Upcoming purchase

Build a selected package for a stated purchase window.

What this is for

Use this path when a buyer is considering a future purchase and you want to inspect a specific package under stated terms.

Set the context

Choose the exact buyer and program. Inspect the target purchase date supplied by the opportunity. A date is a planning input; it does not establish a buyer commitment.

Inspect supply

Read the source totals, fit views, and cohort detail. In the example portfolio, the source is $4.0 billion and the within-criteria group is $2.4 billion. Actual amounts vary.

Select the package

Use explicit asset selection. Filters change the view; they do not choose the package. Review selected face, estimated cash, modeled yield, and any conditions.

Generate the Buy Box

Save the selected package and terms with Generate Buy Box. Open the completed report. Optional expansion models stay separate from physical inventory and selected totals.