All deals
New deal
Five fields decide what this mandate can produce. Answer them here, or paste the note and confirm what the parse read — both write the same validated record.
How this one starts
Transaction gate
Five fields. Closed, the deal can start producing; left open, it can produce nothing at all.
Selects the clause library and the lender set.
Drives the fee schedule and the comparable transactions.
Filters trends, case studies and lender appetite.
Sets the slide-5 map and the presence radius.
Cold enters at stage 1 with a deck; warm enters at stage 2 without one.
Client
The borrower this mandate is for. A deal cannot exist without one.
Lead advisor
Owns the mandate, and is the advisor slide 11 introduces.