Product Overview
AscendixRE Capital Markets CRM & Commercial Mortgage Broker Software
Having solid experience in providing professional services for Capital Markets, we get smart about the needs of Capital Markets professionals. Therefore, meet AscendixRE — a Salesforce-based CRM for capital markets that solves the needs of investment sales brokers, researchers, commercial loan brokers, salespeople, traders, and commercial mortgage agents.
AscendixRE CRM commercial mortgage CRM software combines our experience in Capital Markets and our solid Salesforce expertise. AscendixRE CRM for Capital Markets simplifies Capital Sources Tracking and helps commercial mortgage brokers match Lenders and Borrowers for commercial real estate transactions.
Track prospective/existing borrowers, equity providers, lenders, and transactions in one place
Find a personal approach to each and every borrower, lender, investor
Get an end-to-end view of a client from the first point of contact to the transaction completed and associated revenue generated
Keep your database of Lenders up-to-date
Reduce manual work & automate deal management
Customize AscendixRE to meet your unique business processes on your own or delegate them to our CRM consultants
Automate commercial calculation
Specifications
Features of AscendixRE CRM for Capital Markets
Complete Tracking of Capital Sources
AscendixRE is a Salesforce-based CRM for Capital Markets that offers a wide range of tracking and managing options.
For example:
Detailed profiles of Capital Sources and Lenders on the market
Categorize each source by Capital type, Property type, Debt/Equity type, equity investment size, geographies, and your custom fields
A 360-degree view of the client across multiple asset classes and geographies
Update each capital source by Interest level and status, capture notes and documents
Relate capital sources to prospective customers, Deals, and other records
Copy Sourcing Information from Other Deals
There’s no need to create new Sourcing for each deal in your commercial mortgage CRM software. You can copy Sourcing records from past Deals while we’ll make sure there are no duplicates.
Associate multiple Capital Sources with your new Deal in a few clicks.
Intuitive Searching Tool
Fine-tune your searches with Ascendix Search. Our tool intelligently matches the client’s requirements for taking on a lending partner with the requirements of the lending partner community.
By using Ascendix Search, commercial mortgage brokers can easily find sources for capital markets, commercial loans that match specific criteria, locate them on a map, analyze with charts and graphs or export to Excel for a quick analysis.
Deal Flow & Pipeline Management
Commercial mortgage brokers and sales managers need to track the state of every transaction. Being a Capital Markets CRM, AscendixRE has a Kanban dashboard that helps you to:
Group deals by stage of maturity, type, and more
Drag and drop deals to change their stage
Associate one or more capital sources within each deal
Get All Features a Capital Markets CRM Should Have
In addition to robust Capital Sources tracking, our CRM provides you with:
Contact/account management and tracking
Detailed reports and analytics
Advanced filtering
Commercial loan calculation
Extended facilities for matchmaking
Convenient Outlook/Gmail Integration
Mobile version to access data on the go
Automated workflows
Videos
Product Reference
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