Workspace · Plainfield, IL
Good morning, Raymond.
37 active deals · $84.2M in pipeline · 6 lender bids awaiting your sign-off
Active Pipeline
$84.2M
▲ 12.4% vs last month
Closed YTD (Apr '26)
$31.8M
▲ 38% vs same period 2025
Avg. cycle time
18.4days
▼ 26.6 days vs baseline
Lead → LOI conversion
42%
▲ 17 pts since AI Concierge
Origination funnel — last 30 days
Live
Website visits
12,847
AI Concierge chats
2,184
Qualified leads
812
Applications started
468
Apps completed
318
LOIs signed
132
Funded
47
Pipeline by product
$84.2M37
active deals
Apartment Loans$37.1M44%
Investment Property$18.5M22%
Owner-Occupied$11.8M14%
SBA 7(a)$10.1M12%
SBA 504$6.7M8%
Live deals — sorted by next-action urgency
⏱ Cycle goal: 14 days
| Borrower | Product | Amount | Stage | Days in stage | Lender | Risk score |
|---|---|---|---|---|---|---|
MR |
Apartment | $8.4M | Lender bidding | 2d | 4 active bids · BMO leading | A · 86 |
VC |
Investment Property | $4.2M | Underwriting | 4d | Citizens Bank, 2 others | A− · 81 |
HM |
SBA 7(a) | $3.1M | LOI signed | 1d | Live Oak Bank | A · 88 |
SP |
Apartment | $12.8M | Doc collection | 3d | Awaiting matches | B+ · 73 |
RA |
Owner-Occupied | $2.6M | Stalled · borrower | 9d | — | B · 69 |
FK |
SBA 504 | $1.9M | Quotation | 1d | 3 lenders matched | A · 84 |
LP |
Investment Property | $6.7M | Lender bidding | 2d | 2 active bids · Allstate leading | A− · 79 |
Lender bidding — Meridian Ridge Apartments, $8.4M
Closes in 14 hrsBMO Harris — Commercial Real Estate Group
10-yr fixed · 25-yr amort · 65% LTV · 1.30 DSCR · $0 origination
6.42%
leading bid · ▼ 18 bps
Northwest Mutual Life — Commercial Mortgage
10-yr fixed · 30-yr amort · 65% LTV · 1.25 DSCR · 0.50% fee
6.55%
competitive
Citizens Bank Commercial
7-yr fixed · 25-yr amort · 70% LTV · 1.20 DSCR · 1.00% fee
6.71%
trailing
Madison Capital Partners (Hedge)
5-yr I/O · 75% LTV · no DSCR floor · 1.50% fee
7.85%
flexible terms
AI Activity Feed
Auto-actions
Concierge qualified Westport Capital LLC — $5.2M apartment refi, IL. Booked 30-min call with Tom for tomorrow 10:00 AM.
2 min ago · concierge.bot
Document AI parsed 14 documents for Hanover Manufacturing — extracted DSCR 1.41, NOI $452K. File is underwriter-ready.
11 min ago · docai.bot
Lender Engine matched Forge & Kiln Bakery ($1.9M SBA 504) to 3 ranked lenders: Live Oak, Byline Bank, BNC.
38 min ago · matchengine.bot
Comms Engine sent doc-chase #2 to Riverstone Auto Group via SMS. Stalled 9 days — escalated to Tom.
1 hr ago · comms.bot
Risk model flagged SunPath Hospitality — projected DSCR drops to 1.08 in stressed scenario. Recommended: 65% LTV cap.
2 hr ago · riskscore.bot
Document AI — today
96.4% accuracy2024 P&L — Hanover Mfg
98%
Rent roll Q1 — Meridian Ridge
99%
Bank statements — Forge & Kiln
87%
Appraisal — Lakeside Plaza
94%
2023 Tax Return — Vista Commercial
95%
Active deals — geography
37 deals · 11 states
HQ Plainfield
Active deal
Closing this week
12-month revenue forecast
$5.8M projected
MayJunJulAugSepOctNovDecJanFebMarApr
Baseline (no AI)
$3.6M
With Bot2Do platform
$5.8M
Advisor Knowledge Copilot · trained on every Bravo deal
"Tom — what's the best lender right now for a $4M mixed-use refi at 65% LTV in Illinois with 1.32 DSCR?"
Top 3 (ranked by historical win-rate × pricing × speed): BMO Harris CRE Group (28-day close, ~6.45%) · Northwest Mutual Life (35-day, ~6.55%, no recourse) · Citizens Bank Commercial (32-day, ~6.65%, 0% origination). Based on 14 comparable Bravo deals 2022-2026.