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WSO Free Modeling Series - Now Open Through
September 30, 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.
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+Bonus: Get 27 financial modeling templates in swipe file
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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.
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