Solutions · Debt Advisory
Build the credit case, identify the right lender paths, run the market, and turn live feedback into a recommendation your client can trust.
Win
Arrive with a financing point of view
Strategize
Coverage with a reason behind each lender
Execute
One record for the whole market
Recommend
A decision backed by market evidence
Learn
Intelligence retained for the next mandate
The assignment, made legible
The credit story, coverage rationale, live market response, and lender tradeoffs stay connected to one financing record—so the market you ran is as clear as the recommendation you deliver.
Assignment workspace
Illustrative workflow
Northline Apartments
Senior refinance assignment
Credit story
Approved · $46M senior request
Coverage
12 lenders · 4 priority paths
Market response
6 engaged · 2 terms received
Recommendation
Two structures ready to compare
Win the mandate
Turn borrower materials into a credible financing read before the first client conversation. Frame the credit story, surface the likely constraints, and show where you believe the market will clear.
Assignment brief
Illustrative workflow
Northline Apartments
$46M senior refinance
Initial financing paths
Coverage strategy
Combine the firm's relationships and execution history with current lender appetite to build coverage the team can explain and defend.
Northline Apartments · 12 lenders reviewed
KeyBank
First waveNew York Life
CoverPNC
Hold backEvery inclusion and exclusion carries a reason the team can defend to the client.
Market execution
Keep relationship owners, outreach, packages, lender questions, passes, terms, and follow-ups connected to one financing record.
Live execution
Northline Apartments · Day 19
KeyBank
Owner: M. Reyes
$18.6M · 5.80% · 65% LTV
Compare against NYL structure
New York Life
Owner: S. Whitfield
Updated T12 requested
Send T12 through Feb · due today
First Bank
Owner: M. Reyes
Committee read scheduled
Follow up Thursday
PNC
Owner: J. Alvarez
Pass reason: leverage above 65%
Retained for future coverage
Truist
Owner: J. Alvarez
Opened · no response yet
Second touch in 2 days
Terms and pass reasons are retained as firm intelligence when the assignment closes.
Client recommendation
Compare structures, explain the tradeoffs, and preserve the market evidence behind the path you recommend.
Client recommendation
Northline Apartments · 3 structures compared
KeyBank
New York Life
Fannie Mae
KeyBank
Highest supportable proceeds with competitive economics and the strongest execution certainty.
Firm intelligence
Every assignment adds to the firm's lender intelligence. Preserve coverage rationale, pass reasons, quote movement, relationship context, and execution outcomes—so the next team starts informed.
Retained by the firm
Relationship context
Owners, contacts, and response history by lender
Pass reasons
Why a lender declined, and at what leverage
Quote movement
Where terms moved between first read and close
Execution outcomes
What actually closed, and on which structure
Carried into the next assignment automatically.
Debt advisory teams
Bring a live assignment, an existing lender list, or a recent execution. We'll show how CapLens frames the credit story, builds defensible coverage, and keeps the market evidence behind your recommendation.