Yes, our platform can seamlessly integrate with Salesforce and many other third-party applications. Our aim is to help you upgrade your systems with minimum disruption to your existing workflows.

Builders Patch covers financing and management of multifamily asset types ranging from pre-development assets to those currently in asset management. We also support the refinancing/syndication of assets.

Yes, Builders Patch can automatically create any number of custom reports for you, including deployment reports, risk rating reports, and pipeline reports, to name a few.

No. At Builders Patch, we make it easy to communicate with your borrowers, team members, and third parties, including underwriters, lawyers, and anyone else you choose. They don’t have to be existing customers of ours in order to work with you on our platform. You also have total control over what you share with whom.

Once you decide that Builders Patch is the right solution for your organization, our goal is to get you up and running as quickly as possible. Within 2 weeks, your loan applications and due diligence checklists can be built out. Within three months, we can bring your closed deals onto the platform.

Builders Patch is committed to ensuring that our customers are 100% comfortable with 100% of the platform. During the first 90 days, we schedule weekly meetings to properly onboard your team onto the platform and to discuss its functionality. After 90 days, our Customer Success is available to meet with you and answer questions on an as-needed basis. We also have a Knowledge Base of articles and videos to help you with task-specific items.

Any file or information you upload to the platform is your property. We don’t re-sell any of your data to third party buyers. In short, what belongs to you stays with you and is owned by you.

We don’t have a restriction on the number of users. All you need to do is send out an invite to people within your company and they can log in immediately. Same applies to your clients. Send out an invite and request them to complete due diligence collection by adding their deal details.