Commercial originators don’t need another retail CRM
Commercial mortgage origination doesn’t look like residential. Deals take 60-120 days, sponsors are sophisticated, and the originator’s value is in the lender relationships and the deal packaging. The Commercial Mortgage snapshot is built around that workflow.
- Sponsor intake — entity structure, principal financials, prior deals, portfolio summary.
- Deal-type routing — multifamily, retail, office, industrial, mixed-use, hospitality — each routed to the right lender shortlist.
- Deal-room portal — branded portal for sponsor doc upload, organized by deal type.
- LOI packet generation — pulls sponsor financials, property financials, and deal summary into a lender-ready packet.
- Lender CRM — your lender contacts, their box (loan size, LTV, DSCR, property type), and their turnaround time.
Lender shopping that actually works
The snapshot ships with a lender database structure pre-built for the commercial broker:
- Lender contact card with property-type box, loan-size range, LTV cap, DSCR floor, and rate sheet.
- Turnaround time tracking per lender per deal type.
- Win/loss tracking so you learn which lenders close which deals.
- Quarterly relationship-maintenance touches to your top 20 lender contacts.
The deal-room
When a deal comes in, the sponsor gets a branded portal link. They upload:
- Rent roll (current)
- T-12 operating statement
- 3 years P&L
- Personal financial statement
- REO schedule
- Entity documents
Each upload auto-tags into the deal file. Once minimum docs are in, the LOI packet generator pulls everything into a single PDF you send to your lender shortlist.