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.

OneSource Deal Room

Personalized deal rooms

Instantly access all of your deals anytime, anywhere. Personalize collaboration between every member of your transaction. Track real-time status of every deal in your pipeline. Securely manage detailed deal data, documents, approvals, and communication for every aspect of your deal.

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

Next gen 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.

Market intelligence

Add and track dozens of variables across all of your financing options and efficiently source the right capital in real time. From product to region to price, OneSource provides a competitive advantage to finding the right financing solution when you need it.

OneSource Lender

Supercharge your entire workflow.

Personalized deal rooms

Instantly access all of your deals anytime, anywhere. Personalize collaboration between every member of your transaction. Track real-time status of every deal in your pipeline. Securely manage detailed deal data, documents, approvals, and communication for every aspect of your deal.

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.

Market intelligence

Add and track dozens of variables across all of your financing options and efficiently source the right capital in real time. From product to region to price, OneSource provides a competitive advantage to finding the right financing solution when you need it.

OneSource Lender

Ready to Get Started?

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