Product
Loan Servicing that keeps up.
Run every loan, payment, request, and payoff from one servicing system.
System of Record
| Loan # | Borrower | Principal Bal. | Status | Next Action |
|---|---|---|---|---|
| LN-402 | Oasis Development LLC | $2,450,000 | Current | Review draw request |
| LN-118 | Sunscape Holdings | $1,100,000 | Doc Request | Await insurance upload |
| LN-559 | Meridian Capital | $5,500,000 | Payoff Ready | Send payoff PDF |
Current Loan Activity
Draw request submitted
Borrower uploaded invoices and lien waiver
$185k
Inspection status: Scheduled for Mar 18
Outstanding borrower request
Updated hazard insurance due before next payment cycle
Servicing history
Reserve release posted · Late fee waived · Payoff quote generated
From Portfolio Data To Servicing Workflow
Import Portfolio Data
Portfolio records, balances, reserve data
Structured Loan Record
Inspection_Status
Draw Workflow
Insurance_Expiry
Doc Request
Live Servicing Ops
Tasks, history, requests, and balances
Stay ahead of servicing work.
Servicing breaks when requests, reserve moves, inspections, and payoffs live in different places. Ursara keeps them in one workflow.
- Draws, document requests, and servicing notes tied to each loan
- Audit-friendly activity history for every servicing event
- Payoff and reporting workflows generated from live balances
Servicing History
Live
Mar 15Draw request submitted
Mar 12Document request opened
Mar 01ACH payment reconciled
Next DueApr 1, 2026
Servicing Payments Feed
Auto-Sync Active
| Borrower | Amount | Method | Applied To | Status |
|---|---|---|---|---|
| Oasis Dev LLC | $23,479 | ACH Autopay | Principal + Interest | Reconciled |
| Sunscape Hold. | $11,000 | ACH Autopay | Interest Only | Processing |
| Meridian Capital | $43,541 | ACH | Scheduled Payment | Queued |
Keep payments inside servicing.
Collect, reconcile, and post payments in the same place you service the loan.
- ACH collection and recurring schedules tied directly to each loan
- Automatic allocation of cleared cash into servicing records
- Faster exception handling when payments are pending, failed, or returned
Servicing Board
Work the portfolio like a queue.
Move loans through boarding, current, grace, delinquent, and default without losing the next action.
Visibility
Search and filter by borrower, product, funding state, and servicing condition.
Control
Move loans across servicing states as conditions change.
Audit Trail
Keep funding wires, exceptions, and servicing actions attached to the loan.
Boarding
2
LN-731
Wire confirmation pending
Current
14
LN-402
Draw review in progress
Grace Period
3
LN-118
Payment processing follow-up
Delinquent
1
LN-559
Returned ACH and outreach queued