The Best Lending Software

The only software you need

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Generate all paperwork, PAD, reporting & accountingfor your entire lending business.
Start to Finish
From commitments to discharges, a complete system to manage private mortgages
Monthly Reporting
Stay organized and keep investors informed with automated monthly reports
PAD & Accounting
Automatatically generated PAD, T5s & ledgers to keep your accountants happy

Import from mortgage applications
& generate:

Get Started
  • Commitments
  • Lawyer Funding Instructions
  • Funding Distribution Breakdowns
  • Non-Renewal Agreements
  • Renewal Agreements
  • Discharge Statements
  • Discharge Distribution Instructionss
  • Welcome Letters
  • NSF Letters
  • Share Certificates (MICs)
  • Investor Admin Agreements
  • Investor Disclosure Forms
  • Investor Monthly Statements
  • Tax Documents
... and more!

Specifications

CRM Features

  • In-Progress Deals
  • Funded Deals
  • Discharged Deals
  • Terminated Deals
  • Borrower Database
  • Broker Database
  • Lawyer Database
  • Investor Database

Loan Features

  • Multiple Applicants per Deal
  • Guarantors
  • Property Details & Value
  • Property Google Map validation
  • Existing Mortgages / Mortgage Payouts
  • Blanket Properties
  • Variable Early Termination Penalty Options
  • Holdbacks/Prepayments
  • Debt Paydowns
  • Additional Conditions
  • Multiple Investors per Loan
  • Interst Only Mortgages
  • Interest Spread Sharing
  • Principal & Interest Mortgages

Functionality

  • Customizeable Documents
  • Funding
  • Renewals
  • Discharges
  • Mid-Term Partial Paydowns
  • Mid-Term Investor Replacement
  • Deal/File Notes
  • Deal/File Statuses
  • Status Filters
  • LTV Calculations
  • Investor Funds Available Tracking
  • Broker Insights
  • Lawyer Insights
  • and much more!

Document Generation

  • Commitments
  • Lawyer Funding Instructions
  • Funding Distribution Breakdowns
  • Non-Renewal Agreements
  • Renewal Agreements
  • Discharge Statements
  • Discharge Distribution Instructions
  • Welcome Letters
  • Investor Admin Agreements
  • Investor Monthly Statements
  • Investor Disclosure Forms
  • NSF Letters
  • Share Certificates (MICs)
  • and more!

Monthly Reports

  • Investor Payout Reports
  • Borrower Payment Report
  • Lender Fee Report
  • Maturing Loans Report
  • Monthly Deal Tracker
  • Status Reports

Taxes & Compliance

  • Year End Tax Document Generation
  • Accounting Reports

Training & Support

  • Webinar Training
  • Video Training
  • In-Person Training
  • Email Support
  • Live Chat Support
  • Phone Support
Let’s Automate Your Business!