AscendixRE CRM for Capital Markets & Commercial Mortgage Banking

The first CRM software that solves the needs of commercial mortgage bankers and capital markets professionals

AscendixRE CRM for Capital Markets simplifies Capital Sources Tracking and helps commercial mortgage banking firms effectively match Lenders, Investors, and Owners.

  • Track clients, equity providers, lenders, every transaction in one place
  • Work with each borrower on a more personal level
  • Keep your database of Lenders up-to-date with all information you need
  • Reduce manual work, automate prospecting, and more!
  • Customize AscendixRE to meet your unique business processes on your own or delegate it to our CRM consultants

Watch a short overview of AscendixRE for Capital Markets.

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Help Clients Achieve Their Investment Goals with AscendixRE CRM for Mortgage Banking!


AscendixRE for Capital Markets Features


Complete Capital Sources Tracking

  • Track multiple capital sources
  • Categorize each source by Capital type, Property Type, Debt/Equity type, equity investment size, geographies, and your custom fields
  • Update each capital source by Interest level and status, capture notes and documents
  • Relate capital sources to prospective customers, Deals, and other records

Copy Sourcing Information from Other Deals

No need to create new Sourcing for each deal. You can copy Sourcing records from past Deals while we’ll make sure there are no duplicates.

In a few clicks, associate multiple Capital Sources with your new deal.


Intuitive Searching Tool

Easily find capital sources that match your criteria, locate them on a map, analyze with charts and graphs or Export to Excel for a quick analysis with our Ascendix Search add-on.


Deal Flow & Pipeline Management

Group deals by appropriate stage of maturity, type, and more. Within each deal, we support the association of one or more capital sources with that deal. Drag and drop deals to change their stage.


Get All Features A Commercial Lending CRM Should Have

In addition to robust Capital Sources tracking, our CRM provides you with contact/account tracking, detailed reports and analytics, a convenient Outlook/GMail Integration, a mobile version to access data on the go, automated workflows, and lots of other features. You can learn more about what’s available here.

Learn how to improve transactional efficiencies with the full scope of our financial software solutions.


AscendixRE for Capital Markets upgrade gave us the ability to store information on the criteria of various capital sources using fields that could then be indexed or queried to facilitate the procurement of capital for our debt/equity projects. Qualitatively the upgrade has absolutely met our expectations in organizing our capital source information in a dynamic way that is collaborative and accessible to everyone.

BlackBear Capital Partners



AscendixRE for Capital Markets has two pricing plans. Each plan includes a Salesforce license so you won’t need to buy it separately.

  • $49/mo Foundations: All-you-need CRM functionality including Capital sources tracking, Outlook/Gmail integration, mobile app.
  • $79/mo Enterprise Plan: Includes Ascendix Search app, Report Generation app, Commission Tracking, our Concierge Service Support
  • $99/mo Unlimited Plan: Bring marketing of your listings to the next level, discuss deals using secure deal and collaboration rooms, automatically add new leads to your CRM.

Ascendix Search app has been an absolute breeze. We showed it to our brokers and analysts and they picked it up instantly with no further explanation. The most useful tool has definitely been the filtering function for capital sources and then exporting those lists to Excel. It is great to get a long list of sources in just a few clicks. This has increased the speed of generating a sourcing sheet and has added some sources that we would not have thought of immediately. We absolutely love this search tool and highly recommend it to any commercial real estate firm.

Karen Weaver, Metropolitan Capital Advisors

Start Your Free 30-Day Trial Right Now

Contact us to learn more about AscendixRE CRM for Capital Markets and Commercial Mortgage Banking. We offer a 30-Day trial of our CRM without any obligations.