Overview [Done]

Getting started with Quantum

Quantum is a cloud-based Collateral and Waterfall cash flow modeling engine for private credit and asset-backed securities. It offers an intuitive interface and hundreds of features to monitor, analyze, 
accurately structure, and forecast complex collateral cash flows and transaction waterfalls.   This knowledgebase offers a detailed overview of Quantum's

Creating a New Deal & Deal Types

How to Create a New Deal * From the Homepage, click "Add New Deal" or click the [+] button on the left-hand menu. This will open a modal * There are four supported deal types: * Securitization - activates all the functionality required to model a securitization. * Asset Financing - offers similar

My Deals, Library and Archive

The Home tab in the left-hand menu lists the following pages: * My Deals - Displays deals created by you.  * Library - Displays deals deals created by others and placed into the Deal Library. * Archived - Where deals moved to "Archive" go from "My Deals", typically when

Deal Modes (Draft, Edit, Publish)

A new Deal on the T-REX Platform always starts in Draft Mode. From there, the Deal can transition to Publish Mode, and move between Edit Mode and Publish Mode as changes are needed. A version of a Deal will always be available to view even if other users are making

Insights & Reports Tab

Within the Insights & Reports tab, the user can see the calculations and results of all the assumptions and inputs in the model. Each Report will display detailed information. To create their first report, users will select the large "+" sign located in the center of the page. To

Sending Data to T-REX

Data Transfer Methods Method Type: SFTP secure, recurring Host: secureftp.trexanalytics.com Port: 22 T-REX Platform Upload secure, ad hoc, recurring Direct upload through the T-REX platform UI Custom recurring Please contact T-REX Support (support@trexgroup.com) Email Unsecure, ad hoc, recurring data@trexanalytics.com (In this method files are

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