Meet UrsaraOS

A Revolution in Private Credit.

The AI operating system for servicing, borrower intake, draws, broker distribution, and investor reporting.

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Servicing
Borrower Intake
Broker Marketplace
Investor Reporting
Origination To Servicing
Board funded deals directly into a live servicing record.
One operating system
No handoff gap
Origination Workspace
Funded deal enters boarding
Boarding phase
Deal-4821
Crescent Heights Capital
Bridge refinance · 2100 Pierce St · $1.85M funded
Funding complete
Conditions and diligence cleared
Ready
Boarding checklist completed
Pending
Origination action
Convert to live loan
Queued
Servicing Workspace
Loan record is immediately serviceable
Live portfolio
Pending Boarding
LN-4821 created from funded deal
Created
Active / Current
LN-4821 · Crescent Heights Capital
Boarded
Payment status
Auto-built
Borrower portal
Already wired
Servicing history
Starts day one
Same deal record
Borrower, collateral, and docs stay attached.
No re-boarding work
No spreadsheet handoff after funding.
Service immediately
Payments, portal, and history are live on day one.
Servicing Workspace
Live Portfolio
Loan Snapshot
LN-402
Oasis Development LLC
Bridge loan · Current
Current
Balance
$2.45M
Next Due
Apr 1
Servicing Activity
Draw request under review
Invoice uploaded · Inspection pending
$185k
Open Items
Insurance renewal requested
Borrower upload due Mar 28
Outstanding
Reserve movement posted
Tax reserve funded automatically
Completed
Payoff quote ready
Generated from live ledger data
PDF

Servicing that keeps every loan moving.

Ursara turns your portfolio data into an operating workspace. Teams can track servicing status, manage reserve activity, review draw requests, and request borrower documents without losing context across spreadsheets and inboxes.

  • Unified loan records with live balances and due dates
  • Draw requests, document requests, and servicing history in one place
  • Faster payoffs and fewer manual follow-ups
Explore Loan Servicing

A borrower portal people actually use.

Borrowers can pay, review loan terms, upload servicing documents, and submit draw requests in one branded workspace. That reduces support load for your team and gives borrowers a clear path for every servicing task.

  • Autopay and one-time payments from the portal
  • Borrower document uploads and outstanding request tracking
  • Draw requests tied directly to the underlying loan record
Explore Loan Servicing
Borrower Portal
Oasis Development
Principal Balance
$2,450,000
Next Payment
$23,479
ACH Autopay
CH
Chase Checking
**** 4432
Outstanding Request
Action Needed
Upload insurance certificate
Needed to complete servicing review
Due Mar 28
Construction Draw Request
Requested Mar 15 · invoices attached
$185,000
Inspection pending
Regent Endowment
Email Report
Total Commitment
$10,000,000
Active Deployed
$8,500,000
Net IRR
12.4%
Unfunded
$1,500,000
Active Capital Allocations
LN-402 (Oasis Dev) $2,450,000 @ 11.5%
LN-559 (Meridian) $5,500,000 @ 9.5%

Investor reporting tied to the underlying loans.

Instead of rebuilding LP updates by hand, Ursara connects commitments, allocations, cash flows, and statements directly to the live portfolio. Investors get a cleaner portal, and your team gets fewer ad hoc reporting requests.

  • Investor portal with commitments, balances, and documents
  • Performance trends and cash flow visibility by investor
  • Statement delivery without spreadsheet assembly
Explore Fund Analytics

A broker marketplace built for placement.

Let brokers submit once and route opportunities to lenders already on platform. Lenders get cleaner deal flow. Brokers get a faster path to an active buyer.

  • Route brokered loans to lenders that can actually take the deal
  • Give brokers live status instead of email ping-pong
  • Keep submissions, lender interest, and next steps in one thread
Explore Broker Portal
Broker Marketplace
Placement board
12 active lenders
Submitted
Kitchen Row LLC
$420k equipment + buildout
Broker packet complete
Apex Bridge Refi
$2.8M payoff bridge
Waiting on lender routing
Matched
Harbor Point Capital
Looking at deal size, term, collateral
2 lenders reviewing
Sunrise Income Fund
Bridge execution fit confirmed
Term sheet requested
Placed
Meridian Industrial
Placed with Regent Private Credit
Next step: closing checklist
Broker status feed
Submitted, reviewed, declined, or moving forward
No inbox chasing
Specialized Lending Workflows

Configured for more than one credit model.

Keep the platform focused on private credit, then adapt the workflow to the operator model. That is how Ursara can support bridge loans today and newer financing programs for delivery-first kitchens, commissaries, and multi-unit operators tomorrow.

Core Market
Real Estate Lending
Bridge loans, debt funds, servicing, draws, and investor reporting in one operating workflow.
View solutions
Network Layer
Broker Marketplace
Connect brokers with lenders already on platform so submissions, placement, and handoff happen in one workflow.
Explore Broker Portal
New Vertical
Delivery-First Food Operators
Finance buildouts, equipment, and site launches with staged funding and cleaner portfolio visibility.
See the use case
For Borrowers

Start with a short financing request.

Borrowers do not need to jump straight into a full application. Start with a lightweight request, let Ursara review the deal, and move qualified opportunities into a secure application workspace.

Apply for Financing Explore hard money loan requests
Bridge
Bridge loan request
For time-sensitive acquisitions, payoffs, and short-term financing needs.
Rehab
Fix-and-flip financing
Request financing for purchase, rehab scope, and exit timeline in one flow.
Draws
Construction and draw financing
Explain staged funding, invoices, and milestone releases before full application.
Rental
Rental property financing
Start with acquisition or refinance intent, then continue securely if the deal fits.

Frequently asked questions

Common questions from private credit teams evaluating Ursara for servicing, draws, borrower experience, and investor reporting.

Ursara is typically offered as a monthly software subscription, so teams can get started without locking into a long initial term. Billing is scoped to the workflows and operating complexity you need, and if priorities change, you can adjust your plan with notice rather than being forced into a rigid package.

Bank-Grade Infrastructure

256-bit Encryption
Role-Based Access
Audit Logs