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Fund Flow

Raise capital with confidence.

Tracking Loans & Terms

Effective debt management is crucial for project profitability. Use the Loan Tracker to monitor principal balances, interest rates, and maturity dates for all your deals.

Prerequisites

  • A Deal must already be created.
  • You must be an Operator with "Edit Financials" permissions.

The Workflow

  1. Add a New Loan Navigate to the Loans tab within a specific Deal dashboard and click + Add Loan.

  2. Lender Information Select an existing lender from your CRM or add a new one.

    • Lender Name: The entity providing the capital.
    • Loan Type: Choose "Acquisition", "Construction", or "Refinance".

  3. Loan Terms

    Principal & Rate

    Enter the Loan Amount (Principal) and the Interest Rate (Annual %).

    Tip

    If the loan has a "Dutch Interest" provision (interest charged on the full committed amount regardless of draw), toggle the Dutch Interest checkbox.

    Dates

    Set the Origination Date (when funds were received) and the Maturity Date (when the loan is due).

  4. Payment Schedule Configure how payments are calculated:

    • Interest Only: Pay only the interest accrued each month.
    • Amortizing: Pay principal + interest.
    • Balloon: Full principal due at maturity.

  5. Save Loan Click Save Loan. The system will generate a projected payment schedule based on your terms.