Enter Borrowers, brokers, investors, introducers, referrers
Onboarding
Associate professionals (accountants, lawyers, surveyors, valuers, etc.)
Add credentials for your panel of professionals (number of partners, professional registrations, etc.)
Vetting, KYC, MLA, PEP, profiling, etc.
Set up Loans
Security details
Calculate loan parameters
Assess Loan viability LTV, Net and gross
Calculate arrangement fees and broker commission as well as introducer fees
Autogenerate documents (including Indicative terms, Decision in Principle, investment memoranda, statements.)
Manage Investor accounts, preferences and compliance checking cycles
Manage and track Investments
Build and manage Investment pools and vehicles and their funding sources and preferences
Manage Loans
Invoicing
Ledgers and transaction recording
Reporting
Customisability