Loan Document Abstraction Software for Commercial Real Estate
DealLink extracts covenants, rates, maturity dates, and reserve requirements from loan agreements into a structured, review-ready format — in minutes.
Automate Loan Document Abstraction
Commercial real estate loan agreements bury the terms that matter most for ongoing management — covenant thresholds, reserve funding requirements, reporting deadlines — inside dense, heavily-defined legal documents. Lenders, borrowers, and asset managers tracking a portfolio of loans need those terms structured and searchable, not re-read from the loan file every time a covenant test or maturity date comes up.
DealLink abstracts loan agreements the same way it abstracts leases and PSAs — recognizing loan-specific structures like tiered covenant thresholds and reserve escrow mechanics — and produces the same structured output whether you're reviewing one loan or tracking compliance across an entire debt portfolio.
Loan Terms DealLink Extracts
- Rate and term — interest rate and rate type, maturity date, extension options
- Covenants — financial covenants (debt yield, DSCR, LTV), reporting covenants and deadlines
- Reserves — tax, insurance, and capital expenditure reserve requirements
- Prepayment — prepayment terms, lockout periods, yield maintenance or defeasance provisions
- Guarantees — guarantor obligations and recourse carve-outs
Covenant & Maturity Tracking Across Your Portfolio
Every maturity date, covenant test date, and reporting deadline DealLink extracts feeds directly into the Critical Dates Dashboard, so a portfolio of loans is tracked the same way a portfolio of leases is — in one place, with nothing depending on someone remembering to check an individual loan file.
What CRE Teams Are Saying
DealLink was a no-brainer for us! We were searching for a way to start integrating AI into our workflows. DealLink is a low risk, high reward way to start leveraging AI in order to expedite the abstraction of lease and PSA documents while creating a digital filing cabinet for all of our documents. We love the ability to search for key terms across documents without having to search manually.
DealLink streamlined a process that would have taken hours or even days into minutes. The platform expedited our underwriting for a multi-tenant acquisition, delivering Lease Abstracts with accuracy that matched what we would have achieved if we had completed the task internally. The software is an ideal solution for any team looking to leverage AI for an everyday use case that delivers value quickly.
DealLink has made our lease abstraction process much faster and more efficient. Stephen and the team at DealLink are incredibly responsive and constantly adding new features that enhance the workflow for abstracting leases and purchase and sale agreements, helping us capture detailed insights across long and complex documents. The platform also makes it easy to organize and standardize our documents within a flexible, centralized database, keeping our information structured and accessible when we need it. It is dependable and easy to use, which we have found to be a rarity with AI and software in general.
With the implementation of DealLink, we've accelerated our lease processing workflow. What previously required additional staffing can now be handled efficiently by our existing lease administration team, allowing us to scale without increasing overhead.
Frequently Asked Questions
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Document Abstraction