Entity borrowers, DSCR at the prospect stage, multi-property deals. We build it around you, then we run it.Entity borrowers, DSCR at the prospect stage and multi-property deals — modelled in the software, not worked around in spreadsheets. We configure it to how you already work, then we keep running it.
How many producing originators do you have?
60 seconds, six questions. You see your number before we ask for anything.
Watch it work
An LLC with five properties, referral to funded. Four scenes, twenty seconds.An LLC with five properties, from the referral through the DSCR run to a loan nobody had to re-key. Four scenes, about twenty seconds.
The entity is the record — five properties attached, EIN held encrypted. Nothing gets flattened into a contact card with the real detail parked in a spreadsheet.
The detail that gives it away
Taxes get quoted annually. DSCR runs monthly. A $6,000 annual bill stored as a monthly figure produces a coverage ratio that is catastrophically wrong and entirely plausible on a term sheet.
We made it one tested rule instead of something applied by eye.
Show me this on a live dealBuilt around your workflow
Your LOS keeps the loan file. We run everything before it exists, and everything around it after.Your LOS is the system of record for the loan file, and it should stay that way. We run everything before the file exists and everything around it after.
Origination, processing, underwriting, closing. Encompass, LendingPad, Calyx — whatever you run today, you keep running.
No native LOS integration today — CSV and webhook intake first. We'd rather say so now.
Fast to launch
Your stages, roles and terminology are configuration — days, not months.Investor and non-QM workflows are already in the product. Your stages, your roles and your terminology are configuration — days, not months.
You aren't buying software you then have to staff. We build it, we run it, and you never hire the CRM admin.You aren't buying software you then have to staff. We build it around how your business already works, and we keep operating and improving it: monthly optimization, quarterly reviews, we own the backlog. You never hire the CRM admin.
Book a callInside the software
Not a prototype. A platform running a lender's whole operation today.Not a prototype and not a roadmap — a platform running a lender's entire operation today, from first conversation to funded loan.
| Entity | Props | Amount | DSCR | Stage | Owner | Upd |
|---|---|---|---|---|---|---|
| Oakridge Holdings LLCEIN ••••6789 | 5 | $1,250,000 | 1.32 | Underwriting | R. Mendez | 2h |
| Maple Street InvestmentsEIN ••••4321 | 3 | $780,000 | 1.18 | Conditions | D. Okafor | 5h |
| Sunset Properties LPEIN ••••8776 | 12 | $3,450,000 | 1.41 | Clear to close | R. Mendez | 1d |
| Cedar Lane Holdings LLCEIN ••••4332 | 4 | $925,000 | 1.27 | Underwriting | A. Whitfield | 1d |
| Harborview Capital LLCEIN ••••2214 | 8 | $2,100,000 | 1.36 | Appraisal | D. Okafor | 2d |
Prospects, leads and loans with a real conversion chain — plus the reverse, so a stalled loan goes back to the originator and remembers where it came from. Borrowers and entities are separate records.
Seventeen playbooks across eight checkpoints, multi-channel, with arming controls and per-channel gating. Tasks from every record type land on one board.
Scenarios run at the prospect stage and carry forward through conversion. Annual-to-monthly normalization for taxes, insurance, HOA and flood is one tested module, not a habit.
Per-user Gmail with automatic logging, Telnyx WebRTC calling with routing, and SMS — so the conversation lives on the deal instead of a personal phone.
Eight tabs of generated revenue metrics, stale-file detection, files needing attention, closing-soon and activity feeds. What got dropped this morning, not what funded last month.
MFA with org-level policy, SSN, DOB and EIN encrypted behind a step-up code, audit logging, role-based access and a three-role client portal. Spam scoring on inbound web leads.
You aren't buying software you then have to staff. We build it, we run it, and you never hire the CRM admin.
Vendor governance
LL-2026-04 makes you govern your vendors' AI to your own standard, and disclose it on request. Their AI is now your paperwork.
There is no AI anywhere in our product.
Nothing scores or ranks a borrower. No SOC 2 yet — it's on the roadmap and we'd rather say so.If we introduce it, it will be scoped, logged, human-approved and disclosed — with a governance packet your vendor-risk team can file. We don't have SOC 2 yet; it's on the roadmap, and we'd rather say so.
In effect since 6 Aug 2026Get the governance packetReal-world proof
You'd be early, and we price and support you accordingly. If you need a dozen logos before you'll move, we're not your vendor yet — and that's fair.
“If your CRM forces an LLC borrower through a consumer workflow, the math and the hand-offs break before the loan ever reaches the LOS.”
Bring one deal shape your system handles badly. We'll show you that workflow in the product and tell you straight whether we're a fit.Bring one deal shape that your current system handles badly. We'll show you that exact workflow in the product — not a slide deck — and tell you straight whether we're a fit.
Straight answer on price
Tiered by the size of your operation, with a setup fee quoted up front. You get real numbers on the first call — not after three meetings and a scoping deck.
Talk pricing