Track your deals
Last updated: April 5, 20263 min read
The Deals tab gives you a complete view of all your active and past deals — from the moment they're shared with a lender through to final approval and funding.
Access Deals
You can reach the Deals view in two ways:
- Main navigation — Click Deals in the top navigation bar to see deals across all companies
- Company profile — Click the Deals tab within a company profile to see deals for that specific company
View types
The Deals page offers two ways to browse:
- Deal View — Shows individual deal records, one row per deal
- Mandate View — Groups deals by mandate, showing all lenders and products within each mandate
Deal information
Each deal shows:
| Field | What it shows |
|---|---|
| Company/Borrower | The company the deal is for |
| Products | The debt products included (shown as pills) |
| Amount | The deal amount |
| Tenure | Loan duration |
| ROI | Return on investment |
| Lenders | Which lenders the deal was shared with |
| Deal Status | Current stage (color-coded badge) |
| Deal Owner | The team member managing this deal |
| Last Updated | When the deal was last modified |
Deal statuses
Deals progress through these stages:
| Status | What it means |
|---|---|
| Shared | Deal has been sent to the lender |
| Passed Pre-IPA | Lender has reviewed and given initial positive signal |
| IPA Received | In-Principle Approval received from the lender |
| Loan Approval Pending | Awaiting final loan approval |
| Loan Approved | The loan has been formally approved |
| Onboarded | Deal is funded and complete |
| Cancelled | Deal was cancelled by either party |
| Expired | Deal expired without completion |
Filter deals
Use the filter options to narrow your deal list by:
- Deal Status — Show only deals at a specific stage
- Lender — Filter by which lender the deal was shared with
- Deal Owner — Filter by the team member managing the deal
Deal details and actions
Click any deal to open the deal detail drawer where you can:
- View the full deal terms, lender details, and attached documents
- Add comments to collaborate with your team on next steps
- Update the deal status as it progresses
- View the complete audit trail of all changes
Tip:
Use the comments thread on each deal to keep your team aligned — log calls with lenders, note feedback, and track next steps all in one place.
Was this article helpful?