Manage
On The Fly

At a Glance: Messages | Needs | Status

intuitive experience for all

One Workspace

Lending Team | Borrowing Team | Third Parties

Let our digital sherpas carry the lending weight for you. You focus on building strong relationships and structuring deals for approval while we ensure the lending process has minimal impact on your borrowers and other stakeholders regardless of loan complexity

ONE COMMUNICATION CHANNEL
UNIFIED DOCUMENTATION
TEMPLATE NEEDS LISTS
ADAPTS TO YOUR PROCESS
REAL-TIME BORROWER MANAGEMENT
COMPLETE SECURITY
How It Works

Action Driven Lending Platform

Our sherpas do the monotonous and time consuming activities.
They have these unique features:
Email and In-App Messaging, Notifications, Reminders
Fill, View, Organize, Sign, Approve Documents / Needs Lists
Mountain Top Loan View
WHO WE SERVE

Borrowers And Lenders

Commercial Borrowers
Community Banks
Credit Unions
Private Lender
Brokers

Commercial Loans Managed

Line of Credit

Similar to a credit card that offers you a limited amount of funds—funds that you can use when, if, and how you wish—a line of credit is a defined amount of money that you can access as needed and then repay immediately or over a prespecified period of time

Small Business Administration

SBA loans are small-business loans partially guaranteed by the U.S. Small Business Administration and issued by participating lenders, usually banks. SBA loans have tight lending standards, but their flexible terms and low interest rates can make them one of the best ways to finance a business

Agriculture

Agricultural lending includes loans to fund the production of crops, fruits, vegetables, and livestock, or to fund the purchase or refinance of capital assets such as farmland, machinery and equipment, breeder livestock, and farm real estate improvements.

Commercial Real Estate

A CRE loan is a mortgage secured by a lien on a commercial property. CRE loans are generally made to investors such as corporations or organizations that own and operate commercial real estate.

Equipment

Equipment financing refers to a loan used to purchase business-related equipment, such as a restaurant oven, vehicle or copy machine. When you take out an equipment loan, you'll need to make periodic payments that include interest and principal over a fixed term.

Acquisition and Development

Business acquisition & development loans, or A&D loans, are a specific type of business loan that are used to provide the capital needed to acquire land for development and construct on-site improvements.

A / R and Contracts

Accounts receivable financing is an agreement that involves capital principal in relation to a company's accounts receivables. Accounts receivable are assets equal to the outstanding balances of invoices billed to customers but not yet paid.

Unsecured

An Unsecured Loan is a loan provided solely based on the creditworthiness of the borrower without pledging any collateral as security in the event of default or non-payment of dues. Unsecured loans are also referred to as personal loans and generally provided to borrowers with high credit ratings.

Fix N Flip

Fix-and-flip loans are short-term loans used by real estate investors to purchase and improve a property to then sell for a profit. These improvements range from minor renovations to a complete reconstruction of an existing home.

Bridge

A bridge loan is short-term financing used until a person or company secures permanent financing or removes an existing obligation

Let's Talk

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