One place the whole desk can see.
A debt desk runs on a spreadsheet, an inbox and memory. Dori puts every live deal on one board, with the numbers, the owner and the next step, so nothing waits on whoever is out today.
Deal pipeline, in detail.
Every live deal at a glance
Stage, health, DSCR and next action for each deal, from matching through review, outreach, term sheet and closed.
Assignments
Assign deals to partners and analysts. Analysts see the deals assigned to them; partners see the whole team.
Borrower document collection
Track what the sponsor still owes you on the same record as the deal, not in a separate email thread.
Term sheet scoring
When term sheets come back, score them on the deal record so the comparison sits next to the match and the outreach.
Roles enforced in the database
Owner, partner, analyst and viewer, each with a scoped surface area. Every change is attributable to a person and a time.
Questions
Who can see which deals?
Owners and partners see every deal on the team. Analysts see assigned deals. Viewers have read-only access to assigned deals, with no sends and no exports.
How many seats are included?
Professional includes up to 10 team seats. Enterprise includes unlimited seats.
Can I compare term sheets in Dori?
Yes. Term sheet scoring sits on the deal record alongside the match and outreach history.
Is there an audit trail?
Yes. Deal edits, package generations and outreach sends are recorded with actor and timestamp.
Related
One closed deal covers the year.
Start on the introductory rate and see a package come out of a real deal this week.