The product
One servicing workflow, from boarding to payoff.
Walk through all five servicing stages on a sample loan book.
Report to borrowers & investors
Generate branded invoices, investor statements, and payoff letters. Configure statements to emphasize amounts due, accrued interest, or both, and deliver each party its own documents with a delivery record.
- Branded invoices, statements & payoff letters as PDFs
- Immutable archive; reissue with a reason to correct
- Investor distributions ledger by share
- Tracked email delivery of each party's documents
Organizations can configure statements to emphasize amounts currently due, accrued interest, or both. The selected presentation changes disclosure — not the underlying servicing calculation.
What to notice
Each investor sees only their own share — never another investor's position, and never your servicing economics.
Approach
Saving a document locks its numbers into an archive; a correction reissues with a reason and the original is retained. Returned principal splits to investors automatically by share.
Boundary
Each party's documents carry only their own records — never a co-investor's position, never your servicing economics.