Apex Commercial CapitalCommercial loan brokerage · 6 brokers · Dallas, TexasHow Apex Commercial Capital tripled monthly closed loan volume from $1.8M to $5.4M without hiring additional credit analysts.
$5.4M
Monthly closed volume, up from $1.8M
20 min
Package preparation, down from 20 hours
48 hrs
Median time to first term sheet
Challenge
- Each broker spread their own deals in a personal Excel template; DSCR calculations differed by broker and lenders noticed.
- Roughly 40% of signed mandates stalled for more than 30 days waiting on documents or rework.
- The managing broker spent evenings re-checking spreads before submission.
What they did
- Every broker packages through LoanPacket with a shared chart of accounts and the firm's branded memo template.
- Borrower document portals replaced email chasing; missing-document reminders run automatically.
- Global DSCR and add-back defensibility are checked before any package leaves the firm.
Results
- Closed deals rose from 3 to 9 a month within two quarters with the same six brokers.
- Lender kickbacks dropped from an average of 2.4 per file to 0.6.
- The managing broker reclaimed roughly 15 hours a week previously spent on review.
“We went from 20 hours of spreadsheet work per file to 20 minutes, and lenders stopped sending packages back.”
Managing broker · Apex Commercial Capital
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