Everything below runs from month one. Then we build automations specific to your shop, one every month or two, chosen from the list on this page.
What is possible depends on the systems you run and the data they will give us. We find that out during setup, and we tell you straight which ones are easy and which are not worth doing.
This is the base. It gets configured to your business rather than invented for it, which is why it is running inside the first month.
One brief each morning covering your calendar, what needs a reply, what is overdue, and what is coming. Then it stays available all day. Ask it what is on your plate, have it draft something, have it check a detail. It knows your business, your clients and how you write.See it running →
Every incoming message sorted by who it is from, what it concerns and how urgent it is, with a reply already drafted in your voice. You review and send.
Messages filed automatically to the right client, deal or project, and the noise cleared out on a schedule. What stays in the inbox is what genuinely needs you.See it running →
Connections researched, replies drafted in your voice, the queue actually worked instead of ignored for three weeks.See it running →
Scheduling, follow-up windows, and deadline cycles handled, with everything counted backward from the date that actually matters.
Every call captured, summarized, and turned into action items and a follow-up draft before you have left the room.See it running →
Up to eight custom templates for the documents you produce over and over, matched to your brand colors and formatting, drafting in seconds instead of hours. We build these around what you actually send.See it running →
A recurring digest built around your specific business and interests. Real sources, real articles, filtered to what is actually relevant to you rather than a generic industry newsletter.
These are the automations that matter most in commercial real estate finance. We would not build all of them. Tap any of them for the detail. We would start with whichever two or three match what actually eats your week.
Every maturing loan is a borrower who has to transact by a date you can know in advance.
Assembles loans approaching maturity across your market from federal disclosures and public records, ranks them against the deals you actually want, and scores each one by how confident we are in the underlying data. It runs nightly and surfaces what changed.
This is the closest thing to a dated lead list that exists in commercial real estate finance. A meaningful slice of the source data is published loan by loan by the federal government and costs nothing to access.
Which sponsors you already work with have a loan maturing somewhere else.
Takes your own book and joins it to public ownership records, resolving the entity structures so you can see the actual people behind them. Then it tells you which of your existing relationships has debt coming due with a competitor.
This one plays defense and offense from a single build. The same system that finds a competitor's maturing loans also protects your book by surfacing your own borrowers before somebody else calls them. It is built on your data, which is why no product can sell it to you.
Roughly half of most broker networks goes quiet in a given year and nobody notices.
Segments your broker network by actual behavior, learns each broker's normal submission rhythm, and flags a lapse against their pattern rather than a generic calendar. Then drafts re-engagement that references what they last sent you.
Two measurable levers with a known denominator: wake the dormant half, and move the long tail from five deals a year to six. Both are measured against a baseline already sitting in your own submission history.
Your people only touch what deserves it.
Every inbound package read, normalized and scored against your actual box before a human opens it, with the reasoning attached so nothing is a black box. Sponsor diligence assembled alongside it: litigation, prior defaults, ownership footprint and track record on one page.
The binding constraint in this business is not opportunity volume, it is how many opportunities your people can qualify and package. Producers average around five transactions a year against research support ratios of one to eighty-something. This moves the bottleneck.
Every system watches your portfolio for risk. None watch it for the next loan.
Watches the book for the events that mean another transaction rather than a problem. Construction nearing completion, which is a dated permanent-financing lead. A property stabilizing ahead of schedule. A rate reset or extension option approaching. A sponsor acquiring something elsewhere. Improving coverage that supports a supplemental.
The origination pipeline is already sitting inside your servicing data. Nobody has pointed the reporting in that direction because risk teams built all of it.
Nobody in commercial lending publishes pull-through numbers. Yours would be real.
Tracks every package through the full funnel with reasons captured at each step, including the deals you lost and why. Produces pull-through by broker, by product type and by officer.
Broker software starts at listing and lender software starts at application, so nothing owns the middle. There is no published pull-through or quote-to-close series anywhere in the industry, which means there is also nothing to benchmark against until you build your own.
Everything above, running, plus custom builds for your business over time.
For teams that want CRM automation and a faster build cadence.
We do not need a paid discovery engagement to get started. Setting up your base system tells us what software you run and where your data actually lives, and from there we can tell you honestly which of the automations above are straightforward, which need work, and which are not possible with the systems you have. Anything larger than the normal build cadence gets quoted on its own, so you always know what you are buying.
Fifteen minutes. We look at what you do and whether any of this actually fits. If it does not, we will say so.
What software you run, where your data lives, and what eats your week. Takes a few minutes and it is what lets us come back with something specific.
An hour with both of us, where we show you exactly which automations we would build for your business and in what order over the next six months.
You own the account and the data. The workspace is set up in your name, on your billing, from day one. If we ever part ways you remove our access and keep everything.
We will tell you what to buy instead. When something you describe is already solved well by a product you can subscribe to, we will name it and tell you to buy it rather than charge you to rebuild it.
We run our own company on this. The daily assistant, the document library, the inbox triage. All of it was built for our own deals first. You are not the pilot.