Note Deal Analyzer Help

1. Account

Register and activate the starter analysis

Create an account, verify your email, then complete Stripe card verification to activate the included first deal analysis. Card verification does not charge the card.

2. Analysis

PN Senior and PN Junior

Open PN Senior for first-lien analysis or PN Junior for second-lien analysis. PN Junior supports Preliminary and Full workflows. Review inputs before Calculate.

3. Deal flow

Import and Deal Center

Import Paperstac or JKP files, review the preview, select rows, and send them to All Registry. Deal Center organizes All Registry, PN1 Queue, and PN2 Queue so you can open the correct deal for analysis.

4. Results

Review the calculated deal

Results can include Summary, Charts, Schedule, Risk, Seasoning, Exit Scenario, and Payment Analysis. Saved calculations appear in Calculated Deals and can be reopened or compared.

5. Documents

Attach and review supporting files

Attach deal documents and confirm the suggested category before saving. Payment Analysis uses supported payment-history files attached to the deal.

6. Credits and exports

Know what uses a credit

One successful PN1 or PN2 Calculate uses one credit. Import, Deal Center browsing, Save Deal, PDF export, Schedule CSV, Credits refresh, and opening saved results do not use a credit.

Current web workflow

Quick path

1. Register or log in.
2. Enter a deal or import a seller list.
3. Review the deal in PN Senior or PN Junior.
4. Click Calculate.
5. Review Results, then save, compare, or export.

Support

Need help?

For account or product questions, contact support directly.

Older Windows and Mac installation notes remain available separately for legacy desktop users.