Track every lender, every quote, every term
Manage your entire capital stack inside the deal workspace. Add lenders, compare quotes, track application status, and keep all term sheets and loan docs organized in one place.
Every lender relationship in one view
Add banks, CMBS shops, debt funds, life companies, and agency lenders to any deal. Track contact info, lender type, and the full history of your relationship across your portfolio.
- →Support for every lender type (bank, CMBS, debt fund, life company, agency, insurance, private)
- →Contact person, email, and phone per lender
- →Cross-deal lender relationship history
A pipeline for your financing
Track every lender from first contact through close with a dedicated status pipeline. Nine stages from Not Contacted through Approved and Closed, with Declined and Withdrawn for deals that don't move forward.
- →Nine-stage status pipeline per lender
- →Visual status tracking alongside your deal pipeline
- →Team notifications when financing status changes
Compare quotes, not spreadsheet tabs
Each lender can submit multiple quotes with different terms. Compare them side by side: loan amount, LTV, rate, spread, term, IO period, prepayment, fees, and recourse. Track which quotes are active, accepted, or expired.
- →Multiple quotes per lender with full term details
- →Side-by-side comparison across all metrics
- →Quote status tracking (active, accepted, rejected, expired)
- →Rate lock days and estimated close dates
Term sheets and loan docs, organized
Attach financing-specific documents to the right lender and the right quote. Term sheets, applications, commitment letters, appraisals, and financial packages all live inside the deal workspace, not in email.
- →Financing-specific document categories
- →Documents tied to specific lenders or quotes
- →Upload tracking with timestamps and attribution
- →Share via secure data room links
Every term, every detail
Loan amount and LTV
Track proposed loan amounts, LTV ratios, and LTC for development deals.
Rate and spread
Fixed, variable, or hybrid rates. Track spread, index, and rate lock periods.
Term and amortization
Loan term, amortization schedule, and interest-only period tracking.
Fees and costs
Origination fees, other costs, and prepayment terms captured per quote.
Recourse type
Track non-recourse, full recourse, and partial recourse structures.
Timeline tracking
Estimated close dates, expiration dates, and rate lock deadlines.
Everything included
Common questions
How many lenders can I track per deal?
There's no limit. Add as many lender relationships as you need per deal. Each lender has its own status, contact information, and associated documents.
Can I compare loan quotes side by side?
Yes. Each lender can have multiple quotes with different terms. The quote comparison view shows them side by side so you can evaluate rate, LTV, term, fees, and prepayment provisions in one view.
Does the financing tracker integrate with contacts?
Yes. Lender contacts are linked to your workspace contact directory. You can see every deal a lender has been involved in across your portfolio and manage all relationship context in one place.
Can I share financing documents through data rooms?
Yes. Financing-specific documents (term sheets, applications, commitment letters) can be included in data room links with the same granular access controls as any other deal document.
Related features