Smart CRE Finance Platform, made for Capital Advisors
Revolutionizing the CRE Capital Advisory Business
30 Days free trial · No credit card required
More Than a CRM—Your All-in-One Deal Flow Platform
Closing just one or two more deals can turn a good year into a great one. The key? Efficiency and organization.
Fundview isn’t just another CRM—it’s a fully integrated deal flow platform built exclusively for capital market advisors. While CRMs focus on contact management, Fundview streamlines the entire financing process by integrating your borrowers and lenders through secure portals, automating key workflows, and organizing every step from intake to closing.
Tired of software that bypasses your role as an intermediary or platforms that wants to eat into your commissions? Unlike generic CRMs, Fundview is built for the way you work, eliminating inefficiencies and giving you the tools to manage every stage of the deal flow—without costly customizations or extra development.
With the most cost-effective pricing in the market, Fundview maximizes your operational ROI, helping you scale efficiently while keeping overhead low.
Why Fundview?
A Technology Assistant That Understands the Nuances of CRE Finance Dealflow.
Lender Program and Parameter Updates in Real Time
Fundview allows user to empower their lenders to update their loan programs and parameters directly within the platform. This ensures brokers always have the most accurate financing options without needing to manually track changes, saving time and improving deal execution.
Intelligent Lender Matching & Advanced Search
With Lender Heat Maps and Best-Fit Matching, brokers can instantly identify the most relevant lenders for each deal. Advanced filtering by loan size, asset type, and terms ensures precision in lender selection.
Seamless Loan Packaging & Document Management
Fundview’s borrower and lender portals streamline the entire loan lifecycle, from automated borrower Needs Lists to real-time document tracking and loan package submissions. With centralized management and reduced manual follow-ups, brokers can increase efficiency and close deals faster.
Built for CRE Finance – Ready on Day 1
Fundview is designed exclusively for CRE finance professionals, eliminating the inefficiencies of generic CRMs. With deal tracking, borrower and lender management, and real-time updates, brokers can start managing transactions immediately—no setup, no workarounds, just results.
Secure & Role-Based Collaboration
Manage team access with customizable roles, ensuring the right people have visibility over contacts, deals, and lender data while controlling confidentiality and data security within the platform.
Cost-Effective, Transparent Pricing with No Add-Ons
Fundview offers unlimited data, no add-on fees, and no commission splits—providing the lowest-cost CRE finance software on the market with full feature access from day one.
Use Cases
Here is how Fundview can help you.
Simplifying Loan Origination & Lender Submission Tracking
A CRE capital advisor leverages Fundview to manage the entire deal lifecycle from intake to closing within a single platform. With automated borrower checklists and lender portals, all document transfers and status updates are seamlessly organized in one centralized hub.
Optimizing Lender Matching for Faster Closings
An advisor needs to quickly identify the best-fit lenders for a complex financing request. Using Fundview’s Lender Heat Map & Best-Fit Matching, they instantly compare lender criteria and assemble loan packages efficiently.
Automating Document Collection & Loan Packaging
Fundview’s automated borrower portal eliminates the need to chase down documents. The system generates requests and tracks submissions in real time, ensuring a seamless collection process. Advisors can then instantly compile complete loan summaries with all supporting documents.
Managing Team Collaboration & Deal Access
A mortgage brokerage firm with multiple team members assigns role-based access within Fundview, ensuring that each team member only sees the relevant contacts, deals, and lender data, improving security and workflow efficiency.
Minimizing Administrative Work & Maximizing Efficiency
A CRE advisor once spent hours responding to both borrowers and lenders on status inquiries and tracking down documents. With Fundview’s automated notifications and integrated portals, they eliminate unnecessary back-and-forth, ensuring smoother communication and more time to focus on closing deals.
Enhancing Referral Partner Engagement
Instead of manually updating referral sources, an advisor loops in referral contacts through Fundview, ensuring they receive automatic status updates. This transparency strengthens relationships and encourages more referrals.
Why Choose Fundview?
See how Fundview's comprehensive deal flow platform compares to traditional CRM solutions. We're built specifically for commercial real estate finance professionals.
Feature Core platform capabilities | Basic CRM Standard customer relationship management tools | Off-the-Shelf CRMs Commercial CRM and CRE-specific software solutions | Fundview Complete deal flow platform for CRE finance |
|---|---|---|---|
1 Lender Efficiencies | |||
Real-Time Lender Parameter Updates Users can request lenders to update programs in real-time, instantly updating in the system | No No built-in lender database; all updates are manual. | No May offer lender data but not real-time updates. | Included |
Lender Heat Map & Best-Fit Matching Automatically matches managed loans against your lender parameters to quickly identify best-fit lenders and prepare loan packages | No No lender matching functionality. | No Some platforms offer lender data but lack real-time comparative analysis. | Included |
Lender & Borrower Database Centralized repository with real-time lender updates. | No Requires manual setup and lacks CRE-specific intelligence. | No May include lender data but often static or outdated. | Included |
Advanced Filtering & Keyword Search for Lenders Sort & filter your lenders by criteria such as loan size, asset type, and terms; quickly search with keywords | No No lender filtering; must manually track and search contacts. | No Some platforms allow filtering, but not always robust or user-friendly. | Included |
2 Borrower Efficiencies | |||
Borrower Portal & Custom Needs List Automated borrower checklist for document collection and real-time status tracking. | No No borrower portal; manual document requests. | No May have borrower portals, but often lack dynamic tracking. | Included |
Loan Summary Generation & Document Attachment Quickly generate a loan summary with key details and attach supporting documents for seamless sharing. | No No built-in feature; requires manual document creation and attachment. | No Some platforms allow document attachments but lack instant summary generation. | Included |
Automated Loan Process Management End-to-end loan lifecycle tracking, including borrower & lender interactions. | No Requires custom workflows, often inefficient for financing needs. | No Some automation, but often lacks full process visibility. | Included |
Referral Database & Updates Built-in referral database with real-time loan status updates, automatically notifying borrowers and referral partners as milestones progress. | No No structured referral tracking; requires manual updates and borrower follow-ups. | No Some systems may track referrals, but lack automated loan status notifications. | Included |
3 Internal Efficiencies (Broker & Team Workflow) | |||
Messaging Hub (Internal & External Communication) Centralized messaging hub for full team collaboration; your lenders can be included in discussions, but internal team chats can opt to stay private | No No built-in messaging; users must rely on email or third-party tools. | No Some messaging features, but often lack the ability to separate internal vs. external conversations. | Included |
Pipeline & Deal Tracking CRE transaction-focused with lender & borrower tracking. | No Basic sales pipeline, lacks CRE finance-specific stages. | No Deal tracking exists but often lacks full financing cycle visibility for borrowers and lenders. | Included |
Collaboration & Workflow CRE-specific workflows for your team, lenders & clients | No General collaboration tools, not built for CRE financing. | No Some collaboration tools, but not optimized for multi-party deals. | Included |
Custom Team Collaboration & Role-Based Access Create teams within the platform, assigning roles to control access to contacts, deals & lender data. | No Basic collaboration features, but lacks deal-specific access control. | No Some platforms allow role-based access, but often lack lender-specific restrictions. | Included |
Automated Notifications & Reminders Auto alerts for outstanding borrower items, new borrower documents, and overdue loan closings. | No Generic reminders, no borrower-specific automation. | No Some systems offer alerts, but not tailored for CRE finance workflows. | Included |
4 Administrative & Cost Efficiencies | |||
Industry-Specific Customization Purpose-built for CRE finance workflows. | No Requires extensive customization. | No Partially tailored but often rigid and limited. | Included |
Document Management Built for loan docs, term sheets, and financial statements with easy tagging. | No Basic document storage, no CRE-specific organization. | No Some platforms offer doc storage, but often lack automated tagging. | Included |
No Data or Entry Caps – No Additional Fees Unlimited data, deals, and entries without additional costs. | No Many CRMs charge for more data, users, or storage. | No Some CRE software may cap entries and charge for exceeding limits. | Included |
Mobile Optimization Fully optimized for mobile, allowing your team, lenders, and borrowers to manage deals from anywhere | No Limited mobile functionality; often desktop-first design. | No Some platforms support mobile, but often clunky or missing key features. | Included |
All Features Included – No Add-Ons Every feature available in the suite, no additional costs for 'premium' tools. | No Many essential features are gated behind paid add-ons. | No Often requires extra modules or higher-tier pricing for full functionality. | Included |
Ease of Use for CRE Finance Advisors Intuitive interface built CRE finance intermediaries | No Generic UI that requires adaptation. | No Often complex, outdated, or difficult to use. | Included |
Onboarding & Support CRE finance-expert support & industry training. | No General support teams unfamiliar with CRE finance. | No Some industry support, but may lack deep advisory expertise. | Included |
Ready to Use Immediately – No Customization Required Start implementing features with your borrowers & lenders on Day 1; no setup delays | No Requires heavy customization before use. | No Often requires weeks or months of setup before full functionality. | Included |
Fees & Commission No additional fees or commission splits – full access with transparent pricing. | No May charge per user, customization, or API access. | No Some platforms charge per transaction, take a percentage of deals, or require high licensing fees. | Included |
Lender Efficiencies
Real-Time Lender Parameter Updates
Lender Heat Map & Best-Fit Matching
Lender & Borrower Database
Advanced Filtering & Keyword Search for Lenders
Borrower Efficiencies
Borrower Portal & Custom Needs List
Loan Summary Generation & Document Attachment
Automated Loan Process Management
Referral Database & Updates
Internal Efficiencies (Broker & Team Workflow)
Messaging Hub (Internal & External Communication)
Pipeline & Deal Tracking
Collaboration & Workflow
Custom Team Collaboration & Role-Based Access
Automated Notifications & Reminders
Administrative & Cost Efficiencies
Industry-Specific Customization
Document Management
No Data or Entry Caps – No Additional Fees
Mobile Optimization
All Features Included – No Add-Ons
Ease of Use for CRE Finance Advisors
Onboarding & Support
Ready to Use Immediately – No Customization Required
Fees & Commission
Ready to Transform Your Deal Flow?
Join hundreds of CRE professionals who've streamlined their operations with Fundview's cutting-edge platform.
Everything You Need—No Limits, One Simple Price
Technical & Customer Support – Always here when you need us.
Limitless Deal Management – Enter unlimited deals, create customized Needs Lists, and automate borrower & referral partner portals with real-time notifications.
Seamless Collaboration – Add unlimited team members, track lender call logs, and communicate effortlessly with unlimited group message board discussions.
SmartSort Technology – Instantly match deals with the best-fit lenders, with unlimited deal entries, contact management, and lending parameter updates.
Unlimited Term Sheet Management – Store, track, and attach unlimited term sheets for easy reference and comparison.
Unlimited Needs List Document Requests – Request and track an unlimited number of borrower and lender documents at every stage of the deal. Automate follow-ups, set deadlines, and ensure seamless document collection—all within one system.
$
299
/month
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Fundview FAQ – Everything You Need to Know
Fundview is a powerful CRM for brokers, streamlining client management, deal tracking, and workflows. Boost productivity and drive growth with our intuitive solution—your partner in brokerage success.