Using the Loan Servicing platform

Our fully integrated loan servicing module will help track payments, draws, late fees, default interest, investor payouts, generate mortgage statements and more. Once you are done originating a loan, you will be able to open the loan servicing 2.0 tab within the loan file.

Once inside the loan servicing tab, you will find some basic onboarding/setup related fields, ability to enter payments, see taxes/insurance info, generate statements Here is a preview:


Live Guided Tour for Loan Servicing

Start a live self-guided tour of the loan servicing feature.


Tracking borrower payments, draws, investor payouts will all be easily tracked under a master ledger/transaction journal. See here:


See this servicing video!