Help
Desk basics
For people an admin has invited to the desk. This page holds no investor or deal data; everything below is about how the desk works.
In brief
- Sign in with the email you were invited with. There is no public sign-up.
- Everything keys off the active deal: pick it first.
- Allotment needs eligibility evidence and an OFAC check, enforced on the server.
- Every export and print is counted and logged.
- Press ? in the desk for shortcuts, page help and the desk tour.
Signing in
An admin adds you under Settings → Team & access and gives you a role: admin, caller, researcher or viewer. Use that email to sign in. Admins may require two-factor sign-in; set it up from the menu under your name. A view-only account sees contact details masked.
The first time you sign in, a seven-step tour walks through the deal, the investor list, the dialer, indications, eligibility, Connections and help. Replay it from ? → DESK TOUR.
The active deal
Choose the deal on the Pipeline page or in the DEAL menu at the top. Scoring, pricing, the order book, the compliance checklist and the call list all follow it.
Investor list and dialer
The call list shows every fund and bank, scored against the active deal. Filter, open a profile and log the call, note or follow-up date. The dialer takes you through the queue one firm at a time with the script and last notes. Call-backs can be downloaded as calendar files or added to Google or Outlook; nothing is sent to anyone.
Indications and eligibility
Enter each buyer’s indication (amount, maturities, yield floor) on the Deal desk. Before anything is allotted, the buyer needs current eligibility evidence (it expires after 16 months) and a clear OFAC check. The server enforces both; there is no override in the browser.
Exports and records
CSV exports, printed call sheets and calendar files go through the same gated download: each one counts toward a daily limit and is logged with a fingerprint. Contact files from Salesforce or HubSpot can be imported on the Contacts page; firms are matched to the existing investor list and nothing creates a new firm.
Outside services
The Connections page shows which outside services are switched on: phone and call recording, transcription, firm mailboxes, electronic signatures (Dropbox Sign) and licensed market data. A tool that needs one says “not connected” and names what is missing until an admin adds it.
Market levels on the desk come from public sources such as FRED and are labelled. Licensed index values are never typed in or collected by script.
About Securitief
Securitief, operated by Applied America, is desk software. It is not a placement agent, underwriter or municipal advisor and does not seek or receive compensation from any financing.
More reading: the IRB guide · glossary · security and privacy · privacy notice.