Deal CRM & pipeline
Run the whole book — pipeline, CRM, and underwriting in one place.
A commercial real estate deal management platform tracks every deal from sourced through screening, underwriting, LOI, under contract, due diligence, and closing — with the contacts, tasks, and documents that go with it. Origentic unifies that pipeline with the underwriting model, so a deal advances without re-keying a single number, and it's free to start.
A pipeline that's always current
See the full funnel on a kanban board and drag a deal to advance its stage, or flip to a sortable table and rank the whole book by IRR, equity multiple, or equity check.
- •Visual kanban stages + sortable/filterable table
- •Deal-level notes, comments, and @mentions
- •Tasks and key dates — LOI expiry, DD deadline, closing
A broker and seller CRM built for deals
Keep every relationship — brokers, sellers, lenders, and principals — in one contact database, log calls, emails, and meetings, associate contacts to deals, and see which relationships actually send you deals that convert.
- •Centralized contacts with type, company, and market
- •Interaction history and deal association
- •Relationship analytics: who sends deals, which convert
Why teams choose Origentic
Frequently asked questions
- What is a CRE deal management platform?
- It is software that tracks commercial real estate deals through their lifecycle — sourcing, screening, underwriting, LOI, due diligence, and closing — with the pipeline, contacts, tasks, and documents in one place. Origentic adds the underwriting engine so deals never leave the system.
- Does it include a CRM for brokers and sellers?
- Yes. Origentic has a contact database for brokers, sellers, lenders, and principals, with interaction history, deal association, and a leaderboard of your top deal sources.
- Can I share a deal with an investor?
- Yes. You can create a read-only, watermarked, passcode-protected share link with a chosen set of visible tabs and an expiry, and revoke it at any time.
- Is the deal CRM free?
- Yes — the pipeline, CRM, and investor sharing are included on every plan, including the free plan (3 active deals, 1 seat); team seats come with the Syndicator plan.
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