Optimize lending processes with better data and automation
Eliminate manual, redundant tasks that stall deals. Build your top of the funnel and maintain momentum with our real estate lending platform, featuring automated deal screening and tools that track key activities with borrowers.
Elevate Your Lending Processes
Automate repetitive loan screening tasks with ease. Use workflow templates to ensure your team adheres to consistent processes, and leverage a powerful comp database for more accurate underwriting and lending decisions. With a real estate lending CRM to track borrowers and shareable deal summary templates for credit committees or stakeholders, Altrio's Enterprise Solution delivers an end-to-end solution to optimize every stage of your workflow.
Capabilities that drive lending success
Streamline deal screening
Configure your screening pipeline specific to your unique lending criteria. Apply your thresholds for loan amount, loan-to-value (LTV), loan-to-cost (LTC), loan type, or other specific characteristics. Altrio's Enterprise Solution automatically extracts the relevant data and can calculate how a deal aligns with your unique investment strategies.
Configure workflows to simplify processes
Build consistency into your lending process with tailored workflows for each loan type. Consolidate tasks and reminders to ensure nothing is overlooked, and enforce due diligence before committing to terms. With Altrio's Enterprise Solution’s real estate lending workflow solutions, your team gains clear visibility into every loan stage, ensuring full accountability and seamless collaboration.
Better manage your lending relationships
Centralize your relationship management. Associate companies and contacts to deals. Track borrower interactions including calls, meetings, and emails. With its r eal estate lending CRM , Altrio's Enterprise Solution makes it easy to have a complete view of your relationships and drill down into specific conversations related to any deal.
In their words
Every deal requires collaboration between numerous teams. Before Altrio, we used spreadsheets and email chains to keep teams aligned. Even within teams, different regions were maintaining their data in silos. With Altrio, we unified all of this data into one shared source of truth.
Invest better with Altrio
Bring data-driven insights and automation efficiencies to every aspect of your dealmaking