For middle-market CRE teams
Work the list. Cover the capital. Package only when the file is clean.
Import opportunities, score them to firm appetite, and reverse-match capital before you convert. Then dual books, credit box, and the IC memo or pitch from your numbers — locked when you generate, so the deck doesn’t drift after the model moves.
Not a CoStar clone or another CRM with a CRE skin. It’s the origination desk that keeps underwrite as the conversion quality gate — without re-keying the story three times.
Drag the panels — gray is their package, blue is yours.Move the cursor — gray is their package, blue is yours.
Scored against firm appetite
| Opportunity | Market | Score |
|---|---|---|
| Riverside MF · maturity 9/26 | Austin | 92 |
| Industrial park · owner list | DFW | 81 |
| Garden apts · referral | Houston | 74 |
| Office · skip for now | Austin | 38 |
Soft rank only — convert when the capital and story are ready.
Reverse match · Riverside MF
- ✓Harbor Debt Partners — Austin · multifamily · $8–25M
- ✓Prairie Life Co. — TX · small-balance · relationship open
- ✓Metro Bridge — Ticket fit · last touch 12d
The list lives in a spreadsheet. Capital lives in a CRM. The deal lives in email.
Origination is still a pile of CSVs, sticky notes, and “who did we call last week?” Underwriting tools only help after you’ve already decided the deal is real — and by then the capital story is scattered.
Maturity list with no firm score
Appetite ranks the queue so fit rises first
Capital book disconnected from the lead
Reverse match on every signal and deal
Underwrite starts from a blank folder
Convert carries source, amounts, and coverage
How it works
From list to locked package
Originate first. Underwrite what you can close — on the same system.
- 01
Bring in the list
Import a maturity, owner, or opportunity CSV — or load a sample feed. Every row becomes a signal with provenance so you know where the book came from.
- 02
Work the queue by fit
Appetite scoring ranks markets, asset classes, and ticket size against how your firm actually buys or lends. Soft ranks only — nothing blocked until you convert.
- 03
Cover the capital
Reverse-match your capital book to the opportunity. See who fits, log the touch, open a sequence when you’re ready to call or email.
- 04
Convert when you can close
One click turns a signal into a deal with source trail and seeded amounts. Capital fits come with you. Then dual books, credit box, and package take over.
- 05
Package from locked numbers
IC memo or marketing export from your underwrite — not the OM story. Numbers lock when you generate so the deck doesn’t drift after the model moves.
Originate
The desk is a work queue — not a static lead dump.
Import lists, score to appetite, reverse-match capital, log touches, open sequences. Connect HubSpot, Salesforce, or Instantly when you’re ready — without making CRM the product center.
- →CSV list ingest with flexible headers
- →Soft appetite score on every signal
- →Capital reverse match from signal or deal
- →Watchlists, sequences, and optional Instantly push
Signal work queue
Filter, assign, next action, and touches — the daily book of business, not a dump of static leads.
Firm appetite
Markets, assets, and tickets that soft-score every signal so the right rows rise first.
Capital reverse match
Rank lenders and buyers against the opportunity. Seed coverage when you convert.
Watchlists & sequences
Radar for maturity windows. Track outreach status; push to Instantly when keys are set.
Underwrite & package
After convert, the same file defends the numbers.
Dual books, deterministic screen (cap rate, LTV, DSCR, debt yield, LTC), credit box, material issues, and IC or marketing package. The math isn’t AI — if it’s missing, we leave it blank.
- →Broker package vs firm underwrite side by side
- →Credit box as versioned firm policy
- →Memo and pitch from locked numbers
- →Desk-aware path for lenders, brokers, and sponsors
Example screen (your underwrite)
Dual books
Their package next to your underwrite. Export to Excel when you need it in the model.
Credit box
Firm policy you can version — not a PDF from three years ago in a shared drive.
IC memo & pitch
Committee or marketing package from the same file as the underwrite, with your brand kit.
Material issues
Ground lease, rent control, LIHTC, environmental — tracked with go / no-go.
Also in the platform
Network, memory, and controls — still one firm system.
You don’t need these on day one. They’re there so capital density, properties, and compliance don’t force another tool.
Anonymized network
Opt-in market demand density — no firm names or deal titles leave your tenant.
CRM connect
HubSpot or Salesforce contacts into your capital book so you don’t double-enter.
Property graph
Addresses, owners, and enrichment review so deals aren’t orphan folders.
Firm controls
Roles, legal hold, audit export — for when compliance asks how the shop works.
Who it’s for
Debt brokers & capital markets
List → coverage → place. Work the capital book against every signal without losing the trail in email.
Small-balance & mid-market lenders
Maturity and referral origination scored to appetite, then a real credit path when the deal converts.
Acquisitions & sponsors
Intake that doesn’t start from a blank folder — convert with provenance, underwrite, and package when IC is ready.
Built for small teams at middle-market shops — brokerage, lender, or sponsor — who need one system from first signal to closed package.
Start with your next list this week.
Import opportunities, score the queue, reverse-match capital, convert one live deal, issue the package. That’s the product — because that’s the work.