Product Archives - RealAtom

Small Business, Big Lending Potential

Product Jul 9, 2021

Empower Your Team By Streamlining Your Loan Process

Team dynamics for commercial real estate lending is vital to ensuring smooth and efficient deals and timely loan closings. However, many inefficiencies are built into the traditional lending process that can impede your workflow and cause your pipeline to get...

Product Jun 28, 2021

Take Control Of Your Future Loans By Leveraging Your Historical Data

RealAtom enables our users to harness the power of their data to optimize their deal flow, make strategic lending decisions, and ultimately increase the number of deals they close while simultaneously decreasing the overall loan cycle. Today we will discuss...

Product Apr 21, 2021

SMART WAY TO MANAGE CRE LOAN ORIGINATION AND TEAMS

We've got an appetite for growth. The loan intake platform is a game-changer in terms of our ability to process all our applications efficiently.— Head of CRE Origination, Life Insurance Company RealAtom is a Loan Collaboration and revenue-generating platform used...

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Website Integration: how to get the most out of your investment

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Product Jul 7, 2020

Lender Engagement Management

What if you could tell where in the loan process the most lenders drop off or who your most engaged lenders are over a period of time? We always need to have precise information, but during uncertain market conditions, it...

Product Jul 2, 2020

Predict the Market with Our New Analytics Report

We’re excited to announce the launch of our brand new Market Analytics Report. Improve loan pricing with easy access to the most important metrics. RealAtom simplifies commercial loan origination process, empowering brokers and borrowers across the country to market loan...

Product Jun 2, 2020

New File Sharing system that your clients will love

If you are in the business of originating commercial real estate loans, you’ve probably used multiple technologies to share and manage loan documents. The most common way is to do it as an email attachment. Then there is Box.com, Dropbox,...

Product Apr 24, 2020

Introducing: Digital onboarding for your CRE clients

You already know RealAtom for its innovations around delivering tailored loan leads straight to your inbox. Many lenders on RealAtom also appreciate the easy process, including Q&A, document collection, submission of quotes and term sheets. But so far, all that...

Product Mar 30, 2020

Updates to RealAtom Security

We’re pleased to announce that 2-factor authentication (2FA) is now available for all RealAtom users. 2-factor authentication provides an extra layer of security on top of your username and password making it harder for intruders to gain unauthorized access. It...

Product Feb 10, 2020

New File Sharing system that lenders love

If you have ever tried to secure a commercial real estate loan, you’ve probably used multiple technologies to share loan documents. The most common way is to do it as an email attachment. Then there are Box.com, Dropbox, even IntraLinks....

Product Jan 6, 2020

Marketing of the loan package

If you are in the business of securing commercial real estate loans, you are either our loyal customer or you’ve heard about RealAtom. We make the loan process efficient and we release new features often based on our customers, mortgage...

Company Dec 20, 2019

2019: All Wrapped Up as a Holiday Gift

With the holidays upon us and the year winding down, the RealAtom team wanted to take a moment to thank you for being a part of our lives and welcoming us into yours. While we certainly don’t need a special...

Product Sep 9, 2019

Switch from your personal pipeline & analytics to view team content

We are always looking to improve the user experience, and with our new “Switch Accounts” feature, you can now see what your team members are up to. As a user, you will be able to see how the dashboard and...

Product Sep 3, 2019

Manage equity investors via your new capital sources directory

The capital sources directory now hosts information about your equity partners in addition to your lenders. This way you can easily choose from those sources those that do either equity or debt or both. You can still send loan requests...

Product Aug 25, 2019

Secure documents to achieve client’s confidentiality requirements

Whenever sensitive information needs to be shared with lenders it is a good idea to require they opt into a confidentiality agreement. This agreement will help formalize the relationship and keep lenders liable for the safety of the information. You...

Product Aug 19, 2019

Manage all of your business’s contacts in an easy to use directory

There’s a new breed of CRE brokers. They want to have a solution that offers an end to end experience to their everyday business needs. RealAtom has already introduced its Lender Engagement Platform and Loan Automation Software and today we...

Product Aug 12, 2019

Custom folders & fields: Your secret weapon for creating complex loan packages

Since launching custom fields to our beta users, we’ve been amazed by all the unique ways our customers have used this feature to create loan requests for complex projects. From detailing construction projects to bringing loan requests to market 3x...

Product Aug 8, 2019

Finally a single hub to manage online and offline quotes

RealAtom already enables brokers to receive lender quotes in a matrix view online, but what if some of your lenders emailed you a quote and you want to include it in the matrix with the other quotes? No problem! You...

Product Jul 23, 2019

Lender Relationship Management

Drum roll please …. You now have complete visibility into the lenders' engagement with any transaction. Now you have a way to track the level of lenders engagement: who is working on a loan request, who has passed and why. ...

Product Jul 15, 2019

Memorialize your relationships in notes

The broker hassle never dies. You are constantly on the phone or responding to emails. Your spiral notebook is filled with notes about every deal and every lender you’ve worked with. It really helps you move the deal forward. Every...

Product Jul 12, 2019

Pipeline Enhancements

In June we announced our easy-to-use, efficient and functional pipeline reports. Since then we have received very positive feedback from our users. This month we have enhanced the pipeline with new features including: the ability to assign deals, to close...

Product Jul 8, 2019

New in Lender Directory

Last month, we released our highly-touted updates to the lender directory, enabling brokers to review lender contact information, detailed lending criteria, and custom tags, ushering in a new generation of relationship management. Debt sourcing is all about real-time relationships, and...

Product Jul 5, 2019

An easy way to search through past conversations in chat

As you know one of the really cool and popular features on the platform is a real-time chat. Brokers and lenders request and share a lot of information in chat messages. Now, we made it really easy for our users...

Product Jun 19, 2019

Loop teammates into conversations

As you know, chats with lenders is one of the most popular features on the platform. You can chat at any time, in real time with a lender regarding any transaction. A new addition to the chats is an option...

Product Jun 19, 2019

Top Secret feature – Historical Market Analysis

Next time you are pricing the deal you can open up the Pipeline, and filter it by geography, property type, and loan type then simply export the report to Excel. You will now see how these loans were priced by...

Product Jun 17, 2019

Pipeline status report

To give you a better holistic view of your loans we have created a Pipeline view section. The report is very intuitive and easy to read and navigate. The Pipeline report comes in two views, Board view, and Table view....

Product Jun 10, 2019

Streamlined submission to lenders

You have asked and we listened! We have made loan package submission even more streamlined. Now. when you want to send a loan package to lenders you are in full control and you do it with few clicks. As you...

Product May 28, 2019

Advanced permission controls

As your company grows, the challenge of controlling access to your data across the organization gets more and more complicated. As more folks gain access to the platform, you're likely to have more instances where access needs to be restricted...

Product May 5, 2019

Smart Loan Package Creation

The loan package application is dynamic. It depends on the type of property, type of the loan and a purpose of the financing. Each loan package type has a specific set of steps where you can include all information you...

Product Apr 28, 2019

Enhanced Lender Management

Lender directory keeps all your lender contacts organized based on the lending criteria. This is where you also track your lenders’ engagement in relation to any specific deal. First, you’ll notice that the lender directory has been redesigned to match...

Product Apr 10, 2019

Dashboard Filters

The dashboard is your command center. It has 3 main sections: Portfolio summary on the top, your loan pipeline on the right and recent activities (your things to do) on the left. For your convenience, we have added filters to...

Product Mar 14, 2019

Quote Matrix Automation

You’ve just made progress on a call with a potential lender for your CRE loan. You have at least two follow-up tasks left before moving on to the next lender including: Updating the deal in your Excel document or in...

Product Mar 5, 2019

Find the loan info you need in “Recent Activity” and “Analytics” sections of the dashboard

You manage lots of important projects in your portfolio - from evaluating potential acquisitions to refinancing existing properties. You get multiple emails from lenders containing questions, quotes, negotiations, term sheets and everything in between. You and your teammates diligently try...

Product Jan 9, 2019

How to work with relationship lenders

Lender directory in the cloud: Your relationship lenders managed in a collaboration hub. Unprecedented analytics on lender engagement and the financing process. From the Rolodexes of yesterday to the ever-expanding Excel spreadsheets of today, lender directories are often unorganized,...

Product Dec 4, 2018

Introducing Chats

We’re excited to announce that RealAtom Chats is now in open beta and available to all customers! The Chats is a collaboration tool that connects borrowers and lenders in real time — so you can get your loan done! If...