Lender Outreach Dashboard
A deal-level outreach surface for capital-markets work. Shows every lender contacted, their status (sent / replied / passed / soft quote / term sheet), the soft quote terms received, and the next-touch date. Plugs directly into the Lender Edition + Lender Outreach Drafter.
A. Best for
- Capital-markets advisors
- Sponsors raising debt
- Mortgage bankers
- BD teams
B. What it tracks
- Lender shortlist by deal (Verified, Contact-and-Coverage, Stale)
- Outreach status per lender: sent / replied / passed / soft quote / term sheet
- Soft quote terms (rate, term, IO, recourse, prepay, reserves) side-by-side
- Pass reasons by lender for future targeting
- Next-touch date and follow-up trigger
- Win-rate analytics across the relationship history
C. Inputs & outputs
Inputs you provide
- Deal brief
- Lender Edition shortlist (CSV or filter)
- Outreach send log
- Quote responses
Output formats
- Visual HTML dashboard
- XLSX export
- Markdown summary for IC packet
- Quote-comparison view
D. Pair with your AI CRE team
The dashboard is the surface; the agents and skills are what fill it. Add these to your stack in the Company Builder.
Agents (3)
- Capital Markets Associate
- Business Development Associate
- CRM Manager
Skills (3)
- Lender Outreach Drafter
- Lender Feedback Tracker
- Lender Feedback Memory Builder
Data products (3)
- Lender Edition Registry
- Internal CRM
- Deal-specific outreach log
E. Field definitions
-
Lender
Lender name from the Verified or C&C tier of the Lender Edition. Click to expand contact + box.
-
Outreach Status
Sent / Replied / Passed / Soft Quote / Term Sheet / Awarded. Color-coded by stage.
-
Soft Quote
Rate + spread + term + IO + recourse + prepay — pulled from the latest response if quoted.
-
Pass Reason
Free-text reason for pass — used to refine targeting on the next deal.
-
Next Touch
Days since last contact + suggested next-touch date based on outreach cadence rules.
-
Relationship Memory
Past-deal context with this lender — prior quotes, pass reasons, deals awarded.
- Model-agnostic. Use with Claude, ChatGPT, Gemini, or any reasoning model that fills the data source.
- No platform lock-in. HTML and React-ready versions ship as portable files — embed in Notion, internal portals, or static hosting.
- Human review required. The dashboard surfaces outputs the team has produced; the team produces — you review before any output leaves the firm.
- One-time purchase. No subscription. Versioned updates ship as patches; major rewrites are separate SKUs.
Add to your stack
Bundle with the agents that fill it.
A dashboard without the team that fills it is a static template. Open the Company Builder, add the Capital Markets Associate agent, the Lender Outreach Drafter skill, and this dashboard — three SKUs, one workflow.