You can now start a commercial real estate deal on Finance Lobby from WhatsApp. Send an offering memo, a document or a photo of the terms to the Finance Lobby assistant, or simply ask it to create a deal. It reads what you sent, drafts the deal and holds it for your review in the same pipeline as your other deals.
The deal that arrives while you are driving
A borrower forwards the offering memo at 6pm. You are in the car. Until now, the deal waited until you were back at a desk to upload it, retype the numbers and start the deal memo. By then, the borrower has sent it to two other people.
How it works
- Send the document. Forward the offering memo or the file, or send a photo of the terms, to the Finance Lobby assistant on WhatsApp. You can also just write "create a deal".
- Answer only what is missing. If you are new to Finance Lobby, the assistant sets up your account right in the chat. Write your name and email however you like, in one message or several; it asks only for what is still missing and confirms once before creating the account. It never invents an email.
- Review the draft. Finance Lobby reads the material, drafts the deal and holds it for your confirmation. The draft goes into the same deal pipeline as your other deals.
Nothing you send is lost
Documents you send before your account exists are kept and land in your deal once it does. If your email already has an account, you get a secure link instead of a second account.
More than starting a deal
The assistant also answers questions. Say "hi" and you get a welcome, not a sign-up form. On the pricing page, the WhatsApp chat assistant is listed for asking questions, adjusting deal values and publishing deals. Reply STOP at any time to opt out.
From the draft to competing quotes
The draft is the start. From there you underwrite the deal, build the deal memo, pull comps and reach the lenders whose criteria fit, then compare their quotes side by side. See the full feature on the WhatsApp to Deal page, and if you are pricing today, check current commercial loan rates.
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FAQ
Can I start a commercial real estate deal from WhatsApp? Yes. Send an offering memo, a document or a photo of the terms to the Finance Lobby assistant on WhatsApp, or ask it to create a deal. Finance Lobby drafts the deal and holds it for your review.
Does it publish the deal automatically? No. It drafts the deal and holds it for your confirmation. The draft goes into the same deal pipeline as your other deals.
Do I need an account first? No. If you are new, the assistant sets up your account in the chat, asking only for what is missing and confirming once. If your email already has an account, you get a secure link instead of a second account.
What happens to documents I send before signing up? They are kept and land in your deal once your account exists.
What is the Finance Lobby WhatsApp number? +1 845 273 3325. The link on this page opens the chat with a first message ready to send.