The all-in-one SaaS platform for private real estate lenders to capture deals, calculate rates, and create professional term sheets with confidence.
From deal capture to CRM sync, our platform handles every step of your lending workflow
Create custom pricing models and automatically calculate accurate rates based on FICO scores, loan amounts, and risk factors.
Pre-defined approval processes ensure only accurate pricing goes out. Track every deal from submission to approval.
Generate polished, professional term sheets instantly. Branded documents that impress your borrowers.
Seamlessly sync with any CRM system. Keep all your deal data synchronized across platforms automatically.
Monitor approval rates, average loan sizes, and deal status. Make data-driven decisions with comprehensive reports.
Add team members with role-based permissions. Control access and maintain security across your organization.
Get instant AI-powered risk assessments on every deal. Identify red flags, positive indicators, and key observations before you commit.
A built-in AI assistant that guides borrowers through your loan application, explaining terms and fields in plain English to boost completion rates.
Connect with partner lenders to expand your product offering. Route deals, discover new programs, and grow your business.
Automated calculations and workflows eliminate manual work
Pre-defined approval processes ensure consistent, accurate rates
Polished term sheets and seamless borrower experience
Handle more deals with the same team size
Borrower submits loan application
System calculates rates & terms
Lender reviews and approves
Create term sheet & sync to CRM
Join hundreds of private lenders who trust our platform to power their operations