Platform · Excel

Live formulas, lender-ready blocks, and write-back you can trust.

Deal and loan data inside the analyst's own Excel model, live at recalculation — not a one-time export that goes stale the moment underwriting changes. Edits push back safely, as a new version, never as a silent overwrite.

Today the add-in installs by sideloading, for pilot and evaluation use — it is not yet listed on Microsoft's Marketplace. We say so plainly rather than implying otherwise.

Custom functions
=BW.DEAL(deal, field, [year])~35 fields off a deal: property, deal terms, loan terms, engine metrics, and annual projections.
=BW.LOAN(loan, field)A live servicing-loan data point — balance, rate, and holdback calculations reuse the servicing pages' own math verbatim.
=BW.SOFR([date])The active SOFR index as of a date, defaulting to today.
=BW.RENTROLL(deal)A deal's unit-level rent roll, spilled as a matrix.
One fictional deal, live in a workbook
Real artifact shape — fictional data
CellFormulaValue
B2=BW.DEAL("ashford-flats","purchase_price")$7.20M
B3=BW.DEAL("ashford-flats","loan_amount")$5.40M
B4=BW.DEAL("ashford-flats","interest_rate")10.25%
B5=BW.DEAL("ashford-flats","ltv")75.0%
B6=BW.DEAL("ashford-flats","io_length_months")24 mo
FICTIONAL DATA · Ashford Creek Dr — inserted summary block
Real artifact shape — fictional data
UnitTypeSFResidentIn-place rentMarket rentStatus
A-10111BR/1BA780Resident 01$1,050$1,295Occupied
A-10211BR/1BA780Resident 02$1,065$1,295Occupied
A-10311BR/1BA780Resident 03$1,080$1,295Occupied
A-10711BR/1BA780——$1,295Vacant
A-10811BR/1BA780Resident 08$1,095$1,295Occupied
FICTIONAL DATA · Ashford Creek Dr — rent roll spill
What's shipped, what's planned
Live custom functions

BW.DEAL, BW.LOAN, BW.SOFR, and BW.RENTROLL pull current data at recalculation time — no copy-paste, no stale export.

Task-pane insert blocks

One-click summary blocks, 5-year projections, rent-roll spills, and loan-summary blocks, inserted pre-formatted at the current selection.

Clipboard fallback outside Excel

If the in-Office insert can't run, the same block copies to the clipboard as a paste-ready grid instead of failing silently.

Safe, versioned write-back

Edited assumptions push back as a brand-new model version — write-back never overwrites an existing model in place.

Sideloaded installation

The add-in installs today by sideloading or as a Developer Add-in for evaluation and pilot use.

Limited / setup
Microsoft Marketplace / AppSource listing

Not yet submitted. The manifest, GUID, and installation model are engineering/pilot-grade today, not the Marketplace identity model — see Security for what that implies about tenant isolation on this surface specifically.

Planned

Watch a formula pull a live deal into Excel.

We'll sideload the add-in and insert a summary block against a fictional deal shape live on the call.