Introducing OneSource

The first cloud-based solution that intelligently integrates the entire deal ecosystem.

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Deal rooms designed to empower.

OneSource provides a robust and flexible toolkit, truly centralizing every aspect of a transaction. Gone are the days of disconnected checklists and dispersed, difficult to track documents.

Where deal management meets execution.

Measure the true status of your deal in real time. Assign and track tasks across all transaction stakeholders with automated notifications. Drive certainty of close with unparalleled speed and transparency.

Supercharge your entire workflow.

Centralized deal rooms

Instantly access a consolidated overview of all your open deals anytime, anywhere. Move deals between pipeline stages, and centralize tracking of closed and lost deals. Collaborate with all members of your transaction with integrated deal team management.

OneSource Deal Room

Integrated task engine

Control every step of your transaction with a unified view of deal progress & integrated tasks. Create and dynamically assign tasks to any user on your deal team. Automatically track completed stages based on prescribed tasks.

OneSource Task Management

Intelligent documents

Securely manage all deal documents in one place with intelligent status tracking and automated folder templates. Control user-level folder access easily and transparently. Quickly categorize new uploads, and drag-and-drop multiple deal files at once.

Private Lender Lists

Add and track dozens of variables across all of your lenders to help quickly and efficiently seek the right financing. From loan products to lending regions, detailed filters help you gain insight into your capital sources.

OneSource Lender

Supercharge your entire workflow.

OneSource Deal Room

Centralized deal rooms

Instantly access a consolidated overview of all your open deals anytime, anywhere. Move deals between pipeline stages, and centralize tracking of closed and lost deals. Collaborate with all members of your transaction with integrated deal team management.

Integrated task engine

Control every step of your transaction with a unified view of deal progress & integrated tasks. Create and dynamically assign tasks to any user on your deal team. Automatically track completed stages based on prescribed tasks.

OneSource Task Management

Intelligent documents

Securely manage all deal documents in one place with intelligent status tracking and automated folder templates. Control user-level folder access easily and transparently. Quickly categorize new uploads, and drag-and-drop multiple deal files at once.

Private Lender Lists

Add and track dozens of variables across all of your lenders to help quickly and efficiently seek the right financing. From loan products to lending regions, detailed filters help you gain insight into your capital sources.

OneSource Lender

Ready to Get Started?

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