YieldStack VS Filently

YieldStack's answer

YieldStack combines AI-assisted lender matching with hands-on commercial mortgage brokerage. Borrowers submit once, compare financing options, and work with a team that handles structuring, negotiation, and closing coordination. Borrowers approve lender outreach, with no upfront fees and a broker fee paid only at closing.

Filently's answer:

Filently doesn't force you into a new system or a rigid folder template — it learns your own naming and folder structure and keeps it consistent automatically. Every new document is recognized, renamed to your convention, and filed in the right place with zero manual work, while your files always stay in your own Google Drive (no migration, no lock-in). Built in Switzerland with GDPR-compliant, CASA Tier 2 processing that never stores your document contents.

YieldStack's answer

YieldStack helps borrowers evaluate the whole financing offer: rate, leverage, fees, reserves, prepayment terms, and closing requirements. Its platform organizes the process, while its brokerage team helps borrowers find suitable lenders and move the deal forward. One submission gives borrowers a coordinated financing process without an upfront brokerage fee.

Filently's answer:

Because Filently is the only option that organizes your Google Drive automatically without changing how you work. No manual prompting like ChatGPT, no migrating into a new system like traditional DMS tools — it learns your structure, keeps your files in your own Drive, and just keeps them tidy. Swiss-made, GDPR-compliant, and it never stores your document contents.

YieldStack's answer

Commercial real estate investors, developers, operators, and mortgage brokers seeking bridge, DSCR, fix-and-flip, construction, multifamily, and permanent financing across the United States.

Filently's answer:

Filently is built for freelancers, solopreneurs, and small teams who deal with a constant flow of documents and lose hours every week manually renaming and filing. More broadly, it fits any digital-first small business or team on Google Drive that needs consistent, audit-ready file organization without hiring for admin.

YieldStack's answer

Rommin Adl and Daniel Chesney founded YieldStack to simplify commercial real estate financing. The platform brings deal preparation, lender matching, offer comparison, and closing coordination into one workflow, combining AI-assisted analysis with human brokerage expertise.

Filently's answer:

Filently started with a frustration we couldn't shake. While scaling our previous company past 5,000 customers, we watched talented people lose hours every week hunting for files and re-saving documents that had been dropped into badly named folders. It made one thing clear: even the best team can't outwork a broken way of handling information. Almost every part of work had been automated — except the daily grind of naming and filing documents. So instead of forcing everyone into yet another system, we built an invisible layer on top of the Google Drive people already use: one that learns your structure and keeps every new file named and filed automatically. That's Filently.

YieldStack's answer

The largest CRE Lenders in the USA

YieldStack's answer

AI integrations supporting the platform’s workflows.