CSV: Owner First + Owner Last
Maps to: Contact name
Auto
Turn CRE follow-ups into meetings.
Built by commercial real estate professionals, for commercial real estate professionals
Import
Upload CoStar / Reonomy exports
Map fields once so your team stops cleaning spreadsheets.
How it works
From CRE lead files to an organized pipeline
1
Import from CoStar, Capitalize, or Reonomy
Upload your raw list and map fields in minutes. Leads are standardized and routed into one pipeline so your team can stop working out of spreadsheets.
Import from CoStar, Capitalize, or Reonomy
Upload your raw list and map fields in minutes. Leads are standardized and routed into one pipeline so your team can stop working out of spreadsheets.
Get every list into the same format quickly so producers start outreach faster, and managers see clean pipeline data instead of fragmented CSVs.
CSV: Property Address
Maps to: Address
Clean
CSV: Phone 1 / Phone 2
Maps to: Primary phone
Ready
Duplicates merged: 28
Import recipients
2
Launch custom call + email cadences
Build outreach steps fast with your language, timing, ownership rules, and AI-assisted email drafts. Each lead gets systematic follow-up without manual tracking in Excel.
Launch custom call + email cadences
Build outreach steps fast with your language, timing, ownership rules, and AI-assisted email drafts. Each lead gets systematic follow-up without manual tracking in Excel.
Lock in a repeatable follow-up rhythm so every owner gets consistent touches and no opportunity slips between calls.
Day 0 • Call
Disposition + note → sets next step
Queued
Day 1 • Email
Template: Intro + value prop
Scheduled
Day 4 • Call
Optional voicemail drop
Ready
Assign by owner
Shows in follow-up queue
3
Execute from one conversion pipeline
Every lead has a clear status, next step, and owner. Reps work the highest-priority opportunities first while managers see conversion bottlenecks instantly.
Execute from one conversion pipeline
Every lead has a clear status, next step, and owner. Reps work the highest-priority opportunities first while managers see conversion bottlenecks instantly.
Centralize ownership, stage, and priority so your team acts on the highest-probability deals first and leadership sees throughput in real time.
Greenline Storage — Engaged
Next action: Call back • Due today — contact now
Due today
Aria Multifamily — Attempting Contact
Next action: Step 2 email • Due today
Due today
Crestview Office — Pre-Qual
Next action: Upload missing docs
Scheduled
Owner + stage always visible
Filters: due follow-ups only • stage • owner
4
Track team momentum with live milestones
Use the Progress view to monitor daily activity targets and milestone momentum in real time. Reps know what to execute next, and leadership sees pace and risk at a glance.
Track team momentum with live milestones
Use the Progress view to monitor daily activity targets and milestone momentum in real time. Reps know what to execute next, and leadership sees pace and risk at a glance.
Expose risk early with day-by-day scorecards and milestone checkpoints, so teams can intervene before deals stall.
Calls completed
42 / 30 daily goal
+40%
Emails sent
35 / 30 daily goal
+17%
At-risk flagged
5 stalled opportunities
Risk
See pace by rep
No manual reporting
Work a clean daily queue instead of chasing spreadsheets.
Hot queue
Recent replies and engaged owners. Call first and book the next meeting while intent is high.
Warm queue
Leads with positive signals but no conversation yet. Follow up with the next call + email step.
Nurture queue
Early-stage opportunities that need consistent touches. Keep momentum without manual reminders.
What you get
Lead source to pipeline, without spreadsheet cleanup
Bring in CoStar, Capitalize, and Reonomy exports directly, then centralize outreach and lead stages in one operating view.
Custom cadences in minutes, not weeks
Design call and email sequences around your playbook, then launch quickly with concierge onboarding support.
Systematic follow-up that improves conversion
Leads never disappear in Excel tabs. The next best action stays visible so your team can consistently convert more opportunities.
Security that supports your outreach workflow.
Built-in account security keeps each workspace isolated, with strong password protection and team-ready access controls.
FAQ
Answers to the signup blockers
How fast can we go live?
Most teams import their first CRE list and launch outbound fast with concierge onboarding.
Do we still need spreadsheets?
No. LendSight gives you one managed pipeline for outreach so reps can stop juggling Excel trackers.
Can we customize by lead source?
Yes. Build different call + email cadences for CoStar, Capitalize, Reonomy, or any uploaded list.
Get started
Turn your next CRE lead list into clients with a systematic pipeline.
Go live fast • Custom cadences in minutes • No credit card