Every deal progresses through a defined lifecycle. Brokers see the full picture. Lenders see their slice. Borrowers see a simplified view. No one's guessing where a deal stands.
Role-appropriate visibility for every participant
Days-in-stage counters with velocity tracking
Color-coded bottleneck alerts before deals stall
Stage history — every transition logged with timestamp and actor
Deal Pipeline — Multifamily Bridge • $4.2M
Application Received
Day 1
Pre-Qualification
Day 2
Lender Matching
Day 3
Document Collection
Day 9 ⚠
Underwriting Review
—
Term Sheet Issued
—
Closing & Funding
—
02 — Document Collection
AI-Powered Document Requests
Lenders initiate document requests. AI drafts professional messages. Automated escalating reminders keep borrowers moving. Full audit trail — every request, every upload, every reminder logged.
Template checklists by loan type: SBA, CRE, bridge, equipment
Escalating reminders: friendly → firm → urgent
Borrower upload portal with real-time progress
Lender-only document visibility toggle
Document Checklist — SBA 7(a) • Required
✓
2 Years Business Tax Returns
✓
Personal Financial Statement
✓
Business Plan / Projections
Bank Statements (12 months)
Lease Agreement / Deed
Entity Documents (Articles, EIN)
03 — Unified Messaging
One Inbox. Every Deal. Every Role.
Cross-deal communication hub where every message is tagged to a deal, a stage, and a participant. No more scattered emails. Role badges on every message so everyone knows who they're talking to.
Multi-party deal chat: lender + borrower + vendor in the same thread
Deal and stage tagging on every message
Real-time notifications with unread counts
AI Assistant available in every thread
Deal Chat — Industrial CRE • $8.7M
Lender10:24 AM
We need the environmental phase 1 report before we can proceed to credit committee.
Broker10:31 AM
Assigned EnviroCheck Partners. They'll have it within 2 weeks.
Vendor11:02 AM
Report started. Site visit scheduled for Thursday. Will upload directly to the deal.
AI Assistant11:03 AM
Reminder set: follow up with EnviroCheck in 5 days if no upload.
04 — AI Recommendations
Smart Matching for Every Deal
AI recommends the right lenders and vendors for each deal based on performance data — response time, close rate, document turnaround. Rankings are earned, not bought. Every recommendation is overrideable.
Scored on response time, close rate, and document speed
New participants start neutral — rank builds with deal history
Loan-type and deal-size weighting baked in
Broker always has final say
AI Recommended Lenders — Bridge • $6.5M
#1
Capital Bridge Partners
Bridge, CRE · Avg. response 4h · 89% close rate
98/100
#2
Westside Lending Group
Bridge, Mixed-use · Avg. response 8h · 82% close rate
91/100
#3
Meridian Capital Fund
CRE, Industrial · Avg. response 12h · 78% close rate
84/100
05 — People Directory
CRM Built Into the Deal Flow
Every contact across every deal, searchable and filterable. See deal participation history, cross-deal relationship visibility, and click-to-contact directly from any deal record.
Appraisers, title companies, equipment dealers, insurance providers, environmental consultants — everyone participates in the same deal thread. 30-second invite-link onboarding gets vendors into a deal immediately.
Invite-link onboarding — no lengthy registration
Vendor document uploads with lender-only visibility toggle
Unresponsive vendor alerts sent to broker automatically
Vendors — Equipment Acquisition • $1.8M
Appraisal
Valley Appraisal Group
✓ Report Uploaded
Title
Pacific Title Co.
✓ Prelim Received
Insurance
Shield Commercial
Invited · Pending
Environmental
EcoCheck Partners
Phase 1 In Progress
07 — Deal Source Network
Referral Partners with Pipeline Visibility
CRE brokers, business brokers, and equipment dealers submit deals through a dedicated referral portal and track their progress in real time. No black boxes — sources see stage updates as deals move through the pipeline.
Referral submission portal with full pipeline tracking
Stage visibility on all referred deals
Compliance-safe structure: no referral fees, value is speed-to-close
Multi-participant invoicing built into every deal. Platform fees are automated. Out-of-pocket expenses tracked per deal. No more chasing receipts or running parallel spreadsheets.
Multi-participant invoicing per deal
Automated FundedDeal platform fee tracking
Out-of-pocket expense logging with receipts
Paid / pending / overdue status at a glance
Invoicing — Multifamily Bridge • $4.2M
FundedDeal Platform Fee
$4,200
Paid
Valley Appraisal Group
$3,500
Paid
Pacific Title Co.
$1,800
Pending
EcoCheck Environmental
$2,200
Overdue
Broker Commission
$42,000
At Closing
Ready to Join the Network?
One platform for the entire commercial lending ecosystem. Pick your role — we'll take it from there.