Know every broker, every deal, and every source relationship.
Deal flow lives in your relationships. FirmSource keeps a record for every broker, including what they have sent, what is live, how your team responded, and which sources consistently bring real opportunities, so you know who your best relationships are and never lose the thread.
Built from your deals.FirmSource reads each broker from the OM and email signature and links the deal to them — matched by email, so no one's listed twice.
Deal flow as a relationship, not an inbox.
One profile per broker
Keep each broker's firm, coverage, deal history, notes, and relationship context in one place.
Auto-attributed deals
Every packet you intake is tied back to the broker who sent it, so your source record builds itself.
Live, passed, and closed deals
See what each broker has active, what your team passed on, and what already ran its course.
Response discipline
Track how quickly your team responds, because broker responsiveness is how you earn the next look.
Top-source ranking
See which brokers consistently send deals that match your buy box and deserve more attention.
Complete relationship history
Every deal, note, document, and touchpoint stays searchable on the broker's record.
Every packet becomes a tracked deal.
Broker intake and broker CRM work as one motion. When your team uploads a broker packet or whole email file, FirmSource creates the structured deal record and logs the activity back to the broker, so sourcing history and relationship history build at the same time.
- Packets logged to the sending broker
- Deal outcomes fold back into the relationship
- Sourcing history that compounds over time
Know which brokers actually feed your pipeline.
Track every broker, every packet, and every deal outcome in one place, so your team knows which relationships produce real opportunities and which sources deserve the next follow-up.