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.

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