a transaction management platform; and

a plug-in for a spreadsheet program, wherein the plug-in comprises program code that, when executed by one or more processors, causes the one or more processors to perform operations comprising:

creating a list of transactions within the transaction management platform, wherein each respective transaction in the list of transactions is associated with a respective workbook in the spreadsheet program;

creating, in the respective workbook, a respective mapping sheet for the respective transaction, wherein the respective mapping sheet is a respective first spreadsheet within the respective workbook;

creating, in the respective workbook, a respective second spreadsheet including a respective underwriting model for the respective transaction;

wherein the respective first spreadsheet, including the respective mapping sheet, and the respective second spreadsheet, including the respective underwriting model, are both displayable in the spreadsheet program via respective tabs of the respective workbook;

displaying at least one of a custom ribbon or a custom panel within the spreadsheet program including:

a first control for selecting a transaction from the list of transactions for the transaction management platform; and

a second control for publishing data from the spreadsheet program to the transaction management platform;

allowing a user of the spreadsheet program to select, via the first control, a transaction from the list of transactions for the transaction management platform;

displaying data fields associated with the selected transaction within a mapping sheet of a workbook associated with the selected transaction;

allowing the user to map, within the mapping sheet of the workbook associated with the selected transaction rather than a separate application, the data fields associated with the selected transaction to corresponding cells of a second spreadsheet of the workbook associated with the selected transaction including an underwriting model; and

updating, in response to activation of the second control, the data fields associated with the selected transaction with data values from the corresponding cells of the second spreadsheet of the workbook associated with the selected transaction including the underwriting model.