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Privacy Add-Ons.
Use these add-ons to protect your privacy and personal information from public disclosure.¹
Registered Agent
We use our registered agent service as a placeholder address for legal and official mail during your transaction until you're ready to change it before your closing.
Flat fee of $79 per entity
Virtual Mail
We use our virtual mail service as a placeholder address for personal and business mail during your transaction until you're ready to change it before your closing.
Flat fee of $99 per address
Download your mail.
Your business, legal, and official mail is in the cloud. We connect to Google Drive, Dropbox, and other apps.
Launch Add-Ons.
Use these add-ons when a transaction requires you to launch a business anywhere in the United States.²
Entity Formation
We file formation documents with any state on expedited schedules so that you can launch your business on any timeline.
Flat fee of $139 + state fees
Name Check
We search official records to ensure the name of your business is available and that it isn't similar to any other business.
Flat fee of $39 per transaction
Federal EIN
We obtain employer identification numbers so your business can open a bank account, hire staff, obtain licenses, and pay taxes.
Flat fee of $49 per EIN
Launch whenever you want.
You can form a new entity on expedited timelines. We can finish a name check and obtain your EIN on the same timeline too.
Compliance Add-Ons.
Use these add-ons to ensure you and your business conform to agreements, standards, and the law.³
Organizational Chart
We visually represent a structure to show the roles and relationships of the beneficial owners, managers, and entities to the borrower.
Flat fee of $99 per transaction
Voided Check
We generate a voided check that can be provided to your vendors, and that authorizes them to set up automated loan and bill payments.
Flat fee of $39 per check
Entity Compliance
We assemble the draft amended formation documents and submit them to your state post-closing to ensure your business entity is compliant with loan requirements.
Flat fee of $139 + state fees
Insurance Compliance
We communicate and follow-up with your vendors post-closing to confirm insurance certificates are compliant with loan requirements.
Flat fee of $159 per transaction
Entity Compliance Calendar
We share a calendar of key events to help keep you informed and your business entity compliant with annual reports and other filings.
Flat fee of $79 per entity
Loan Compliance Calendar
We review signed and executed loan documents, and provide you with a calendar of key events to help keep you informed and compliant with the loan.
Flat fee of $199 per transaction
Share your calendars.
Your employees, lawyers, accountants, and other fiduciaries can help you. We can share compliance calendars with them too.
Document Add-Ons.
Use these add-ons for industry-standard and custom document templates that can be edited.⁴
Rent Roll Report
A Rent Roll Report provides data and information about the places, leases, and tenants connected to the sources of rent.
Free with signup
Lease Abstract
A Lease Abstract is a summary of key data and information about the property and parties in a lease.
Free with signup
Schedule of Lease Expirations
A Schedule of Lease Expirations shows upcoming expiring leases in chronological order.
Free with signup
Profit and Loss Report
A Profit and Loss Report shows and tracks the profit or loss of a business after accounting for all revenue and expense.
Free with signup
Trailing 12 Report
A Trailing 12 Report is a profit and loss report for the last 12-month period.
Free with signup
Balance Sheet
A Balance Sheet shows the assets, liabilities, and shareholder equity of a company at a specific moment in time.
Free with signup
Schedule of Real Estate Owned
A Schedule of Real Estate Owned includes the location, value, and outstanding debt of owned real estate property.
Free with signup
Personal Financial Statement
A Personal Financial Statement shows the assets and liabilities of an individual at a specific moment in time.
Free with signup
Sources and Uses Table
A Sources and Uses Table tracks the sources and uses of cash and cash-equivalents required to close a transaction.
Free with signup
CapEx Budget
A CapEx Budget outlines the planned capital expenditures over a period of time, and includes the estimated cost and project priority.
Free with signup
CapEx Summary
A CapEx Report contains data and information on the planned funds, actual costs, and balance of funds needed to finish capital projects.
Free with signup
CapEx Summary by Unit
A CapEx Report by Unit contains data and information needed to finish capital projects in each individual commercial space.
Free with signup
Initial Entity Resolution
An Initial Entity Resolution is a legal document that states that the official documents to form a new entity have been filed.
Free with signup
Initial Manager Resolution
An Initial Manager Resolution is a legal document that shows the individuals who are authorized to act on behalf of the new entity.
Free with signup
Borrowing Resolution
A Borrowing Resolution is a legal document that authorizes an agent or executive to borrow funds on behalf of the entity.
Free with signup
Licensing Resolution
A Licensing Resolution is a legal document that authorizes an agent or executive to apply and obtain a license for the entity.
Free with signup
Banking Resolutions
A Banking Resolution is a legal document that authorizes an agent or executive to open a bank account for the entity.
Free with signup
Subsidiary Resolutions
A Subsidiary Resolution is a legal document that authorizes an agent or executive to set up a subsidiary for the entity.
Free with signup
Use free documents.
Your loan request involves a list of document submissions. We provide blank templates for you to edit.
Marketing Add-Ons.
Use these add-ons to showcase your business or transaction anywhere in the United States.⁵
Phone Controls
We set up extensions to guide audiences to the best contacts, and we use custom IVR controls to route unlimited calls to any devices.
Flat fee of $99 per number
Phone Script
We compose personalized scripts about your transaction that are played to audiences as they call-in, select extensions, or wait on-hold.
Flat fee of $149 per number
Phone Voiceover
We customize the voiceover used in a script by adjusting the voice, language, dialect, speed, pitch, volume, and pronunciation.
Flat fee of $169 per number
Email Warm-Up
We implement an email warm-up on your email address so outgoing emails to lenders, third parties, and property-based contacts avoid spam filters and are delivered to your audience's inboxes.
Flat fee of $99 per transaction
Email Verification
We verify and validate unlimited lender, seller, property manager, tenant, resident, and other email addresses so you can maximize email deliverability when you reach out to your audiences.
Flat fee of $99 per transaction
Drip Marketing
We set up drip campaigns that are tailored to your messaging and that can be sent from multiple senders to lists of lenders so that you can increase exposure for your transaction.
Flat fee of $399 per campaign
Domain Optimization
We optimize your web domain for security and email deliverability using authentication standards to boost your sender reputation.
Coming soon
Loan Profile
We set up a custom webpage that helps market your loan request, and provides a visual context to a loan package and due diligence.
Coming soon
Property Profile
We set up a custom webpage that helps market your commercial space so lenders can preview your location, land, building, and units.
Coming soon
CapEx Profile
We set up a custom webpage that helps market your capital projects so lenders and vendors understand planned and completed work.
Coming soon
Business Profile
We set up a custom webpage that helps market your business in any industry or sector for any product or service.
Coming soon
Biography
We write a summary about your experience buying, leasing, managing, operating, renting, selling, and financing commercial spaces or other type of asset.
Coming soon
Resume
We create a resume that includes details about the origins of your business, the markets in which you engage, and the strategies you've implemented.
Coming soon
How It Works.
Get started and use add-ons with our solution.
1 Beplace Privacy Terms apply.
2 Beplace Launch Terms apply.
3 Beplace Compliance Terms apply.
4 Beplace Document Terms apply.
5 Beplace Marketing Terms apply.
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