Platform Features
From origination to servicing to fund management — Lendr brings your entire lending operation under one roof. No more spreadsheets. No more scattered tools. Just one powerful platform.
Capture leads, underwrite deals, and close loans faster with our intuitive origination tools built specifically for private and hard money lenders.
Bring in data your way — via borrower portal, API integrations, lead intake forms, bulk CSV upload, or manual entry. Connect with major CRMs like HubSpot and import transaction history seamlessly.
Create unlimited custom fields at the deal and contact level. Build custom workflows, set up automated communications, and configure the platform to match exactly how you work.
Support any payment structure — regular, prepaid, or accrued. Handle accrued, postponed, and capitalized interest with ease. Adjust interest at funding or on regular payment dates.
Configure full or partial interest payments, A/B tranche structures, referral fees, interest spreads, and management fees. Handle complex investor arrangements with ease.
Auto-debit payments from borrower accounts via ACH. Handle partial payments, overtime collection, and late fees. Configure whether fees are paid at funding, wrapped into the loan, or on the first payment date.
Support interest-only, balloon, amortized, accrued, and escalating rate structures. Our flexible system handles whatever your loans require.
From payment collection to payoffs, manage your entire servicing operation with tools that automate the tedious stuff so you can focus on growing your portfolio.
Auto-debit payments from borrower accounts via ACH. Handle partial payments, overtime collection, and late fees. Configure whether fees are paid at funding, wrapped into the loan, or on the first payment date.
Enter payments individually or in batches. Send automated SMS and email notifications to borrowers, including late notices. Generate account statements automatically.
Lendr tracks and handles NSF payments automatically on your behalf. Send automated notifications. Apply custom NSF fees automatically.
Charge additional interest, calculate accrued amounts, record and schedule payments, and generate monthly mortgage statements.
Track initial reserve amounts, monthly top-ups, and pre-payments. Monitor external payments, run detailed reports, and apply reserves toward monthly payments when needed. Handle reserve releases and blanket discharge scenarios with ease.
Tie draws to construction milestones, add custom draw fees, and assign existing or new investors to additional funding. Perfect for fix-and-flip and ground-up construction loans. Borrowers submit draw requests through their branded self-service portal.
Process extensions with multiple fee payment options, custom conditions, and prepayment handling at renewal. Change interest types mid-loan when extending terms.
Generate payoff statements and instructions with accurate per diem calculations. Add custom fees and process partial paydowns with automated investor distributions.
Make changes anytime—adjust payment schedules, modify interest rates, principal paydowns or increases, or replace investors mid-deal with automatic interest adjustment calculations.
Process partial principal reductions at any time with automated investor distributions. Handle collateral releases and blanket discharge scenarios with ease.
Swap out investors mid-deal with automatic interest adjustment calculations. Handle holdback forwarding and prepayment distributions seamlessly.
Track loans through the default process with dedicated workflows. Manage power of sale and foreclosure proceedings with proper documentation and timeline tracking.
Manage mortgage funds with confidence. From NAV calculations to shareholder distributions, Lendr handles the complexity so you can focus on returns.
Support fixed and floating share prices, fixed and variable investor interest rates, multiple share classes, and DRIP options. Configure pre- or post-DRIP NAV calculations.
Calculate management fees with performance bonuses. Access comprehensive fund dashboards with all key metrics.
Generate subscription agreements automatically. Handle DRIP elections and reinvestment options. Support monthly, quarterly, semi-annual, and annual payouts.
Verify investor accreditation status directly within Lendr. Collect required documentation, track verification expiration dates, and maintain compliance records — all without third-party tools.
Generate reinvestment reports and shareholder payment reports, fund performance analytics, cash flow analysis, and growth statistics — all exportable.
Send monthly, quarterly, and annual automated statements to shareholders. Keep investors informed with professional communications without manual effort.
Process regular distributions on your schedule plus one-time special dividends when needed. Handle DRIP reinvestments and track all distributions with complete audit trails.
Track committed capital and monitor funded amounts. Manage investor commitments across multiple closings with automated notifications.
Handle investor redemption requests with ease. Calculate redemption values with proper timing considerations.
View fund performance at a glance with AUM tracking, yield metrics, investor concentration analysis, and loan portfolio breakdowns. Export data for board presentations.
Generate professional loan documents in seconds, manage compliance requirements, and keep everything organized in one secure location.
Create unlimited document templates for pre-approvals, LOIs, term sheets, attorney instructions, title instructions, funding breakdowns, investor agreements, extension docs, and payoff statements — all auto-populated with loan data.
Send borrowers a white-labeled upload link to collect documents. Track review status, manage outstanding items, and keep everything organized without endless email chains.
Generate documents and send them for signature via DocuSign directly from the platform. Track signature status and store completed documents automatically.
Track condition statuses, link to document upload portals, create one-time or recurring conditions, and pre-select requirements based on property or borrower type.
Create compliance documents to meet state-specific requirements.
Store all your loan documents securely with no limits. Organize files by loan, borrower, investor, or custom categories. Access everything from anywhere, anytime directly from the cloud.
Automatically extract data from uploaded documents using OCR technology. Reduce manual data entry and speed up your underwriting process.
Maintain audit trails for compliance and always know who changed what and when.
Connect your Gmail or Outlook inbox to automatically sync loan-related emails and attachments. Keep all communications organized within each loan file.
Comprehensive reporting and accounting tools to keep your books clean and your business insights sharp.
Export dashboards to Excel, generate batch letters, and run borrower/investor payment reports. Track in-progress, funded, and paid-off loans. Monitor maturing loans at 30/60/90 days.
Generate 1098s for borrowers and 1099s for investors automatically. Run reports for easy tax preparation and maintain compliance with IRS requirements.
Track aged receivables. Generate lender income reports, maintain operating and trust account ledgers, and export loan tapes for audits.
Send monthly auto-emailed statements to borrowers and investors with customized letterhead and content. Keep everyone informed without lifting a finger.
Need something specific? Build custom reports tailored to your business needs. Track the metrics that matter most to you and your investors.
Export comprehensive loan tapes for warehouse lines, audits, or portfolio sales. All your loan data, formatted and ready to go.
Monitor prepaid interest balances and distributions across your portfolio. Generate detailed reports for proper revenue recognition and investor accounting.
Analyze your portfolio performance with geographic breakdowns, LTV distributions, borrower concentrations, and yield analysis. Make data-driven lending decisions.
Sync with QuickBooks and other accounting software. Export journal entries, reconcile accounts, and keep your books in perfect balance.
Give everyone the access they need with branded portals that reduce support requests and keep stakeholders informed 24/7.
Let borrowers submit new loan applications, request draws and extensions, upload documents, view payment history, and request payoffs — all through a branded self-service portal.
Give investors 24/7 access to view their positions, monitor committed and available capital, download tax documents and statements, and message your team directly.
Empower loan officers with application intake, document uploads, deal pipeline visibility, and referral fee tracking—all in one dedicated workspace.
Customize every portal with your logo, colors, and domain. Present a professional, consistent brand experience to borrowers, investors, and partners.
Built-in messaging keeps sensitive communications off email and in one secure place. Set permissions to control who sees what.
All portals are fully responsive and work beautifully on any device. Stakeholders can check status, upload documents, and take action from anywhere.
Streamline your operations with powerful workflow automation, role-based permissions, and collaboration tools built for lending teams.
Create custom roles with granular permissions. Control who can view, edit, or approve at the field level. Manage access across teams, branches, and entities.
Create tasks automatically based on loan status, dates, or custom triggers. Set up auto-assignments, due dates, and escalation rules. Track completion with sub-statuses.
Keep your team organized with centralized task lists, due date tracking, and priority management. Cross-functional task assignment ensures nothing falls through the cracks.
Build personalized Kanban boards and pipeline views. Customize columns, filters, and layouts to match how you work. Everyone sees what matters most to them.
Set up status-based or manual email and SMS triggers. Use templates with auto-populated loan data, attach system documents, and customize content for any scenario.
Monitor employee productivity with loan volume tracking, turnaround times, and task completion metrics. Generate management reports to identify bottlenecks and top performers.
Track every action with comprehensive audit trails. See who did what and when across all loans, contacts, and system settings. Perfect for compliance and accountability.
Manage multiple borrower entities or investor funds from a single platform. Segment data, customize branding, and maintain separate accounting while sharing borrower and investor data.
Connect Lendr to your existing tools via our REST API. Integrate with CRMs, accounting software, payment processors, and more. Build custom workflows that span your entire tech stack.
We equip lenders with the tools to effortlessly scale their lending operation.
