Related Products
|
||||||
About
Termgrid is an end-to-end debt financing and portfolio management tool built specifically for private capital markets that helps sponsors, lenders, borrowers, advisors, and law firms streamline and simplify complex debt workflows by digitizing term sheets and deal grids, centralizing transaction data, and accelerating execution with real-time collaboration and automated processes. It offers a unified deal dashboard to track transaction progress, secure data room capabilities to share files and monitor lender activity, and a terms database that automatically records key commercial terms, with redline and heatmap functionality for efficient comparisons. Termgrid also provides portfolio management tools to monitor covenants, capital structures, amortization and financials with drill-down insights, automated routine reporting, and real-time, data-driven decision support across all deals.
|
About
Our software will take you through from deal generation to mortgage completion across 1st charge mortgages, second charge mortgages and short term bridging and development finance. Integrations with credit agencies and more. Adviser led software that uses a robust and compliant platform but is service and sales led. Covers all forms of mortgages and insurance. Integrations with sourcing systems and more. Offers the ability to manage a portfolio of debts for clients as per a debt management plan or equivalent. Full client and lender management platform with document management and other features. Use the tools available to lenders, financial services brokers and other customers to manage your case and client load whilst looking after your sources of business. A flexible but powerful tool. Layered database structures allow Master Broker, Packager or Distributor level access with differentiated functionality.
|
|||||
Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
|
Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
|
|||||
Audience
Private capital markets professionals (such as private equity sponsors, lenders, debt advisors, and legal teams) who need to manage and execute debt financing transactions more efficiently with a digital tool that streamlines deal workflows and portfolio oversight
|
Audience
Mortgage and Loans solution for agencies
|
|||||
Support
Phone Support
24/7 Live Support
Online
|
Support
Phone Support
24/7 Live Support
Online
|
|||||
API
Offers API
|
API
Offers API
|
|||||
Screenshots and Videos |
Screenshots and Videos |
|||||
Pricing
No information available.
Free Version
Free Trial
|
Pricing
No information available.
Free Version
Free Trial
|
|||||
Reviews/
|
Reviews/
|
|||||
Training
Documentation
Webinars
Live Online
In Person
|
Training
Documentation
Webinars
Live Online
In Person
|
|||||
Company InformationTermgrid
Founded: 2019
United States
app.termgrid.com
|
Company InformationiZone
izonesoftware.co.uk
|
|||||
Alternatives |
Alternatives |
|||||
|
|
||||||
|
|
||||||
|
|
||||||
Categories |
Categories |
|||||
Mortgage and Loans Features
Amortization Schedule
Client Database
Closing Documents
Commercial Mortgages
Contact Management
Credit Reporting
Customer Statements
Document Management
Electronic Applications
Government Loans
Loan Origination
Loan Servicing
Pipeline Management
Pre-Qualification
Refinance Management
Residential Mortgages
|
||||||
Integrations
No info available.
|
Integrations
No info available.
|
|||||
|
|
|