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.

If you’re not sure where to go from where you are, check out the Go to and Actions bars immediately below the navigation.

1. Go to: These links take you to interfaces directly related to your current location.

2. Actions: Key actions pertaining to your current location. Actions include importing and exporting.

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

What is a Backshop deal?

Add New Deal

Find a Deal

Export your Deals

Portfolio Dashboard

Exit Plans

Securitizations

Unsecuritized Tranches

Deal Partners

Securitization Expenses

Funds

Fund Summary

Fund Cash Flow

Draws

Deal Summary

Unassigned Tranches 

Deal Partners

Fund Expense

Fund Fee

Borrowers

Portfolio Stratification

Ticklers

Reporting (under construction)

Tenants

Contacts

Organization Contact Management

Documents

Batch Forms/Letters

Leads

Stats and Map

CMBS Bonds

Find and Add Securitizations

Bonds Owned 

Investor Documents

Special Servicing Info

Shares

Share a Deal

Share History

Deal Group Upload

Deal Level

Deal

What is a Backshop deal?

Deal Dashboard

User Dashboard

Sizer

Banker Page

Deal Log

Workflow/Status

Team/Terms

Relationship

Quick Size

Executive Summary

Multiple Quotes

Sensitivity

Additional Collateral

Property

Detail

Property Occupancy History

Market Info

Demographic Info

Ground Lease

Operating Statements

Rent Roll

Management

Inspection

Comps

Underwritings

Create stabilized cash flow

Create multi year cash flow

Roll Up

Sources & Uses

Debt

Notes

Note Accounting

Additional Fundings

Note Extension

Note Actual Payment

Pricing Grid

Amortization

Rate Lock

Prepay/Default

Loan Allocation

Exit Plan

Scenario Notes

Borrower

Shares & Chats

Shares

Chats

Third Parties

Tracking

Appraisal

Environmental

Engineering

Seismic

Wind

Zoning/Survey

Pre-Construction

Closing

Deposits & Expenses

Sources & Uses

Policy Exceptions

Title

Reps and War

Escrows

Mortgage Prov

Insurance

Insurance Monitoring

Create Multiple Insurance Records

Taxes

Tax Parcel Identification Numbers

Conditions

Asset Management

Status

Trending

Edit Quarterly Trending Report

Comments

Covenants

Create Multiple Covenants

Task List

Reporting Requirements

Create Multiple Reporting Requirements

Risk Rating

Construction Admin

Construction Draw Checklist

Funding Budget

Unit Sales Tracking

Draw Documents

Capital Budget

Documents

Checklist

Binder

Upload

Documents Received

Upload Multiple

View

View Public

Forms/Letters

Document Checklist Template

Reports

Asset Summary Report

Short Form ASR

Legal Report

Contact List Report