Your CRM was never built for this.
Most lenders are managing their origination pipeline in tools that weren’t designed for CRE – and it shows. Deals fall through the cracks. Broker relationships aren’t tracked. Data lives in inboxes. By the time something closes, half your team doesn’t know how it got there.
RealINSIGHT replaces the patchwork with a purpose-built CRE origination software – one that adapts to your process, not the other way around.
From first look to funded.
Track every deal, relationship, and proposal status in one place. Assign leads, log meetings, and follow every opportunity from initial contact to close – with nothing falling through the cracks.
Configure RealINSIGHT to match your products to their funding sources – so every deal is evaluated against the exact requirements of your investors, clients, and management from the start.
Set up the routing logic and approval chains your organization requires. Every proposal follows the right process automatically – no manual handoffs, no missed steps.
Store source documents, reports, and models tied directly to each deal record. Everything your team needs – accessible to anyone with the right permissions, always.
Give management a macro-level view of the full pipeline – by product, funding source, deal status, or any other dimension – with the ability to drill into deal-level detail in one click.
Closed deals become future competitive advantage. As you learn how each product performs over time, you can sharpen your commercial real estate deal pipeline screening and bring new opportunities in line with proven return benchmarks.
Works with your stack.
RealINSIGHT connects with Salesforce, Yardi, CoStar, REIS / Moody’s CRE, Bloomberg, and many more. Automated daily feeds deliver current interest rates, benchmarks, and indexes – so your models are always working with accurate data, without manual input.
Origination flows directly into underwriting.
When a deal is ready to move forward, nothing gets left behind. All the documents, models, and deal history captured in origination are immediately available to your underwriting team – no re-entry, no handoff friction, no information loss.
Ready to run a tighter origination operation?
