Tools Built for Real Estate Advisors
Meet TermSheet for Capital Markets
Manage relationships with your clients, track loan quotes, and derive insights to create best practices for your team, all with TermSheet.
Collaborate With Your Clients
Share deals, tasks, and documents with clients to work together in real-time. Advanced permissioning lets you decide who can see and edit what.
Connect With Your Leads
Understand the full lifecycle of your leads — from application to engagement to closed deals. Discover which attributes lead to better lead-conversion and discern how your team best closes deals.
Track Loan Quotes
Stay on top of every single loan quote that comes in for each deal and ultimately build a repository of loan data from relevant lending partners for faster decision-making.
Streamline Diligence and Internal Workflows
Automate due diligence and your process checklists with our suite of task management tools. Never miss a step when it comes to cleansing property level financials, positioning, or market analysis.
Integrations
Connect with your favorite tools
DocuSign
Access the electronic agreements you manage with DocuSign from within TermSheet.
Excel
TermSheet syncs with your underwriting model automatically, meaning you don’t have to worry about updating TermSheet with your latest underwriting; TermSheet does this for you in real-time.
Outlook
Capture deal data from an email and add it to TermSheet without leaving your inbox. Sync your contacts and deal-related emails with TermSheet’s CRM.
There are so many parties involved in making a deal come together that it is critical to be extremely organized. TermSheet allows our team to stay organized with ability the to create to-do lists, assign tasks, and set due dates that sync with our calendars — essentially showing who is doing what and when throughout every stage of a deal.
Another critical feature for us is the ability to track loan quotes from all our lenders in a centralized place. This is particularly useful for creating an internal picture of our lending universe and ensuring our clients get the best possible service.
