![[Image] - Technology Services for Capital Markets](https://ascendix.com/wp-content/uploads/2026/10/Image-Technology-Services-for-Capital-Markets-e1793370824262.png)
Placing debt and equity, or lending it, comes down to what your team knows: which capital sources are active, which borrower owes a rent roll, which conditions block a closing. That knowledge sits in inboxes and spreadsheets, and more deals in flight make it harder to keep one shared picture.
Ascendix builds technology for real estate capital markets firms and lenders: AscendixRE for Capital Markets, a Salesforce-based CRM, custom lending software development, Salesforce consulting and AI on your own deal data. Your team retypes less and sees where deals and loans stand.
Borrower and sponsor relationships in capital markets live in each producer’s own contacts. Repeat business depends on who remembers to call.
Debt sources sit in one list and equity sources in another. Seeing a deal’s full capital stack means checking both.
Requests arrive from many brokers, and each one has to be checked against the firm’s credit box. That checking happens in inboxes and spreadsheets.
Deal flow comes from many brokers and sponsors. The history of who sends what, and how it went, sits in each originator’s inbox.
Borrower requests for consents and assumptions arrive by email. The status of each one sits in someone’s inbox.
Capital markets assignments come in by email from lenders and brokers. Where each one stands lives in a spreadsheet.
Borrower and sponsor relationships in capital markets live in each producer’s own contacts. Repeat business depends on who remembers to call.
Debt sources sit in one list and equity sources in another. Seeing a deal’s full capital stack means checking both.
Requests arrive from many brokers, and each one has to be checked against the firm’s credit box. That checking happens in inboxes and spreadsheets.
Deal flow comes from many brokers and sponsors. The history of who sends what, and how it went, sits in each originator’s inbox.
Borrower requests for consents and assumptions arrive by email. The status of each one sits in someone’s inbox.
Capital markets assignments come in by email from lenders and brokers. Where each one stands lives in a spreadsheet.
Bring the step that lives in an inbox or a spreadsheet. We’ll show you how our team would build around the systems you already run.
Deals carry a shared record of the lenders your team has contacted. The CRM prevents duplicate submissions across the team, and each capital source shows its contact history and interest level, so you see where a lender stands before anyone reaches out.
Each lender’s criteria sit in a capital source profile: LTV, debt yield, rate preferences, asset type and geography, along with past placements and contact history. Enter a deal’s property type, loan amount, location and LTV, and the CRM surfaces the capital sources that fit. Your team keeps the profiles current, so matches draw on what your firm knows.
Forward a deal email and AI extracts contacts, deal details and capital source information, including LOIs and deal summaries, then drafts them as CRM records for your review. Nothing commits without your approval.
We add a closing conditions object to the deal record in Salesforce, with one line for each estoppel, third-party report, title or survey item and lender condition. Each line has an owner and a due date, and the whole deal team sees what is still open.
Each statement, rent roll and certificate your loan agreements require sits on the borrower’s record with a due date, and the borrower gets a reminder when it slips. A portal on Salesforce Experience Cloud collects the files in one place, so you see what is still outstanding. We configure it around your own loan agreements.
Your branded templates pull live CRM data and export to PDF or Word. Upload a branded PDF, such as a lender matrix or commission summary, and AI rebuilds it as a template connected to your CRM records. Documents draw their figures from the same deal record, including sourcing sheets and deal summaries.
AscendixRE for Capital Markets is a CRM for mortgage brokers and capital advisors. Each lender has a profile with its criteria and your firm’s history with it, and each deal carries its own commission splits.
Watch lender matching, commission tracking and lender documents work together in a single record.
“ Far More Organized. The decision to use AscendixRE over other CRM's was easy. The usability, design, and power of the website is incredible compared to others. Our company has been working with Marissa who is absolutely stellar. She has been so helpful and efficient. Marissa has been there every step of the way, and we are so appreciative. The platform has helped us consolidate our contacts, accounts, deals, and capital sources into one place. This has increased efficiency and minimized hassle. The brokers and analysts are able to find the information they need in a few quick clicks. Every commercial real estate company should be using this platform. We could not be more thankful, and we are so excited that we made the right choice with AscendixRE. ”
If your firm needs custom software, integration between the systems it already uses, or AI connected to its deal data, our team builds it around how you lend and place capital, on Salesforce or the platforms you already run.
Ascendix has built technology for real estate firms since 1996, so a term sheet, an estoppel and an extension option need no explanation on the first call.
Name the process and the systems around it. We’ll tell you whether it needs consulting or a custom build.
Most use a CRM with lender profiles, deal tracking and commission handling, because a generic sales CRM tracks contacts and little else. AscendixRE for Capital Markets is a Salesforce-based CRM built around capital sources, lender matching and commission splits, so your team works from one record for each lender and deal.
Check a shared record before every send. AscendixRE for Capital Markets prevents duplicate submissions across your team, and each capital source on a deal shows its contact history and interest level, so anyone can see where a lender stands before reaching out. The check works across everyone using the CRM.
Yes, with review. Harvest, part of AscendixRE AI Suite, extracts contacts, deal details and capital source information from forwarded emails, including LOIs and deal summaries, and drafts them as AscendixRE records. Drafts wait in a review queue, and nothing commits without your approval.
It means we design and build software around how your firm already works: submitting deals, collecting borrower documents, tracking conditions and closing. We build software, connect it to systems such as your loan origination system, and add custom portals and reports where you need them. A project starts with a call where you describe one workflow.
No. We build the software to connect with your loan origination and other platforms, so your deal team gets one view of maturities, extension options, document requests and closing conditions while your other teams keep the systems they use today.
Yes. AscendixRE Connector, part of AscendixRE AI Suite, links your ChatGPT or Claude subscription to your AscendixRE data, so answers come from your own records and follow your CRM’s existing permissions. Anything the AI drafts waits for your review before it writes to the CRM.
Yes. Ascendix works with mortgage and hard money lenders and appraisal firms on origination pipelines, valuations and portfolio tracking, mostly through Salesforce consulting and custom software. Bankers and advisors who place deals can start with AscendixRE for Capital Markets, our CRM for capital sources and lender matching.
AscendixRE AI Suite is a paid AI add-on for AscendixRE with four modules. AscendixRE Connector links ChatGPT or Claude to your CRM data, Harvest drafts records from forwarded emails, Agent searches and updates the CRM by voice or text, and Composer AI builds branded documents. Nothing saves to your CRM without your review.
