Use the left and right arrow keys to move between sections. ORCA opens the CRM after sign-in.
The Phoenix desk
Phoenix is the business-development and placement engine. The modules below are the ones registered on the desk. Open the desk to see which are enabled. Nothing on this page is a live deal.
SEC, Census, and FRED refinance, maturity, lease-up, and distress signals. Borrower hunt, qualification, and structure suggestions.
/api/phoenix/sourcing
Distress and reverse-signal scoring on a known company.
/api/phoenix/prospects
Public-source agents for bank CRE and construction stress, CMBS special servicing, FDIC sales, and maturing construction or lease-up shortfall leads.
/api/phoenix/problem-assets
Capital-book matching, order book, and allocation. Scores loan quotes by spread, rate, LTV, LTC, DSCR, debt yield, term, IO, and fees.
/api/phoenix/book
Lender scout, bridge and permanent matching, and a capital-provider shortlist against the live book.
/api/phoenix/matching
Placement probability, fee economics, and an in-process tracker for status and supplied quotes. No sending.
/api/phoenix/placement
Distressed deal pipeline, underwriting, timeline, and warchest.
/api/phoenix/workout
Public-data adapters for Cube underwriting: Census, BLS, Treasury, HUD fair-market rents, FEMA, permits, EPA, GLEIF, and an OFAC SDN list check.
/api/phoenix/market-data
Inbound Terrakotta calls are stored and queued. Call lists are held for partner approval and never auto-push.
/api/webhooks/terrakotta · /api/phoenix/terrakotta
Inbound classification, relationship board, counterparty shortlist, prospect qualification, and sector concentration.
/api/phoenix/crm · /api/phoenix/prospects
Capital-stack sizing: free-equity waterfall across reserves, holdbacks, and capex.
/api/phoenix/capital_stack
One Cube per deal: outreach, loan terms, the underwriting file, appraisal, teaser, and the close tracker. Nothing is sent.
/api/phoenix/cube · /api/community/cubes
Underwriting pass: loan ratios, credit metrics, programme screen, gate odds, and credit memo.
/api/phoenix/deal_flow
Auto-discovered module registry: manifests, enable and disable, and the route map.
/api/phoenix/modules
SBA 504, EMMA, and expanded EDGAR feeds for maturing and distressed CRE debt. Outreach is drafted only, never sent.
/api/phoenix/lead-feeds
Approval-gated outreach drafts. Sending is off.
/api/phoenix/outreach
Placement workflow stages from origination through post-close.
/api/phoenix/pipeline
Comparable deals, pooled offerings, and prospect research.
/api/phoenix/prospects
Size and rank lender quotes on LTV, LTC, DSCR, debt yield, proceeds, and all-in cost.
/api/phoenix/term_sheets