Lending CRM
Lead → Term Sheet → In Progress → Loan → Client pipeline with calendars, charts, maps and PDF generation.
The challenge
Capital Insiders funds real-estate investors, builders and developers. It needed to track dozens of concurrent deals, talk to borrowers from one place and give its investors real visibility.
What we built
Built-in communication
In-browser calling, SMS and email, with real-time updates over websockets.
Investor portal
Each investor sees their dashboard and the loans they are invested in.
Outcomes
- The entire pipeline visible in one dashboard
- Every borrower conversation logged on the deal
- Investors with self-service access to their data