Focus on Speed, Automate the Rest

For Mortgage Administrators

Automate and Simplify In-House Servicing

Comprehensive reporting and statements

Seamless deal administration
All features you'll need to manage your private lending business:

Customizability
- Input or generated fields
- Deal & contact level custom fields
- Custom workflows & communications

Flexible Investor Payment Schedules
- Full or partial interest
- Sub-investors
- A-B-piece (tranche loans)
- Referrals
- Management Fees
- Tax withholding for foreign investors

Payment Handling
- Automator Pay (EFT / Direct Debit VISA)
- Automated PAD
- Deferral / Capitalization
- Credit card processing
- Estimated fees
- Partial payments / Over-time collection

Flexible Borrower Payment Schedules
- Weekly, bi-weekly, semi-monthly (flexible dates)
- Quarterly, prepaid (partly or fully)
- Accrued / Postponed (until next draw)
- Capitalized (daily, monthly, etc)
- Interest adjustment paid at funding
- or regular payment date

Customized Auto-Generated Documentation
- Commitment
- Lawyer instructions & distribution calculations
- Admin / Servicing agreements
- Welcome letters
- Renewal docs
- Discharge statements & distribution instructions

Upload & Reference Documents Easily
- Document Upload Portal
- Broker document transfer
- Upload via a white-labeled URL
- Broker Portal

Team Management
- Custom roles & permissions
- Management reporting
- Employee performance tracking
- Cross-functional task management
- Custom automated communication triggers

Automated Workflows
- Create tasks automatically based on various criteria
- Auto assignments
- To-do list with due dates
- Advanced loan sub-statuses based on task completion

Renewals
- Renewal fees (paid at renewal, upon discharge, added to principal, added to outstanding charges, spread across any number of payments)
- Custom Renewal Conditions
- Prepayments at Renewals
- Ability to change Interest Types

Reports
- Exportable dashboards (in Excel)
- Batch letter generation (in a separated or single file for easy printing)
- Borrower / Investor / Shareholder Payment Reports
- In-Progress / Funded / Discharged loan tracker
- Maturing Loans (30 / 60 / 90 days)
- Prepaid Interest / Holdback Distribution Reports
- Custom reporting available

Accounting & Tax
- Annual Borrower / Investor Statements
- Reports for issuing T5s
- Aged Receivables Report
- Accrual A/R and A/P Reports
- Lender Income Reports (P&L)
- Operating & Trust account ledgers

Discharges
- Discharge statements
- Discharge instructions
- Per-Diem calculations
- Power of Sale module
- Distribution of fees

Payment Options
- Post-dated cheques
- Cheque printing
- Auto-generated PAD / EFT
- Automator Pay (direct debit VISA)
- Credit card payments
- Automated warnings and alerts

NSF Tracking
- Batch or individual entry
- Automated SMS notifications
- Emails to borrowers (with signed NSFletters attached)
- Custom NSF fees

Payment Tracking
- Batch or individual entry of payments
- Automated SMS notifications
- Emails to borrowers (with late notices attached)
- Generate Statements of Account & Invoices

Partial Paydown
- Automated distribution
- Any date and time
- Collateral / blanket discharges

Additional Loans / Draws
- Ability to tie draws to Milestones
- Add custom fees
- Existing or new investors

Investor & Borrower Statements
- Monthly auto-emailed statements
- Customized letterhead & content

Investor Replacement (Mid-Deal)
- Replace any investor anytime
- Auto interest adjustment calculation
- Holdback / prepayment forwarding

Mid-Loan Adjustments
- Payment schedule changes
- Interest changes
- Frequency of payments

Additional Charges
- Ability to charge interest & calculate accrued interest
- Record / Schedule / Request payments
- Invoicing
- Credit card integration

Additional Reserves
- Initial reserve amounts
- Monthly top-ups
- Pre-payment of monthly top-ups
- External payment tracking
- Reporting
- Apply reserves towards monthly payments
... and more!
Interested in learning more?




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