Every active deal, in one pipeline.
See the whole pipeline in one place - which deals are out, which have quotes, and which are waiting on you - with status that moves on real activity.
One active deal on Basic. Unlimited on Standard.
Status that keeps itself current.
Quoted, accepted, term sheet, in underwriting, committed - the pipeline reflects what actually happened, not manual updates.
Pipeline at a glance
Every active deal and its stage, in one board.
Status from real activity
Stages move as quotes, term sheets, and approvals happen - no manual updates.
Close it cleanly
Mark a deal funded and the other quotes auto-decline, into a dedicated Funded tab.
Deal Manager questions
Automatically, from real activity - quoted, accepted, term sheet, in underwriting, committed - so the board reflects what's actually happening.
Mark it funded (with a lender from Finance Lobby or outside) and the other quotes auto-decline, and the deal moves to a dedicated Funded tab.
One active deal on the Basic plan, and unlimited on Standard.
Run every deal from one place
Track status, lenders, and next steps without the spreadsheet.
I am aBasic plan, $0. No credit card, no commissions.