Six banks. Nobody chases.

A loan brokerage shops every deal to multiple banks. This tracker reads the replies, keeps the board current, and compiles the client update — term sheets parsed and compared the moment they land.

Demo 01 · The Deal Tracker

SBA Lending

Live Example · SBA Lending

Six banks, one deal. Nobody chases.

Client update1 click

Deal: Coastal HVAC Acquisition$1.8M · 7(a)

Copperline Bank

Package sent

Waiting

Nine Pines National

Package sent

Waiting

Saltgrass Community

Package sent

Waiting

Cobalt Ridge Capital

Package sent

Waiting

What the system just did

Compiling this update used to take 3 hours. Now: 15 minutes, term sheets parsed and compared automatically.

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