Optimize lending processes with better data and automation
Eliminate manual, redundant tasks that stall deals. Build your top of the funnel and maintain momentum with our real estate lending platform, featuring automated deal screening and tools that track key activities with borrowers.
Elevate Your Lending Processes
Automate repetitive loan screening tasks with ease. Use workflow templates to ensure your team adheres to consistent processes, and leverage a powerful comp database for more accurate underwriting and lending decisions. With a real estate lending CRM to track borrowers and shareable deal summary templates for credit committees or stakeholders, Altrio's Enterprise Solution delivers an end-to-end solution to optimize every stage of your workflow.
Capabilities that drive lending success
Streamline deal screening
Configure your screening pipeline specific to your unique lending criteria. Apply your thresholds for loan amount, loan-to-value (LTV), loan-to-cost (LTC), loan type, or other specific characteristics. Altrio's Enterprise Solution automatically extracts the relevant data and can calculate how a deal aligns with your unique investment strategies.
Configure workflows to simplify processes
Build consistency into your lending process with tailored workflows for each loan type. Consolidate tasks and reminders to ensure nothing is overlooked, and enforce due diligence before committing to terms. With Altrio's Enterprise Solution’s real estate lending workflow solutions, your team gains clear visibility into every loan stage, ensuring full accountability and seamless collaboration.
Better manage your lending relationships
Centralize your relationship management. Associate companies and contacts to deals. Track borrower interactions including calls, meetings, and emails. With its real estate lending CRM, Altrio's Enterprise Solution makes it easy to have a complete view of your relationships and drill down into specific conversations related to any deal.
In their words
With Altrio, we are able to leverage our data to derive key insights about real estate investment opportunities across our global business. Since adopting Altrio, we spend our time more efficiently when analyze opportunities and collaborate more easily with our global team.
Every deal requires collaboration between numerous teams. Before Altrio, we used spreadsheets and email chains to keep teams aligned. Even within teams, different regions were maintaining their data in silos. With Altrio, we unified all of this data into one shared source of truth.
Altrio has proven itself to be an incredibly useful tool for compiling and organizing our firm’s investment pipeline. The ability to populate a few basic deal markers into the site, attach the OM, and return to a fully populated deal profile saves me hours of data entry that would otherwise take me away for lead generation and deal underwriting.
Our ultimate goal was to sharpen and expand how we leverage data in our investment process as part of our journey to become a leader in the use of advanced analytics in our space. Altrio is helping us manage and put to use the large volume of information we receive every day, making our work more efficient and helping us make better investment decisions.
This is the first system we’ve used where all of the key investment information actually lives in one place. The connectivity between a portfolio, a deal, and an asset is so much more dynamic in Altrio.
[Altrio] provides a seamless environment to track and monitor all ongoing acquisition opportunities. It is very convenient to re-surface all old deals and aggregate portfolio data for decision making.
Invest better with Altrio
Bring data-driven insights and automation efficiencies to every aspect of your dealmaking.