Your Pipeline
Every deal, from intake to close
CRE and C&I deals in one pipeline. Track status, manage documents, coordinate with contributors, and move deals forward, no spreadsheets, no 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
Deal Qualification
Know in minutes, not days
Every new deal runs against your credit box automatically. Property type, geography, loan structure, LTV, DSCR, debt yield: all checked before an analyst touches it. Deals that don't fit get flagged immediately. No more burning hours on deals that won't close.
Collateral & Property
Geographic Eligibility
Loan Structure & Terms
Financial Metrics
Automated Underwriting
Loan memos create themselves
The moment documents land, AI extracts line items and builds your income & expense spread across periods. DSCR, NOI, cash flow, all calculated and ready before your analyst opens the file.
| Line Item | 2023 | 2024 | T-12 |
|---|---|---|---|
| Gross Potential Rent | - | - | - |
| Other Income | - | - | - |
| Vacancy & Credit Loss | - | - | - |
| Effective Gross Income | - | - | - |
| Real Estate Taxes | - | - | - |
| Insurance | - | - | - |
| Repairs & Maintenance | - | - | - |
| Management Fee (5%) | - | - | - |
| Utilities | - | - | - |
| Other Operating | - | - | - |
| Total Operating Expenses | - | - | - |
| Net Operating Income | - | - | - |
| Annual Debt Service | - | - | - |
| Cash Flow After DS | - | - | - |
| DSCR | - | - | - |
| Debt Yield | - | - | - |
Document Collection
Loan reviews on autopilot
Schedule recurring document requests for annual reviews, tax returns, and insurance renewals. Borrowers get a branded upload portal with automated reminders that escalate. When files arrive, they're validated, renamed to your conventions, and indexed automatically.
Activity
Request sent to borrower
Jan 15
Reminder #1 sent automatically
Jan 29
3 documents uploaded by borrower
Feb 2
Files auto-classified & renamed
Feb 2
Reminder #2: 1 item outstanding
Feb 12
Documents
0/5Reporting
100s of reports. One click.
Build a report template with exactly the fields you need. Hit generate and every loan in your portfolio gets a consistent, professional report. No manual compilation, no copy-paste.
| Property | Type | Amount | DSCR | Report |
|---|---|---|---|---|
| Oakwood Plaza | Multifamily | $12.5M | 1.80x | - |
| Harbor Point | Industrial | $8.2M | 1.52x | - |
| Gulf Coast Mfg | C&I Equipment | $3.2M | 1.61x | - |
| Meridian Tower | Office | $24.0M | 1.66x | - |
| Cedar Mall | Retail | $6.8M | 1.41x | - |
| Apex Logistics | C&I Term Loan | $5.5M | 1.38x | - |
| Wilshire Grand | Mixed-Use | $31.0M | 1.58x | - |
One Platform for All Commercial Lending
CRE and C&I. Origination and portfolio. One unified system, not two.
Property Types
Lending Structures
3–4 hrs
Saved per deal on qualification
6 weeks
Cut from underwriting timelines
1 click
Reports across your portfolio