Stop Losing Deals to a Slow Capital Search

Enter deal criteria — property type, loan amount, location, LTV — and AscendixRE instantly surfaces the most relevant capital sources from your database. Lender preferences, past placements, and contact history all in one place. Cut manual searching time by up to 70% and send the first outreach while your competitors are still filtering.

Never Let a Deal Stall Because Someone Forgot to Follow Up

• Built-in reminders and notifications fire before deals go cold.
• Customizable checklists guide teams through multi-step workflows at every deal stage (Action Plans add-on).
• Automated task creation, assignment, and follow-up triggers based on deal stage or inactivity, so nothing slips between the cracks when the team is deep in a close.

See Your Pipeline at a Glance

• Kanban boards with drag-and-drop deal progression give everyone a shared view of what’s moving and what’s stuck.
• Executive dashboards with real-time pipeline metrics and revenue forecasts.
• Custom views for originators, managers, and leadership.
• No status meetings. No spreadsheet updates. Just answers.

Create Professional Materials in Minutes

Included with your capital markets CRM subscription, Ascendix Composer pulls live CRM data into professional templates. Generate lender matrices, sourcing sheets, and deal summaries. Export to PDF or Word in one click. No copy-paste. No manual assembly.

Track Every Capital Source Relationship

• Store detailed lending criteria: LTV ratios, debt yield, rate preferences, asset type, geography.
• Categorize by capital type, equity investment size, and your custom criteria.
• 360° client view across multiple asset classes.
• AscendixRE CRM for Capital Markets prevents duplicate submissions across your team.

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.

• Track equity capital sources by preferred returns, waterfall structures, hold periods, IRR targets, etc.
• Associate multiple deals and contacts with each equity source.
• Calculate and manage complex commission splits among producers automatically.

Find Any Record in Seconds with Ascendix Search

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.