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  • Producers can run comprehensive reports on sponsors with all interactions, loans, prior deals and related properties.
  • I have a meeting with a sponsor, Lisa, and want to pull up all the information about our firm's relationship with her company.
  • Yes, that's correct. Actually, I wanted to discuss the status of one of the loans and speak with you about some new deals.
  • Producers can go into meetings with confidence and prepared with all the relevant information about their sponsors.
  • Hi Lisa, How is the family? I see that we are working with your firm on a few deals currently.
  • Producers can document meeting notes, create follow-up action items and share information with their colleagues.
  • That was a great meeting. I'm going to make note of everything we discussed and set a reminder to follow-up with Lisa on the new deals next week.
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