Share Credit Portfolios with Brokers in Three Steps
A new guided workflow makes it easy to send detailed portfolio summaries to brokers via email — complete with project information, pricing, credit amounts, and deal structure.
How It Works
- Step 1: Select Portfolios — Filter by name, status, credit year, or total value. Multi-select with bulk checkboxes. Filter by deal size: Under $1M up to Over $100M.
- Step 2: Compose Email — Choose the broker recipient, customize the subject, and review the auto-generated body. Every project's credit amount, tax year, price range, location, technology, deal structure, and compliance status is formatted and included.
- Step 3: Review and Send — Preview exactly what the broker will receive, then send with one click.
All sends are tracked for audit — you can see what was sent, to whom, and when. Access the workflow from the "Send to Broker" button on any portfolio page.