Note Deal Analyzer Documentation

Current WEB product

The current product runs in the browser. Register or Log in, then open the app.

Register or log in.
Enter a PN Senior or PN Junior deal, or import a Paperstac or JKP file.
Activate the included starter analysis with Stripe card verification. Card verification does not charge the card. Then Calculate. One successful PN1 or PN2 Calculate uses one credit.
Review Results: charts, schedule, payment analysis, exit scenario, seasoning, and risk.
Save the deal, compare calculated deals, or export a PDF or Schedule CSV. Import, Deal Center browsing, Save, and those exports do not use a credit.

Paid packs are purchased from Credits after you have an account: 1 for $19, 3 for $49, 5 for $75, and 10 for $119.

Legacy desktop reference

The sections below describe the earlier Windows and Mac desktop apps, including Microsoft Store, Mac App Store, and Lemon Squeezy license activation. They remain here for people who already use those apps. New analysis starts in the web app. The screenshots in this manual are the earlier desktop screens.

Customer instruction manual for the desktop app: navigation, activation, importing, analysis, saving, and PDF reports.

Important credit rule 1 successful PN1 or PN2 Calculate = 1 credit. Save Deal, PDF Export, Import, Deal Center browsing, Credits Refresh, and opening saved results do not use a credit.

1. What NoteDealAnalyzer Is

NoteDealAnalyzer is desktop software for reviewing mortgage note deal information. It helps you organize imported or manually entered deal data, run PN Senior and PN Junior calculations, review deal metrics, save analysis results, and export PDF reports.

2. Before You Start

Make sure you have an internet connection for license activation, in-app purchase, and credit updates.
Windows: have your valid NoteDealAnalyzer license key ready, then activate the license before running calculations.
macOS: install from the Mac App Store. Purchase credits inside NoteDealAnalyzer → Credits using Apple In-App Purchase. Do not use the website checkout.
Prepare your deal information or import file before starting analysis.

3. How the App Is Organized

The app is organized in layers. You normally start from Home, move into the correct module, and then continue through the deal workflow.

App area	What it means	Use it for
Home	Main starting point / main menu	Open the main areas of the app.
Credits	License activation, in-app credit purchase, and credit balance	Activate a Windows license, buy Mac credits in the app, and check remaining credits.
Import	Load external deal files	Bring in Paperstac or JKP files, review rows, and move selected rows to All Registry.
Deal Center	Central place to find imported, saved, and analyzed deals	Open deals, review queues, and continue analysis.
All Registry	Full deal list	See all saved/imported deals in one place.
PN1 / PN Senior Queue	Senior note workflow	Open senior deals for PN Senior analysis.
PN2 / PN Junior Queue	Junior note workflow	Open junior deals for PN Junior analysis.
PN Input screen	Assumptions and deal fields	Review or enter inputs before calculation.
Results screen	Appears after successful Calculate	Review metrics, charts, schedules, ratings, and deal status.
PDF Export	Report output from results	Save a PDF report after reviewing results.
Data Safety	Backup and data protection	Create backups and review restore guidance.

Normal app flow Import or PN Input -> Deal Center / PN queue -> Calculate -> Results -> Save Deal / PDF Export

4. Main Workflow Paths

Path A: Import a File and Analyze a Deal

Home -> Import.
Choose Paperstac or JKP.
Load the source file.
Review preview rows.
Select rows.
Import selected to All Registry.
Deal Center -> All Registry / PN1 Queue / PN2 Queue.
Open selected deal.
Review PN Input fields.
Calculate.
Review Results.
Save Deal.
Export PDF Report if needed.

Path B: Manually Enter and Analyze a Deal

Home -> PN.
Choose PN Senior or PN Junior if applicable.
Enter required fields.
Review assumptions.
Calculate.
Review Results.
Save Deal.
Export PDF Report if needed.

Path C: Reopen or Continue a Saved/Imported Deal

Home -> Deal Center.
Open All Registry, PN1 Queue, or PN2 Queue.
Refresh if needed.
Select deal.
Open selected deal.
Review saved results or continue analysis.

Opening saved results does not use a credit.

5. Screen Guide

Screen	What this screen is	How you get there	What you can do there	What comes next	What not to do there
Home	The main starting point.	Open the app or use Home from the top navigation.	Open PN, Import, Deal Center, Credits, or Data Safety.	Choose the module that matches your task.	Do not expect Home to show detailed deal records or calculation results.
Credits	License activation, in-app credit purchase, and credit balance.	Click Credits.	Windows: enter License Key, Activate, Refresh, and review credit fields. macOS: buy a credit pack with Apple In-App Purchase, then review credit fields.	Go to Import, Deal Center, or PN.	Do not use Credits to enter deal data or run analysis.
Import	File intake and preview.	Click Import.	Load source files, review rows, select rows, inspect rows, and import selected rows to All Registry.	Go to Deal Center.	Do not use Import as the final analysis screen.
Deal Center	Central deal workspace.	Click Deal Center.	Open All Registry, PN1 Queue, PN2 Queue; refresh, filter, and open deals.	Open a deal into PN Input or saved Results.	Do not run calculations directly from Deal Center.
PN Input	Assumptions and deal fields.	Open PN or open a deal from Deal Center.	Review imported fields, enter missing data, start new deal, clear fields, Calculate.	Results screen after successful Calculate.	Do not Calculate before required fields and assumptions are reviewed.
Results	Calculated output.	Successful Calculate or opening saved results.	Review metrics, charts, schedules, payment analysis, set status, Save Deal, Export PDF.	Save, export, or return to Deal Center.	Do not assume Save Deal uses another credit.
Data Safety	Backup and data protection.	Click Data Safety.	Backup Data, review backup location, read restore guidance.	Return to the workflow after backup.	Do not use Data Safety to edit deals or run calculations.

6. Credits and License Activation

Screenshot: Credits screen

Credits screen showing license activation and credit balance fields

Windows and macOS use the same Credits screen for credit balance, but they buy credits differently.

Windows: Purchase credits on the website. Lemon Squeezy emails a license key. Enter that key on Credits, then click Activate.

macOS: Purchase credit packs inside NoteDealAnalyzer using Apple In-App Purchase. Open Credits, choose 1, 3, 5, or 10 credits, and complete the purchase through Apple. Do not use the website checkout and do not enter a website license key on Mac.

Windows license-key steps:

Open Credits.
Enter your License Key.
Click Activate.
Click Refresh to confirm the latest balance.

macOS in-app purchase steps:

Open Credits.
Choose the 1, 3, 5, or 10 credit pack.
Complete the purchase through Apple.
Confirm the latest balance.

Field	Meaning
Plan Name	The active license or credit package.
Credits Remaining	Credits still available for successful calculations.
Credits Used	Credits already used by successful calculation.
Total Credits	Total credits included in the active package.
License Key	The key stored in the app. Do not share it publicly.
License Status	Whether the license is active, expired, or not activated.
Expiration / Days Remaining	If visible, shows when access expires and how many days remain.

What uses credits and what does not Activate: no credit. Refresh: no credit. Import: no credit. Open deal or saved results: no credit. Successful Calculate: 1 credit. Save Deal: no credit. Export PDF Report: no credit.

7. Import Workflow

Screenshot: Import screen - loading a Paperstac CSV

Import screen loading a Paperstac CSV file

Screenshot: Import screen - selected rows imported to All Registry

Import screen with selected rows imported to All Registry

Click Import.
Choose Paperstac or JKP where visible.
Click Load Paperstac CSV or Load JKP workbook/CSV.
Review the preview table.
Use filters/search where visible.
Select visible rows or manually select rows.
Inspect selected row if needed.
Remove selected from preview if needed.
Click Import selected to All Registry.
Go to Deal Center.

Import does not use credits.
Imported deals still need PN review and Calculate before results exist.
Review-only rows may remain outside PN1/PN2 queues.

8. Deal Center Workflow

Screenshot: Deal Center / PN Senior Queue

Open Deal Center.
Choose All Registry, PN1 Queue, or PN2 Queue.
Click Refresh if needed.
Select a row.
Click Open selected deal.
Continue in PN Input or Results.

9. Deal Analysis / PN Workflow

Screenshot: PN Input - Note tab

Screenshot: PN Input - Risk / supporting fields

PN Input screen showing risk and supporting fields

Screenshot: PN Input - additional Note fields

PN Input screen showing additional note fields

Before pressing Calculate License is active. Credits Remaining is greater than 0. Correct deal is open. Required fields are reviewed. Assumptions are checked. You understand that successful Calculate uses 1 credit.

Open the deal in PN Input.
Review fields.
Complete required missing information.
Click Calculate.
If validation fails, correct the issue and try again.
If calculation succeeds, Results opens and 1 credit is used.

For PN Junior, use Run preliminary analysis only when the app offers that option and senior lien information is not available.

10. Results, Save Deal, and PDF Export

Screenshot: Results - overview and scenario decision

Results screen showing overview and scenario decision

Screenshot: Results - summary and schedule tabs

Results screen showing summary and schedule tabs

Screenshot: Results - schedule/details view

Screenshot: Results - scenario comparison

Results screen showing scenario comparison

Screenshot: Results - exit scenario editor

Results screen showing exit scenario editor

Screenshot: Results - payment analysis / scenario options

Results screen showing payment analysis scenario options

Screenshot: Results - chart view

Screenshot: Results - reasoning and result notes

Results screen showing reasoning and result notes

Screenshot: Results - payment analysis detail

Results screen showing payment analysis detail

Screenshot: Results - payment history detail

Results screen showing payment history detail

Screenshot: Results - warnings and validation notes

Results screen showing warnings and validation notes

Screenshot: Results - schedule table

Screenshot: Results - payment history / transactions table

Results screen showing payment history transactions table

After Calculate checklist Review result summary. Review payment/history sections if available. Review warnings or missing data notes. Set deal status if useful. Save Deal. Export PDF Report if needed.

Save Deal stores the current analysis in All Registry and History. Save Deal does not use a credit.

PDF Export creates a report from current results. PDF Export does not use a credit.

11. Data Safety

Screenshot: Data Safety screen

Data Safety screen showing backup and restore guidance

Use Backup Data to create a manual backup.
Review the backup location shown on screen.
Read restore guidance shown in the app.
Use backups before cleanup, major changes, or moving to a new computer.

Use Back to return to the previous screen.
Use Home to restart from the main navigation if available.
Use Deal Center to find deals again.
Use Credits only for license and credit status.
Use Import only for loading and moving source rows.
Use PN Input for assumptions and Calculate.
Use Calculate only after reviewing fields.

13. Button Reference

Order	Screen	Button / Control	What it does	When to use it	Uses credit?	Expected result
1	Credits	Activate	Activates the entered license key.	After receiving a valid license key.	No	License activates and credit fields update.
2	Credits	Refresh	Gets latest license and credit status.	When confirming current balance.	No	Credit balance updates.
3	Import	Load Paperstac CSV	Loads a Paperstac CSV into preview.	When reviewing a Paperstac file.	No	Rows appear in preview.
4	Import	Load JKP workbook/CSV	Loads a JKP workbook or CSV into preview.	When reviewing a JKP file.	No	Rows appear in preview.
5	Import	Clear file	Clears the loaded preview file.	When starting over.	No	Preview resets.
6	Import	Select visible rows	Selects currently visible preview rows.	Before importing a filtered group.	No	Visible rows are selected.
7	Import	Clear selection	Clears selected rows.	When selection should be reset.	No	Row selection clears.
8	Import	Remove selected from preview	Removes selected rows from current preview.	When rows should not move forward.	No	Rows are removed from preview only.
9	Import	Inspect selected row	Opens details for a selected row.	Before importing uncertain rows.	No	Row details are shown.
10	Import	Import selected to All Registry	Moves selected rows into All Registry.	After selecting rows to keep.	No	Rows are available in Deal Center.
11	Deal Center	Refresh	Reloads current deal list.	After import, save, or status changes.	No	List updates.
12	Deal Center	Open selected deal	Opens the selected deal.	When continuing analysis or reviewing saved results.	No	Deal opens in PN workflow or saved results.
13	Deal Center	Set Analyzing / Set Shortlisted / Set Passed	Updates selected deal status.	During triage.	No	Status updates.
14	PN Input	New Deal	Starts a new deal entry.	When beginning manual entry.	No	New input workflow starts.
15	PN Input	Clear	Clears current input fields.	When starting over.	No	Input fields clear.
16	PN Input	Calculate	Runs calculation from current assumptions.	After reviewing required fields.	Yes, after success	Results appear and 1 credit is used.
17	PN Junior	Run preliminary analysis	Runs preliminary PN Junior analysis.	When senior data is missing and preliminary mode is appropriate.	Yes, after success	Preliminary results appear.
18	Results	Save Deal	Saves analysis to All Registry and History.	After reviewing results.	No	Deal analysis is saved.
19	Results	Export PDF Report	Creates a PDF report from results.	When report output is needed.	No	PDF is saved.
20	Data Safety	Backup Data...	Creates a manual backup.	Before cleanup or major changes.	No	Backup is created.
-	Navigation	Back	Returns to previous screen or hub.	When leaving a screen.	No	Previous screen opens.

14. Common Problems

License key not accepted: This applies to Windows website purchases. Check that the key was entered correctly and that your internet connection is working. Try Activate again. If it still fails, contact support.

Credits not updating: Click Refresh on the Credits screen. If the balance still does not update, check your internet connection and contact support.

No credits remaining: Windows customers purchase another pack on the website. Mac customers purchase another pack inside the app using Apple In-App Purchase. Already calculated saved results can still be opened without using a credit.

Imported deal not visible: Open Deal Center and click Refresh. Check All Registry, PN1 Queue, and PN2 Queue. Review-only records may not appear in PN queues.

Calculation cannot run: Review required input fields. The app may block calculation if required data is missing, invalid, the license is inactive, or credits are unavailable.

PDF export issue: Make sure results exist first. Choose a normal user folder where you have permission to save files.

Internet connection issue: License activation, in-app purchase, and credit refresh require internet access. Check your connection and try again.

When to contact support: Contact support if activation fails repeatedly, credits look incorrect after Refresh, calculations produce unexpected errors, or the app cannot open saved work.

15. First-Use Checklist

Open the app.
Go to Credits.
Windows: enter your license key and click Activate.
macOS: choose a credit pack and complete Apple In-App Purchase if you need credits.
Click Refresh.
Import a deal or enter one manually.
Open the deal.
Review fields.
Confirm credits are available.
Click Calculate.
Review results.
Click Save Deal.
Export PDF if needed.

16. Customer Glossary

Term	Simple meaning
Credit	A unit used to run one successful Calculate action.
License Key	Windows: the key you enter to activate your purchased plan. macOS customers buy credits in the app and do not use a website license key.
Activate	Checks and turns on your license inside the app.
Refresh	Updates the app with the latest license and credit balance.
Calculate	Runs the deal analysis from the current input assumptions.
PN1 / PN Senior	The senior note analysis workflow, usually for first-lien deals.
PN2 / PN Junior	The junior note analysis workflow, usually for second-lien deals.
Deal Center	The central place to find imported, saved, and analyzed deals.
All Registry	The full list of deals saved or imported into the app.
PN Queue	A filtered list of deals intended for PN Senior or PN Junior analysis.
PN Input	The screen where deal fields and assumptions are reviewed or entered.
Results	The screen that shows calculated deal metrics after Calculate.
Save Deal	Saves the current analysis without using another credit.
PDF Export	Creates a PDF report from saved or current results.
Data Safety	The screen for backups and restore guidance.
Imported Deal	A deal brought into the app from a supported source file.
Saved Result	An analysis result saved so it can be reopened later.