Managing Your Deal Pipeline

Key Takeaways:

  • View, track and manage the status of deals across the stages of your deal origination process
  • Easily report on your entire pipeline of deals and export the details for internal reporting
  • Quickly take action on key deal tasks and report deal-level status details to stakeholders

 

 


Disclosures

Chatham Hedging Advisors, LLC (CHA) is a subsidiary of Chatham Financial Corp. and provides hedge advisory, accounting and execution services related to swap transactions in the United States. CHA is registered with the Commodity Futures Trading Commission (CFTC) as a commodity trading advisor and is a member of the National Futures Association (NFA); however, neither the CFTC nor the NFA have passed upon the merits of participating in any advisory services offered by CHA. For further information, please visit https://www.chathamfinancial.com/legal-notices/.

Transactions in over-the-counter derivatives (or “swaps”) have significant risks, including, but not limited to, substantial risk of loss. You should consult your own business, legal, tax and accounting advisers with respect to proposed swap transaction and you should refrain from entering into any swap transaction unless you have fully understood the terms and risks of the transaction, including the extent of your potential risk of loss. This material has been prepared by a sales or trading employee or agent of Chatham Hedging Advisors and could be deemed a solicitation for entering into a derivatives transaction. This material is not a research report prepared by Chatham Hedging Advisors. If you are not an experienced user of the derivatives markets, capable of making independent trading decisions, then you should not rely solely on this communication in making trading decisions. All rights reserved. 19-0041

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Managing Your Deal Tasks
Managing Your Deal Tasks

Easily track deal tasks and collaborate with colleagues on moving your deals through your bank’s originatio...

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Keeping Your Deal Pipeline and Indicative Pricing Up To Date
Keeping Your Deal Pipeline and Indicative Pricing Up To Date

Quickly update your lenders with refreshed indicative pricing for multiple deals and update their deals’ st...