Overview
The Deal Overview page has been updated to provide enhanced visibility into deal-level information. These improvements help lenders, asset managers, and executives better understand property details, credit metrics, and key deal terms with streamlined access to photos, widgets, and reporting tools. This guide walks through the key features and how to use them.
Viewing and Managing Property Photos
Description
The Deal Overview page now surfaces property photos front and center, offering a more comprehensive visual of the property. Users can manage these photos to improve clarity and reporting consistency.
Step-by-Step Instructions:
Step 1: Navigate to the Deal Overview page.
Step 2: Locate the property photo gallery section.
Step 3: Click on a photo to view it in full size.
Step 4: Select a photo to set it as the cover photo for the deal.
Step 5: Apply reporting labels to each photo so they appear correctly in downstream reports.
Note:
Choose high-quality images that showcase property conditions and amenities clearly. Labels help ensure the right photos appear in stakeholder-facing reports.
Customizing Key Metrics in Widgets
Description
Widgets within the Deal Overview page now display key-value pairs, including enhanced operational and credit metrics. Users can customize which metrics appear and in what order.
Step-by-Step Instructions:
Step 1: Scroll to the metrics widget on the Deal Overview page.
Step 2: Click on the settings icon or menu within the widget to manage metric visibility.
Step 3: Add or remove metrics, including new options like last dollar metrics.
Step 4: Reorder the metrics to suit your preferences.
Step 5: Save your display preferences as a “Saved View.”
Step 6: Share the Saved View with your organization if desired.
Note:
Shared Saved Views allow consistent viewing experiences across teams and help standardize reporting.
Field-Level Controls and Primary Source Details Widget
Description
New field-level controls have been added to both the deal details widget and a new widget titled “Primary Source Details.” These offer granular control over data visibility and highlight essential terms for main debt sources.
Step-by-Step Instructions:
Step 1: Access the Deal Details widget.
Step 2: Use field-level controls to adjust visibility and data inputs as needed.
Step 3: Locate the “Primary Source Details” widget.
Step 4: Review loan terms and pricing for the main debt source in the capital stack.
Note:
These enhancements are part of the summer release and are available to all CLA Plus and Deal Management lenders.
By utilizing these updated tools within the Deal Overview page, users gain clearer, more actionable insights, improving decision-making and reporting efficiency.