Never Miss a Revenue Opportunity. Spot the Right Deals Instantly.

Closing just one additional deal pays for the entire system.

Transform your email inbox into an organized deal flow. CRE Smart Inbox is an intelligent assistant that automatically prioritizes and qualifies deal submissions in Outlook or Gmail helping you focus your time on the opportunities that matter most.

Never miss a high-value deal

CRE Smart Inbox automatically prioritizes incoming submissions so your most promising opportunities surface first.

Efficient deal screening

Minimize the time spent manually sorting emails and dedicate more focus to deal execution.

Zero-miss deal tracking

Systematic tracking ensures every qualified deal receives attention, preventing high-value opportunities from falling through the cracks .

Competitive speed

Accelerate your qualification process to respond to brokers faster and win more deals

Intelligence inside your inbox

Turn everyday emails into a structured, prioritized deal pipeline, powered by AI that understands CRE lending and adapts to your origination criteria.

Prioritize your focus

Managing a high volume of emails can be overwhelming. CRE Smart Inbox helps organize your workflow by automatically separating deal submissions from general emails. It color-codes opportunities (Qualified/Review/Pass) based on your specific lending criteria, making it easier to see what needs attention .

Works with Outlook or Gmail.
Visual organization for efficient triage.

Uncover strategic opportunities

For bridge lenders, the system offers deeper insight. It analyzes business plan timelines and value-add strategies to help you identify deals that have restructuring potential . This allows you to spot opportunities where creative structuring could win the deal.

Analyzes value-add strategies.
Identifies capacity for deal restructuring.

Stay on top of every opportunity

Building strong broker relationships requires consistent follow-up. The system supports your team by tracking Unread Qualified Deals and Unresponded Opportunities .

Periodic accountability digests.
Alerts are fully customizable through the app to match your preference.

From inbox to action

Incoming submissions are analyzed in real time, with key deal data extracted and prioritized directly inside Outlook or Gmail.

1. Configure

We work with you to map your specific lending parameters, including loan amount, requested loan term, and property location, along with your LTV thresholds and pass/fail rules .

2. Connect

Secure, one-click OAuth 2.0 integration connects directly to your Outlook or Gmail .

3. Prioritize

The system detects new deals, extracts key parameters, and tags them in your inbox .

4. Review

Access the full Executive Deal Summary through the platform to make quick decisions.

Built for high-velocity teams

Purpose-built for commercial real estate loan originators at bridge lenders, specialty finance companies, regional banks with CRE divisions, and private debt funds that:

Receive high volumes of deal submissions via email (100-600+ monthly).

Need to qualify deals quickly against specific lending criteria.

Compete on speed and responsiveness to win deals.

Want to scale deal volume without proportional headcount increases.

Value broker relationships and consistent follow-up discipline.

Ready to optimize your deal inbox monitoring?

Let's discuss how CRE Smart Inbox can help your team close more deals.

Schedule a discovery call