LeaseViewTM
A comprehensive solution for your leases and related documents. Full-service lease abstraction with always updated abstracts and flexible reporting.
LeaseExpressTM
AI-powered platform for self-service lease abstraction, enabling teams to more quickly import, edit, review, and manage abstraction projects.
LoanSightTM
Automated abstraction and centralized indexing of terms hidden in mortgages and notes. Ideal for borrowers, lenders, servicers, and investors.
Rich Functionality for Portfolios of Any Scale
Where we help
Management Challenges
• Leases, loans, and abstracts scattered across your organization
• No central online repository for all tenant and loan information
• Existing abstracts don’t reflect the most current amendments and addenda
• No effective way to search for relevant provisions within leases
DealSumm Solutions
• Secure cloud-based document storage with indexing by tenant, property, or project
• Lease documents stored in flexible folder structure organized to represent real-world properties or abstraction projects
• Robust document search instantly pulls all search phrases from original documents, lists results in context, and lets the user view the original PDF page with one click
Management Challenges
• Poor visibility into leases
• Abstracts become stale over time
• Reliance on paper/Excel abstracts
• Incoming amendments pile up
• Excessive abstraction expense
• Certainty that the invoice you’re sending to a tenant is based on the most recent amendments
• Time consuming manual entry of critical data from your abstracts into your lease accounting or property management system
DealSumm Solutions
• Bypass time-consuming & error-prone manual abstraction
• Simply drag-and-drop to import a property library of any size
• Abstracts ready for review within minutes for a range of legal documents: loans, P&S, and more
• Abstracts automatically updated with new amendments
• Infinitely customizable abstract templates
• Intuitive display allows user to navigate interactively and find data quickly
Management Challenges
• Exposure to risk
• Creation of manual reports and rent tables
• Maintaining an audit trail for compliance
• Determining exclusivity clashes, responsibility for repairs, and definition of Force Majeure
• Inefficient underwriting due diligence process for new acquisitions
• Renegotiations and price adjustments caused by unexpected lease factors
• Certainty that you’re not missing documents, i.e., notice letter, on a newly purchased property
• Limited export format, sorting, and filtering options
DealSumm Solutions
• Provides visibility of contract provisions to managers and executives
• Pulls data from any number of tenants, displaying the desired fields, and allows the user to sort data with custom filters to match any use case
• Calculation of base rent reflecting CPI, fixed percentage, abatement, percent rent, and commission
• Split-screen workflow displays linked documents with abstracts for easy viewing
• Customizable dashboards and critical dates calendar
• Full audit trail of all access and use of the system
• Abstract and reports are all printable and exportable to Excel, HTML, and more
• ISO compliant and attorney endorsed
Management Challenges
• Keeping management teams across functions coordinated and connected with shareable data
• Lack of convenient access for all members of the team
• Controlling access and permissions
• Integrating lease and loan data with 3rd party systems
• Maintaining data security
DealSumm Solutions
• Ability to share secure web-based access with stakeholders, teams, and customers
• Centralized collaboration with user editing and commenting capability
• Integration with existing 3rd party Accounting, Lease Administration, Property Management, Leasing, and Workflow engines
• Conversion – share and link existing lease information within 3rd party systems to leases in DealSumm
