How top capital markets advisors close loans

Use RealAtom tools to simplify the way you secure loans for your clients.

Loan process automation

Close loans faster and grow your business

Increase revenue with all the tools you need — in one place — to shorten loan cycles.
Securely create, distribute and track your loan packages (debt memos) through one integrated, streamlined platform.
Save time and originate more deals while working less. Engage more lenders and borrowers using automated workflows.

Market Intel & Loan Data

Get the best deal for your borrowers with RealAtom’s unique market intel

Provide borrowers with an exportable Quotes Matrix that summarizes and compares offers from multiple lenders for intelligent decision-making.
Prequalify any potential or existing deals. No more calls to multiple lenders. Get real-time terms specific to a live deal with the click of a button.
RealAtom’s data-driven, proprietary matching algorithms connect your loan requests with the lenders who can close.

LENDER RELATIONSHIP MANAGEMENT

Streamline lender engagement and expand lender network

Engage with your lenders seamlessly and more efficiently by giving them access to a cloud-based portal designed specifically for them.
Your interactive, personalized dashboard gives you a central location for all of your lenders' activities and loan information.
“Lender management” tools let you organize your lenders’ information to easily select relevant lenders for each loan request.

Collaboration Hub

Simplify communication with lenders and your team to get more done

Negotiate loan quotes in real time with real lenders. Keep track of past and present conversations with multiple lenders all in one place.
Real-time chat with clients, lenders, and team members saves time and allows you to collaborate more efficiently.
No more searching through a multitude of emails. Information and content is easy to find across all your loans because it’s stored on one platform.
Know when team members or lenders communicate regarding your loan request by getting personalized, push notifications wherever you are.
Collaboration Hub

Document Vault

Store and share loan-related documents in a secure and structured environment

Give your lenders secure access to transaction documents in the cloud, any time, from any device. No more downloads.
All documents—whether from messages, chats, or uploads—are automatically gathered and stored into a unique profile for each loan that you can access any time.
Rest easy knowing that your sensitive transaction data is securely protected by iron-clad industry-leading security standards.
Better manage risk by assigning user-specific access to sensitive data for designated internal or external users.
Document Vault

TRANSACTION ANALYTICS AND REPORTING

Stay on top of loan status as well as lender and team activity, anywhere, any time, with real-time reporting

Track the status of an individual loan or the entire portfolio anytime.
Real-time reporting proactively notifies you of red flags that can delay your loan at any phase (unsubmitted documents, quotes that haven’t been issued, and more).
RealAtom’s integrated portal lets you generate and securely share reports with both customers and supervisors, as well as track lenders’ viewing activity.
Reporting & Analytics

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