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For capital markets teams

Run Every Capital Markets Engagement in One Place

MotionCRE gives your team one place to run every engagement, from mandate through closing, with your sponsors, lender and LP relationships, and every quote and term sheet tracked alongside the deal.

14-day free trial, cancel anytime.

app.motioncre.com/capital/tracking
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AI Associate
What's New
3
NA

Tracking

3 raises
Search deals, markets, or assets...
Add deal
Portfolio progress
Committed vs. total target (active deals)
$176.0M
committed
66%
secured
$91.0M
gap to close
Debt62% of total cost8 sources
$165M
target
62%
$126M
committed
76%
$22M
soft
13%
$104M
hard
63%
$74M
funded
45%
$39M
gap
24%
Equity38% of total cost5 sources
$102M
target
38%
$50M
committed
49%
$18M
soft
18%
$32M
hard
31%
$28M
funded
27%
$52M
gap
51%
Deals3
DealDebtEquityStatusOpen tasks
Sterling Portfolio Recap
Multifamily · San Diego · 2h ago
$46.0M/ $46.0M100%
3 src
$18.0M/ $24.0M75%
2 src
Terms in3
Bayfront Acquisition
Office · Seattle · 1d ago
$28.0M/ $38.0M74%
4 src
$12.0M/ $16.0M75%
2 src
Sourcing5
Elm & 5th Development
Mixed-Use · Austin · 3d ago
$52.0M/ $62.0M84%
3 src
$20.0M/ $22.0M91%
2 src
Closing1
The product

One system for every deal your team runs.

Pipeline, deal workspaces, inbox forwarding, and an AI Associate trained on your real deal data. Everything it takes to move a deal, in the order you actually run it, on one record.

Tracking

Track every raise, down to the dollar

Track every debt and equity source on a raise in one place. Stage, headline terms, and follow-ups per lender, with committed-vs-target progress on the whole deal.

Tracking

Harborview Refinance

Terms in
NANina Alvarez·Multifamily·San Diego·$74.0M total cost·Close Aug 8
Open deal
Build targeted list
Overview
Debt4
Equity2
Contacts6
Notes5
Follow-ups3
Lenders4
Search lenders...
Build list
Add lender
LenderStageHeadline termsFollow-ups
MI
MetLife Investment Mgmt
Life company
Received terms
Rate 5.62%Proceeds $46.0MLTV 62%
Confirm rate lock · May 20
PR
PGIM Real Estate
Life company
Received terms
Rate 5.68%Proceeds $45.0MLTV 60%
Ask re: prepay flexibility
NR
Nuveen Real Estate
Debt fund
Follow up
Rate 5.71%Proceeds $46.5MLTV 63%
Chase quote · May 12
BM
Blackstone Mortgage
Debt fund
Contacted
Rate S+240Proceeds $47.0MLTV 64%
No follow-ups
Term sheet comparison
3 quotes received
MetLife
PGIM
Nuveen
Proceeds
$46.0M
$45.0M
$46.5M
All-in rate
5.62%
5.68%
5.71%
Max LTV
62%
60%
63%
DSCR
1.38x
1.40x
1.35x
Recourse
Non-rec.
Non-rec.
Partial
Best fit: MetLife
Lowest all-in rate, non-recourse, 8.4% debt yield.
Capital sources

Your entire capital rolodex

Every lender and LP in one database. Loan sizes, LTV and DSCR, spreads, recourse, and markets, plus every quote, note, and term sheet you have exchanged.

Debt
ML

MetLife Investment Mgmt

Life company·Perm / Refi·5 deals·Logged MetLife term sheet · 4h ago
Add quote
Add to deal
Quotes2
Files3
Notes4
Contacts2
Quotes
Extract from term sheet
Harborview Refinance· Received May 7Best
Amount
$46.0M
LTV
62%
DSCR
1.38x
Debt yield
8.4%
Rate
5.62%
Spread
165 bps
Term
120 mo
Recourse
Non-recourse
30-day rate lock available with a signed application. Standard bad-boy carve-outs.
Bayfront Acquisition· Received Apr 22Superseded
Amount
$28.0M
LTV
60%
DSCR
1.35x
Rate
5.74%
Repriced after the T-12 update; see the May quote.
AI Associate

The right lenders, matched to your deal

The AI Associate ranks your rolodex against a deal's size, leverage, market, and asset class, then builds a personalized, fit-scored lender list in seconds.

Build targeted list
Ranked your rolodex against Harborview Refinance — $46M senior, ≤62% LTV, multifamily, San Diego. Sources with sparse criteria still appear if what is known fits.
Debttop 4 of 12 eligible
MetLife Investment Mgmt· Life company
Perm refi at $46M sits mid-range; non-recourse; lends nationally in multifamily.
$25–150M≤65% LTVNon-recourseNational
92%
PGIM Real Estate· Life company
Size and leverage match; active multifamily perm lender on the West Coast.
$20–90M≤60% LTVNon-recourseNational
88%
Nuveen Real Estate· Debt fund
Loan size fits; slightly higher leverage appetite than the ask.
Note: Rate typically prices 10–15 bps wide of the life-cos.
$15–80M≤68% LTVNational
74%
Cornerstone Bank· Banksparse box
Sparse criteria on file, but TX/AZ multifamily focus could fit.
$5–25MTX, AZ
61%
BackAdd 4 to deal
Inbox

Forward an email. The deal updates itself.

Forward a term sheet to the deal. The AI extracts the quote, adds it to the raise, advances the lender's stage, and files the PDF. No manual entry.

Inbox

RH
Robert Hayes2:14 PM
Term Sheet — Harborview $46.0M
Hi Nina, attached is our term sheet at 5.62% fixed, 62% LTV, non-recourse...
Harborview Refinance1
GW
Grace Whitman11:02 AM
PGIM Quote — Harborview Refi
Following our call, here is our quote at 5.68% fixed on 60% LTV...
Harborview Refinance1
KD
Karen DiazYesterday
Indicative Quote — 500 Bay St
Sending our indicative at 5.71% on 63% LTV. Open to sharpening...
Harborview Refinance1
AS
Adam SterlingMay 28
Westgate Tower — New Mandate
We'd like to engage you on the Westgate Tower acquisition financing...
Westgate Tower1
N
NewsletterMay 27
Q1 Debt Markets Update
The Q1 2026 debt markets report highlights spread compression...
Needs Routing
Term Sheet — Harborview $46.0M
RH
Robert Hayes
to Nina Alvarez · Today at 2:14 PM
Harborview Refinance

AI overview

4 actions applied
Live
Quote
MetLife term sheet · $46.0M @ 5.62%
Extracted from PDF; added to Harborview Refinance
Logged
Lender
MetLife → Received terms
Stage advanced from the filed term sheet
Updated
File
MetLife Term Sheet.pdf
Filed under Quotes & Term Sheets · 580 KB
Added
Date
Quotes Due · May 26, 2026
Marketing period closes in two weeks
Added
Generated by MotionCRE AI from this thread.

Hi Nina,

Attached is our term sheet for the Harborview refinance: $46.0M at 5.62% fixed, 62% LTV, 8.4% debt yield, non-recourse with standard carve-outs. We can hold rate for 30 days with a signed application.

MetLife Term Sheet.pdf
580 KB
More in every workspace

Everything else your team needs to run a deal.

Plans and pricing

Every plan includes full access to every feature.

14-day free trial, cancel anytime.

Team

3 seats

Small CRE teams of up to 3.

$249/month

That's $83/user when fully seated

Book a Demo
What's included
  • 3 users included
  • 50 GB file storage
  • 15,000 AI credits per month
  • Unlimited deals
Platform features
  • Pipeline boards & list view
  • Deal rooms with files & tasks
  • AI Associate for documents & memos
  • Financing tracker & due diligence
  • Full audit trail

PlusMost popular

5 seats

Growing CRE firms scaling deal volume.

$399/month

That's $80/user when fully seated

Book a Demo
What's included
  • 5 users included
  • Add seats at $69/mo each
  • 200 GB file storage
  • 35,000 AI credits per month
Everything in Team, plus
  • Team workload visibility
  • Workspace permissions
  • Priority email support
  • Higher AI credit cap

Power

10 seats

Institutional CRE firms with 10+ users.

$699/month

That's $70/user when fully seated

Book a Demo
What's included
  • 10 users included
  • Add seats at $59/mo each
  • 1 TB file storage
  • 100,000 AI credits per month
Everything in Plus, plus
  • Lower per-seat cost as you scale
  • 5x storage vs Plus
  • ~3x AI credits vs Plus
  • Bulk seat management
FAQ

Questions about MotionCRE

Common questions about MotionCRE for capital markets teams.

Book a Demo →
What is MotionCRE?

MotionCRE is a deal management platform built for commercial real estate teams. For capital markets teams it centralizes your engagement pipeline, sponsor relationships, deal packages, term sheets, and AI intelligence in one workspace.

How does the pipeline work for debt and equity placement?

You track engagements across a board built for placement: Prospecting, Contacted, Engaged, In Market, Terms Received, In Underwriting, and Closed / Won. Each engagement leads with the sponsor or borrower and carries its own workspace of documents, tasks, and contacts.

What deal terms can I track?

Capital markets deals track financing targets including target loan amount, loan type, LTV, LTC, target rate, DSCR, debt yield, term, and recourse, plus equity targets like required equity, target IRR, equity multiple, cash-on-cash, hold period, and risk profile.

Can I manage my lender and LP list?

Yes. Contacts tie to the deals they touch, so your lender and LP relationships live alongside the engagements you are shopping. Log quotes and term sheets as they come in and keep a running comparison in one place.

What does the AI Associate do for capital markets teams?

It reads your deal documents and answers questions grounded in your actual data. Summarize a rent roll or T-12, help build a financing package or offering memorandum, and query your pipeline, all within the context of the engagement.

How long does it take to set up?

Most teams are up and running the same day. Configure your pipeline, add your active engagements, upload your deal docs, and invite your team. No implementation fees, no consulting calls.

What does MotionCRE cost?

Team is $249 per month for 3 users. Plus is $399 per month for 5 users (addon seats at $69/mo each). Power is $699 per month for 10 users (addon seats at $59/mo each). Every plan includes a 14-day free trial and full access to every feature.

Your whole book, in one pipeline.

14-day free trial, cancel anytime.

Pipeline value
$148.9M
14 deals3 closing soon
Deal workspaceActive
Oak Street Multifamily
Dallas, TX · Multifamily · 180 units
Value
$24.5M
Stage
Due Dil.
In stage
12d
AI Associate