Portfolio Management & Deal Underwriting
Moving from property search to deal analysis - the "back of house" operations
Ready to dive into the back of house? This is where the real deal structuring happens. Once you've pulled your lists and started getting phone calls back, agents saying "hey, that LOI you sent - my client wants to explore that more," it's time to move into the underwriting and portfolio management side of DealSauce.
From Lead Bucket to Portfolio
Let's say you've got a property like 110 Skyview Drive in Pelham, New Hampshire sitting in your lead bucket. Maybe some calls came back, maybe an agent reached out. Time to get serious about analyzing this deal.
Transferring Properties
The portfolio management system is essentially another complete software included in your basic DealSauce subscription. Here's how to move a property from search to analysis:
Select the property from your lead bucket
Click "Send to Portfolio"
Choose your portfolio destination (you can create custom portfolios like "Andrew's Deals" or organize by strategy)
Set duplicate handling (skip or save duplicates)
The system transfers all known property information automatically
Pro Tip: All your exports and imports are saved here too. The system is designed to never lose your data.
Deal Underwriting - The Real Magic
Once a property lands in your portfolio, the underwriting tools kick in. This is where deals get made or broken, and the system gives you everything needed to structure successful transactions.
Wholesale Cash Offers
The cash underwriting section is loaded with customizable fields for wholesale deals:
Deal Structure Fields:
Transaction Coordinator costs
Assignment fees
Disposition fees
Joint venture splits
Closing expenses
Agent expenses
Renovation estimates (if selling to fix-and-flippers)
Financial Calculations:
Purchase price
ARV (After Repair Value)
Maximum allowable cash offer
Live math calculations as you type
Agent Information: On-market property details when applicable
Creative Deal Underwriting
The creative underwriting card is where things get interesting for seller financing, SUBTO, and hybrid deals. The system is constantly evolving and underwriting against different strategies as you input information.
Loan Information Transfer: The system automatically ports over:
Current loan amounts
Interest rates
PITI calculations
Property tax information
Insurance details
Real-Time Scenario Building: Input what the seller wants and watch the math work:
Seller wants $25,000 down
They're $10,000 behind on payments
Agent wants $10,000 commission
Assignment fee of $10,000
Closing costs around $5,000
The system calculates your entry fee automatically - one of the most important numbers in creative deals.
Equity and Financing Scenarios
For deals with seller financing components:
Input equity balance amounts
Set interest rates (including 0% scenarios)
Calculate monthly payments
Determine loan terms (months)
Show balloon payment amounts
Track total payments over time
Example Scenario: $60,000 balance at 0% interest, $500/month for 84 months results in an $18,000 balloon payment after paying $42,000 over the term.
Advanced Underwriting Features
Multiple Strategy Analysis
The system underwrites against various strategies simultaneously:
Fix and Flip: Complete renovation analysis
Buy and Hold: Rental income calculations
Wholesale: Quick turn profits
Creative Finance: Seller financing scenarios
Hard Money: Private lender analysis
Team Collaboration
Comment System:
Leave timestamped notes ("New deal - agent called me")
Team members can add updates
Track deal progression
Document important conversations
Property Cards: Each strategy gets its own analysis card with relevant calculations and considerations.
Checklists and Organization
Built-in Checklists: Right-hand side checklists keep deals organized and ensure nothing gets missed.
Portfolio Organization:
Create custom portfolios by strategy
Organize by team member
Track deal stages
Move deals forward or eliminate non-performers
Working with Your Team
The back of house is designed for team collaboration. Whether you have integrators, operators handling deal structuring, or team members raising private capital, everyone can work in the same system.
Team Functions:
Deal structuring collaboration
Private capital raising coordination
Deal prospectus creation
Offering preparation
Progress tracking
Getting the Most from Portfolio Management
Data Integration
All the information from your initial property search automatically transfers to the underwriting side. No re-entering data, no starting from scratch.
Live Calculations
As you input numbers, the system does the math in real-time. No calculator needed, no spreadsheet errors.
Strategy Flexibility
The system adapts to your preferred strategies. Whether you're wholesale-focused, creative finance-oriented, or running multiple strategies simultaneously, the underwriting tools adjust accordingly.
Organization and Tracking
Keep deals organized, track progress, and ensure nothing falls through the cracks. The system is built to handle multiple deals simultaneously while maintaining clarity on each opportunity.
The Bottom Line
This is just scratching the surface of what's available in the back of house. The education value alone in these tools is substantial. The key is spending time in the system, bringing your leads in, and getting comfortable with the underwriting process.
Ready to start analyzing deals? Bring your leads in, start underwriting, bring your team in. Organize your properties, analyze your deals, eliminate the losers, and move the winners forward. The tools are here - time to put them to work.
The back of house operations separate successful investors from those who just collect leads. Master these tools and start structuring profitable deals.
