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Best Practices (Lender/Debt Broker)
Best Practices Guide: Lenders/Debt Brokers
Best Practices Guide: Lenders/Debt Brokers
Catherine Connor avatar
Written by Catherine Connor
Updated over a week ago

We partner with some of the largest lending and debt brokerage financial institutions in the industry. Take a look at the features and workflow tools our power user Lender and Debt Brokers use daily to make them more successful and see a return on their investment.

DISCOVER

Our power users are most successful with a hyper-targeted discovery process

  • We enable search over the vastest dataset in CRE with the ability to filter based on what matters to you

  • Target properties utilizing maturity date as well as origination date fields and identify potential opportunities and chances to assist clients with refinancing

RESEARCH

Access robust data coverage on any market, empowering your team to understand the trends and transaction history with any market

  • Discover your next deal with likely to sell properties and transaction history

  • Strengthen your pitch with owner portfolio, debt history, tax history, and sales comps

OUTREACH

Our lenders/debt broker firms are more equipped, and easily enabled to reach out to owners to understand their interest in refinancing for a better rate or term

  • Easily access an owner’s phone number, mailing address, and email address

  • Your team can build out phone, SMS, and email campaigns with targeted owner lists

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