One Universal View of All Broker Deals


Funder Package

We walk brokers through a step-by-step process on how to package deals to funders. They complete a write-up, add details to give a detailed deal summary, and attach all supporting documents to ensure the funder has one clean view.

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Funder Search

Our brokers send us their funders and we collect all of the funder’s criteria for deals to ensure the broker is sending funders deals that are relevant and complete.

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Funder Profile

We have a funder profile that highlights the important details of what a funder requires for them to even consider a deal and any additional details for the one-off situation can be captured in comments or notes.

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