AscendixRE for Capital Markets is a unique Salesforce-based CRM solution designed specifically for the capital markets and commercial mortgage banking industries. Our product helps capital market firms and mortgage brokers reduce manual data entry and approach the right audience with the right deal. With over 26 years in the CRM market, AscendixRE addresses the challenges faced by capital markets professionals and commercial mortgage bankers, allowing them to focus on key relationships and closing more deals.

Features

• Automated Matchmaking Process: Ensure that your capital sources are updated with proper profiles, allowing the CRM to intelligently match lenders with borrowers based on specific deal parameters.
• Complete Tracking of Capital Sources: Track detailed profiles of capital sources, including their lending preferences, asset types, and transaction methods. Maintain a 360-degree view of clients across multiple asset classes and geographies.
• Find Sources and Deal Sources Functions: Utilize these features to track historical records, submit proper deals to particular capital sources, and create targeted lists of clients.
• Equity Profiles Management: Categorize and group equity profiles quickly, providing instant access to necessary data.
• Flexible Reporting and Dashboards: Track deal stages, client numbers, and other critical data with customizable dashboards and robust reporting tools.
• Intuitive Searching Tool: Use Ascendix Search to match client requirements with lending partners, locate sources on a map, analyze data with charts and graphs, and generate reports.
• Copy Sourcing Information from Other Deals: Copy sourcing records from past deals to new ones, ensuring no duplicates and associating multiple capital sources with new deals.
• Deal Flow & Pipeline Management: Track the state of every transaction and deal maturity with a Kanban dashboard, grouping deals by stage and type.

Benefits

• Secure & Cloud-Based: Access your CRM from anywhere and any device.
• Smart Prospecting: Use powerful contact and lead management tools.
• Enhanced Email Marketing: Integrate with MailChimp for targeted campaigns.
• Track All Data: Manage properties, listings, sales, leases, and more in one place.
• Automated Workflows: Schedule follow-ups and automate marketing tasks.
• Commercial Real Estate Tools: Visualize stacking plans, automate commission calculations, and manage databases.
• Robust Reporting: Get a complete overview with pre-built charts and graphs.
• Generate Reports & Flyers: Create high-quality property reports and brochures with ease.
• Convert Inquiries: Quickly convert inquiries into accounts, contacts, or deals.
• Listings Portal: Showcase property listings on your website.
• Customization Service: Tailor the CRM to match your specific needs.