Fund Desk

Run commercial funding files from inquiry to money drawn — lenders, terms, credit, professionals, and conditions in one place.

Fund Desk is for commercial property finance brokers who juggle many live files at once. Each file is one funding deal. Capture the inquiry and property ask, shortlist lenders, package what the client has given you, log what you sent, collate and clarify terms, then present a clean comparison for the client meeting. After a lender is chosen, track credit application and sanction, line up valuers and solicitors, work through KYC and account opening, and tick the conditions schedule through to drawdown. The desk shows every open file by stage — out for terms, in credit, in legals, trying to complete — with the next step and who you are waiting on, so pinch points are obvious.