Archer 2.0 Release Notes

Deal Pipeline Manager

1. Streamlined Deal Tracking: Users can now manage their entire deal pipeline seamlessly across their team. Comments can be left directly on deals to facilitate real-time collaboration.
2. Automated Data Updating: Deal details are automatically updated based on underwriting, eliminating the need for manual data entry. This includes features like auto-populating purchase price, equity required, expected IRR, etc.
3. Advanced Grouping and Sorting: Deals can be grouped, based on key criteria like market, deal stage, and strategy. Sorting across all deal metrics is also supported.
4. Enhanced Visualization: Users can view their properties on a map or in a list view, providing better visibility into their pipeline.
5. Portfolio Integration: Acquired properties can now be directly moved into the Portfolio section to track ownership and any re-underwriting.

Property Page

1. Expanded Property Details: A property page now provides comprehensive information, including sale details, seller propensity markers, loan info, property strategy, and marketed deal info.
2. Editable Property Attributes: Users can now edit a wider range of property details that affect underwriting, enabling them to create a more comprehensive and customized property repository.
3. Notes and Comments Functionality: Users can add notes and comments to help manage deals, communicate progress with their team, and store relevant information about a property.

Underwriting History and Metrics

1. Comprehensive Underwriting History Access: Users can now access and save their entire underwriting history. This provides a centralized repository of all past underwriting activities and data.
2. Individual Underwriting File Analysis: Users can select specific underwriting files to view the key metrics associated with each one. This allows for deep-dive analysis of individual properties.
3. Historical Trend Comparison: Users can compare key metrics across their previous underwriting activities to identify changes and trends over time. This supports data-driven decision making.
4. File Storage Integration: Key property files like T12s, RRs, and OMs can now be stored directly on the property page for easy access and as a historical reference.

Property Search

1. Enhanced Search Details: The property search now includes more detailed information such as match score, strategy, seller propensity status, and market context. This provides users with a more comprehensive understanding of each property.
2. Search History Storage: Recent property searches are stored for the client, eliminating the need to re-enter past searches or pull up recently viewed properties.
3. Integrated Map View: The property search functionality now includes a map view, giving users a visual representation of the search results.

Deal Archive Update

1. Centralized Deal Storage: All old deals can now be stored in a dedicated Deal Archive, ensuring you never lose sight of past deals analyzed or their results. This centralizes your underwriting history in one location.
2. Automated Underwriting Logging: Underwriting activity on deals is logged, categorized, and made available for your team to review. This provides visibility into the volume and location of your team's underwriting efforts.
3. Permanent Underwriting History: With the Deal Archive, your team's underwriting history is never lost - no more searching through folders or worrying about an analyst leaving and taking valuable insights with them. All underwriting data is securely stored and categorized for future reference.

Enhanced Security with Passwordless Login

• Magic Link Access: You will receive a login link via email to access your account. This link will remain valid for 24 hours. Once logged in, you won't need to log in again to your account continuously. However, for enhanced security, you are required to use the passwordless login at least once every 60 days.