Simplify deal management

Essential tools built for real estate finance, to make sure your team stay on top of each and every deal

Take the pain out of data requests

Reduce time spent getting the documents you need by sending your customers structured data requests through a personalised deal room. Customers will then be reminded to complete data requests, allowing your deals to progress quickly without any unnecessary delays.

Stay up-to-date on deal readiness

Track deal progress with automated notifications and reminders for any outstanding deal documents. Once ready add files to the deal, and share with lenders via the platform.

Keep control of your deal

Create, assign and monitor tasks in the personalised deal room. Know exactly which deal tasks have been completed and which still need to be prioritised with an overview of each of your deals.

Add a personal touch to your deals

Send messages and requests to your customers via the deal room, customised with your corporate branding. Essentials prioritises the relationships at the heart of the property finance industry by facilitating communication between you and your customers.

See how Essentials can make managing deals a breeze

Essentials provides sophisticated deal pipelines, task management and deal room functionality so that you can stay on top of your deals. Save time by sending data requests directly to customers. Stay up to date on deal readiness as automated notifications remind you of any outstanding documents and make you aware of any activity on tasks.