Comparison
Dori vs a CRM for a debt desk
A CRM is good at remembering who you talked to. It does not read a rent roll, know a lender's box, or build a package. Dori is built around the deal, not the contact.
| Dimension | Dori | A CRM |
|---|---|---|
| Core record | The deal: property, financials, loan request, sponsor | The contact and the company |
| Reads deal documents | Yes: OMs, rent rolls, T-12s, appraisals, your model | Stores them as attachments |
| Underwriting model | Populated from the source documents | Lives outside the CRM |
| Lender fit | Scored against each lender's real box | Tags and custom fields you maintain |
| Loan package | Branded PPTX and DOCX memo generated | Built elsewhere and uploaded |
| Outreach | Personalised per lender, sent in your name, follow-ups automatic | Email sequences, usually not deal-aware |
| Pipeline | Stage, health, DSCR and next action per deal | Stages you configure |
| Term sheets | Scored on the deal record | Notes or attachments |
When a CRM is the better choice
- Your main need is relationship tracking across many contacts, not deal packaging.
- Your firm already runs everything through a CRM and only needs a contact database.
Questions
How is Dori different from a CRM?
A CRM stores contacts. Dori extracts the deal, populates your model, ranks lenders, generates the package and runs outreach, all off a single record.
Do I need to replace my CRM?
No. Dori covers the deal work a CRM does not. Many teams will keep both.
Does Dori track who replied?
Yes. Lender replies are tracked on the deal record, with automatic follow-ups.
Get started
One closed deal covers the year.
Start on the introductory rate and see a package come out of a real deal this week.