Netrix Capital - Deal Screen 678-365-1681 · deals@netrixcapital.com

Deal Qualifier

Find the lane, run the numbers, grade the deal - and log it to your pipeline before it ever reaches the desk.

Agent ID

Step 1 / 3 - The deal

What is the borrower trying to do?

Collateral / property type

Step 2 / 3 - Context

Current condition

Borrower's exit / hold plan Where the deal lives or dies.

State

Timeline

Sponsor experience Completed deals of this type, last 3 yrs.

Borrower citizenship Foreign nationals face tighter terms; SBA needs US citizen / LPR.

Credit score Optional - guarantor mid FICO. Sharpens the check.

Step 3 / 3 - The numbers

Borrower name Optional - so the desk can work it.

Phone

Notes for the desk Anything the prospect or you want the desk to know - context, urgency, questions.

Netrix Capital - The Funding Platform Built by Deal Architects · 3343 Peachtree Rd, Atlanta GA 30326 · 678-365-1681 · deals@netrixcapital.com

Internal screening aid for referral agents. Produces an indicative product fit and readiness estimate only - not a quote, rate, commitment, approval, or offer of credit. Computed metrics rely on figures entered by the agent and are estimates, not verified underwriting. Netrix Capital is a capital placement broker, a division of Netrix Enterprise LLC, not a lender; terms and eligibility are set by third-party capital providers and subject to underwriting. Market ranges shown are general industry norms, not Netrix offers. Do not collect SSN, date of birth, or bank credentials through this tool. Guideline reference current as of June 2026.

Deal Qualifier

My Pipeline