Every deal.
Every stage.
Waaza tracks financing cases from first assessment through to completion. Every stage documented, every decision recorded, every document accounted for. Nothing falls through the cracks.
Features
Deals don't fall apart when they're tracked
Stage-by-stage visibility
Every financing case tracked through assessment, structuring, lender outreach, survey, legal, and completion. The full picture, always.
Documentation checklist
Each stage has a documentation checklist. Know what's been submitted, what's outstanding, and what's blocking the next stage.
Assessment version history
Every assessment run on a case is stored and versioned. If the buyer's profile changes or the vessel switches, the history is preserved.
Broker and client views
Brokers see the full case. Clients see a curated summary. The same data, presented appropriately for each audience.
Documentation
Know exactly what's outstanding
Each stage carries a documentation checklist. Survey commissioned but not yet received. Insurance confirmed but lender not yet noted. These gaps delay closings — and they're invisible without a system to surface them.
Start tracking your first case
Run a readiness assessment. It becomes the first entry in the case record. Everything that follows is tracked from there.