Untitled Deal
Replace the template identifiers and dates when creating a deal file.
Deal Context
Add the request, purpose, key dates, and transaction summary.
Property
Add the property description, location, unit or area counts, and condition.
Ownership & Acquisition
Add seller, buyer, purchase price, basis, and transaction terms.
Rent Roll
Add occupancy, rents, lease terms, and tenant or unit detail.
Operating Statement
Add historical and underwritten income and expenses using structured blocks defined by the format specification.
Debt Structure
Add requested loan terms. Store rates as fractions, not display percentages.
Valuation
Add valuation inputs and narrative. Use deterministic tools for the math.
Borrower / Sponsor
Add ownership, experience, liquidity, net worth, and track record.
Risk Assessment
Add strengths, risks, mitigants, missing information, and open questions.
Flags & Validation
Run npx uwmd validate this-file.uw.md and resolve blocking issues.