Create and Manage CRE & Commercial Loan Proposals — All in One Place
Build professional, web-based proposals for commercial real estate and commercial loans in minutes. Manage every deal from start to close, track lender engagement, and keep your pipeline organized — without spreadsheets or static PDFs.
1468 W 39th St, New York, NY 10018
Sponsor
1425 NYC LLC
Property Type
Office Building
Application Status
In Progress
Anticipated Close
December 15, 2025
Amount
$2,500,000
Contributors
7 Active
520 SE 9th St, Miami, FL 33131
Sponsor
Brickell Holdings
Property Type
Multifamily
Application Status
Complete
Anticipated Close
January 2, 2025
Amount
$18,750,000
Contributors
5 Active
123 Main Street, Dallas, TX 75050
Sponsor
Central REIT
Property Type
Retail
Application Status
Docs Received
Anticipated Close
November 10, 2025
Amount
$9,400,000
Contributors
5 Active
Gulf Coast Manufacturing
Sponsor
Gulf Coast Manufacturing
Property Type
C&I — Equipment
Application Status
Underwriting
Anticipated Close
October 1, 2025
Amount
$3,200,000
Contributors
4 Active
1711 Cedar Springs Pl, Dallas, TX 75201
Sponsor
McKinney Capital
Property Type
Mixed-Use
Application Status
In Progress
Anticipated Close
January 20, 2025
Amount
$6,250,000
Contributors
3 Active
Interactive, Data-Driven Proposals
Capitalmrkts connects parcel data, property details, and market intelligence into a single interactive proposal. Instead of static PDFs, every memorandum becomes a live, web-based experience that lenders and investors can explore in real time.
Property Types
Lending Structures
Your Relationships, Organized
Keep every lender, broker, and borrower relationship in one place. Log calls, emails, and meetings, track company details and lending products, and never lose context on a contact again. CapitalMrkts gives you a purpose-built CRM for commercial lending.
Contacts
128
Sarah Chen·SVP, Commercial Lending
Pacific National Bank
Lender
James Rivera·Managing Director
Meridian Capital Group
Broker
Lisa Park·Principal
Atlas Development Partners
Borrower
Mike Torres·VP, Loan Originations
Sterling Savings Bank
Lender
Rachel Kim·Senior Analyst
Cornerstone Investments
LenderNotifications
Deals, documents, signatures & tasks
Stay in the Loop on Every Deal
Get notified when a deal is shared with you, documents are uploaded, signatures are needed, someone mentions you in a note, or a task lands on your plate — all in real time so nothing slips through the cracks.
Deals Shared
When someone sends you a deal
Document Requests
Completed uploads from borrowers
Signatures
Documents awaiting your signature
Mentions
Tagged in notes or comments
Tasks
New assignments on your deals
Covenants
Breach alerts and compliance updates
Payments
Received, missed, or overdue
Annual Reviews
Upcoming and overdue reviews
Portfolio Management, Simplified
Track covenants, manage annual reviews, and monitor your entire loan portfolio from a single dashboard. CapitalMrkts surfaces what matters — automated document collection, payment tracking, and compliance monitoring that keeps nothing falling through the cracks.
Commerce Plaza
Mar 15
Westbrook Lane
Apr 2
Riverside Center
Jun 30
DSCR > 1.25x
LTV < 75%
Debt Yield > 8%
Portfolio
1450 Commerce Plaza
Multifamily
892 Westbrook Lane
RetailApex Logistics Group
C&I — Working Capital
2200 Riverside Center
OfficeJoin the Growing Number of Professionals on Our Platform
Professionals are turning to CapitalMrkts to create CRE and commercial loan proposals, track deal activity, close faster, and modernize the way lending gets done. Our platform helps you manage your entire pipeline.
What We Offer
Everything you need to manage CRE and commercial loans — from proposal creation to portfolio management.
Proposal Generation
Generate polished, web-based CRE and commercial loan proposals in minutes — ready to share with stakeholders.
Deal & Pipeline Management
Organize every deal from intake to close with statuses, tasks, and real-time updates — across CRE and C&I.
Shareable Deal Rooms
Host documents in secure, branded rooms and share instantly with borrowers, lenders, and stakeholders.
Loan Origination
Receive, review, and underwrite CRE and commercial loan submissions from a single intake dashboard.
Portfolio Management
Track covenants, annual reviews, and loan performance across your entire CRE and commercial loan portfolio.
Notifications & Monitoring
Real-time alerts on document uploads, covenant breaches, payment activity, and deal updates.