Fundview

🚀 𝗡𝗲𝘄 𝗙𝗲𝗮𝘁𝘂𝗿𝗲 𝗔𝗹𝗲𝗿𝘁! 🚀 𝗖𝗥𝗘 𝗠𝗼𝗿𝘁𝗴𝗮𝗴𝗲 𝗕𝗿𝗼𝗸𝗲𝗿𝘀 𝗮𝗻𝗱 𝗖𝗮𝗽𝗶𝘁𝗮𝗹 𝗠𝗮𝗿𝗸𝗲𝘁𝘀 𝗔𝗱𝘃𝗶𝘀𝗼𝗿𝘀 𝘁𝗮𝗸𝗲 𝗻𝗼𝘁𝗲! We’re thrilled to introduce 𝗙𝘂𝗻𝗱𝘃𝗶𝗲𝘄’𝘀 𝗹𝗮𝘁𝗲𝘀𝘁 𝘂𝗽𝗴𝗿𝗮𝗱𝗲, bringing you additional capabilities for managing term sheets and soft quotes! We know that managing lender information can be complex, so we’re here to streamline your workflow and make deal flow easier, faster, and more effective. 𝗛𝗲𝗿𝗲'𝘀 𝗪𝗵𝗮𝘁’𝘀 𝗡𝗲𝘄: 𝗘𝗻𝘁𝗲𝗿 𝗧𝗲𝗿𝗺 𝗦𝗵𝗲𝗲𝘁𝘀 & 𝗦𝗼𝗳𝘁 𝗤𝘂𝗼𝘁𝗲𝘀: Now you can record key points from term sheets or soft quotes directly in Fundview, enabling instant comparison across lenders. You will also be able to 𝗮𝘁𝘁𝗮𝗰𝗵 𝗮𝗻𝗱 𝗿𝗲𝗳𝗲𝗿𝗲𝗻𝗰𝗲 𝗼𝗿𝗶𝗴𝗶𝗻𝗮𝗹 𝗱𝗼𝗰𝘂𝗺𝗲𝗻𝘁𝘀 from your lenders to the file. Easily discuss options with clients to be fully informed and fully organized. Interested in seeing if your firm qualifies for free, unrestricted access (not trial)? Feel free to message me directly.

As of October 2024, Fundview has surpassed $2 billion in CRE financing managed on our platform YTD with $2,001,425,501—congratulations to all the capital markets professionals using Fundview to streamline deal flow, boost productivity, and close more deals! The crazy part is, we're just getting started! In the coming weeks, we’ll be rolling out even more powerful features and updates to make the platform even better, so stay tuned! Interested in seeing if your firm qualifies for free, unrestricted access (not trial)? Feel free to message me directly.

Stay ahead of the curve by adopting the right technology. Our software, designed specifically for CRE finance advisors, simplifies deal flow management across the entire capital stack and is ready to go from day one. With easy integration and intuitive features, you can hit the ground running, even integrating it into ongoing deals, to gain the edge you need. Tailored to meet the unique demands of the industry, our solution enhances operations, improves efficiency, and accelerates growth. Don’t hesitate—elevate your business now with technology that drives success. Discover the impact and maintain your competitive advantage with our state-of-the-art platform. #innovateandexcel #opportunityawaits #adaptandovercome #commercialrealestate #successmindset #steppingstones #dynamicworld #edgeofsuccess #obstaclestosuccess #fundviewadvantage

Why be tied to a desk when you can close deals from the course? Fundview's mobile-optimized platform keeps you connected and in control, no matter where you are. Tailored for CRE mortgage brokers, it enables seamless integration of your entire team, lenders, and borrowers, freeing everyone from the confines of the office or desktop. Stay productive and efficient on the go, ensuring your deals always move forward without delay. #Fundview #CREfinance #commercialrealestate #capitalmarkets #dealflow #equityfinance #debtplacement #realestatebrokers #financeprofessionals #CREinvestment

Managing and tracking documents is a critical task for any CRE finance advisor. Fundview streamlines this process by allowing you to create customized Needs Lists for your clients. Let Fundview handle the follow-ups and keep tabs on received and outstanding documents, so you can focus on what truly matters. Fundview’s dedicated portal allows your sponsors and borrowers to securely upload files at their convenience. Automated reminders for missing items save you from spending valuable time chasing down documents. With real-time updates, Fundview ensures you and your clients are always aligned. No more confusion, no more delays—just a clear, streamlined process that keeps everything on track. Say goodbye to miscommunications and missed deadlines, and hello to efficiency and peace of mind. #BrokerLife #EfficiencyMatters #DigitalTransformation #CloseDealsFast #TimeIsMoney #TechSavvyBrokers #StreamlineProcesses #FundviewAdvantage

In an industry where relationships are everything, Fundview stands apart by empowering, not replacing, the vital role of CRE finance advisors. Unlike other software solutions that aim to replace intermediaries, Fundview is built with one goal in mind: to support you in the capital markets advisory process. We understand that success in CRE finance is still fundamentally driven by the strength of your relationships. Our technology is designed to handle the tedious, time-consuming tasks, freeing you to focus on what truly matters—building and nurturing the connections that drive your business. Fundview enhances your efficiency without ever taking you out of the equation. Let our technology handle the details so you can concentrate on doing what you do best: advising, negotiating, and closing deals. #Fundview #CREfinance #commercialrealestate #capitalmarkets #dealflow #equityfinance #debtplacement #realestatebrokers #financeprofessionals #CREinvestment

Fundview's Loan Request Summary and Packaging feature, a powerful tool, streamlines the preparation process, allowing you to create professional, lender-ready loan packages in minutes. Impress lenders and close deals faster. It's time to streamline your workflow! #Fundview #CREfinance #commercialrealestate #capitalmarkets #dealflow #equityfinance #debtplacement #realestatebrokers #financeprofessionals #CREinvestment

Struggling to keep track of your CRE finance deals, juggling multiple lenders, documents, and countless email threads? Can't remember where the conversation left off with every contact? Fundview simplifies your workflow by providing dedicated hubs for seamless communication and document transfers with both clients and lenders. Manage your entire deal flow efficiently while maintaining confidentiality. Let Fundview keep you organized and focused on closing deals, not chasing down documents or tracking conversations. #Fundview #CREfinance #commercialrealestate #capitalmarkets #dealflow #equityfinance #debtplacement #realestatebrokers #financeprofessionals #CREinvestment

Fundview's CRE finance deal flow platform includes industry-specific integrations without limitations, right out of the box: * Client and lender portals * CRM contacts * Automation * Team member access * Multiple security permissions * Collaborative message board * And much more Experience a comprehensive solution tailored for your industry, all included with Fundview. #Fundview #CREfinance #commercialrealestate #capitalmarkets #dealflow #equityfinance #debtplacement #realestatebrokers #financeprofessionals #CREinvestment