New Client Onboarding for Commercial Mortgage Brokers with Moody's CMM
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 in Moody's CMM
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. Purpose-built for teams running Moody's CMM — uses the native API or agent integration so nothing leaves the system of record.
Moody's CMM Integration Approach
Audit your Moody's CMM configuration
We map the specific Moody's CMM objects, custom fields, and workflows the automation needs to touch for your commercial real estate finance practice.
Build on the Moody's CMM API or agent
Integration happens inside Moody's CMM — no data leaves the system, no parallel tool for your team to learn, no license changes.
Human-in-the-loop handoff
Every automation routes exceptions back to a human in Moody's CMM with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your Moody's CMM instance
30-minute call. We'll look at your actual Moody's CMM setup and show exactly how this workflow fits.