How it works for Sellers
- Seller creates a deal in the platform in minutes by completing a few forms with key information about the deal.
- Seller then uploads various documents that can be organized in electronic folders (i.e., Credit Folder, Equipment Folder etc).
- Seller then shares the deal with their trusted partners whereby the Buyer receives an email from the platform with the invitation to view the deal in the cloud.
- Seller and Buyer can communicate directly through the platform via messaging and/or Zoom
How it works for Buyers
- Buyer receives invitation via email to view a deal by one of their trusted Sellers
- Buyer logs on and views the deal in a highly organized and consistent format that has been standardized by Syndifi.
- All viewing activity by the Buyer is tracked within the platform so the Seller is well informed of the activity and when it occurred which eliminates unnecessary phone calls/emails for updates.
- Traditional process for funding the deal remains outside the platform.
- Buyer and Seller can communicate directly through the platform via messaging and/or Zoom.