A done-for-you portfolio close for lenders who outsource servicing but still run the book in Excel. Send two files. Get back a reconciled close, your capital-partner reporting, and a live dashboard — in five business days.
5 pilot seats · $1,500 · refunded if it doesn't replace your workbook
Your FCI / NSC / Madison servicer export and your current workbook, plus a note on what changed this cycle. Prefer live? Connect your systems read-only and skip the exports.
Servicer vs. book vs. origination records — every loan, every number traced to source, every break itemized with a recommended action.
Portfolio close · investor statements, buyer tape, or borrowing-base cert · exception memo · a live dashboard of your whole book.
No migration. No new system to learn. Start from the exports you already have — or connect your servicer, CRM, and draw admin read-only, and your book updates in real time. The pack replaces the workbook either way.
Tie-out statement, DQ roll, maturity action ladder, buyer surveillance summary, borrowing-base cert, and a six-item exception memo — for a fictional 87-loan book.
view the pack →Close status, weekly DQ roll, maturity watch, pool snapshot, exceptions, and holdbacks — every tile drills to the loan level.
open the demo →Every loan against servicer records; every discrepancy explained, not just flagged.
Investor statements, fund/LP packs, buyer surveillance tapes, or borrowing-base certs — whatever your capital requires.
Matured-unresolved loans, posting breaks, missing fields — with the recommended fix for each.
Your book in real time once your servicer and CRM are connected read-only — DQ trends, maturities, exposures, and draws as they move.
Send last cycle's servicer export and your split workbook. In five business days you have a tied-out close, your counterparty artifacts, and your dashboard.
One of the first 15 employees at Kiavi (then LendingHome) — the nation's largest bridge lender to real-estate investors — in a seat that spanned credit, sales, and loan performance as the team grew from 15 to 300. Since then: ran fund operations for a $100M single-family portfolio (600+ stabilized rentals, 100+ flips) and still produces quarterly investor reporting for three active funds.
The automation is built in-house. Your data never passes through an offshore back office.
Fifteen minutes to find out if your book fits. Refund-backed if the pack doesn't replace your workbook.
Book a 15-minute fit call