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How it works

One servicing workflow, from boarding to payoff.

Follow one loan through all five servicing stages.

Stage 01 / 05Board
Sample data · reconciles

Board the loan and its capital structure

Enter the loan directly, convert a drafted deal, or bring an existing book through the guided import — upload → validate → review exceptions → reconcile totals → commit only when approved, so importing never blindly alters your book. Store the loan terms, day-count basis, borrower, investor positions, property details, reserves, fees, and servicing settings in one operating record.

Harbor Mixed-Use LN-1027
Boarding
Principal
$680,000
Rate
10.50%
Term
12 mo
Matures
Mar 31 26

Investor positions · computed

InvestorShareCommittedNet rate
Lumen Capital LLC55.0%$374,0009.25%
Cardoza Holdings30.0%$204,0009.25%
Aster15.0%$102,0009.25%

What to notice

Each investor's net rate is computed from their position — not typed in — so the shares always reconcile to the loan.

What happens nextThe boarded loan begins accruing on its stored day-count basis.

What stays outside the workflow.

LoanConsole organizes and calculates the servicing record. Your team still makes lending decisions, communicates judgment-sensitive matters, moves money through its existing banking process, and works with counsel and accountants on legal, tax, and regulatory questions.

Money

LoanConsole records payments and distributions that occurred elsewhere. It does not initiate ACH transfers, hold funds, or custody money.

Reserves

Reserve records and projections support servicing operations. They are not a RESPA escrow analysis, and LoanConsole does not hold reserve funds.

Professional judgment

Generated records and calculations support your work; they do not replace review by your team, counsel, accountant, or other professional adviser.

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How it works — LoanConsole