Inbound Commercial Real Estate Deal Origination For Lenders And Debt Funds
Financely sets up commercial real estate origination funnels and generates inbound CRE debt dealflow. We build lender-facing acquisition infrastructure for banks, debt funds, private credit firms, mortgage lenders and specialty finance platforms seeking qualified opportunities across bridge loans, senior mortgages, construction finance, acquisition loans, refinancing, recapitalizations and value-add CRE debt.
Mandate fit: this service is built for CRE lenders, debt funds, banks, non-bank mortgage lenders and private credit platforms that want inbound commercial real estate dealflow matched to property type, leverage, geography, sponsor profile, loan purpose and underwriting criteria.
We set up the funnel. We generate inbound commercial real estate dealflow.
You provide the credit box, target property types, minimum loan size, LTV/LTC limits, DSCR floor, debt yield requirements, sponsor criteria and excluded markets.
What Financely Builds
CRE Debt Funnel Infrastructure
We build search-led acquisition funnels for sponsors, owners and developers actively seeking commercial mortgages, bridge loans, refinance facilities, construction loans and acquisition debt.
- Search campaign architecture
- CRE lender landing page copy
- Loan intake forms
- Negative keyword controls
Dealflow Matched To Lending Appetite
The funnel can be structured around property type, loan size, LTV, LTC, DSCR, debt yield, geography, sponsor liquidity, NOI profile, occupancy, tenancy and loan purpose.
- Property type filters
- Loan purpose segmentation
- LTV, LTC and DSCR logic
- Market and sponsor exclusions
Qualified Sponsor And Borrower Demand
The objective is to generate inbound CRE debt opportunities that can move into screening, underwriting, loan sizing, term sheet issuance and closing.
- Sponsor inquiry capture
- Loan type classification
- Document request prompts
- CRM-stage movement
USD 99,000 Funnel Setup
Financely sets up the inbound commercial real estate dealflow funnel for your bank, debt fund, commercial mortgage platform, private credit strategy or specialty CRE lending desk.
- Credit-box mapping session
- CRE origination funnel strategy
- Landing page and conversion copy
- Borrower loan intake form
- Google Search campaign structure
- Keyword and negative keyword architecture
- CRM lead stages and routing logic
- Sponsor email follow-up sequences
- Document request workflow
- Pipeline reporting template
The funnel is built to capture property-level and sponsor-level data before your team spends time on the file. That means cleaner intake and faster initial loan fit assessment.
- Requested loan amount
- Property type and location
- Loan purpose
- Current debt and maturity
- NOI, occupancy and rent roll status
- Estimated value and basis
- LTV, LTC and DSCR profile
- Sponsor equity contribution
- Exit strategy or takeout source
- Document readiness
CRE Dealflow We Can Target
CRE Loan Data Captured In The Funnel
| Data Area | Why It Matters For CRE Origination |
|---|---|
| Loan Purpose | Identifies whether the borrower needs acquisition finance, bridge debt, construction finance, refinance, cash-out refinance, recapitalization, note purchase finance or rescue capital. |
| Property Type | Captures multifamily, hotel, industrial, logistics, retail, office, mixed-use, self-storage, healthcare, student housing or special-purpose real estate exposure. |
| Collateral Profile | Captures property address, valuation estimate, purchase price, basis, appraisal status, title status, zoning, environmental issues and lien position. |
| Cash Flow | Captures NOI, occupancy, T-12, rent roll, lease rollover, DSCR, debt yield, tenant concentration and stabilization assumptions. |
| Capital Stack | Identifies existing debt, maturity date, senior loan request, mezzanine need, preferred equity gap, sponsor equity and borrower cash to close. |
| Sponsor Profile | Captures sponsor track record, liquidity, net worth, ownership structure, guarantor support, prior exits and development or asset management experience. |
| Exit Strategy | Clarifies whether repayment comes from refinance, sale, stabilization, agency takeout, CMBS execution, construction completion, lease-up or asset disposition. |
| Document Readiness | Captures rent roll, T-12, operating statement, appraisal, purchase agreement, title report, survey, Phase I, plans, permits, budget and sources-and-uses. |
Origination Process
Credit Box Mapping
We define eligible property types, minimum loan size, markets, leverage limits, DSCR floor, debt yield requirements, sponsor profile, asset class exclusions and loan purpose criteria.
Funnel Architecture
We map the borrower journey from search query to intake, including landing page structure, conversion copy, property segmentation, form logic and CRM field mapping.
PPC Campaign Setup
We structure campaigns around high-intent CRE debt searches, including commercial mortgage, bridge loan, construction loan, hotel finance, multifamily finance and refinance terms.
Inbound Deal Capture
Borrowers submit property type, address, loan amount, loan purpose, estimated value, current debt, NOI, occupancy, sponsor profile and document status.
CRM Routing
Leads are tagged by loan type, property type, geography, loan size, leverage, DSCR, sponsor readiness, document status and credit-box fit before lender handoff.
Pipeline Reporting
You receive visibility into inquiry volume, qualified dealflow, rejected categories, property type mix, requested loan size, market exposure and funnel conversion points.
What The USD 99,000 Setup Includes
| Component | Included Work |
|---|---|
| Positioning | CRE lending product thesis, sponsor message, property-type focus, lender credibility angle and conversion path. |
| Landing Page | Sales page for inbound CRE dealflow across bridge loans, senior mortgages, construction finance, acquisition debt, refinancing and recapitalizations. |
| Borrower Intake | Form logic for loan amount, property type, address, loan purpose, value, NOI, occupancy, rent roll, current debt, sponsor profile and document readiness. |
| PPC Infrastructure | Google Search campaign structure, exact and phrase match keyword architecture, ad copy, negative keyword logic and conversion tracking guidance. |
| CRM Workflow | Lead stages, loan type tags, property type fields, document request steps, disqualification reasons and lender routing rules. |
| Email Sequences | Follow-up emails for incomplete applications, missing rent rolls, T-12 requests, appraisal uploads, purchase agreement uploads and lender handoff. |
| Reporting | Dashboard structure for inbound inquiries, qualified leads, property type, loan purpose, geography, loan amount, rejection reason and conversion status. |
Best-Fit CRE Capital Providers
Commercial Mortgage Lenders
Lenders offering senior mortgages, refinance facilities, acquisition loans, owner-occupied CRE debt, stabilized asset loans and income-producing property finance.
Bridge And Transitional Lenders
Debt funds seeking value-add multifamily, hotel repositioning, industrial assets, lease-up properties, recapitalizations and time-sensitive bridge loan opportunities.
Special Situation CRE Lenders
Private credit firms focused on rescue capital, maturity default solutions, note purchase finance, mezzanine debt, preferred equity and complex capital stacks.
Ready to generate inbound commercial real estate dealflow?
Send your target property types, loan size range, target markets, leverage limits, DSCR floor and lending criteria.
Frequently Asked Questions
What is the price?
The commercial real estate dealflow funnel setup fee is USD 99,000.
Who is this page for?
This page is for banks, non-bank lenders, debt funds, private credit firms, commercial mortgage lenders and CRE finance platforms that want inbound borrower and sponsor dealflow.
What CRE products can the funnel target?
The funnel can target bridge loans, senior mortgages, construction loans, acquisition finance, refinancing, recapitalizations, mezzanine debt, preferred equity, note purchase finance and special situation CRE debt.
Can the funnel match our credit box?
Yes. The funnel can be structured around property type, minimum loan size, geography, LTV, LTC, DSCR, debt yield, sponsor strength, occupancy, NOI and excluded asset classes.
Who funds the advertising budget?
The client funds the advertising budget separately. The USD 99,000 fee covers funnel setup and agreed implementation work.
Does Financely underwrite or approve the loans?
Financely sets up the funnel, captures inbound demand and structures routing logic. Underwriting, credit approval, pricing, appraisal review, legal documentation and funding decisions remain with the lender.
Set Up Your Commercial Real Estate Dealflow Funnel
Financely sets up inbound commercial real estate origination funnels for lenders and debt funds seeking qualified CRE borrower demand. The setup fee is USD 99,000.
Request A QuoteImportant notice: Financely provides funnel setup, inbound origination infrastructure, PPC campaign architecture, CRM workflow support and borrower intake systems for CRE lenders and finance providers. Financely does not guarantee lead volume, borrower quality, funded transactions, lender approval, campaign performance, term sheet issuance or closing outcomes. Results depend on advertising budget, market demand, credit box, pricing, geography, sponsor documentation, lender appetite and campaign execution.