Tasks that organize your work, your way
At RealAtom, we know you want to close more deals! Our platform gives lending teams the ability to save tons of time with insight into who’s doing what by when, within the loan process—and that includes knowing when your own...
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SMART WAY TO MANAGE CRE LOAN ORIGINATION AND TEAMS
We've got an appetite for growth. The loan intake platform is a game-changer in terms of our ability to process all our applications efficiently.— Head of CRE Origination, Life Insurance Company RealAtom is a Loan Collaboration and revenue-generating platform used...
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Website Integration: how to get the most out of your investment
Today, RealAtom can integrate with hundreds of applications you already use to automate your existing workflows easily. We made it super easy for you by partnering with Zapier and give you 1000’s integrations at a fraction of the cost. Zapier...
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Predict the Market with Our New Analytics Report
We’re excited to announce the launch of our brand new Market Analytics Report. Improve loan pricing with easy access to the most important metrics. RealAtom simplifies commercial loan origination process, empowering brokers and borrowers across the country to market loan...
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New File Sharing system that your clients will love
If you are in the business of originating commercial real estate loans, you’ve probably used multiple technologies to share and manage loan documents. The most common way is to do it as an email attachment. Then there is Box.com, Dropbox,...
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Introducing: Digital onboarding for your CRE clients
You already know RealAtom for its innovations around delivering tailored loan leads straight to your inbox. Many lenders on RealAtom also appreciate the easy process, including Q&A, document collection, submission of quotes and term sheets. But so far, all that...
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Updates to RealAtom Security
We’re pleased to announce that 2-factor authentication (2FA) is now available for all RealAtom users. 2-factor authentication provides an extra layer of security on top of your username and password making it harder for intruders to gain unauthorized access. It...
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New File Sharing system that lenders love
If you have ever tried to secure a commercial real estate loan, you’ve probably used multiple technologies to share loan documents. The most common way is to do it as an email attachment. Then there are Box.com, Dropbox, even IntraLinks....
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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...
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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...
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Switch from your personal pipeline & analytics to view team content
We are always looking to improve the user experience, and with our new “Switch Accounts” feature, you can now see what your team members are up to. As a user, you will be able to see how the dashboard and...
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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...
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Secure documents to achieve client’s confidentiality requirements
Whenever sensitive information needs to be shared with lenders it is a good idea to require they opt into a confidentiality agreement. This agreement will help formalize the relationship and keep lenders liable for the safety of the information. You...
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Manage all of your business’s contacts in an easy to use directory
There’s a new breed of CRE brokers. They want to have a solution that offers an end to end experience to their everyday business needs. RealAtom has already introduced its Lender Engagement Platform and Loan Automation Software and today we...
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Custom folders & fields: Your secret weapon for creating complex loan packages
Since launching custom fields to our beta users, we’ve been amazed by all the unique ways our customers have used this feature to create loan requests for complex projects. From detailing construction projects to bringing loan requests to market 3x...
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Finally a single hub to manage online and offline quotes
RealAtom already enables brokers to receive lender quotes in a matrix view online, but what if some of your lenders emailed you a quote and you want to include it in the matrix with the other quotes? No problem! You...
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Lender Relationship Management
Drum roll please …. You now have complete visibility into the lenders' engagement with any transaction. Now you have a way to track the level of lenders engagement: who is working on a loan request, who has passed and why. ...
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Memorialize your relationships in notes
The broker hassle never dies. You are constantly on the phone or responding to emails. Your spiral notebook is filled with notes about every deal and every lender you’ve worked with. It really helps you move the deal forward. Every...
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Pipeline Enhancements
In June we announced our easy-to-use, efficient and functional pipeline reports. Since then we have received very positive feedback from our users. This month we have enhanced the pipeline with new features including: the ability to assign deals, to close...
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New in Lender Directory
Last month, we released our highly-touted updates to the lender directory, enabling brokers to review lender contact information, detailed lending criteria, and custom tags, ushering in a new generation of relationship management. Debt sourcing is all about real-time relationships, and...
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An easy way to search through past conversations in chat
As you know one of the really cool and popular features on the platform is a real-time chat. Brokers and lenders request and share a lot of information in chat messages. Now, we made it really easy for our users...
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Loop teammates into conversations
As you know, chats with lenders is one of the most popular features on the platform. You can chat at any time, in real time with a lender regarding any transaction. A new addition to the chats is an option...
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Top Secret feature – Historical Market Analysis
Next time you are pricing the deal you can open up the Pipeline, and filter it by geography, property type, and loan type then simply export the report to Excel. You will now see how these loans were priced by...
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Pipeline status report
To give you a better holistic view of your loans we have created a Pipeline view section. The report is very intuitive and easy to read and navigate. The Pipeline report comes in two views, Board view, and Table view....
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Streamlined submission to lenders
You have asked and we listened! We have made loan package submission even more streamlined. Now. when you want to send a loan package to lenders you are in full control and you do it with few clicks. As you...
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Advanced permission controls
As your company grows, the challenge of controlling access to your data across the organization gets more and more complicated. As more folks gain access to the platform, you're likely to have more instances where access needs to be restricted...
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Smart Loan Package Creation
The loan package application is dynamic. It depends on the type of property, type of the loan and a purpose of the financing. Each loan package type has a specific set of steps where you can include all information you...
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Enhanced Lender Management
Lender directory keeps all your lender contacts organized based on the lending criteria. This is where you also track your lenders’ engagement in relation to any specific deal. First, you’ll notice that the lender directory has been redesigned to match...
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Dashboard Filters
The dashboard is your command center. It has 3 main sections: Portfolio summary on the top, your loan pipeline on the right and recent activities (your things to do) on the left. For your convenience, we have added filters to...
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Quote Matrix Automation
You’ve just made progress on a call with a potential lender for your CRE loan. You have at least two follow-up tasks left before moving on to the next lender including: Updating the deal in your Excel document or in...
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Find the loan info you need in “Recent Activity” and “Analytics” sections of the dashboard
You manage lots of important projects in your portfolio - from evaluating potential acquisitions to refinancing existing properties. You get multiple emails from lenders containing questions, quotes, negotiations, term sheets and everything in between. You and your teammates diligently try...
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How to work with relationship lenders
Lender directory in the cloud: Your relationship lenders managed in a collaboration hub. Unprecedented analytics on lender engagement and the financing process. From the Rolodexes of yesterday to the ever-expanding Excel spreadsheets of today, lender directories are often unorganized,...
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Introducing Chats
We’re excited to announce that RealAtom Chats is now in open beta and available to all customers! The Chats is a collaboration tool that connects borrowers and lenders in real time — so you can get your loan done! If...
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