Underwrite a deal

Start from the deal

Open the deal you want to analyze and enter its underwriting workspace. Starting from the deal keeps the model connected to the intake record, source documents, and later decision materials.

Add and review source documents

Upload the available offering memorandum, rent roll, trailing operating statement, budget, and other diligence. Bridgewerks can parse supported files and propose structured values. Review every proposed value against its cited source before relying on it.

AI-assisted extraction and research depend on your workspace configuration. A field should be treated as confirmed only after a person has reviewed it.

Set assumptions

Complete the property, financing, revenue, expense, and exit assumptions that apply to the deal. The underwriting engine recalculates outputs from those inputs. When an assumption changes, update the structured field so the model and exports remain aligned.

Use notes to explain judgment, not to replace a value that belongs in the model.

Review the analysis

Work through the calculated leverage, coverage, return, and sensitivity outputs. Compare the deal with the applicable credit box and investigate any exception before preparing a decision.

1. Confirm source-backed historical values.
2. Challenge the operating and exit assumptions.
3. Review downside cases and debt-service capacity.
4. Record material exceptions and mitigants.
5. Save the current state before producing an export.

Prepare the decision

Once the analysis is current, create the decision materials your team requires. Available formats and approval steps vary by workspace.

Next: Create decision documents.