Use the left and right arrow keys to move between sections. ORCA opens the CRM after sign-in.

The Phoenix desk

One desk. Sourcing to close.

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.

Open the desk
  • Sourcing

    SEC, Census, and FRED refinance, maturity, lease-up, and distress signals. Borrower hunt, qualification, and structure suggestions.

    /api/phoenix/sourcing

  • Distress scoring

    Distress and reverse-signal scoring on a known company.

    /api/phoenix/prospects

  • Bank problem assets

    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

    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 matching

    Lender scout, bridge and permanent matching, and a capital-provider shortlist against the live book.

    /api/phoenix/matching

  • Placement tracking

    Placement probability, fee economics, and an in-process tracker for status and supplied quotes. No sending.

    /api/phoenix/placement

  • Workout

    Distressed deal pipeline, underwriting, timeline, and warchest.

    /api/phoenix/workout

  • Market data and KYC lists

    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

  • Terrakotta dialer

    Inbound Terrakotta calls are stored and queued. Call lists are held for partner approval and never auto-push.

    /api/webhooks/terrakotta · /api/phoenix/terrakotta

  • CRM / prospects

    Inbound classification, relationship board, counterparty shortlist, prospect qualification, and sector concentration.

    /api/phoenix/crm · /api/phoenix/prospects

  • Capital stack

    Capital-stack sizing: free-equity waterfall across reserves, holdbacks, and capex.

    /api/phoenix/capital_stack

  • Deal Cube

    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

  • Deal flow

    Underwriting pass: loan ratios, credit metrics, programme screen, gate odds, and credit memo.

    /api/phoenix/deal_flow

  • Phoenix desk registry

    Auto-discovered module registry: manifests, enable and disable, and the route map.

    /api/phoenix/modules

  • Lead feeds

    SBA 504, EMMA, and expanded EDGAR feeds for maturing and distressed CRE debt. Outreach is drafted only, never sent.

    /api/phoenix/lead-feeds

  • Outreach desk

    Approval-gated outreach drafts. Sending is off.

    /api/phoenix/outreach

  • Pipeline

    Placement workflow stages from origination through post-close.

    /api/phoenix/pipeline

  • Scanner

    Comparable deals, pooled offerings, and prospect research.

    /api/phoenix/prospects

  • Term sheet compare

    Size and rank lender quotes on LTV, LTC, DSCR, debt yield, proceeds, and all-in cost.

    /api/phoenix/term_sheets