Why We’ve Been Quiet (and What We Built for You)

1. Automation, Credit, and Team Roles

We’ve been cooking over at Lendr. Absolutely cooking. For the past two months, we’ve had our heads down, rolling out new updates nonstop—new features, powerful enhancements, and just a lot of really cool tools that are going to transform the way you run your lending business.

There are around 20 core updates to share. Some are quick, others are game-changers. Let’s dig in.

The one I’m most excited about? Automations. It’s an ambiguous term, but essentially, it means custom workflows or background processes that run without you lifting a finger. These can handle the repetitive, manual tasks you don’t want to think about—things like status tracking or sending reminders—automatically.

For instance, inside Lender’s pipeline (from new application to funded), you can attach triggers to any transition. Let’s say a loan moves from underwriting to processing—an automation can instantly email the escrow officer and request the title commitment. You don’t need to remember to do it or even touch your keyboard.

Even better, the escrow contact changes from loan to loan, but the automation pulls the right email from the file.

Here’s another one: I always forget to file the Deed of Reconveyance (or Satisfaction of Mortgage in some states). When a loan pays off, I’ve now got an automation that adds a task scheduled for one week later—reminding me to notarize and record the document. If I don’t do it, it nags me until I check it off.

You can go deeper: use conditional logic like, “If the loan amount is between $50K and $100K and has a specific tag and moves to a certain status—then trigger an email, a task, and a text.” Or even send a Slack message or webhook if you’re into that kind of thing.

It’s insanely powerful. Custom logic, layered conditions, dynamic triggers—your workflow just became 10x smarter.

It’s insanely powerful. Custom logic, layered conditions, dynamic triggers—your workflow just became 10x smarter.

Next big update: Credit checks are now free and unlimited. Previously, your subscription gave you a fixed number, but now, however, it no longer does. Now, you can run credit checks anytime—completely free.

Even better, the system performs routine checks (every 30–45 days), graphs the borrower’s credit trend, and lets you track changes over time—whether things are improving or declining.

We also introduced a new Loan Officer role. Previously, you had only Admins and Supervisors, both with pretty broad access. Now, loan officers have limited visibility—they only see the specific loans assigned to them.

One lender requested this because they use institutional capital for certain loans and didn’t want all officers seeing every deal. Now, officers stay focused on their assigned files only. It’s a big win for larger teams or lenders working across multiple capital sources.

2. Smarter Forms, Better Interfaces, and Document Controls

We also rolled out smarter loan forms which are now dynamic and conditional, meaning the fields shown depend on the loan or property type.

Say a borrower is working with raw land. They won’t be asked to input bedrooms, bathrooms, or build year—fields that just don’t apply. Now, forms adjust automatically based on the loan type or property category. That means cleaner applications and less borrower confusion.

A long-overdue but very welcomed update: custom alerts and notifications. Yes, it should’ve been in sooner. Previously, your team received every system alert. Now, each user can customize which notifications they receive—so your controller doesn’t get spammed about documents they don’t need to see. Simple, but yet it is essential.

On the visual side, we’ve added new dashboard charts and widgets. You can now see:

• Reserve funds chipped away by borrower payments
• Trust balances
• Lien position breakdowns (1st, 2nd, 3rd, etc.)

Even if you mostly do 1st position lending, this visibility into your portfolio is helpful, especially as your operation scales.

Even if you mostly do 1st position lending, this visibility into your portfolio is helpful, especially as your operation scales.

One “quiet but useful” feature: email logs. Lendr sends a lot of behind-the-scenes emails—payment reminders, bank account updates, default warnings. Now, you can see a detailed log of every email sent by the system. Check who received what and when. Customize or disable messages as needed.

We’ve also introduced view modes for large borrower lists—standard and condensed. If you’ve got hundreds of borrowers, this helps reduce clutter and gives you a cleaner list view.

And speaking of borrowers, we’ve segmented them into Active and Past tabs. Borrowers who haven’t submitted anything in 90+ days? They’ll move to “Past.” As soon as they return with a new deal, they slide right back to “Active.” This keeps your working pipeline clean and relevant.

3. CSV Imports, Ledger Enhancements, and Investment Tools

Now an update we’re pretty proud of: CSV loan imports. Previously, migration from other platforms (like Mortgage Automator or TMO) was a pain, now it’s easy.

We provide a pre-formatted template with all necessary columns—loan amount, address, interest rate, etc. Just fill it out, upload it, and your loans appear in seconds. It’s now a seamless transition from your old system to Lendr.

Next: interest tranches for investors. Suppose you’re paying 9% on a loan, but then the loan defaults and the rate jumps to 17%. Now you can split the timeline and show different rates for different periods. Assign specific tranches to investors based on date ranges and return profiles.

Now you can split the timeline and show different rates for different periods.

We also revamped the loan ledger. It now gives a cleaner, more comprehensive view of inflows and outflows. Paired with improved trust balance tracking, you can now manage reserves and prepaid interest more effectively than ever before.

Big one: enhanced borrower document uploads. Previously, when a borrower uploaded the wrong file (say, a lease instead of a purchase agreement), the request disappeared. You couldn’t easily re-request it.

Now, each upload shows as pending. As the lender, you approve or reject it. If rejected, the borrower receives a note saying what went wrong and what to re-upload. This adds much-needed control and keeps the doc collection process clean and streamlined.

We’ve also improved the document template editor. Before, it required switching between the edit and preview panes—annoying. Now, those panes sit side-by-side. Edit on the left, live preview on the right. Fewer clicks and faster edits.

And perhaps one of the most exciting tools for capital-raising: investment listings. Inside the investor portal, you can now showcase active deals available for funding.

Include full loan details, images, documents—whatever helps your deal shine. Investors can browse opportunities, click “I want in,” and boom—you’re notified. This replaces messy emails and spreadsheets.

Coming soon: a sharable public link for your listings, perfect for websites or outreach. That way, even prospects who aren’t yet investors can browse available deals and express interest. Just another way we’re making Lendr your all-in-one growth engine.

Just another way we’re making Lendr your all-in-one growth engine.

4. Payment Processing, Pipeline Customization, and What’s Next

We’ve added automated monthly mortgage statements for borrowers. These are posted in the borrower portal and help maintain clear payment records.

We also made a minor but meaningful tweak to ACH payment processing. While we’re still subject to banking network limitations, payments are now processed one day faster. Not revolutionary—but every day counts.

Another highly requested feature: custom pipeline columns. Previously, we gave you fixed pipeline stages like “New Application,” “Underwriting,” “Processing,” etc. But everyone works differently.

Now, you can customize your pipeline to reflect your workflow. Add columns, rename them, drag and drop stages—make it yours. Some teams use this to assign loans by team member (e.g., John → Sarah → Sally), others to reflect internal milestones (e.g., “Term Sheet Sent,” “Docs Requested”). The point is: you’re in control.

So yes, we’ve been busy. Very busy. These are the 20+ upgrades we’ve rolled out recently. My personal favorite? Still automations. But plenty of others are equally game-changing.

My personal favorite? Still automations. But plenty of others are equally game-changing.

Looking forward to Q3 and Q4, we’ve got some big-ticket items in the works.

In Q3, we’re rolling out CRM-style email communication. You’ll be able to message borrowers directly inside the system. And more importantly, every interaction will be logged in the loan file. So whether John or Lisa sent the message, your team will know what was said, when, and by whom.

No more guessing. No more duplicate communication. Just clean, trackable conversations.

Then, for Q4, our biggest lift yet: a fully integrated CRM inside Lendr. Not just for borrowers—but also for investor leads. Think HubSpot or Pipedrive, but built into the platform you’re already using.

This will include:

• Lead capture and tracking
• Automated nurturing sequences
• Alerts and follow-ups
• CRM-to-loan conversion when a deal is ready

You won’t need Zapier hacks, outside systems, or wasted time moving data. Everything will be in one place; as a result, your team and your business will become even more efficient.

That’s a peek into the future. As of right now, we’re absolutely laser-focused on adding as much value as possible, and making Lendr better for you every single day.

 

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