Financing is an optional module. Listing and financier views are enabled separately.
Work as a listing organization
Create a financing draft and enter the available project and borrower details. Upload required documents and check completeness before publishing.
Track listing state and incoming expressions of interest. Review the interested financier and decide whether to release contact details.
Work as a financier
The inbox initially shows a preview with limited information. Signal interest in a suitable listing. Expressing interest alone does not unlock contact details.
After approval, open the unlocked record and review the provided contacts and next steps. Observe the terms shown in the module if billing is enabled for your organization.
Maintain relationships
Financier relationship and nurture areas support ongoing follow-up. Keep ownership and progress current. Releasing contact details is not a financing commitment.
