Features
Everything you need to manage a mortgage note portfolio — built by investors who use it every day.
Portfolio Management
Complete visibility into every note you own.
- Track notes from acquisition through disposition
- Manage properties with valuations, tax, and insurance data
- Organize across LLCs, Trusts, SDIRAs, and Solo 401(k)s
- Interactive dashboard with phase distribution and performance charts
- Activity feed and task management
Payment Tracking
Know exactly where every dollar goes.
- Automatic P&I payment allocation
- Import payments directly from servicers
- Monthly cashflow charts and payment status tracking
- Escrow ledger and reserve balance monitoring
- Expense and loan charge tracking
Workflow & Automation
Always know what to do next.
- Defaults driven by experience note investors
- Customize the workflow to fit your process
- Workflows for managing contacts, notes, and proprties
Integrations
Connect the tools you already use.
- Allied, Madison, and FCI servicer sync
- File-based payment and note import
- Gmail/Office 365 contact sync
- Smart contact surfacing
- Quickbooks expense import
Property Data Automations
Keep every property's data and valuation current — automatically.
- One-off property reports on any plan (tax, ownership, characteristics, AVM + comps)
- Account-wide recurring refreshes on Intermediate and up
- Volume pricing — your per-property rate drops as your book grows
- Quarterly or annual cadence with a clear pre-enable estimate
- Budget caps and role controls keep spend predictable
Coming Soon
What we're building next.
- Document OCR for automated data entry
- Investor reporting and fund dashboards
