Mitigate risk and support your business decisions with software built on industry best practices
Streamline your process and manage construction loans faster with automation and tracking tools
Optimize your loan management capabilities and boost productivity without increasing costs
It's such a user-friendly system and provides great detail on what's going on with your renovation review or if a draw is being requested. The ease and use of the system is superb. Two thumbs up!!
Processing draw requests and payments has never been faster. Receive draw requests digitally and easily keep track of loan fund disbursements and pipeline health with unmatched visibility. An integrated, legally-binding e-signature process enables draw request forms to be quickly and securely sent to stakeholders for faster payments.
A configurable web portal for borrowers, contractors, and other third parties to receive controlled access to loan files and perform actions such as payment requests and change orders. This experience can be customized to the brand image of a given organization.
Fully configurable smart lists to manage important processes and tasks in one location. Checklists can be based on the loan type and program, state, or other variables to ensure draw administrators know what needs to be done at each milestone. Teams can effectively and accurately manage loans with list building tools for multiple attributes, hard and soft stops, and progress reporting.
A system of record to manage accounts, payments, reconciliation, and reporting. Reduce processing times while increasing visibility and ease in managing loan transactions. These tools control a powerful set of interactions related to the loans managed on the CLM and bring workflow efficiency.
Access a variety of service vendors directly within the CLM for a seamless service request and procurement process. Vendor categories include title service providers, lien waiver providers, and inspection companies.
A simplified solution for servicing requirements of your construction and renovation loans. All of the tools needed to manage your interest billing payments and escrow interest earnings in one system.
Easy access to real-time data so you can maintain the health of your loan pipeline right down to loan-level performance.
I started using the software in February and have felt it has always been very user-friendly. I was new in construction management and it took no time to learn how to use the software.