How Engagements Run — and How Early Partners Win
We are onboarding our first institutional books. Below is the real operating process, anonymized workflow scenarios we solve, and concrete Early Partner terms — not fabricated logos or invented AUM.
Problems Institutional Books Bring Us
Representative engagement patterns. Client names withheld until Early Partners authorize a public case study.
Fragmented CRE Sub-Servicing
Situation: Mid-size credit fund with a CRE book split across a ledger tool, a collections vendor, and email-based insurance tracking.
Approach: Single operating layer for ACH remittance, delinquency flags, and certificate monitoring with monthly lender disbursement trails.
Insurance Lapse Blind Spots
Situation: Specialty lender discovers coverage gaps only at claim or covenant review.
Approach: Required-coverage inventory, lapse alerts, and escalation before the asset is unprotected — treated as servicing, not an afterthought.
Special-Situations Timing
Situation: Workout counsel engaged late because breach signals lived in quarterly reports.
Approach: Delinquency → remediation workflow with UCC Article 9 enforcement triggers documented in the operating trail.
From Onboarding to Ongoing Servicing
1. Portfolio Review
We review your existing loan portfolio, current servicing setup, and reporting requirements to scope the engagement accurately.
2. Onboarding & Ledger Migration
Loan data, payment schedules, and lender disbursement details migrate into our platform with reconciliation before go-live.
3. Ongoing Servicing
Borrower payment collection, lender disbursement, delinquency tracking, and insurance compliance monitoring on an ongoing basis.
4. Reporting & Review
Regular portfolio reporting, with our team available directly — not routed through a ticket queue.
Concrete Terms for First Institutional Partners
We are selectively onboarding a small cohort. Early Partners get founder-direct access and configuration input while we harden reporting around live books.