Services | Finneo

Our blend of experience & technology.

Your Specific Needs.

Finneo has a variety of plan options that suit all levels of borrowers. Whether you're buying your first CRE property, or hitting your billion dollar milestone, Finneo has the solution for you and your team.

Small Property Owners

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.

Large Property Owners

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.

REIT's & Pension Funds

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 your portfolio using Finneo.

Property Developers

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.’

History

Software Solution.

Finneo's principals' come from an extensive background in the CRE financing industry. After over a decade of doing things the traditional way using excel, powerpoint, and relationships, they sought to find a way to automate this cumbersome process. Their Answer: FINNEO.

Let’s work together

Our Services

We have the solution for your needs.

Debt Placement

95%

Debt Management

78%

Market Data

82%

3rd Party Bid Solicitation

87%

We match your unique financing needs with our deep understanding of our lender base.

Work with us

Let us know how we can help! Get in touch and we’ll give you a fresh perspective on your financing needs.

Our process

After a collaborative assessment we’ll explore your needs and suggest a solution that best suits your business.

How we help

We provide the software, IT support, and an account manager that advise you on your financing needs.