Take your commercial mortgage brokerage to a new level.
Revolutionize your commercial mortgage brokerage business with our cutting-edge Dealflow CRM software.
Unlike other software that seeks to eliminate brokers, our platform is designed to elevate your role in the deal. As the quarterback of the transaction, we provide you with the tools to execute your game plan and demonstrate your value as the MVP.
Our CRM system is custom-built for the unique needs of the commercial mortgage industry, specifically from the perspective of brokers. No longer will you have to work around the limitations of a generic CRM system. Stop working harder and start working smarter. Start using Fundview and take your commercial mortgage brokerage business to the next level.
Gain access to our full suite of online broker tools, including unlimited document tracking and organization, borrower notifications, and other CRM features that streamline your workflow and enhance your borrower and lender relationships.
Fundview, is dedicated to advancing the commercial real estate loan industry by leveraging technology and intelligent tools that have long been overdue. Additionally, we prioritize the importance of relationships by introducing Preferred Lenders to bridge the gaps in loan programs within your network of lending sources.
As a broker-user in our exclusive network, you will have a significant voice in shaping the future of the platform. Many of our users’ feedback and suggestions have been swiftly implemented, ensuring the software is being tailored to meet the unique needs of our industry.
Finally, a platform built with the broker in mind.
Simple interface with robust features for brokers to elevate your relationships and increase closings.
Access to full suite of features created exclusively for commercial real estate mortgage brokers.
Not just another CRM.
The most complete solutions to process deals.
Combining powerful customer relationship management tools with access to an exclusive lender network so you can increase your rate of closing deals.
Lenders are hand-selected to fill niche loan "buckets". View lenders’ loan parameters to easily identify the best fit for your deals.
Loan Parameters
Asset Class
Location
LTV
DSCR
Why use Fundview?
Because your borrowers will thank you.
Borrowers can simply upload requested documents from their desktop or any mobile device. They can see real-time updates you make to their Needs List so you both will be on the same page.
Coordinate all the documents needed for initial application review, contracts, lender underwriting, funding conditions, or customize lists to your liking.
Automated Reminders
Friendly Interface
Real-Time updates
No paper-work needed
Stop the document-chasing with your borrowers.
Reduce the time to receive borrower documents by 58%.
Automated reminders will take the document-gathering tasks out of your hands so you can spend more time turning leads into deals and deals into closings.
Quickly catch the lenders attention.
The Loan Request Generator will help create a one page deal summary.
Show the lender deal highlights as a prelude to you full loan package.
Fundview calculates and displays your deal metrics to allow the lender to make quick feasibility analysis.
Still can't find the right lender to place your loan?
Just contact our team with the 1-page Loan Summary that you generated and we will do the legwork of finding a lender for you.
It's like having free back-office support to help add to your network of lending sources and get deals closed.
Features
Below you can find an extensive list of Fundview features with many more in the pipeline.
Broker
| Feature | Included |
|---|---|
| Loan Dashboard | |
| Update Lender Parameters | |
| Sort Loans that fit lender Criteria | |
| Import Contacts - Connect to Google and Microsoft Accounts | |
| Emails notifications of outstanding docs | |
| Email notifications for change of loan status | |
| Manually send updated Needs List | |
| Email notification of newly uploaded documents | |
| Create and modify custom Needs List | |
| Upload and fulfill Needs List items from any device | |
| Bulk email campaigns | |
| Loan Request Summary Generator | |
| Document Package Generator | |
| Access verified Lender Roster to maximize funding sources |
Borrower
| Feature | Included |
|---|---|
| Loan Dashboard | |
| Update Lender Parameters | |
| Sort Loans that fit lender Criteria | |
| Import Contacts - Connect to Google and Microsoft Accounts | |
| Emails notifications of outstanding docs | |
| Email notifications for change of loan status | |
| Manually send updated Needs List | |
| Email notification of newly uploaded documents | |
| Create and modify custom Needs List | |
| Upload and fulfill Needs List items from any device | |
| Bulk email campaigns | |
| Loan Request Summary Generator | |
| Document Package Generator | |
| Access verified Lender Roster to maximize funding sources |
Lender
| Feature | Included |
|---|---|
| Loan Dashboard | |
| Update Lender Parameters | |
| Sort Loans that fit lender Criteria | |
| Import Contacts - Connect to Google and Microsoft Accounts | |
| Emails notifications of outstanding docs | |
| Email notifications for change of loan status | |
| Manually send updated Needs List | |
| Email notification of newly uploaded documents | |
| Create and modify custom Needs List | |
| Upload and fulfill Needs List items from any device | |
| Bulk email campaigns | |
| Loan Request Summary Generator | |
| Document Package Generator | |
| Access verified Lender Roster to maximize funding sources |
Referrer
| Feature | Included |
|---|---|
| Loan Dashboard | |
| Update Lender Parameters | |
| Sort Loans that fit lender Criteria | |
| Import Contacts - Connect to Google and Microsoft Accounts | |
| Emails notifications of outstanding docs | |
| Email notifications for change of loan status | |
| Manually send updated Needs List | |
| Email notification of newly uploaded documents | |
| Create and modify custom Needs List | |
| Upload and fulfill Needs List items from any device | |
| Bulk email campaigns | |
| Loan Request Summary Generator | |
| Document Package Generator | |
| Access verified Lender Roster to maximize funding sources |
| Feature by | Broker | Borrower | Lender | Referrer |
|---|---|---|---|---|
| Features | ||||
| Loan Dashboard | ||||
| Update Lender Parameters | ||||
| Sort Loans that fit lender Criteria | ||||
| Import Contacts - Connect to Google and Microsoft Accounts | ||||
| Emails notifications of outstanding docs | ||||
| Email notifications for change of loan status | ||||
| Manually send updated Needs List | ||||
| Email notification of newly uploaded documents | ||||
| Create and modify custom Needs List | ||||
| Upload and fulfill Needs List items from any device | ||||
| Bulk email campaigns | ||||
| Loan Request Summary Generator | ||||
| Document Package Generator | ||||
| Access verified Lender Roster to maximize funding sources | ||||
One price plan for you and your team
Must be a verified commercial mortgage broker
Pay monthly. Cancel anytime.
If you are a CRE loan broker, you can now obtain access and take advantage of the entire range of tools and features available to users.
What's included
Unlimited loan intake entries
Unlimited customized Needs List
Unlimited automated email notifications to your borrowers and referral partners
Unlimited lender call log entries
Add unlimited team members to collaborate on deals
SmartSort functionality to quickly identify best-fit lenders to place your deal
Access to Fundview’s preferred contacts of commercial and institutional lenders
And much more
Billed monthly
Get started today
Fundview is a broker-centric software and access is granted to CRE mortgage brokers only.
Frequently asked questions
If you can’t find what you’re looking for, email our support team at support@fundview.com
Why is access only for commercial mortgage brokers?
Fundview is a broker-centric
platform that understands the important role that brokers play in the transaction as an intermediary. Most CRE financing software attempt to make workflow more efficient by eliminating intermediaries, but we believe the CRE loan industry is unique in the sense that the broker will always play a cruc...
How are Preferred Lenders selected?
Although many marketplace sites will promote the access to “thousands” of CRE lenders, we believe our exclusive network extends to our Preferred Lenders. Brokers don’t need thousands of options to close a deal, but you do need ones that have a proven track record of funding and not just rubber-stamp...
What differentiates one Preferred Lender from another?
In addition to having loan programs for all the main CRE “food groups”, our lending network is curated by highlighting specific niches or specialties that differentiate one from another. Most of our lenders are commercial banks and balance sheet lenders that have created special programs that make t...
Is there anything to download or subscribe to?
No, the full suite of features are available once you log in. There are no commitments, credit cards, premium tiers, or add-ons.