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
Integrations
Connect the tools you already use.
- Allied, Madison, and FCI servicer sync
- File-based payment and note import
- Office 365 contact sync
- API access for custom workflows (Intermediate+)
- Data export to CSV/Excel
Coming Soon
What we're building next.
- AI-powered portfolio analysis agents
- QuickBooks integration
- Document OCR for automated data entry
- Investor reporting and fund dashboards
