collaboration tools, parties across the loan lifecycle stay aligned, compliant, and efficient from start to finish.

Features and Capabilities

• Data Centralization & Intelligence: Consolidate loan and market data in a single cloud database, utilizing real‑time analytics and dashboards to monitor pipeline and portfolio health.
• Pipeline Management & Sourcing: Capture every deal, track key metrics (e.g., loan terms), screen incoming opportunities, and generate term sheets automatically.
• Underwriting & Due Diligence Workflows: Compare underwriting models, design repeatable due diligence workflows, ingest broker data automatically with AI, and identify risks early.
• Approval & Credit Memo Generation: Create, share, and record credit memos; manage approval processes; and memorialize closing details in an auditable log.
• Portfolio Monitoring & Covenant Tracking: Customize dashboards for real‑time analysis of portfolio metrics like DSCR, debt yield, and LTV; stay on top of covenant breaches.
• Collaboration & Auditability: Communicate within the platform with internal and external stakeholders; assign tasks with visibility and gain an audit trail for compliance.
• Agency Lending Support: Enforce stringent GSE diligence items (e.g., Fannie, Freddie, HUD), approval gates, and a robust audit history to satisfy regulatory requirements.