Kim Lisa TaylorSecurities Attorney, Founder, Syndication Attorneys, PLLC · Corporate Securities Attorney, 2x Best-Selling Author, Nationwide Speaker | Private Placement

How to Streamline Your Real Estate Syndication Process with Select Lenders

8 Jan 2025 · 1 min

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In this brief dialogue, Speaker A expresses concern about sorting through hundreds of loan offers in a real‑estate syndication deal. Speaker B explains the platform’s current service models: a full‑service option where the provider runs the entire loan‑sourcing process, and a self‑service option where the user runs it themselves. A hybrid model is not yet available but is under discussion. Speaker B also highlights that users can limit outreach to a targeted subset of 10‑20 lenders for niche deals, and introduces an upcoming (or newly live) tool that collects lender quotes and automatically compiles them into a comparative matrix, enabling easier analysis of loan terms and opportunities.

Chapters

How in the world am I going to sort through hundreds of offers? Is that something you can help me with?
Yes. So we don't have a hybrid right now. We'll either run the whole process for you, or you can run the process by yourself. I actually had the conversation today with somebody about what a hybrid might look like. Also, you don't have to have hundreds of offers. So if you have a niche deal, for example, you, you can go through our platform and say, I'm going to send it to these 10 or 20 select lenders and get their feedback. I don't know if we've launched this yet, but coming soon, or it might already— it might have just gotten live, but there's a tool where lenders can submit all their quotes and it builds into a matrix. So where you can kind of analyze the opportunities. So lots of cool functionality around that.