The Challenge
The client was managing dozens of active commercial mortgage deals at a time — $1M to $20M files — out of a mix of spreadsheets, email folders, and shared Dropbox links. Nothing was connected. DSCR and LTV calculations were done manually. Important documents got buried. Deals fell through the cracks because there was no single place to see where everything stood.
What We Built
We're building a dedicated CRM for commercial lending teams. Each deal has its own card that moves through stages — intake, underwriting, committee review, funding. The system automatically calculates DSCR and LTV when you enter the numbers. Borrowers get a document checklist they can upload to directly, and every action in the system is logged so there's always an audit trail.
What's Inside
Kanban Deal Board
Every deal is a card. Cards move through columns — Intake, Underwriting, Committee Review, Funding — so you can see the whole pipeline at a glance and know exactly where each file is.
Automatic DSCR & LTV Calculations
Enter the property income and loan details and the system calculates debt service coverage ratio, loan-to-value, and max loan amount right away — no spreadsheet needed.
Borrower Document Upload Portal
Borrowers get a checklist and can drag and drop their rent rolls, balance sheets, and environmental reports directly. Each item shows a status so the broker knows what's still missing.
Role-Based Access Control
Underwriters, brokers, and lenders each see only the files they're supposed to see. Access is enforced at the database level using PostgreSQL row-level security, not just the UI.
Want a custom CRM for your business?
We build internal tools that replace spreadsheets and scattered inboxes. If your team is managing clients, deals, or projects out of things that weren't designed for it, we can fix that.