For lenders
Scale your portfolio without scaling headcount.
Automate the workflows that slow down your team. From intake to funded deal, in one connected platform.
Product view
Decision-ready workflow
Payoff Agent
Payoff requests that do not disappear into inboxes.
Track refinance exits, payoff readiness, and lender coordination from one operating layer.
- Structured payoff request intake
- Status visibility for closing teams
- Clear document handoff into review
Product view
Payoff management
Secure Portal
Borrower and advisor/broker documents in one controlled room.
Replace email attachments with a secure document path that keeps every party aligned.
- Role-based access and upload links
- Document status by deal
- Audit trail for every handoff
Product view
Document collection
CertDesk
Insurance compliance checked before it slows funding.
Validate COI requirements against lender policies and flag issues before the finish line.
- Coverage and expiry monitoring
- Lender requirements mapped by deal
- Advisor/broker instructions generated automatically
Product view
COI review
Related commercial lending software
Go deeper on the workflows your team is trying to modernize.
Commercial loan origination software
Run lender intake, underwriting workflow, document readiness, and funded-deal tracking in one operating layer.
Learn moreLender underwriting workflow software
Move credit teams from manual checklists and inbox updates to structured underwriting workflow visibility.
Learn moreCollateral intelligence for commercial lenders
Add collateral management AI, VIN-level visibility, and pre-funding checks to equipment-backed lending workflows.
Learn more