A pipeline built for how a LIHTC deal actually moves
Every deal tracked through five real stages, with document compliance and funder deadlines alongside it — not a generic sales-funnel template.
Screening
A new site or opportunity, before real underwriting starts.
Diligence
Site control, entitlement, and feasibility work underway.
Application
Filing for LIHTC and layered soft funding.
Awarded
Credits and funding secured, moving toward closing.
Closed / Dead
Every deal ends somewhere — tracked honestly either way.
PORTFOLIO & PIPELINE
Keep each opportunity
in the bigger picture.
See where projects stand, what needs attention, and which opportunities are moving forward. Keep a consistent view as your pipeline grows.
Review location, estimated cost, unit count, and momentum on the card.
Follow projects through feasibility with their underwriting context attached.
Actual EZFeasi feasibility board with illustrative project cards.
Keep opportunities organized as work progresses.
Carry project details through the development process.
Bring a common underwriting approach to the portfolio.
Build a New Project — a guided starter, not a blank Deal
Every step draws from data EZFeasi already has — real parcels, real funding programs, real filed-application comps — reshaped into a starter Proforma, never a fabricated number.
Where
Pick a state and county from EZFeasi's own real HUD area and parcel-coverage data.
Which programs
Multi-select real federal and state/local funding programs, filtered to that state.
Unit count & filters
Set a target unit count and optional High AMI priority, backed by real county AMI data.
Real results
Matching parcels, comp budgets averaged from real filed applications, and real awarded comps for the same county — every approximate match labeled as such.
Confirm & create
One click creates a real Deal and a pre-filled, fully editable Proforma starter scenario — not a locked-in decision.
Every partner, funder, and lender in one place
Keep the real relationships behind every deal — partners, funders, investors, and lenders — in one org-scoped CRM, and pull them straight into a deal instead of retyping them.
Real deadlines, honestly labeled
Application-round deadlines by funder, color-coded by type — and every one marked as verified or not, never presented as confirmed when it isn't.

