Platform · CRM

A pipeline that knows what the buildings are worth

Generic CRMs store names. This one keeps mandates, owners, tenants and lenders attached to live property records — so the pipeline revalues itself.

01

Deals against real assets

Every opportunity is linked to the property record it concerns, with its latest Underwriting result on it.

02

Owner and tenant relationships

Who you have spoken to, about which asset, and what has changed at that asset since.

03

Triggers that create calls

Debt maturing, hold period crossing, value moving — the pipeline tells you who to ring today.

04

Firm memory, not personal notebooks

When a broker leaves, the coverage history stays with the firm.

05

Works with what you run

Import from your existing CRM; keep it in sync or replace it once the team has voted with its feet.

Open a package we built

These are the packages themselves, as a client receives them: Underwriting with the deck, the live Excel model, the memo, the map and the records, each figure with its source, and Signals, the new deals in one county. Each run started from the address or the territory alone.

  • Underwriting · retail

    The Grove

    Los Angeles, California

    An open-air shopping center held on a ground lease, underwritten from the address alone: eight parcels on record read, and the one document that moves the case named, the ground lease

    leasable area
    600,000 SF
    parcels on record
    8
    document asked for
    1
    Open the package
  • Underwriting · industrial

    7600 NW 26th St

    Miami, Florida

    A 1973 industrial building leased to one aviation maintenance tenant, underwritten from the address alone: the cash flow at today’s rents set against the August 2026 sale, and the one open fact named, the building area

    sale, August 2026
    $21.3M
    year built
    1973
    tenant
    1
    Open the package
  • Signals

    Miami-Dade County: sale signals

    Miami-Dade County, Florida

    15,904 properties read, the 40 strongest shown (1/10 of the list)

    estimated value
    $26.6B
    in loans
    $762M
    units
    33,361
    Open the package

Drafts for your team to review; not appraisals.