Challenge
Manual debt procurement could not scale with deal volume
Greenleaf tracked lender appetite, quotes, and communication logs across email, spreadsheets, and internal systems. As the team evaluated more deals simultaneously — at one point six loans at once — collaboration and market visibility became harder to maintain.
“At one point, I was managing six loans simultaneously. We've grown our lender list significantly, but our tracking still lives in an internal system. There's just a lot of manual effort.”
