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.
Connect with your favorite tools
Access the electronic agreements you manage with DocuSign from within TermSheet.
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.
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.