Commercial Mortgage Broker CRM and Sourcing Platform
All-in-one CRM for commercial mortgage brokers. Client management plus multi-lender distribution.
Commercial Mortgage Brokers Manage Complex Workflows
Commercial mortgage brokers juggle multiple moving pieces. Clients with varying property types and purchase timelines. Lenders with different credit criteria and property requirements. Properties that meet some lenders' standards but not others.
Traditional CRM systems track client relationships. But they don't integrate lender sourcing. Brokers still manually distribute deals. They still chase lender responses. They still compare terms manually.
What Commercial Mortgage Brokers Need
Integration is essential. Client management plus lender sourcing in one platform. You:
- Record client details and property specifications once
- Distribute to matching lenders with one click
- Track all applications centrally
- Manage multiple clients and multiple properties simultaneously
- Compare competing offers
- Present options to clients within the same platform
FundingSearch as Your Commercial Mortgage CRM
FundingSearch functions as your commercial mortgage CRM plus multi-lender sourcing platform. Manage clients. Track properties. Distribute deals. Collect lender responses. Compare terms. All in one system.
We connect you with 40+ commercial mortgage lenders. Banks, building societies, specialist lenders, and bridging providers. One integration replaces dozens of manual relationships.
Centralised Deal Management
Every client, property, and application lives in one dashboard. You see which deals are pending. Which have offers. Which are in final negotiation. No information is scattered across emails or spreadsheets.
Client Communication Simplified
You present multiple competing offers to clients through the platform. They see rates, terms, and conditions side-by-side. They can compare directly. You don't need to send multiple email attachments or create comparison spreadsheets. The system does it.
Commercial Mortgage Brokers - FAQ's
FundingSearch focuses on deal distribution and lender matching rather than full-featured CRM functionality. Many brokers use FundingSearch alongside their existing CRM. We integrate with major CRM systems so data flows between platforms.
FundingSearch connects you with 40+ commercial mortgage lenders. This includes high street banks, building societies, specialist non-bank lenders, and alternative finance providers. The network provides access to prime and non-prime commercial mortgages.
Our lenders fund offices, retail, warehouses, industrial property, mixed-use developments, multi-unit residential buildings, and specialist property types. Each lender's profile shows the property types they'll finance.
Every submission appears in your dashboard. You see each lender's status in real-time. Whether they've viewed the application, requested additional information, made a decision, or withdrawn. No more chasing non-responsive lenders.
Yes.
FundingSearch lets you create multiple properties under one client. Manage each property's applications separately or together. The platform accommodates portfolio investors and clients acquiring multiple properties.
Commercial LTVs typically range from 60%-75%. Some specialist lenders go higher. FundingSearch shows each lender's LTV limits. You see what's possible before submitting.
Underwriting typically takes 7-14 days from full application to decision. Some lenders decide faster. This assumes clear property details and a strong borrower profile. Complicated cases take longer.