Everything you need to know about RealINSIGHT.

RealINSIGHT is a purpose-built B2B SaaS platform and CRE loan lifecycle software solution for institutional commercial real estate lenders, investors, and servicers. It manages the full loan lifecycle – from origination and underwriting through asset management, loan servicing, and beyond – replacing spreadsheets, legacy systems, and disconnected tools with a single, integrated commercial real estate lending software built for institutional scale.

The core CRE loan management platform includes six modules: AI, Origination, Underwriting, Asset Management, Loan Servicing, and Securitized. All modules are designed to work together as one connected system.

RealINSIGHT supports the full spectrum of CRE loan products, including balance sheet, bridge and construction, Agency/GSE, CMBS, CRE CLO, warehouse and repo, mezzanine and preferred equity, life company loans, and affordable/LIHTC. As a purpose-built CRE fintech platform, if you lend it, RealINSIGHT can handle it.

Our clients include global and national banks, debt funds and alternative credit platforms, private equity firms, Agency lenders, CMBS lenders and B-piece buyers, special servicers, life insurance companies, mortgage REITs, and more. RealINSIGHT is designed for institutional CRE lending organizations of all sizes and structures.

No – and that’s by design. RealINSIGHT integrates with the systems and tools you already rely on, including Salesforce, Argus, Yardi, Dropbox, accounting platforms, and more. It also works natively with Excel, mapping directly to your proprietary models and templates. RealINSIGHT sits at the center of your workflow and makes everything work better together.

Yes, fully. Every data field in the platform is reportable. You can build custom dashboards for any stakeholder, recreate reports you currently run in Excel or other tools, and generate batch or individual investor reports on demand. As a fully configurable commercial real estate software platform, RealINSIGHT adapts to your reporting requirements – not the other way around.

Data security is foundational to everything we build. RealINSIGHT holds SOC 1 Type 2 and SOC 2 Type 2 certifications, audited annually by an independent third party. Our platform runs on AWS infrastructure, is protected by CrowdStrike endpoint security, and undergoes quarterly disaster recovery testing and annual penetration testing – with our most recent pentest earning the highest possible rating. You can review our full security posture, certifications, and documentation at our Trust Center.

RealINSIGHT is SOC 1 Type 2 and SOC 2 Type 2 certified. These certifications reflect our commitment to the security and compliance standards institutional CRE lenders and investors require. All audit reports and supporting documentation are available upon request through our Trust Center.

Our dedicated CRE data integration services team manages the entire integration process – from initial data assessment and validation through field mapping and ongoing automated feeds. Data can be ingested via flat file (CSV/Excel) for initial loads, or via secure automated SFTP connections for daily recurring feeds from your servicer or other data sources. We handle the complexity so your team doesn’t have to. Learn more about Data Services.

As frequently as you need it. For ongoing data feeds, we set up automated daily updates so your platform always reflects current commercial real estate data without any manual intervention. For static data sets, we manage one-time loads as part of implementation.

Yes. RealINSIGHT includes robust API functionality and has established integrations with Salesforce, Argus, Yardi, Dropbox, major accounting platforms, market data providers, and more. Our workflow configuration capabilities mean that if you have a specific integration requirement, our team will work with you to build it.

Implementation timelines vary based on the modules you’re using, the complexity of your data, and your organization’s structure. Our CRE software implementation services team will give you a clear, realistic timeline during the sales process – and your dedicated client manager will be with you every step of the way to keep things on track.

Every RealINSIGHT client is assigned a dedicated U.S.-based client manager who owns your implementation from start to finish. They’ll work alongside your team to configure the platform to your workflows, oversee data migration, manage integrations, and lead hands-on training tailored to each user’s role. Onboarding is a collaborative process – we don’t hand you a manual and wish you luck.

Your dedicated client manager remains your primary point of contact well beyond go-live – for questions, configurations, new use cases, and anything else that comes up. In addition, all active users are invited to our monthly collaborative user calls, where clients and client managers connect directly to share feedback and shape the product roadmap. We also host quarterly product review webinars with our Head of Product and his team, so you’re always ahead of what’s coming next.

Absolutely. We’re happy to connect you with clients who can speak to their experience with RealINSIGHT as a CRE fintech company trusted by 80+ institutional clients globally. Contact our team to request references.

RealINSIGHT is priced on a modular basis – you pay for what you use, and nothing more. Pricing is customized based on a combination of factors: the modules and services you select, your portfolio’s loan size and loan count, and the number of users on the platform. Contact our team for a quote tailored to your organization.

RealINSIGHT is enterprise-grade commercial real estate lending software, and we find that a personalized demo is a much better way to evaluate fit than a generic trial. Book a demo and we’ll walk you through the platform as it applies to your specific workflows and loan types.