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Denali Commercial Mortgage Is Live: A Brokerage That Owns Its Whole Platform

Matthew Becker6 min read

What Launched?

Denali Commercial Mortgage, a three-generation Greco family firm in Portland's Pearl District (NMLS #1276463, brokering commercial loans since 2012), is live on a new Next.js 16 platform on Vercel, backed by Supabase with 33 migrations, Stripe, Resend, an ElevenLabs AI chat assistant, and a MapLibre-powered loan map. The DNS cutover is complete: denalimortgage.com is the new platform.

The site carries 13 loan programs, led by the flagship Denali Signature Direct Loans for small-balance commercial real estate ($250K–$5M), plus SBA, bridge, DSCR, multifamily, CMBS conduit, ag loans, rescue capital, and more. The full breakdown, with full-page frames, is on the Denali Commercial Mortgage case study.

Why Replace Five Tools With One Platform?

The brokerage's back office was rented, slice by slice: HubSpot for CRM, InvestNext for the investor side, LearnWorlds for training, DocuSign for signatures, Dropbox for documents. Roughly $1,400 a month, and every tool knew one slice of a deal while none of them knew the borrower.

The brief was structural, not cosmetic: one platform the family owns, running intake, pricing, documents, portals, and the back office end to end, with every deal living in one database from first inquiry to funding.

What Does the Borrower Side Do?

It starts with Get Qualified: a four-step intake wizard that autosaves drafts, so a borrower who gets pulled into a meeting halfway through comes back to a form that remembers everything. From there the pricing engine generates branded term-sheet PDFs, and signatures happen inside the platform: built-in ESIGN e-signature with token-linked signing, no DocuSign round-trip.

Each audience gets its own front door: a borrower portal and deal room, a broker portal for referral partners, an investor center, and a training LMS with Stripe-powered membership. An interactive nationwide loan map and a Recently Funded closed-deals feed carry the track record publicly, including the fastest close on the books: 10 days.

  • Four-step Get Qualified wizard with autosaving drafts
  • Pricing engine generating branded term-sheet PDFs
  • Built-in ESIGN e-signature with token-linked signing
  • Eight letter-size program flyers that print straight from the app

What Does the Staff Get?

A 19-section CRM and admin built for how a brokerage actually runs: pipeline, contacts, deals, submissions, lenders, commissions, revenue, tasks, campaigns, documents, investors, training, membership, pricing, and users. The work that used to live in five browser tabs and a Dropbox folder now lives in one system, tied to the same records the borrower and broker portals touch.

That consolidation is the point. When intake, the deal room, the documents, and the commissions ledger all read from the same database, nothing falls between tools, and the family stops paying rent on its own workflow.

Did the Cutover Disrupt Anything?

No. The DNS cutover to denalimortgage.com is complete, the platform is live and serving real borrowers, and the reputation the firm has built (a 5.0-star Google profile across 24 reviews, 40+ years of combined experience) is now surfaced by the site instead of living only on Google.

What Does This Mean for Brokerages and Lenders?

Most brokerages rent their operations the same way Denali did: a CRM subscription here, an e-sign seat there, a course platform, a file locker. Each is cheap alone; together they are a four-figure monthly bill for a workflow you will never own, with your deal data scattered across five vendors.

This platform (13 program pages, intake wizard, pricing engine, e-sign, three portals, a training LMS, and a 19-section staff CRM) is one build on one database, and the brokerage owns all of it. If your back office is a stack of logins, the same move is on the table: read the full case study, or start a conversation about what your own platform would replace.

client launchcommercial mortgagecrmsaas consolidationclient portalse-signature

Straight Answers

Yes, and Denali Commercial Mortgage just did. The replacement covers the full flow: a four-step intake wizard, a pricing engine with branded term-sheet PDFs, built-in ESIGN e-signature, borrower and broker portals, a deal room, an investor center, a Stripe-powered training LMS, and a 19-section staff CRM. Roughly $1,400/month of SaaS subscriptions (HubSpot, InvestNext, LearnWorlds, DocuSign, Dropbox) is replaced by systems the firm owns.

It is Denali's flagship small-balance commercial real estate program: stated-income style financing for stabilized and transitional properties, sized from $250K to $5M. It leads 13 loan programs on the new platform, alongside SBA, bridge, DSCR, multifamily, CMBS conduit, ag loans, rescue capital, and more.

Nothing is lost. The four-step Get Qualified wizard autosaves drafts, so a borrower who leaves mid-application returns to a form that remembers everything they entered.

Yes. The platform is live at denalimortgage.com after a completed DNS cutover, serving real borrowers, brokers, and investors through its portals. The Recently Funded feed shows closed deals, including a fastest close of 10 days.

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