Transaction Database

Add New Transaction

Transaction ID *

Transaction Name/Title *

Class

Type

Status *

Realtor ID

Property ID

Assessment ID

Investor ID - Buyer

Investor ID - Seller

Listing Date

Expected Close

Actual Close

Date Closed/Lost

Listing Price

Sale Price

Commission Amount/%

Deal Source

Program ID

Lender ID

Title Company

Escrow Company

Buyer Agent

Documents/Links

Notes

ID	Name	Property	Status	Listing Price	Sale Price	Listing Date	Expected Close	Actions
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Assessment Database

Add New Assessment

Assessment ID *

Property ID *

Transaction ID

Assessment Date

Assessment Status

OM Document Link

Revenue

Gross Rent

Note Reference

Parking Income

Laundry Income

Storage/Pet Income

RUBS Income

Vacancy Factor %

Total Monthly Revenue (calc)

Total Yearly Revenue (calc)

Expenses

Property Tax Factor %

Property Tax Amount

Property Tax Levy

Insurance Factor %

Insurance Amount

Water/Sewer

Garbage

Gas/Electric

Combined Utilities

Janitorial

Landscaping

Mgmt OnSite Factor %

Mgmt OnSite Amount

Mgmt OffSite Factor %

Mgmt OffSite Amount

Repairs/Maintenance Factor %

Repairs/Maintenance Amount

Replacement Reserves Factor %

Replacement Reserves Amount

City Taxes

Miscellaneous

Total Yearly Expenses (calc)

Financing

Purchase Price/Value

LTV %

Down Payment

Initial Loan Amount

Interest Rate %

Lender Points

Lender Fees

Broker Points

Title/Escrow Costs

Misc Closing Costs

Metrics (Auto-Calculated)

Actual Loan Amount (calc)

Gross Operating Income (calc)

Operating Expenses Ratio % (calc)

Gross Income Multiplier (calc)

Net Operating Income (calc)

Monthly Debt Service (calc)

DSCR (calc)

CAP RATE % (calc or manual)

Notes (Referenced from fields above)

Note 01

Note 02

Note 03

Note 04

Note 05

Note 06

Note 07

Note 08

Note 09

Note 10

Note 11

Note 12

Note 13

Note 14

Note 15

General Notes

ID	Property	Date	Status	NOI	Cap Rate	DSCR	GIM	Actions
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Settings

County List Management

This list is used in all county dropdowns throughout the system (Property, Lender, homepage filters).

#	County Name	Used In	Actions
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