Portfolio Columns, Filtering, and Property Map

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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.