Appetite memory
Track what a lender wants by asset type, market, structure, size, and current behavior.
Preference record
Teams can see appetite without relying on memory.
Current context
Recent activity updates how the profile should be read.
Keep lender memory in one profile. Profiles combine appetite, contacts, quotes, passes, activity, and relationship ownership.
Execution history
Review quotes, passes, follow-ups, prior deals, and relationship activity.
What happened
The profile reflects execution, not just stated interest.
Source trail
Activity can be traced back to conversations and deal records.
Coverage planning
Decide who owns the relationship and when to re-engage.
Owner clarity
Relationship coverage is visible before outreach.
Agent context
Profiles give matching and outreach agents trusted lender memory.
Every lender conversation starts from what actually happened. Teams can see preferences, prior behavior, and ownership in one record.
Appetite is structured
Preferences are organized by relevant deal criteria.
History is remembered
Quotes, passes, and prior activity stay visible.
Coverage is planned
Relationship ownership informs who should reach out.
