Go Beyond Your CRM
CRMs make it hard to track information and communications. This leads to data loss, missed opportunities and business that won’t scale. With RealINSIGHT, lenders can win more deals with proactive tracking of each lead source, contact and meeting. This allows you to manage a larger portfolio with greater control.
- Store source documents, reports and Excel models in one system of record
- Assign tasks and responsibilities with due dates and priorities
- Size every loan accurately and match each proposal to a product and funding source
- Access automated daily feeds with current interest rates, benchmarks and indexes
- Integrate your Salesforce, Argus, Yardi, Dropbox and others
Our next generation technology will enable you to cut through the noise, make data driven decisions and put your smart money to work faster.