Beta

Finance Plan: Underwriting Software for Lenders & Funds

For lenders, funds, and family offices that require an underwriting lens over development projects.

Best For

Pipeline review and triage

Credit/risk-oriented analysis

Evidence-aware deal assessment

Included Capabilities

Finance dashboard and deal pipeline

Manage deal flow with lender-focused metrics, risk signals, and pipeline visibility

Underwriting workspace on shared project data

Review development appraisals from an underwriting perspective without rebuilding data

Policy/risk signal support

Layer credit policy and risk indicators over development projects for faster triage

Evidence and governance workflow foundations

Track evidence quality, borrower submissions, and governance requirements in one place

Availability Status

Core finance workflows are live in beta, with expanded credit pack and portfolio monitoring enhancements in roadmap delivery.

Finance Workflow Benefits

Faster Deal Review

Triage opportunities faster with risk-oriented metrics and automated compliance checks

Shared Context

Work from the same project baseline as developers, no data re-keying required

Better Governance

Improve audit trails, evidence quality, and committee-ready outputs

Request Finance Access

See how finance workflows reduce friction between development and capital teams