Product Sep 3, 2019

Manage equity investors via your new capital sources directory

The capital sources directory now hosts information about your equity partners in addition to your lenders. This way you can easily choose from those sources those that do either equity or debt or both. You can still send loan requests to lenders and work through the loan platform.  Equity investors can be managed by tagging, searching, filtering and adding custom notes. 

What information is available?

  • Capital Source type: Equity, Debt, or Debt & Equity 
  • Property Types: choose from a variety 
  • Location: choose all of the USA, or individual states
  • Ownership Structure
  • Strategy
  • Investor Type
  • Check Size
  • Hold Period
  • Tags: your custom structure

This useful directory helps manage your equity investor contacts in one place. You can manage other CRE relationship contacts in the Contacts directory as well.  And remember, you can still submit your loan requests to lenders and track their offer activity and loan engagement here.

More articles

Marketing of the loan package

If you are in the business of securing commercial real estate loans, you are either our loyal customer or you’ve heard about RealAtom. We make the loan process efficient and we release new features often based on our customers, mortgage...

Continue reading

2019: All Wrapped Up as a Holiday Gift

With the holidays upon us and the year winding down, the RealAtom team wanted to take a moment to thank you for being a part of our lives and welcoming us into yours. While we certainly don’t need a special...

Continue reading

Leadership and Innovation in Commercial Real Estate – Four Powerful Women Leading the Charge

Like many industries that have put more women in charge, the commercial real estate industry benefits from an increasing number of female leaders. Their strong interpersonal skills, adaptability, and openness to innovation have led to greater productivity and efficiency in...

Continue reading

Ready to get started?

Get in touch to create account

RealAtom - Automate your loan process, delight your lenders | Product Hunt Embed