Case Study: Greystone achieves higher sales and accelerated loan rating and underwriting with Profisee

How Profisee helps Greystone boost sales and speed up loan rating and underwriting

Greystone, a private commercial real estate finance and investment company founded in 1988 and a top HUD, Fannie Mae and Freddie Mac multifamily lender, faced incomplete and inconsistent data from 33 internal systems and multiple third‑party sources. These gaps made it hard for sales teams to track contacts and for operations to determine property status, complicating loan origination and servicing — so Greystone adopted Profisee to manage and unify its critical real estate data.

Using Profisee, Greystone matched and reconciled third‑party property data with internal records, enriching and validating property, owner and lender information across functions. As a result, Profisee enabled more accurate prospecting for sales and marketing and accelerated loan rating and underwriting, boosting sales effectiveness and improving loan origination and servicing reliability.

Greystone