InbeexStart your free trial

Inbeex for loan brokers

The CRM you never fill in.

Connect your inbox and years of deal email become client files: every borrower, property, lender, condition and document, kept current as new mail arrives. Built for independent brokers doing DSCR, bridge, fix-and-flip and commercial loans.

Inbeex only reads your email. It never sends, moves or deletes anything.

One real broker's inbox: 2,678 emails became 53 client files, 72 deals and 564 documents in one run.

A commercial loan broker, anonymous by choice. No data entry; the files built themselves.

Your loans, in your language.

DSCR rentals

Borrower and entity, property, loan amount, rate and terms, the lender it's placed with, and every condition — pulled from the threads you already have.

Bridge loans

Short timelines punish lost email. Payoff letters, appraisals and title work land in the deal's file the moment they arrive.

Fix-and-flip

Draw schedules, scopes of work, contractor bids and insurance certificates, filed to the project — not to page 9 of your inbox.

Commercial

Rent rolls, operating statements, term sheets and LOIs, each version kept, the signed one marked.

Three moments it pays for itself.

It's 9 p.m. and the lender wants the signed contract

Open the client's file. Five versions of the contract are there from five different emails, the signed one marked ✓ Signed. Download, attach, done.

“What's still missing on this loan?”

The file keeps its own checklist from the email: the insurance binder is outstanding, the operating agreement came in Tuesday, the rate lock expires Friday. Ask Inbeex and the answer comes from the file, not from a search box.

Where is every deal, right now?

A pipeline from prospect to funded, each card carrying the amount, the lender and the latest status — moved along as the email comes in, not when you remember to update it.

Also on the way: intake forms and document requests, partner status links for your referral sources, and logins for your processor. The full feature list is on the home page.

Short answers.

Do I replace my loan origination system?

No. Keep your LOS or lender portals for applications and submissions. Inbeex builds the client and deal files from the email you already get — nothing to forward, nothing to re-type.

Which email does it work with?

Most business email today, using your email address and an app password. Gmail and Outlook sign-in are coming soon.

How much of my old email does it read?

The free trial builds files from your last 30 days. Subscribing reads back your last 12 months right away, then up to 3 years (25,000 emails); the yearly plan reads all 3 years at once.

Does it touch my inbox?

Inbeex only reads your email. It never sends, moves or deletes anything. Your inbox looks exactly the same after you connect.

What does it cost?

Pro is $149 a month (early-access price, kept for your first 12 months) or $1,490 a year. Free for 14 days first, no card needed. No overage charges.

Try it on your own inbox.

Free for 14 days, built from your last 30 days of email. No card needed.

Start your free trial