Loan Origination
$699/month
- ✓ Data import (application drag&drop, direct via API, submission form, bulk upload, manual entry)
- ✓ Specific loan types (purchase, refinancing, commercial, construction, fix & flip)
- ✓ Interest types (interest-only, principal & interest, escalating, VRM, capitalized, accrued)
- ✓ Customizable fees
- ✓ Compliance reports
- ✓ Automated title requests
- ✓ Automated appraisal requests
- ✓ Payment schedules for borrowers and investors
- ✓ Custom conditions
- ✓ Custom document generation (term sheets, title company instructions and distributions, and more)
- ✓ Document storage & upload (upload portal, broker document transfer, upload via a white-label URL)
- ✓ Origination reports
Loan Servicing
$599/month
- ✓ Borrower/Investor/Broker – ACH/Check printing
- ✓ Mid-deal investor replacements
- ✓Payment deferrals and capitalization of interest
- ✓ Additional loans & draws
- ✓ Partial paydowns
- ✓ Renewals & renewal documents
- ✓ NSF tracking & alerts
- ✓ Default rates & fee options
- ✓ Payouts (incl. statements, instructions, per-diem calculations, distribution of fees, and more)
- ✓ Auto-emailed investor statements
- ✓ Servicing reports
- ✓ Accounting (annual statements, profitability reports, 1098/1099s, accrual/aged A/R, A/P, and more)
Fund
$499/month
- ✓ Fixed / Floating Share/Unit price tracking
- ✓ NAV calculations
- ✓ Shareholder payment frequency tracking
- ✓ DRIP/Reinvestments tracking
- ✓ One-time payout calculations
- ✓ Management fee calculations
- ✓ Shareholder ACH
- ✓ Shareholder statements
- ✓ Trust accounting
- ✓ Compliance & reporting
- ✓ Monthly Trust / IRA reinvestment/payout reports
- ✓ Foreign investor tax calculations
CRM
$499/month
- ✓ Borrower Portal
- ✓ Investor Portal
- ✓ Broker Portal
- ✓ Individualized dashboard
- ✓ Text message alerts
- ✓ Email integration
- ✓ Task tracking & scheduling
- ✓ Sales Rep view
- ✓ Email marketing exports
All plans cover the essentials:
Contact Management
Streamline communication with borrowers, investors, lenders, and lawyers, while customizing your documents.
Generate Unlimited Documents
Grow your business and never worry about volume thresholds by managing unlimited files & documents.
Backups & Exporting
Retrieve & access all your information, at any time, with full data portability – including secure backups & quick exports.
Support & Training
Hit the ground running with world class on-boarding and personalized assistance through our customer success team.
Industry-leading Security
Secure your information with our bank-grade end-to-end encryption, layered gateways, and authentication tokens.
Permissions
Track all activity with granular user controls, custom access to specific components and system functions, and a detailed change log.
Frequently Asked Questions