1
PRIVATE & INDIVIDUAL LENDERS
Run a bigger book without a bigger team
You are the whole back office — chasing payments, watching dates, doing the math by hand.
✓Default, late fees and interest applied automatically, every night
✓Alerts on every maturity, insurance and tax date you care about
✓A built-in AI advisor that answers portfolio questions instantly
✓Two-way borrower email, threaded to each loan
2
MORTGAGE FUNDS & MICs
Service every loan to an auditor's standard
Your investors and auditors expect a clean, provable trail on every loan.
✓Per-loan terms, with custom roles and access levels for your team
✓Payoff & reinstatement quotes correct on any date
✓A full audit log — every human and AI action timestamped
✓Portfolio, delinquency and maturity reports, export-ready for auditors
3
IN-HOUSE SERVICERS & BROKERAGES
One system, quote to payoff
Origination lives in one tool, servicing in another, and registry checks happen by hand.
✓Origination, servicing and reporting in a single place
✓Registry changes caught and filed to each loan
✓Import your existing book and go live on your cutover date
✓Bilingual English / French throughout