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Abstract Templates

Download the abstract templates our loan experts use, designed for the loans at hand and pre-populated.

Optimizing Your Debt - The Hidden Cost of Fixed Rate Debt (1)

Optimizing Your Debt eBook

Improve your financing decisions going forward and consider these steps of evaluation. Download today.

new deal checklist, term premium, prepayment penalties, and fix v float rate

New Deal Checklist PDF

Here are some questions you should be asking yourself before closing a new deal. Optimize your debt today and download our new deal checklist!

Case Studies

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Why You Need Centralization

Centralization grants you instant access to all of your critical data and allows you to easily manage it.

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Why You Need Automation

Automation saves you a ton of time AND reduces any potential human errors.

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Set It and Forget It

Make sure nothing slips through the cracks from date based reminders to calculation based alerts.


Bryan Doyle

We welcome Bryan Doyle of CBRE. We discuss his rise in the Commercial Real Estate world, challenges and opportunities he sees in CRE technology, what may be the next moves in our industry, and most importantly what his next tattoo will be.

Mordecai Rosenberg

On this episode we interview our friend and overall amazing human, Mordecai Rosenberg of Greystone. We talk technology vs innovation, how disruption should not being the goal of our industry and why scheduled meetings shouldn't be a thing.