ONLINE HELP FOR USERS OF BACKSHOP SOFTWARE

The information in this section will help you make your enterprise more efficient and profitable using Backshop enterprise software.

INTRODUCTION

Introduction
Backshop overview
How to use Backshop

DEAL TASKS

Deal Tasks
Create a Deal
Find a Deal
Use Deal Dashboard
Create Executive Summary
Generate Deal Reports
Manage Workflow*
Banker Page

PROPERTY TASKS

Property Tasks
Enter a property
Find a property
Create operating statement
   Import multiple operating statements
   Create operating statement – Commercial
   Create operating statement – Multi
   Create operating statement – Hotel
Operating statement actions
Add rent roll
   Add rent roll – Commercial
   Expense reimbursements
   Add rent roll – Multi
Create stabilized cash flow
   Create stabilized cash flow – Commercial
   Create stabilized cash flow – Multi
   Create stabilized cash flow – Hotel
Create multi year cash flow
   Create multi year cash flow – Commercial
   Create multi year cash flow – Multi
   Create multi year cash flow – Hotel

LOAN TASKS

Loan Tasks
Size the deal
Set up note
Set up amortization

EQUITY TASKS

Equity Tasks
Establish borrower structure
Underwriting sources and uses

OTHER TASKS

Other Tasks
Run long form ASR
Upload documents
Manage documents
Track third party reports
Establish and manage covenants
Manage conditions
Closing sources and uses