We recommend that this client type use either ‘Self-Serve,’ or ‘Transaction Only.’ This allows small borrowers to fast track their CIM creation (using our help features), and matches their property to respective lending institutions.

We recommend that this client type use ‘Full Serve.’ This portal allows the users to manage their debt, gives them access to CIM creation, and affords them to diversify their lender base. You have strong lender relationships? Try Dashboard only to maximize your debt book.

Finneo’s advanced workflow and transaction platform allows CRE Brokers to source debt options for their clients in a quick and efficient manner. A Broker is able to use our cutting edge tools like auto deal creation and lender matching algorithm to find perfect lenders and terms both at a listing pitch stage and at listing dissemination – allowing them to win more listings and close with confidence!

We recommend that this client type use ‘Full-Serve.’ This portal allows the users to manage their debt, gives them access to CIM creation, and gives clients the ability to diversify their lender base. Save the hassle of managing your portfolio using Finneo.

For developers, the debt management tool may not be the best use of their resources. However, using the construction loan CIM builder, and the lender matching algorithm will allow users to maximize LTC, and ROI. We recommend ‘Self-Serve.’

For Mortgage Brokers, Finneo offers pipeline management, deal origination and a placement platform that brings tremendous workflow efficiencies and allows a Broker to generate higher deal origination and execution velocity. For e.g., Deal Creation Automation, data room, auto confidentiality agreement trackers, lender data and bid solicitation are some of the cutting edge tools available on the Debt Broker platform.