Overview
The Enhanced Data Visibility and Insights features, introduced in the 2025 summer release for Deal Management, empower lenders with greater access to and control over data. Designed to support origination pipeline management and overall deal lifecycle visibility, these features improve the Portfolio and Deal Overview pages by adding more data, smarter filtering, groupings, and visual tools.
Portfolio Page Enhancements
Description
The Portfolio page now enables lenders to view and manage a significantly expanded dataset, apply refined filters, create groupings, and visualize geographic distributions. These improvements help lenders analyze portfolio composition and performance with more clarity.
Step-by-Step Instructions:
Step 1: Access the Portfolio Page
Navigate to the “Portfolio” tab in your Deal Management platform.
Step 2: Customize Data Columns
Use the column chooser to select from over 90 columns (including 30 new ones) such as funding source details and credit metrics.
Step 3: Use the Column Search Bar
Quickly locate desired columns by typing keywords into the new column search bar.
Step 4: Apply Advanced Filters
Filter portfolio data by key attributes like:
Fund
Deal risk rating
Primary source debt type
Primary source lending program
Step 5: Group and Subgroup Deals
Organize your data by grouping/subgrouping deals based on attributes such as:
Deal type
Status
Originator
Property type
Step 6: View Aggregated Metrics
Totals, averages, and weighted averages automatically display for each group, subgroup, and the full dataset.
Step 7: Explore the Geographic Visualization Map
Click the map tool to:
Interact with property locations
See common property types by color code
Apply boundary layers (city, county, MSA)
Note:
These enhancements are especially useful for origination pipeline management but add value across the entire deal lifecycle.