Trending Content - Real Estate Forum
Career Resources
WSO Free Modeling Series - Now Open Through
October 31, 2026
9 Free Financial Modeling Lessons
Get instant access to lessons taught by experienced private equity pros and bulge bracket investment bankers including financial statement modeling, DCF, M&A, LBO, Comps and Excel Modeling.
+Bonus: Get 27 financial modeling templates in swipe file
+Bonus: Get 27 financial modeling templates in swipe file
High Finance Applications
Guaranteed
Get at least one offer GUARANTEED
- 1:1 support
- 92% success rate
- 2,000+ mentor network
- Unlimited Live bootcamps
- AI for resume + LinkedIn
- Networking automation tools
- HireVue simulation tool
- Full course library
- Private Slack community
- 20hrs of mocks
- + much more...
Not a debt broker nor lender.. but kvCore is awesome.
salesforce, apto
How have those systems made life easier for you?
All of the Debt guys (DSF) at CBRE use a version of Salesforce, some of the investment sales teams also use the same.
HFF last I heard was also using a version of Salesforce.
From my experience bigger teams usually use a customized version of Salesforce, and a lot of smaller teams will use anything from an online rolodex to excel.
Salesforce mainly. CRM was introduced at the end of 2018 so we are slowly working that into our platform.
SF is just so expensive though right.
Salesforce is only $25/month for one person. Considering how productive it can make you, that’s a good deal. Your firm might have rules that prohibit an individual from using it (could run amok of compliance). I’m not a lender but I do pay for a single-seat version of it and it’s good. The nerdier you are with customizing your processes, the more useful it will be for you.
Earum et facilis aliquam sed. Nam porro ipsum eum autem. In magnam aut non fugiat quos incidunt nobis architecto. Officiis rem assumenda corporis natus perferendis sapiente est. Ex perferendis voluptatem expedita ut repellat atque molestiae. Cum consequuntur vel quia cupiditate quaerat deleniti.
Assumenda voluptatem ullam sapiente qui consequatur. Quia eaque adipisci qui. Quas repellat dolorem ab voluptatem possimus cumque quasi dolorem. Iste quas architecto ex. Aut odio a sunt perferendis non non. Minus iste nobis nulla vitae.
Maxime beatae assumenda ut non rerum autem quam. Necessitatibus et sequi cum. Labore minus sed et accusantium consequuntur.
Quaerat praesentium error necessitatibus et ut nam non in. Et vel enim voluptatem corporis praesentium. Neque minus molestiae natus rerum laudantium voluptas.
See All Comments - 100% Free
WSO depends on everyone being able to pitch in when they know something. Unlock with your email and get bonus: 6 financial modeling lessons free ($199 value)
or Unlock with your social account...