Accelerate smart deal decisions with unified pipeline reporting.
Close the right deals faster by centralizing your pipeline data to surface high-potential opportunities in real time.
Turn pipeline insights into competitive advantage.
Leverage a powerful business intelligence layer—built in, not bolted on—so you can track deal velocity, identify trends, and drive faster decision-making.
Leverage pre-built or fully customizable reporting & dashboards.
Complete visibility into your deals by stage, geography, property type, originator, and more.
Analyze trends over time to forecast which opportunities are worth your focus
Create real-time reports in seconds—from closed/lost analysis to funnel performance and more.
Streamline deal workflows and mitigate risk
Create, update, and manage deals with minimal clicks—all within a single, streamlined view.
Mitigate risk and drive consistency with built-in controls, customizable stage gates, and a single source of truth.
Enable seamless cross-team visibility to ensure the right deals reach the right hands—no opportunities missed.
Transfer deal data into Excel with ease, streamlining underwriting and eliminating manual entry.