Borrower docs on autopilot.
Send a document request built from a checklist, let CapitalMrkts chase the borrower on a schedule, and watch each item land straight on the deal, ready to spread and underwrite.
01 · Autopilot
Document collection on autopilot
Send one request and CapitalMrkts handles the follow-up, reminding the borrower on a schedule and escalating overdue items, so your team is not living in their outbox.
02 · Checklists
Checklists per property type
Each request is built from a document checklist tuned to the asset class, so a multifamily acquisition and a C&I equipment facility ask for exactly the right documents.
03 · Document Builder
Build the request, reuse it forever
Assemble a request from your checklist once and reuse it on every deal. Collected files land on the loan, ready to spread, so collection flows straight into underwriting.
Everything you need to collect faster
From the request to the underwriting file, without the chasing.
Build a request from a per-property-type document checklist.
Borrowers are chased on a schedule so your team does not have to.
See what is received, outstanding, and overdue on one screen.
Checklists tuned to multifamily, office, C&I, and more.
Collected docs land on the deal, ready to spread and underwrite.
A simple upload link, no logins or portals to manage.
Document collection is where deals stall: a half-finished checklist and a string of follow-up emails. When one request covers the whole list and the reminders send themselves, the documents show up, and they show up on the deal, ready to underwrite.