Looking for an efficient software solution?

We offer you a personalised solution for your financings

We offer borrowers with in-house financing experts our professional software solutions and market data for debt capital procurement and debt management as white label products.

This allows you to operate digitally and efficiently in the market under your own name.

Our powerful and secure software meets the highest standards, has a modular structure and can be supplemented with our advisory services if required.

The software supports us in data-based decisions and forecasts as well as in reporting and traceability.

Excel lists are definitely a thing of the past.

nicola haas

CEO, Refolio Real Estate AG

Free of charge and without obligation.

Our offer and your advantages

FINANCING 
module

Efficient tendering and processing of your financing needs.

Your advantages: 

  • Up to 50% less effort with full control
  • Secure and easy document exchange with any lender
  • Healthy competitive situation through digital process
  • Fair bid comparison and complete documentation
  • Digitisation of your tender processes and professionalisation of your appearance with capital providers

DEBT MANAGEMENT 
MODULE

Modern solution for the management and evaluation of your financing portfolio.

Your advantages:

  • Central 360° view of your financing portfolio – without Excel
  • Insights thanks to automatic portfolio evaluations
  • Key figures for financial reporting and auditing as of the reporting date
  • Planning data and scenarios for your best possible forecast
  • Management and traceability of all covenants

MARKET DATA & CAPITAL PROVIDER NETWORK

Benefit from up-to-date market data and a broad network of mortgage lenders.

Your advantages:

  • Constantly updated data and comprehensive criteria for the selection of suitable investors
  • Market monitoring based on 150+ active lenders and over 10,000 placed offers
  • Market data on financing transactions in the Swiss real estate market
  • Anonymised benchmarking of transactions / portfolios with market participants
  • Access to financial market data for best possible results

Free of charge and without obligation.

Fincetra personalisierbares Tool

We have used the white label software to carry out financing processes in several European countries in a fraction of the usual time. We are very satisfied with the results of the financings.

Michael Blaich

Senior Professional Corporate Financing, Schwarz Dienstleistung KG (Lidl and Kaufland)

More information? Feel free to contact us.

Patrick Zurfluh

Patrick Zurfluh

Head of Real Estate Financing

E-Mail
+41 55 220 78 32

Lukas Müller

Lukas Müller

Real Estate Financing Director

Marco Berchtold

Marco Berchtold

Real Estate Financing Director

E-Mail
+41 55 220 78 27

Sarah Tinguely

Sarah Tinguely

Responsable région Suisse romande

E-Mail
+41 55 220 78 26

Free of charge and without obligation.