Welcome to online help for users of Backshop for Professionals.

The information on this site will help you make your enterprise more efficient and profitable using Backshop for Professionals.

Overview video

When you log into Backshop for professionals …

… you enter the top of the application. In the navigation bar you will see the main sections:

My Deals – This is where all of your deals and deal-related functions live. See below.

Leads – Search for CMBS loan leads. Manage lead lists. Import deals into My Deals. How to use CMBS Leads.

CMBS Comps – Find comparable properties. Compare multiple properties. Import selected deals into My Deals. How to use CMBS Comps.

Users – Manage users within your organization.

Contacts – Manage third-party contacts.

Backshop has a simple, hierarchical structure. If you get lost you can always go up toward the top of the application and work your way back down.

Working inside My Deals

You will conduct all deal-related tasks within the My Deals section of Backshop.

Backshop is based on deals. Within each deal you can have one or more properties. Each property has debt and equity. When you enter My Deals, the main navigational tabs are Deal, Property, Debt and Equity. Docs and Reports also reside in the main navigation bar.

Adding your deals to Backshop

Before you can work with deals, you have to put them into the Backshop application. We give you three ways to do this:

1. Deal Wizard. From the My Deals tab, go to the Actions bar and click Add Deal. The Deal Wizard will open. Follow the simple directions.

Learn more about creating a deal with the Deal Wizard.

2. Import deals from Leads. On the main Leads page, click the Add to My Deals link for the deal you want to add.

3. Import deals from CMBS Comps. Conduct a Comps search. In the list of matching deals, check the checkboxes for the deals you want to save and click the My Deals Button.

After you have created a deal …

… you will perform most of your primary tasks inside the Deal, Property, Debt (aka Loan) and Equity sections of the application.

Here are the major tasks in each section of Backshop:

Deal

Add a new deal

Use the Deal Dashboard

Set up deal terms and deal team

Track deal status

Write the deal story

Size the deal

Property

Detail

Enter a site inspection

Manage management companies

Manage markets

Track occupancy history

Work with ground lease

Work with operating statements

Add an operating statement

Import multiple operating statements

Edit an operating statement

Set operating statement report settings

Operating statement actions (copy, annualize, combine, add/subtract, download rollup)

Manage rent rolls

Add a rent roll

Import a rent roll

Select a rent roll

Add a tenant to a rent roll

Quick-Add tenants

Tenant historical sales

Tenant step ups and extensions

Edit tenant information

Work with expense reimbursements (Commercial / Retail only)

View by tenant or by expense

Create/edit an expense group

Create/edit a tenant group

Manage tenant sales data (Retail Only)

Calculate cash flows

Set up stabilized cash flow assumptions

View stabilized cash flow

Set up multi-year (discounted) cash flow assumptions

View multi-year (discounted) cash flow

Work with sources and uses

Configure the sources and uses scenario

Set sources and uses view-by period

Export/import sources and uses costs

Work with roll up

Debt

Working with notes

Multiple fundings

Note extensions

Add, select or delete a note

Set amortization schedule

Equity

Establish ownership hierarchy

Equity financial analysis

Borrower debt and equity

Delete a relationship

Substitute an entity

Docs

Upload a document

Upload multiple documents at the same time

View/download documents

Manage your document checklist

Reports

Asset summary report

Site inspection report