Welcome new users of CMBS.com. This page will help you get started.
CMBS.com overview video
The screen shots on this support site come from Backshop for Enterprise and Backshop for Professionals. Don’t be worried by the different navigation or the additional capabilities; the core functions work the same in Backshop for Enterprise, Backshop for Professional and CMBS.com
Welcome to CMBS.com
When you log in, 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.
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.
Investor – Build a list of securitizations you are interested in. Gain access to the properties underling your securities.
Users – Manage users within your organization.
Contacts – Manage third-party contacts.
CMBS.com 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 CMBS.com. A whole lot of powerful tools live in here. Here are the basics to get you started.
CMBS.com is based on deals. Within each deal you can have one or more properties. Each property has debt and equity. That’s why CMBS.com main navigational tabs are Deal, Property, Debt and Equity. Docs and Reports also reside in the main navigation bar.
Adding your deals to CMBS.com
Before you can work with deals, you have to put them into the CMBS.com 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.
Working inside a deal
Once you have created a deal in CMBS.com, you will perform most of your primary tasks inside the Property, Debt (aka Loan) and Equity sections of the application.
Property tasks
Enter a property
Create an operating statement
Add a rent roll
Create a stabilized cash flow
Create a multi year cash flow
>> See all Property tasks
Debt/Loan tasks
Size the deal
Set up a note
Set up amortization
>> See all Debt/Loan tasks
Equity tasks
Establish the borrower structure
Set up underwriting sources and uses
>> See all Equity tasks
Thanks for using CMBS.com.