Projection Genie

Learn how the Emerging Risks column works in Portfolio View, what financial signals trigger alerts, and how forward-looking risk indicators help you monitor client performance and identify potential issues early.

Understanding Emerging Risks in Portfolio View

Learn how to generate lender-ready financial packages with professionally formatted financial reports and Excel statements to share with lenders during the loan application process.

How to Generate a Loan Package for Lenders

Learn how RunSmart archives prior monthly forecasts, scenarios, forecast edits, KPIs, and comments so you can review historical snapshots and preserve the reasoning behind past financial decisions.

Understanding Archived Snapshots and Your System of Record

This collection includes articles that explain various features and capabilities inside RunSmart.

Features & Capabilities in RunSmart

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