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.

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.’