Tools & Dashboards · Forthcoming Q4 2026
Deal Screening Dashboard
The first surface for an inbound deal. Triage by asset class, geography, sponsor, and credit-box fit. Auto-scores against your lender box; flags missing info; suggests next steps.
A. Best for
- Private lenders
- Debt funds
- Family-office credit desks
B. What it tracks
- Inbound queue with intake date and source
- Credit-box fit score (0–100)
- Missing info flags
- Suggested next step (proceed / pass / request more)
- Sponsor history if known
- Pipeline-stage progression
C. Inputs & outputs
Inputs you provide
- Deal brief or OM
- Sponsor name
- Asset class
- Loan request
Output formats
- HTML dashboard
- XLSX pipeline export
- Markdown screening memo per deal
D. Pair with your AI CRE team
The dashboard is the surface; the agents and skills are what fill it. Add these to your stack in the Company Builder.
Agents (2)
- Credit Analyst
- CRE Chief of Staff
Skills (3)
- Loan Sizing
- Debt Yield / DSCR Calculator
- Sponsor Diligence
Data products (2)
- UW Workbook
- Sponsor Registry
- Model-agnostic. Use with Claude, ChatGPT, Gemini, or any reasoning model that fills the data source.
- No platform lock-in. HTML and React-ready versions ship as portable files — embed in Notion, internal portals, or static hosting.
- Human review required. The dashboard surfaces outputs the team has produced; the team produces — you review before any output leaves the firm.
- Included by plan. Dashboards come with the Analyst Desk plan and up, or add a single surface for $19/mo. Updates ship continuously while on payroll.
Add to your stack
Bundle with the agents that fill it.
A dashboard without the team that fills it is a static template. Open the Company Builder, add the Credit Analyst agent, the Loan Sizing skill, and this dashboard — three SKUs, one workflow.