Agent·Capital Markets
Debt Strategist
The Debt Strategist watches every loan in your portfolio, models refi scenarios at today's rates, and tells you which loans you should be acting on right now versus letting ride.
What it does
- Loan maturity tracking with rolling alerts
- Refi scenario modeling at current rates
- DSCR and rate exposure dashboard
- Prepayment vs. wait analysis
When you'd use it
Maturity wall planning
See every loan maturing in the next 24 months on one screen with refi math already done.
Rate-cut response
When rates move, get an instant ranking of which loans to refi first.
Reads
- • Loan docs
- • Rate sheets
- • Property financials
Produces
- • Maturity calendar
- • Refi memo
- • Rate exposure report
Related
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