Specter, on your desk.Your whole operation in one app.

Deals, inbox, calls, boards and Neo in a native app for Mac and Windows. Download it, sign in, and your workspace is already there.

Download for Mac

Also on Windows and the web. Free to download.

Version 1.4.93 · updates itself

Connect every inbox and every file.Work them from one page.

Connect Google or Microsoft once and every mailbox, alias, text and call threads onto the right deal. Attachments file themselves into the deal's Files tab, next to the documents you asked for.

Inboxes

Gmailplus every aliasOutlookMicrosoft 365

Files

Google DriveOneDriveand SharePoint

Phone & banks

TwiliotextsZoomcallsPlaidbank links
InboxNorthside Logistics · Files
  • Maria LopezMarch + April statementsGmail · deals@
  • Harbor CapitalApproved: $85k, 9 monthsOutlook
  • Dev PatelCan we push to Thursday?Text · Twilio
  • Northline FundingCall summary + transcriptZoom call
Files4 of 6 requested
  • Bank statement · March.pdfFiled from Maria's email
  • Bank statement · April.pdfFiled from Maria's email
  • Signed application.pdfFrom the application form
  • Bank link · Chase ••4821Connected with Plaid

One window.The whole desk.

  1. Shaped to how you work.

    Build any board from scratch or a template: your columns, formulas, lookups, files and stages, in table, kanban or card views. Lending today, listings or projects tomorrow.

  2. The whole deal on one record.

    Submissions, offers, merchant invites, fee agreements and milestones on the deal. Open any row and it unfolds into its statements, tax returns and credit reports.

  3. Every month of the bank statements, side by side.

    Month-by-month deposits, balances and NSFs with the odd figures flagged, next to the underwriting scorecard.

  4. Send one deal to every lender.

    Submit to several lenders at once. Replies are read as approved, declined or missing info, and offers go from accept to signed to funded on the record.

  5. Every inbox, text and call in one place.

    Gmail, aliases and Outlook in one inbox, texts over your Twilio number, and calls over your Zoom line with a summary and transcript afterwards.

  6. Neo drafts it. You decide.

    Set each action to Follow, Ask or Never. Neo talks it through by voice and drafts follow-ups for your review, even after you close the app.

And the rest of the CRM.All in the same app.

Specter · Application forms

Apply for funding

Business nameNorthside LogisticsMonthly revenue$66,000Connect your bank · PlaidChase ••4821 linkedMaria Lopez

New applications3

Northside Logistics$66k a month · just nowSigned PDFBank linked
Cedar Dental$40k a month · 2 hours ago
Lumen Bakery$25k a month · yesterday

Application forms. Branded forms that feed a board. Applicants connect their bank with Plaid and sign, and the PDF lands on the deal.

Built for the desktop.Not a browser tab.

Harbor Capitalnow

Approved at $85k, 9 months. Contract attached.

Great, sending it to the merchant now.Send
Sent from the banner

Notifications you can answer

Native banners when a lender or client replies. Reply to the email or text right from the banner.

Northside Logistics

Pop it out

Neo and any board or record open in their own window, beside everything else.

Hidden from capture

Private by default

The window is hidden from screenshots and screen recordings, and your session is encrypted on the Mac.

v1.4.92v1.4.93Signed · still signed in

Updates itself

New versions install mid-session, signed, and you stay signed in.

12,000 rows

Fast with big boards

Pages open on your last-seen data, and 12,000-row boards scroll smoothly.

⌘Kwho still owes us a statement
  • DealNorthside LogisticsMay statement requested
  • EmailMaria Lopez“I'll send May on Friday”
  • TaskChase missing docsmatched by meaning

⌘K finds anything

Search every field of every record, by meaning as well as by words.

From download to workingin three steps.

  1. 1

    Download

    One installer for Mac or Windows. Free to download.

  2. 2

    Open it

    Drag it into Applications on a Mac, or run the installer on Windows.

  3. 3

    Sign in

    Your workspace, boards and inbox are already there.

FAQ

Desktop app questions

Yes. Download it for Mac or Windows, then sign in to your Specter workspace.

Yes. There is a native Windows app alongside the Mac app, and the web app works anywhere.

The app updates itself. New versions are signed and install mid-session, and you stay signed in.

Your session and cache are encrypted on the Mac, and the Specter window is hidden from screenshots and screen recordings.

Yes, through the web app at app.spectersystems.io.

Book a Demo

See Specter run your whole pipeline.

Submissions, lender routing, underwriting data, and compliance in one workspace. Tell us about your pipeline and we'll tailor the walkthrough.

  • Reply within one business day1-day reply
  • Live walkthrough, no obligationNo obligation
  • SOC 2-aligned data handlingSOC 2-aligned