Outreach

Agent-drafted, human-approved. Review before anything gets sent.

Email

4

Rate lock options for Harbor View

To Maria Santos · 2026-02-20

Hi Maria, with rates stabilizing, there's a window to convert your floating rate on Harbor View Apartments to a fixed 5.20%. That would save roughly $4,100/month.

Approved by You · 2026-02-20 09:00

88%

Refinance window for Riverside Office Tower

needs review

To James Richardson

Hi James, I noticed your CMBS loan on 200 River Rd matures in September 2026. With current rates at 5.45%, there's an opportunity to save roughly $80K annually. I'd love to walk you through the numbers.

94%

Summit Industrial — updated term sheet

To Robert Kim · 2026-02-22

Hi Robert, following up on our earlier conversation with Sarah. Attached is the updated term sheet for the Summit Industrial refinancing. Happy to walk through the details.

Approved by You · 2026-02-22 11:30

89%

Lakeside Medical Plaza — refinance opportunity

To Michael Torres

Hi Michael, I came across the Lakeside Medical Plaza property and noticed an opportunity to lower your current rate. Would love to discuss options.

78%

Mail

1

Summit Industrial Park — Refinance Proposal

To Sarah Mitchell · 2026-02-19

Dear Ms. Mitchell, please find enclosed our formal refinancing proposal for Summit Industrial Park. The package includes three options with projected savings.

Approved by You · 2026-02-19 09:00

95%

Message

1

Follow-up: Summit Industrial term sheet

To Sarah Mitchell · 2026-02-23

Hi Sarah, following up on our conversation. I've attached the updated term sheet for your review. Let me know if you have any questions.

Approved by You · 2026-02-23 14:00

92%

LinkedIn

3

CREFC + Summit Industrial refinancing

To Sarah Mitchell · 2026-02-21

Hi Sarah, I see you'll be at CREFC next month. I've been looking at the Summit Industrial portfolio and have some compelling refi options to discuss.

Approved by You · 2026-02-21 10:15

91%

Quick intro — Riverside Office Tower refi

needs review

To James Richardson

Hi James, I specialize in CMBS refinancing in the Chicago market. Noticed Riverside Office Tower has a maturity coming up — I have some options that could save your group significantly.

86%

Harbor View rate lock discussion

To Maria Santos · 2026-02-21

Hi Maria, following up on the email I sent about rate lock options for Harbor View. Happy to connect here as well if that's easier.

Approved by You · 2026-02-21 14:30

85%