Online Help for Users of Backshop Software
Welcome to Backshop Help. Our interfaces are simple and easy to use, but we hope this resource helps you get even more from our application.
To find a topic on this page, use the Find function in your browser. Command+F for Macs and Control+F for PCs. For example, look up “amortization,” and the Amortization link will be highlighted.
Backshop has two main levels:
1. Portfolio. At this level you’re managing information for all of your deals.
2. Deal. At this level you’re working within a specific deal.
Portfolio Level
My Deals
Reporting (under construction)
Organization Contact Management
Shares
Deal Level
Deal
Property
Underwritings
Debt
Shares & Chats
Third Parties
Closing
Create Multiple Insurance Records
Tax Parcel Identification Numbers
Asset Management
Edit Quarterly Trending Report
Create Multiple Reporting Requirements
Documents
Reports