Commercial finance runs on 10-25 page credit submissions, lender-by-lender appetite, and deal structures that don't fit a contact card. This platform was built for that reality — by a broker who lives in it.
Currently invitation-only — a small cohort of commercial finance brokers already on the waitlist.
Lender appetite is shifting faster than ever. Deal complexity is rising. And you're still tracking it in a generic CRM built for selling subscriptions.
The average commercial credit submission in Australia runs 10-25 pages. It references DSCR, ICR, cash flow timing, entity structures, security positions, and lender-specific appetite thresholds. None of that lives in your CRM. It lives in your head — and in a folder of Word documents.
AI is changing what's possible. The brokers who move first will have a structural advantage in how quickly they can assess, package, and submit deals. This platform is built to give you that edge — before it becomes the baseline.
01
Salesforce, HubSpot, Pipedrive — all built for B2B sales cycles. They don't know what a DSCR is, what heads of terms means, or why you need to track the same lender's appetite differently across asset classes. You end up building workarounds on top of workarounds.
02
You know which lenders are open for industrial at 65% LVR right now. You know the BDM who moves quickly on development finance. That knowledge took years to build — but it doesn't live anywhere that helps you when you're working a deal at 10pm.
03
Every deal, you're pulling together the same financial ratios, entity structures, and supporting narrative — from scattered sources, manually. Ten to twenty-five pages. Every time. There's no reason this can't be 80% done before you start.
Not a CRM with commercial finance bolted on. A platform built from the ground up for the way commercial deals actually move.
01
Stages built around how commercial deals actually move — inquiry through indicative, heads of terms, credit, valuation, approval, and settlement. Every status makes sense without configuration.
02
Track lender appetite by asset class, LVR, loan size, and deal type. Know who's open before you pick up the phone. Updated as your deals move through credit — your institutional knowledge, finally in one place.
03
Input borrower financials once. The platform surfaces DSCR, ICR, coverage ratios, and entity structures in a format ready for submission. Built from Australian lending data — not generic financial modelling.
Dan Peters has spent 20+ years in Australian commercial finance — writing deals across commercial property, development finance, business lending, and asset finance. He's an active commercial finance broker and AFSL licensee. This platform came out of his own frustration with existing tools. He's the first user of everything he's building.
The first cohort of commercial finance brokers to join get access before general launch — and they lock in founding-cohort pricing for as long as they stay. That rate doesn't reset when we go commercial.
Pilot seats go to active commercial brokers with real deal flow. If you write commercial finance — commercial property, development, business lending, asset finance — and you want to test this in a live environment, this cohort is for you.
Leave your email. Dan will reach out when early access opens — and not before.
Who is this for?
Commercial finance brokers and mortgage brokers who handle commercial transactions — commercial property, development finance, business lending, asset finance. If you're building 10-25 page credit submissions and tracking lender appetite across asset classes, this is built for your workflow.
What makes this different from other broker CRMs?
Most broker CRMs were built for residential lending and retrofitted for commercial. This was built specifically for commercial finance from the ground up — commercial-native deal stages, lender appetite tracking by asset class, and AI-assisted credit packaging. It was built by an active commercial broker, not a SaaS team that interviewed a few brokers.
When does early access open?
We're building now. Waitlist members hear first — before any public announcement. The founding cohort pilot opens to active commercial brokers with established deal flow. Getting on the list now means you're inside either way.
How are pilot spots allocated?
Priority goes to active commercial finance brokers with real deal flow. We're opening 5–10 founding seats first. If you don't get a pilot seat, you're still in the founding cohort: first access and locked-in pricing at full launch.
What will it cost?
Founding cohort members lock in their rate for life — that pricing doesn't reset when we launch commercially. We haven't published a price yet — we'd rather build the right product first, then price it fairly. You'll be offered founding-member pricing before any public pricing is set.
I already use Salesforce / HubSpot / Broker Engine. Why switch?
You don't have to switch anything now — that's not what the waitlist is. But if you've spent hours configuring a generic CRM to handle commercial deal stages, lender matrices, and entity structures, you know the pain. This is built for that problem from the ground up. When it's ready, the decision will be easy.