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.

Custom Objects

Create Custom Objects

The ability to create custom objects specific to your business lets you maximize TermSheet’s value.

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Transform your pipeline information with four different views so you can track your deal data like you want to.

  • List – All your deal data displayed in an easily scannable format
  • Grid – 
  • Kanban – Visualize deal progress to see what’s on track and what’s not
  • Map – At a glance deal trends and KPIs in your target markets
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Integrations

Connect with your favorite tools

DocuSign

Access the electronic agreements you manage with DocuSign from within TermSheet.

Gmail

Sync your contacts and deal-related emails with TermSheet’s CRM.

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.

TermSheet allows our team to collaborate on a single platform. We utilize TermSheet for our Due Diligence process. We no longer check off tasks in an Excel file, but manage each item in TermSheet – assigning each task to individual team members, tracking notes, uploading files, and marking tasks as they are completed.

Overall, TermSheet has allowed us to be more efficient in our acquisitions process from the moment the deal is sourced all the way to the closing table.

Miguel Jauregui
Director of Capital Markets, SAB Capital

Ready to level up your strategy?