Origination agent

Find, qualify, and prioritize new CRE opportunities with relationship and market context, including timing, fit, and the next outreach move.

Find opportunities with a reason to act now. The agent watches market, maturity, sponsor, property, and relationship signals for qualified outreach.

Track maturity windows, sponsor activity, property movement, and firm coverage priorities.

Timing signals: The agent looks for moments where outreach is more likely to matter.
Relationship context: Coverage and prior activity help explain why the target is relevant.

Prioritize opportunities by timing, asset fit, relationship path, and likely need.

Draft the first message and move qualified opportunities into CRM, Campaigns, or Pipeline.

Next action: The agent suggests the first useful move.
Workflow creation: Good targets can become trackable work instead of a loose note.

Teams can see why a target matters before spending time on it.

Market, maturity, property, and relationship indicators are watched together.

Fit and timing shape what rises to the top.

Qualified opportunities can move into outreach and pipeline workflows.

Draft, sequence, and manage lender outreach using source-backed deal context.

I found the best proceeds and flagged one recourse clause.

Normalize term sheets into comparable economics, sources, and review exceptions.

Extract key CRE facts from uploaded documents and route exceptions to reviewers.