Rachel Bingham

One of the unexpected benefits of adding your deals into TermSheet is that you are building your own comp sets with historical data that you can leverage going forward. We have updated comps to allow for more control when building “comp-sets” which allows you to select from all of your deals and save them as …

What’s New: More Control for Comp Sets Read More »

Dynamic Pipelines Currently when you add a new deal, you will add it to a specific pipeline, but this limits you when you would like to see all deals across all pipelines. For example if you would like to see all multifamily deals no matter which pipeline that were added to, you previously couldn’t do …

What’s New: Dynamic Pipelines and Sharing Capabilities Read More »

Loan Quotes  If you are a debt broker,  you need a place to manage and track your loan quotes received from different lenders. If you are an investor, managing your debt process you can use this module to track different quotes that you may have received from each lender. Tenants Module If you are a …

What’s New: Track Loan Quotes, Tenants, Dispositions Read More »

Generate documents: You can upload documents to an account folder and then within a deal you can now select ‘Generate Document’. This will allow you to select a docx/pdf which will then automatically fill and generate the document based on the data within the deal. Steps: Click into a deal Click the vertical dots on …

What’s New: File Organization and Document Creation Read More »

Control required fields by status: Users have been asking for the ability to maintain a set of fields that have to be filled out before moving a deal to a given status. You can control fields by status by going into admin -> Dropdowns and then within the Status dropdowns you can select which fields …

What’s New: Capabilities for Managing and Editing Custom Fields Read More »