Every deal starts with basic property information. This creates the foundation for lender matching and outreach.
What You'll Enter
- Property address
- Asset type and subtype
- Property name (optional)
- Basic property details
Step-by-Step Instructions
1
Click Create Deal
From your dashboard, click the Create Deal button in the top navigation.
2
Enter Property Address
Start typing the property address. Select the correct address from the autocomplete suggestions.
3
Confirm Location
Verify the property location on the map. You can drag the pin to adjust if needed.
4
Select Asset Type
Choose your property type: Multifamily, Office, Retail, Industrial, Land, Hospitality, Mixed-Use, or Specialty.
5
Select Subtype
Choose the specific subtype that matches your property. Options vary by asset type (e.g., Garden-style, Mid-rise, High-rise for Multifamily).
6
Add Property Name (Optional)
Give your deal a recognizable name (e.g., "Sunset Apartments").
7
Enter Property Details
Fill in basic details: Year built, Year renovated (if applicable), Number of units / Square footage, and Current occupancy.
8
Save & Continue
Click Save & Continue to proceed to the next step.
Why Asset Type Matters
Accurate asset typing improves lender matching. Different lenders specialize in different property types—a bank might love garden-style multifamily but not hotels.