The back office for your loan book, done for you: reconciled closes, every capital-partner report, exception memos with the fixes, and a live monitoring dashboard. First close back in five business days. Then weekly from your exports, or live over API.
$1,500 first close · credited if you continue · money back if you're not satisfied
Your FCI / NSC / Madison servicer export and your current workbook, or authorize read-only access to your servicer, CRM, and draw admin, and skip exports for good.
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 · your monitoring dashboard. Weekly refresh on CSVs, real time on API.
No migration. No new system to learn. No lock-in. Weekly dashboard + close file from the exports you already send, or live via read-only API (connecting your systems can take longer than the first close; worth it). And your full book exports back to CSV whenever you want it.
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.
Portfolio monitoring and insights, DQ trends, maturities, concentrations, draws, weekly on exports, real time on API.
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.
pricing scales with book size and cadence, never per seat
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: built and ran fund operations for a $100M single-family portfolio, 600+ stabilized rentals, 100+ flips.
The automation is built in-house. Your data never passes through an offshore back office.
Fifteen minutes to see if your book fits. Money back on the first close if you're not satisfied.
Book a 15-minute fit call