Dashboard
Pipeline and portfolio overview
AI Inbox
21 need actionAll caught up — no unread messages
Deal Pipeline
Active Pipeline
$51.3M
13 active deals
Closed YTD
$13.3M
3 deals funded
Conversion Rate
69%
Screening → Term Sheet+
Pending Review
4
21 submissions need info
Stage Distribution
Stalled Deals
Vega — Mesa Garden Apts
DD & Loan Docs · 122d
Whitfield — Colorado Springs Retail
Soft Quote · 119d
Pacific Bridge — Oakland Apts
DD & Loan Docs · 118d
Summit — Austin East Side Flip
Screening · 117d
Loan Portfolio
Total AUM
$0
0 active loans
Weighted Avg Rate
0.00%
Portfolio yield
Maturing ≤90 Days
0
None
Exceptions
0
0 past due · 0 high LTV
Portfolio Mix by Property Type
Loan Watchlist
No loans flagged