Close More Deals Faster with a CRM Built for
Capital Markets

If you’re using spreadsheets or a generic CRM, you’re likely:

• Manually searching lender lists, deal after deal
• Losing institutional knowledge when team members leave
• Submitting deals to the wrong capital sources
• Chasing updates across disconnected tools
• Leadership has no real-time visibility
• Working blind to what your colleagues are doing, risking duplicate outreach
• Losing deals to competitors who simply respond faster with better-organized information

That costs time, credibility, and closings.

Match Capital Faster

You’ll find the right lenders for every deal in seconds. When you create a new deal with your specific requirements (e.g. property type, loan amount, location, LTV ratios), AscendixRE Capital Markets CRM automatically analyzes your entire capital source database and presents you with an intelligent list of the most relevant lenders for that particular transaction.

• Reduces manual searching time by up to 70%
• Instant access to lender preferences and criteria
• Automatic capital source recommendations based on deal-specific parameters

Automate Admin Work

Streamline your process with built-in reminders and notifications that keep deals moving forward. For teams needing advanced workflow automation, Action Plans is available as a billable add-on, requiring a separate implementation engagement beyond the standard onboarding scope.

• Customizable checklists that guide team members through complex multi-step workflows (Action Plans add-on)
• Automated task creation and assignment when deals reach specific stages (Action Plans add-on)
• Automatic follow-up reminders based on deal age or inactivity periods
• Workflow triggers that create tasks, send notifications, or update records automatically (Action Plans add-on)

Create Professional Materials in Minutes

Included with your capital markets CRM subscription, Ascendix Composer automatically generates beautiful, branded documents based on your CRM data.

• Save hours per week on document production and eliminate copy-paste errors
• Pull live data directly from your capital markets CRM
• Export to PDF or Word with one click for easy sharing and editing
• Customize templates to match your branding

See Your Pipeline at a Glance

See the big picture and access concise reports through interactive dashboards built in AscnedixRE Capital Markets CRM.

• Kanban boards with drag-and-drop deal progression across customizable stages
• Executive dashboards showing real-time pipeline metrics and revenue forecasts
• Custom dashboards tailored for brokers, managers, and leadership teams
• Visual tracking of deal stages, capital source engagement, and closing timelines

Track Every Capital Source Relationship

Historical intelligence prevents duplicate submissions, ensures proper relationship management across your team, and helps you learn from past successful placements.

• Track detailed lending criteria, including LTV ratios, debt yield requirements, rate preferences, asset type, preferred transaction method, etc.
• Categorize sources by capital and property type, equity investment size, geographies, and your custom criteria.
• A 360° view of the client across multiple asset classes and geographies.
• Relate capital sources to prospective customers, Deals, and other records.

Manage Equity Profiles and Commissions

With AscendixRE Capital Markets CRM, you can manage both equity capital sources and track commission structures in one unified platform.

• Store detailed profiles, track and categorize by various criteria (e.g. preferred returns, waterfall structures, hold periods, IRR targets, etc.)
• Associate multiple deals, contacts, and accounts with each equity for complete relationship mapping
• Track commission structures and fee arrangements for each deal automatically
• Calculate and manage complex commission splits among multiple producers and team members

Find Anything in Seconds

Fine-tune your search with Ascendix Search tool included in the subscription.

• Perform multi-criteria searches across all your CRM data
• Find capital sources, borrowers, and properties on interactive maps with radius search
• Generate visual reports with charts and graphs directly from search results
• Export lists to Excel for a quick analysis
  Bulk edit multiple records simultaneously to save time

AI Assistant

AI Assistant in AscendixRE for Capital will let you capture notes, create records, and search your database using natural voice commands — perfect for logging updates after calls or finding what you need without clicking through filters.

• Voice-Powered Data Entry
• Draft Emails with AI Agent for CRM
• Task Scheduling and Faster Search

Fast, hands-free, and built for how mortgage brokers actually work.
COMING SOON!

AscendixRE Capital Markets CRM offers $99/month Enterprise Plan that includes:

• Salesforce license
• Ascendix Search app for advanced searching and filtering
• Ascnedix Composer app for branded document generation
• Commission Tracking
• Concierge Service Support

Our purpose-built capital markets CRM knows your needs and speaks the same terminology. Book a free demo.