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Deal Pre-Screen

Enter five numbers. Get LTV, DSCR, and an instant policy pass/fail — before you commit analyst time to a deal that won't clear.

THE PROBLEM

What slows loan officers down on every deal

These aren't technology gaps. They're time gaps — hours lost before a single document is spread.

Speed is how you lose deals — not rate

Your borrower is talking to three banks simultaneously. You need 4–5 days to give a real answer because your analysts are backed up. The competing bank said yes in two days.

"We lost a $3M deal last quarter to a smaller bank. Same rate. They just moved faster."
Policy exceptions discovered three weeks too late

The deal goes through a full underwriting cycle. Right before approval, someone notices LTV is 73% against a 70% policy max. Now you need a waiver, the borrower is frustrated, and the timeline slips two weeks.

"That exception should have been flagged on day one. We knew the numbers. Nobody ran the check."
Analyst hours spent on deals that were never viable

Every deal that doesn't clear policy still costs 2–3 hours of analyst time before anyone realizes it was never going to work. That's time pulled from deals that could have closed.

"My analyst spent half a day spreading a deal the loan officer should have killed on the phone."
HOW WE SOLVE IT

A policy-checked answer before the call ends

Enter five numbers. Your bank's lending rules do the rest — instantly.

Answer the borrower on the call

Enter property type, purchase price, loan amount, estimated NOI, rate, term, and amortization. Get LTV, DSCR, and debt yield in seconds — before you've committed analyst time.

Your policy, checked automatically

Your bank loads its lending rules once — LTV limits by property type, DSCR floors, debt yield minimums. Every pre-screen runs against those rules. Result: "Clears policy" or "LTV exception needed — currently 73%, policy max 70%."

Know what needs to change — not just that it failed

If a deal doesn't clear, you see exactly why and by how much. Maximum loan at this NOI. Minimum NOI to hit the DSCR floor. The numbers to restructure the deal, not just a rejection.

BEFORE / AFTER

The difference on every deal

Without Deal Pre-Screen
  • Loan officer runs mental math or opens Excel — 10+ minutes, no policy check
  • Policy exceptions discovered three weeks into underwriting — too late to avoid the waiver process
  • Analyst time spent on deals that were never viable
  • Answer to borrower: "Let me get back to you" — days later
  • Non-starters advance into full underwriting, consuming credit committee time
With Deal Pre-Screen
  • Enter 5 numbers — LTV, DSCR, and debt yield calculated in 30 seconds
  • Policy rules checked automatically — exceptions flagged before analyst time is committed
  • Non-starters identified on the phone call, not after three weeks of work
  • Answer to borrower: on the same call — "bring me the package" or "let's talk about the price"
  • Only viable deals enter underwriting — analysts spend time on deals that will close
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