How do I handle a deal with multiple affiliated companies or consolidated tax returns?

Create the deal under the primary borrowing entity, then upload the full document set to that deal, including each affiliate's returns and the consolidated returns. AI autofill reads across everything you upload, so the affiliate financials feed the application instead of sitting unused, and you can describe the structure in the deal write-up so the lender sees it up front. Lenders that need a breakdown per entity will ask for it in their application questions, and you can share the application with your client to fill any gaps you cannot. Once messaging opens with the lender, flag the affiliate structure in your first message so nothing surprises them in underwriting.