Property

1340 Prospect Ave

Loan 2274 · Meitav · Bronx, NY

Current statusForeclosureRecovery stageNot connectedForeclosure stageNot connectedLiquidation stageNot connected

UPB

$721.0K

Source: Grand SummaryWorkbook updated Aug 10, 2026, 1:40 PM UTCLast read Aug 16, 2026, 6:44 PM UTC

Operating Summary

Current situation

—

Next action

—

Owner

—

Due date

—

Blocking issue

—

Expected recovery

—

Best bid

—

Monthly carry cost

—

Cost of delay

—

Expected time to cash

—

Risk level

—

Confidence

Low — 20 of 209 fields available from connected sources (10%)

Recovery Decision Packet

A structured, source-backed decision-preparation packet — not an automated decision engine. Every fact below traces to Grand Summary, PipeDrive, or LMS; every assumption and note is a clearly-labeled local draft, stored only in this browser.

3. What decision is required?

Local prototype draft — stored only in this browser

Question type

No decision question selected yet

Not Ready — 6 of 6 critical inputs are unusable: Current bid / offers (not connected), Foreclosure stage (not connected), Monthly carry cost (not connected), Expected sale price (not connected), Expected recovery (missing), Next legal deadline (not connected).

Not Ready

5. What are the blockers?

14 blocking

Current bid / offers

Not Connected

Connect PipeDrive to source this field.

Expected source: pipedrive (connected) · Owner: deal_team · Blocking

Foreclosure stage

Not Connected

Connect LMS to source this field.

Expected source: lms (connected) · Owner: legal_credit · Blocking

Expected foreclosure completion date

Not Connected

Connect LMS to source this field.

Expected source: lms (connected) · Owner: legal_credit · Blocking

Monthly carry cost

Not Connected

Connect Recovery OS Database to source this field.

Expected source: recovery_os_db (not connected) · Owner: asset_management · Blocking

Valuation / appraisal / BOV

Missing

Not present in SharePoint for this loan — obtain it via SharePoint or capture it directly (e.g. an analyst note).

Expected source: sharepoint (not connected) · Owner: asset_management · Blocking

Expected sale price

Not Connected

Connect PipeDrive to source this field.

Expected source: pipedrive (connected) · Owner: deal_team · Blocking

Expected recovery

Missing

Not present in Recovery OS Database for this loan — obtain it via Recovery OS Database or capture it directly (e.g. an analyst note).

Expected source: recovery_os_db (not connected) · Owner: asset_management · Blocking

Broker

Not Connected

Connect PipeDrive to source this field.

Expected source: pipedrive (connected) · Owner: deal_team · Blocking

Liquidation path

Not Connected

Connect Recovery OS Database to source this field.

Expected source: recovery_os_db (not connected) · Owner: asset_management · Blocking

Next legal deadline

Not Connected

Connect LMS to source this field.

Expected source: lms (connected) · Owner: legal_credit · Blocking

Borrower / guarantor status

Not Connected

Connect LMS to source this field.

Expected source: lms (connected) · Owner: legal_credit · Blocking

Current owner

Not Connected

Connect Recovery OS Database to source this field.

Expected source: recovery_os_db (not connected) · Owner: asset_management · Blocking

Next action

Not Connected

Connect Recovery OS Database to source this field.

Expected source: recovery_os_db (not connected) · Owner: asset_management · Blocking

Decision deadline

Not Connected

Connect Recovery OS Database to source this field.

Expected source: recovery_os_db (not connected) · Owner: asset_management · Blocking

6. What information is still missing?

6 items — overall critical gaps

Current bid / offers

Not Connected

Connect PipeDrive to source this field.

Expected source: pipedrive (connected) · Owner: deal_team · Blocking

Foreclosure stage

Not Connected

Connect LMS to source this field.

Expected source: lms (connected) · Owner: legal_credit · Blocking

Monthly carry cost

Not Connected

Connect Recovery OS Database to source this field.

Expected source: recovery_os_db (not connected) · Owner: asset_management · Blocking

Expected sale price

Not Connected

Connect PipeDrive to source this field.

Expected source: pipedrive (connected) · Owner: deal_team · Blocking

Expected recovery

Missing

Not present in Recovery OS Database for this loan — obtain it via Recovery OS Database or capture it directly (e.g. an analyst note).

Expected source: recovery_os_db (not connected) · Owner: asset_management · Blocking

Next legal deadline

Not Connected

Connect LMS to source this field.

Expected source: lms (connected) · Owner: legal_credit · Blocking

8. What evidence supports the current view?

Verified facts, source conflicts, and connected-source coverage — everything that traces this view back to Grand Summary, PipeDrive, or LMS.

Grand Summary facts

PipeDrive facts

LMS facts

Unresolved conflicts

Not connected: SharePoint, Microsoft 365, Ask Reigo, Recovery OS Database

Verified facts9/18 available

Loan ID

Verified fact

Available

2274

Recovery OS · another source: not checked (single source)

Canonical fund

Verified fact

Available

Meitav

Recovery OS · another source: not checked (single source)

Property address

Verified fact

Available

1340 Prospect Ave

Grand Summary · GEO_ADDRESS · source updated Aug 10, 2026, 1:40 PM UTC · read Aug 16, 2026, 6:44 PM UTC · another source: not checked (single source)

UPB

Verified fact

Available

721,000

Grand Summary · UPB · source updated Aug 10, 2026, 1:40 PM UTC · read Aug 16, 2026, 6:44 PM UTC · another source: not checked (single source)

Current recovery stage

Verified fact

Available

Foreclosure

Grand Summary · General_Loan_Status · source updated Aug 10, 2026, 1:40 PM UTC · read Aug 16, 2026, 6:44 PM UTC · another source: not checked (single source)

Current maturity (Grand Summary)

Verified fact

Available

2023-10-31

Grand Summary · Current_Maturity · another source: conflicts (see conflicts below)

Original maturity date (LMS)

Verified fact

Available

2022-02-28

LMS (snapshot, not live) · LOAN_MATURITY_DATE · another source: conflicts (see conflicts below)

Borrower (LMS)

Unavailable

Not Connected

Borrower/guarantor identity is not tracked in the Grand Summary Loans list, and no LMS or Recovery OS database connection exists to source it from elsewhere.

No source · another source: not checked (single source)

PipeDrive workout track

Unavailable

No PipeDrive deal matched this loan (see PIPEDRIVE_LOAN_MATCH_REPORT.md) — PipeDrive coverage is real but sparse (9 of 117 current loans matched). No PipeDrive deal carries this Loan ID, and no deal title parses to a matching normalized address.

No source · another source: not checked (single source)

Latest PipeDrive note

Unavailable

No source · another source: not checked (single source)

Current owner (PipeDrive)

Unavailable

No source · another source: not checked (single source)

Current negotiation state (PipeDrive)

Unavailable

No source · another source: not checked (single source)

Next action (PipeDrive)

Unavailable

No source · another source: not checked (single source)

Blocker (PipeDrive)

Unavailable

No source · another source: not checked (single source)

Legal/workout signal (PipeDrive)

Unavailable

No source · another source: unknown

Legal spend (LMS-derived)

Unavailable

Not Connected

No legal/enforcement tracking system is connected.

No source · another source: unknown

LMS general loan status

Verified fact

Available

Foreclosure

LMS (snapshot, not live) · lms_read_loan_status.general · another source: not checked (single source)

LMS delinquency status

Verified fact

Available

Foreclosure

LMS (snapshot, not live) · lms_read_loan_status.delinquency · another source: not checked (single source)

Source conflicts (1)

Loan maturity date

Explained by History

Grand Summary

2023-10-31

LMS (snapshot, not live)

2022-02-28

LMS's LOAN_MATURITY_DATE is the original term only and is never updated after a real extension. Grand Summary's Current_Maturity and LMS's own payment-comment trail both reflect the real extension history and agree with each other — see LMS_FIELD_MAPPING.md.

No formal source-priority rule exists yet. · No human review flagged

4. What economics matter?

18 options

Comparison inputs are shown per option. Real values come from connected sources; unconnected values show "Not available from current sources" — never zero. A draft assumption you enter below is labeled "Draft internal assumption" and applies to every option that uses that input.

Draft internal assumptions

Local prototype draft — stored only in this browser

Gross recoveryNet recoveryCarry costLegal costProperty costBroker feeTime to cashExecution probabilityMinimum acceptable priceBid amountFuture sale priceHold periodCost of delay

Sell Note Now0/3 supporting facts available

Sell the note to a third-party buyer at the best currently available price.

Required inputs

Verified bid or listing price
Active marketing/broker status
Net proceeds estimate

Legal dependencies

Clear title
No pending litigation blocking transfer

Operational dependencies

Active marketing process
Broker engaged

Comparison inputs

Gross recovery

Not available from current sources

Net recovery

Not available from current sources

Broker fee

Not available from current sources

Legal cost

Not available from current sources

Time to cash

Not available from current sources

Missing information

Liquidation strategy
Broker
Expected recovery

Source-backed facts

Liquidation strategy

Not Connected

Broker

Not Connected

Expected recovery

Unavailable

Hold1/3 supporting facts available

Continue holding the loan, absorbing carry cost, awaiting a better outcome or maturity resolution.

Required inputs

Monthly carry cost
Cost of delay
Expected future recovery

Operational dependencies

Ongoing servicing/monitoring

Comparison inputs

Carry cost

Not available from current sources

Cost of delay

Not available from current sources

Missing information

Monthly carry
Expected recovery

Source-backed facts

Monthly carry

Not Connected

Expected recovery

Unavailable

General loan status (LMS)

Available

Counteroffer0/2 supporting facts available

Counter a received bid rather than accepting or rejecting it outright.

Required inputs

Current bid/offer
Minimum acceptable price
Buyer's stated position

Operational dependencies

Active bid on file

Missing information

Bid comparison
Best bid

Source-backed facts

Bid comparison

Not Connected

Best bid

Not Connected

Foreclose1/3 supporting facts available

Initiate or continue foreclosure proceedings.

Required inputs

Foreclosure stage
Next legal deadline
Legal spend to date

Legal dependencies

Standing to foreclose
No stay/bankruptcy block

Operational dependencies

Counsel engaged

Comparison inputs

Legal cost

Not available from current sources

Missing information

Foreclosure stage
Next legal deadline

Source-backed facts

Foreclosure stage

Not Connected

Next legal deadline

Not Connected

Delinquency status (LMS)

Available

Complete Foreclosure0/2 supporting facts available

Carry an already-initiated foreclosure through to completion (sale/confirmation/REO).

Required inputs

Current foreclosure stage
Expected completion date
Legal spend to date

Legal dependencies

No unresolved title/lien defect

Operational dependencies

Counsel engaged

Comparison inputs

Legal cost

Not available from current sources

Time to cash

Not available from current sources

Missing information

Foreclosure stage
Expected REO date

Source-backed facts

Foreclosure stage

Not Connected

Expected REO date

Not Connected

Settlement / DPO1/3 supporting facts available

Negotiate a settlement or discounted payoff directly with the borrower.

Required inputs

Borrower's settlement posture
Discounted payoff amount
Borrower cooperation

Legal dependencies

Settlement authority/approval

Missing information

Borrower (LMS)
Legal fee signals (LMS)

Source-backed facts

Borrower (LMS)

Not Connected

Delinquency status (LMS)

Available

Legal fee signals (LMS)

Unavailable

Enforce Guaranty0/1 supporting facts available

Pursue the guarantor(s) directly for a shortfall.

Required inputs

Guarantor identity
Guarantor collectability

Legal dependencies

Enforceable guaranty
Guarantor solvency

Missing information

Guarantors

Source-backed facts

Guarantors

Not Connected

Dual-Track Enforcement0/2 supporting facts available

Pursue foreclosure and a borrower-side resolution (sale/settlement) simultaneously.

Required inputs

Foreclosure stage
Parallel liquidation strategy

Legal dependencies

No jurisdiction-specific dual-track restriction

Missing information

Foreclosure stage
Liquidation strategy

Source-backed facts

Foreclosure stage

Not Connected

Liquidation strategy

Not Connected

Single-Track Enforcement0/1 supporting facts available

Pursue foreclosure exclusively, pausing any parallel borrower-side resolution.

Required inputs

Foreclosure stage

Missing information

Foreclosure stage

Source-backed facts

Foreclosure stage

Not Connected

Receivership0/1 supporting facts available

Petition for a receiver to take control of the property/income.

Required inputs

Receiver candidate
Basis for receivership

Legal dependencies

Court-appointed receivership order

Missing information

Receiver

Source-backed facts

Receiver

Not Connected

Assignment of Rents / Cash Control0/2 supporting facts available

Activate an assignment of rents to capture property income directly.

Required inputs

AoR instrument recorded/perfected
Activation trigger met

Legal dependencies

Perfected assignment of rents

Operational dependencies

Property manager or cash-control mechanism

Missing information

Assignment of Rents exists
Cash control

Source-backed facts

Assignment of Rents exists

Not Connected

Cash control

Not Connected

Deed in Lieu0/2 supporting facts available

Accept a deed in lieu of foreclosure from the borrower.

Required inputs

Borrower willingness
Clear title
Property condition

Legal dependencies

No junior liens defeating clean title transfer

Comparison inputs

Property cost

Not available from current sources

Missing information

Title status
Property condition

Source-backed facts

Title status

Not Connected

Property condition

Unavailable

REO Sale0/2 supporting facts available

Sell the property as bank-owned real estate after taking title.

Required inputs

REO status
Listing/marketing plan
Expected sale price

Legal dependencies

Clean title in Recovery OS's name

Operational dependencies

Broker/marketing engaged

Comparison inputs

Gross recovery

Not available from current sources

Property cost

Not available from current sources

Missing information

REO status
Liquidation strategy

Source-backed facts

REO status

Unavailable

Liquidation strategy

Not Connected

Repair and Sell0/1 supporting facts available

Invest in repairs before marketing the property, to support a higher sale price.

Required inputs

Property condition assessment
Repair budget
Post-repair value estimate

Operational dependencies

Contractor/property manager engaged

Comparison inputs

Property cost

Not available from current sources

Missing information

Property condition

Source-backed facts

Property condition

Unavailable

Price Reduction0/2 supporting facts available

Reduce the asking/listing price to accelerate a sale.

Required inputs

Current listing status
Market feedback
Revised target price

Operational dependencies

Active listing

Comparison inputs

Future sale price

Not available from current sources

Missing information

Listing status
Target buyer

Source-backed facts

Listing status

Not Connected

Target buyer

Not Connected

Broker Change0/2 supporting facts available

Replace the current broker/marketing agent.

Required inputs

Current broker performance
Candidate broker track record

Legal dependencies

Existing listing agreement terms

Comparison inputs

Broker fee

Not available from current sources

Missing information

Current broker
Broker recommendation

Source-backed facts

Current broker

Not Connected

Broker recommendation

Not Connected

Protective Advance0/1 supporting facts available

Advance funds to protect collateral value (taxes, insurance, repairs) ahead of a recovery decision.

Required inputs

Nature and amount of advance needed
Urgency/deadline

Legal dependencies

Advance is permitted/recoverable under loan documents

Comparison inputs

Property cost

Not available from current sources

Missing information

Protective advances

Source-backed facts

Protective advances

Unavailable

Custom0/0 supporting facts available

A recovery approach not covered by the standard option list — define its own parameters.

Required inputs

Define custom decision parameters

7. Who owns the next step?

20 open

Current bid / offers

critical

Connect PipeDrive to source this field.

Owner (role, not an individual): deal_team · Expected source: pipedrive · Due date: not known

Foreclosure stage

critical

Connect LMS to source this field.

Owner (role, not an individual): legal_credit · Expected source: lms · Due date: not known

Monthly carry cost

critical

Connect Recovery OS Database to source this field.

Owner (role, not an individual): asset_management · Expected source: recovery_os_db · Due date: not known

Expected sale price

critical

Connect PipeDrive to source this field.

Owner (role, not an individual): deal_team · Expected source: pipedrive · Due date: not known

Expected recovery

critical

Not present in Recovery OS Database for this loan — obtain it via Recovery OS Database or capture it directly (e.g. an analyst note).

Owner (role, not an individual): asset_management · Expected source: recovery_os_db · Due date: not known

Next legal deadline

critical

Connect LMS to source this field.

Owner (role, not an individual): legal_credit · Expected source: lms · Due date: not known

Expected foreclosure completion date

important

Connect LMS to source this field.

Owner (role, not an individual): legal_credit · Expected source: lms · Due date: not known

Valuation / appraisal / BOV

important

Not present in SharePoint for this loan — obtain it via SharePoint or capture it directly (e.g. an analyst note).

Owner (role, not an individual): asset_management · Expected source: sharepoint · Due date: not known

Broker

important

Connect PipeDrive to source this field.

Owner (role, not an individual): deal_team · Expected source: pipedrive · Due date: not known

Liquidation path

important

Connect Recovery OS Database to source this field.

Owner (role, not an individual): asset_management · Expected source: recovery_os_db · Due date: not known

Borrower / guarantor status

important

Connect LMS to source this field.

Owner (role, not an individual): legal_credit · Expected source: lms · Due date: not known

Current owner

important

Connect Recovery OS Database to source this field.

Owner (role, not an individual): asset_management · Expected source: recovery_os_db · Due date: not known

Next action

important

Connect Recovery OS Database to source this field.

Owner (role, not an individual): asset_management · Expected source: recovery_os_db · Due date: not known

Decision deadline

important

Connect Recovery OS Database to source this field.

Owner (role, not an individual): asset_management · Expected source: recovery_os_db · Due date: not known

Taxes

supporting

Connect Recovery OS Database to source this field.

Owner (role, not an individual): operations_accounting · Expected source: recovery_os_db · Due date: not known

Insurance

supporting

Connect Recovery OS Database to source this field.

Owner (role, not an individual): operations_accounting · Expected source: recovery_os_db · Due date: not known

Legal spend

supporting

Connect LMS to source this field.

Owner (role, not an individual): legal_credit · Expected source: lms · Due date: not known

Property expenses

supporting

Not present in Recovery OS Database for this loan — obtain it via Recovery OS Database or capture it directly (e.g. an analyst note).

Owner (role, not an individual): asset_management · Expected source: recovery_os_db · Due date: not known

Relevant documents

supporting

Connect SharePoint to source this field.

Owner (role, not an individual): analyst · Expected source: sharepoint · Due date: not known

Latest communications

supporting

Connect Microsoft 365 to source this field.

Owner (role, not an individual): analyst · Expected source: microsoft_365 · Due date: not known

9. Has a formal decision already been made?

Draft

Recommendation not generated — decision inputs incomplete (Not Ready: Not Ready — 6 of 6 critical inputs are unusable: Current bid / offers (not connected), Foreclosure stage (not connected), Monthly carry cost (not connected), Expected sale price (not connected), Expected recovery (missing), Next legal deadline (not connected).)

Internal opinion — a working recommendation, never a formal decision, never investor-shareable

Defaults to Draft. No approver, approval date, or final decision is ever fabricated — this control only records what the current user selects, locally.

10. What happened after that decision?

Execution / Outcome shell

Implementation owner

Implementation owner — no execution has been recorded for this loan yet.

Not Connected

Next milestone

Next milestone — no execution has been recorded for this loan yet.

Not Connected

Actual decision date

Actual decision date — no execution has been recorded for this loan yet.

Not Connected

Actual closing/execution date

Actual closing/execution date — no execution has been recorded for this loan yet.

Not Connected

Actual gross recovery

Actual gross recovery — no execution has been recorded for this loan yet.

Not Connected

Actual net recovery

Actual net recovery — no execution has been recorded for this loan yet.

Not Connected

Actual costs

Actual costs — no execution has been recorded for this loan yet.

Not Connected

Actual time to cash

Actual time to cash — no execution has been recorded for this loan yet.

Not Connected

Forecast vs. actual

Forecast vs. actual — no execution has been recorded for this loan yet.

Not Connected

Post-mortem

No decision-tracking system is connected. Grand Summary carries no record of any material decision, option comparison, or approval for this loan.

Not Connected

Lessons learned

Lessons learned — no execution has been recorded for this loan yet.

Not Connected

Known facts for this loan — reused from Financial Position / Property, not a decision

Property: 1340 Prospect Ave
UPB: $721.0K
Participation %: 40.8%
Current status: Foreclosure

Current Decision (formal decision record shell)0/16 · Not connected

Facts → Options → Comparison → Decision → Ownership → Execution → Result → Learning. Distinct from the Recovery Decision Packet above: this shell is reserved for a future formal, source-of-record decision — no decision-tracking system is connected yet.

No decision-tracking system is connected. Grand Summary carries no record of any material decision, option comparison, or approval for this loan.

Fields in this section: Current question, Decision type, Deadline, Owner, Approver, Options (comparison), Facts, Missing information, Legal questions, Recommendation, Confidence, Final decision, Rationale, Actual result, Post-mortem, Decision history

Visibility classification — a display taxonomy, not an access control; not legal-privilege-reviewed

Internal Working

Internal Restricted

Counsel Privileged

Formal Decision Record

Investor Shareable

Published to Investor

External Counterparty