# New Client Onboarding for Commercial Mortgage Brokers

> AI drafts the IPS from the risk questionnaire, pre-fills custodian forms in Salesforce, orchestrates ACATs, and chases missing signatures — days-to-funded drops from 21 to 7.

- **Role:** [Commercial Mortgage Broker](https://calish.com/workflows/for/commercial-mortgage-broker/)
- **Category:** [Operations & Workflow](https://calish.com/workflows/category/operations-and-workflow/)
- **Specialty:** [Commercial Real Estate Finance](https://calish.com/workflows/specialty/commercial-real-estate-finance/)
- **Action:** New Client Onboarding
- **Canonical URL:** https://calish.com/workflows/new-client-onboarding-for-commercial-mortgage-broker/

## The Problem

Onboarding a new Commercial Real Estate Finance client means IPS drafting, account opening at the custodian, ACAT transfers, and 11 documents — and delays cost the AUM to hesitation.

## What We Build

AI drafts the IPS from the risk questionnaire, pre-fills custodian forms in Salesforce, orchestrates ACATs, and chases missing signatures — days-to-funded drops from 21 to 7.

## Tools & Integrations

- Salesforce
- Moody's CMM
- CoStar
- Email

## How It Works

1. **Discovery call.** We map your current new client onboarding process and identify where AI saves the most time.
2. **Build & integrate.** We build the workflow and connect it to the tools you already use — no software changes required.
3. **Review & refine.** You review the results, we fine-tune until it matches your standards, then it runs on autopilot.

## Tool-Specific Implementations

- [Salesforce](https://calish.com/workflows/with/new-client-onboarding-for-commercial-mortgage-broker-with-salesforce/) — New Client Onboarding built natively in Salesforce
- [Moody's CMM](https://calish.com/workflows/with/new-client-onboarding-for-commercial-mortgage-broker-with-moody-s-cmm/) — New Client Onboarding built natively in Moody's CMM
- [CoStar](https://calish.com/workflows/with/new-client-onboarding-for-commercial-mortgage-broker-with-costar/) — New Client Onboarding built natively in CoStar

## Related Workflows

- [RMD & Distribution Tracking for Commercial Mortgage Brokers](https://calish.com/workflows/rmd-and-distribution-tracking-for-commercial-mortgage-broker/)
- [Client Meeting Prep Pack for Commercial Mortgage Brokers](https://calish.com/workflows/client-meeting-prep-pack-for-commercial-mortgage-broker/)
- [Portfolio Drift & Rebalance Alerts for Commercial Mortgage Brokers](https://calish.com/workflows/portfolio-drift-and-rebalance-alerts-for-commercial-mortgage-broker/)
- [Quarterly Commentary & Client Letter for Commercial Mortgage Brokers](https://calish.com/workflows/quarterly-commentary-and-client-letter-for-commercial-mortgage-broker/)
- [Communication Compliance Surveillance for Commercial Mortgage Brokers](https://calish.com/workflows/communication-compliance-surveillance-for-commercial-mortgage-broker/)
- [Loan File Assembly for Commercial Mortgage Brokers](https://calish.com/workflows/loan-file-assembly-for-commercial-mortgage-broker/)

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