Microsoft 365
Google Workspace
HubSpot
QuickBooks Online
Construction Draw Solutions$1.8M requested
Borrower profile receivedBuilt for private credit & hard money lenders
AI-native LOS
& loan servicing.
A loan origination system and servicing platform custom-built for private credit and hard money lenders. Connect underwriting, native e-sign, payments and construction draws—with AI built in.
Looking for a loan? Apply for financing
YOUR LENDING OPERATION
From application to active loan.
01
Originate
Intake & underwriting
02
Close
Documents & native e-sign
03
Service
ACH & payment follow-ups
One connected loan workspace
Sample records- Oakview Bridge$750,000Underwriting
- Cedar Construction$1,200,000Signing room
- Riverside Rehab$450,000Active servicing
Loan servicing
ACH autopay · Accounting
Construction draws
Budgets · Inspections · Approvals
AI, connected to every stage.Review evidence. Draft next steps. Keep your team in control.
/ THE PLATFORM IN NUMBERS
Real portfolios.
A connected foundation.
- Loan volume represented
- $425M+
- Loan records centralized
- 1,800+
Recorded loan amounts across customer workspaces
Connected to their documents, parties and portfolio context
October 2026 snapshot · Includes imported historical loans. Recorded amounts may differ from current outstanding balances.
Trusted by lending teams
One platform.
Every stage of the loan.
Explore AI, origination, servicing, construction draws and investor reporting in one connected lending workflow.
UrsaraConnected loan workspaceSummit Ridge Logistics
Loan #SRL-0042 · Bridge loan · Dallas, TX Current
Principal balance$2,450,000
Interest rate11.5%
Draw request$185,000
Sources
Loan recordSummit Ridge Logistics
Draw request$185,000 requested
Document requestsItems awaiting review
Here are the open items for Summit Ridge Logistics, based on the sample loan record, documents, and activity.
- Draw request · $185,000Pending final inspection report and updated insurance certificate.
- Borrower documentsAn updated rent roll is outstanding. The request is attached to the loan record.
- Investor reportingThe quarterly reporting package is in review. Confirm the underlying loan activity before delivery.
Loan record · Document requests · Servicing activity
Interactive preview · Sample responses · Your team makes the decisions.
Sample workspace · Illustrative data
A clearer path from intake to closing.
Connect dedicated contacts, credit review, marketing email and automations with underwriting, native e-signing and the closing handoff.
Explore originationDeal pipelineSample workspace
| Deal / borrower | Loan type | Amount | Stage |
|---|---|---|---|
| Summit Ridge LogisticsSRL-0042 | Bridge | $2,450,000 | Underwriting |
| Baypoint GroupSRL-0043 | Acquisition | $4,200,000 | Term sheet |
| Harbor View LivingSRL-0044 | Rehab | $1,850,000 | Screening |
| Westlake MedicalSRL-0045 | Bridge | $3,100,000 | Underwriting |
| Pinebrook CentersSRL-0046 | Acquisition | $2,500,000 | Closing |
Connected records. Clear next steps.See this workflow live
From payment due to accounting review.
Connect eligible ACH autopay, automated payment follow-ups and reviewed QuickBooks exports to the loan’s servicing history.
Explore servicingLive portfolioSample workspace
| Loan / borrower | Principal balance | Next action | Status |
|---|---|---|---|
| Summit Ridge LogisticsSRL-0042 | $2,450,000 | Review draw request | Current |
| Baypoint GroupSRL-0043 | $4,200,000 | Payment reconciliation | Current |
| Harbor View LivingSRL-0044 | $1,850,000 | Request insurance | Docs needed |
| Westlake MedicalSRL-0045 | $3,100,000 | Review payoff | Payoff ready |
| Pinebrook CentersSRL-0046 | $2,500,000 | Borrower follow-up | Grace period |
Connected records. Clear next steps.See this workflow live
The budget. The draw. The inspection.
Import CSV or Excel construction budgets, manage draw requests and receive field reports through Construction Draw Solutions. Your team controls approvals.
Explore draw managementDraw requestsSample workspace
| Borrower | Requested amount | Outstanding item | Status |
|---|---|---|---|
| Summit Ridge LogisticsSRL-0042 | $185,000 | Inspection + insurance | In review |
| Baypoint GroupSRL-0043 | $92,500 | Invoice verification | In review |
| Harbor View LivingSRL-0044 | $240,000 | Final inspection | Docs needed |
| Westlake MedicalSRL-0045 | $120,000 | Team review | Ready for review |
| Pinebrook CentersSRL-0046 | $67,500 | Lien waiver | Docs needed |
Connected records. Clear next steps.See this workflow live
Reporting connected to the loans.
Bring commitments, allocations, balances, and documents into one investor workspace, with fewer manual handoffs.
Explore investor reportingInvestor statementsSample workspace
| Investor | Commitment | Allocated capital | Statement |
|---|---|---|---|
| Regent EndowmentInvestor account | $10,000,000 | $8,500,000 | In review |
| Northfield PartnersInvestor account | $5,000,000 | $3,750,000 | Ready for review |
| Cedar Family OfficeInvestor account | $3,000,000 | $2,400,000 | In review |
| Eastbank CapitalInvestor account | $8,000,000 | $6,200,000 | Ready for review |
| Pinebrook TrustInvestor account | $2,000,000 | $1,650,000 | In review |
Connected records. Clear next steps.See this workflow live
/ BUILT INTO THE WORKSPACE
The details that move
lending forward.
From the first relationship to the next payment, the tools your team needs belong with the loan.
Native e-sign & signing rooms
Generate loan documents, coordinate borrowers and lender signers, and follow the package through completion.
Explore native signingCredit review with context
Bring credit-report review, borrower evidence and AI-assisted memo drafts into the deal. Confirm credit-provider activation during setup.
Explore underwritingContacts, email & automations
Segment borrowers and brokers, build marketing campaigns, and configure follow-ups around lending events.
Explore relationship workflowsConstruction budgets & inspections
Import the budget, review draw commitments and bring Construction Draw Solutions reports into the approval workflow.
Explore construction drawsACH & accounting workflows
Set up eligible ACH autopay without preparing NACHA files, manage payment exceptions and export reviewed QuickBooks batches.
Explore servicingAI for the work behind the loan
Ask portfolio questions, investigate source records and prepare credit review or workflow drafts for your team to review.
Explore AI assistanceIllustrative workflows · Sample data
Connect the tools you already use.
Configure mailbox, CRM, accounting and inspection connections around your workflow.
One workspace.
A clearer day for every team.
Different responsibilities. Connected information. Explore where Ursara fits into your work.
Keep the deal moving.
Bring borrower information, documents, and next steps into one origination workspace. Give your team a clearer handoff from intake to closing.
- Review the pipeline and outstanding documents
- Keep borrower relationships connected to deals
- Generate documents and coordinate native signing rooms
- Connect credit review, marketing email and automations
- Prepare for the handoff to servicing
Ursara / OriginationIllustrative workspace
DEAL PIPELINE
See what moves the deal.
Intake01
Underwriting02
$2.4M requested
Budget review outstandingClosing03
$3.1M approved
Closing checklist in progressStage gates, documents and owners stay with the deal.
Keep payments and follow-ups moving.
Connect authorized ACH autopay, payment follow-ups and accounting review with the active loan.
- Manage eligible ACH autopay without preparing NACHA files
- Configure payment reminders and exception tasks
- Map QuickBooks accounts for reviewed exports
Ursara / ServicingIllustrative workspace
MONTHLY COLLECTIONS
A payment has a history.
Riverside Commons · October payment$6,250.00Scheduled ACH debit
- Borrower authorization recordedBank account connected · Autopay enrolled
- Collection scheduledPayment date and loan schedule connected
- Reconcile after settlementProvider outcome → payment record → accounting review
Follow-up rules respond to payment status.
Follow the build, line by line.
Import approved budgets, manage construction draws and bring site inspection evidence into lender review.
- Import CSV or Excel construction budgets
- Connect Construction Draw Solutions inspections
- Separate draw preparation from independent approval
Ursara / Construction budgetIllustrative workspace
RIVERSIDE COMMONS · CONSTRUCTION LOAN
Every line item accounted for.
Approved budget$600,000
Funded draws$258,000
Available budget$342,000
| Budget item | Budget | Funded | Progress |
|---|---|---|---|
| Site preparation | $80,000 | $64,000 | 80% |
| Foundation | $140,000 | $98,000 | 70% |
| Framing | $180,000 | $72,000 | 40% |
| Mechanical & electrical | $120,000 | $24,000 | 20% |
| Interior finishes | $80,000 | $0 | 0% |
Imported from approved-budget.xlsx5 line items
Bring the portfolio into focus.
Connect portfolio visibility and investor reporting to the underlying loan activity. Give your team a common starting point for reviewing performance and preparing updates.
- Explore loan and fund information in context
- Review the records behind portfolio updates
- Connect reporting with investor communication
Ursara / Portfolio intelligenceIllustrative workspace
MATURITY LADDER · NEXT 180 DAYS
Plan ahead of the portfolio.
From a portfolio signal to a loan
Open the maturity report to review the borrower, amount and next action.
See the context.
Focus on the next step.
A connected workspace brings loan activity, draw review, and AI assistance into the same picture. Take a closer look at this illustrative platform view.
See the loan activity, portfolio view, and outstanding items together.
The whole lifecycle.
Connected by the loan.
When information changes hands, context can get lost. Ursara connects relationship, origination, servicing, and reporting workflows so each team can understand the work that came before—and the next step ahead.
Build the relationship
Keep borrowers, brokers, and their deal history in context. Bring a new opportunity into the pipeline with the information the reviewing team needs.
Explore lending CRMPeople → opportunities
Move the deal forward
Follow intake, underwriting, and closing in a shared origination workspace. Make outstanding documents and next steps visible before handing the loan to servicing.
Explore originationIntake → closing
Work the active loan
Connect authorized ACH autopay, payment follow-ups and reviewed accounting exports to the loan. For construction, bring imported budgets, draw approvals and inspection reports into the same operation.
Explore servicingLoan record → daily operations
See the portfolio clearly
Bring loan activity into portfolio analytics and investor reporting. Review the source information before preparing the updates your investors rely on.
Explore fund analyticsLoan activity → portfolio reporting
Your next chapter.
A clear place to start.
Bring your current workflow. We’ll discuss the data, access, and rollout that fit your team.
Explore implementation- 01
Map your workflow
Start with the work and the people behind it.
- 02
Plan the transition
Review data, permissions, and validation.
- 03
Prepare for launch
Agree on the rollout and your team’s next steps.
Built for teams that need control.
Ursara combines the power of AI with the structure, permissions, and activity history that private credit teams need.
Role-based access
Give the right people the right access across loans, documents, and reporting.
Activity history
Keep updates, requests, and servicing activity connected to the underlying loan.
Human review, always
AI surfaces information. Your team stays in control of decisions and approvals.
A few things you may be wondering.
What is Ursara?
Ursara is an AI-native loan origination and servicing platform for private credit and hard money lenders. It connects borrower relationships, underwriting, native e-sign, payments, construction draws and investor reporting in one workspace. Explore the Ursara platform.
What does pricing look like, and how does billing work?
Ursara is typically offered as a monthly software subscription. Product coverage, loan capacity and operating complexity inform the proposal. Review billing, plan changes and notice requirements with our team; explore plans before your demo.
Do you offer annual agreements?
Annual agreements are available for teams seeking longer-term pricing certainty. Discuss the available commercial terms and your preferred billing structure with sales.
What does implementation involve?
Portfolio import, workflow configuration, validation and operator training are scoped around your data and process. Timing depends on portfolio complexity and integration requirements. See the implementation approach.
Do you help migrate data from our existing system?
Yes. We work through portfolio and borrower records, servicing fields, payment history and reporting data. Agree the mapping, cleanup responsibilities and balance-validation checks before cutover.
What can we see in a demo?
A personalized walkthrough of Ursara using sample data, tailored to your loan workflows and questions.
Can we start with our current workflow?
Bring your process and questions. We’ll discuss the products that fit, data migration, and what implementation could involve. See how to prepare.
Can we manage borrower portals, draws and investor reporting together?
Yes. Explore the connected borrower portal, draw workflows and investor reporting. We’ll confirm the product coverage and handoffs for your operation.
Can we start with one workflow and expand?
Yes. Scope a starting workflow such as servicing, construction draws or borrower access, validate the records it depends on and plan the next phase with your team.
How do borrowers apply for financing?
Start with a short financing request. Ursara connects borrowers with participating lenders. If a lender proceeds, continue with its underwriting requirements in a secure application workspace.
How does our team stay in control?
Your team reviews decisions and approvals. Explore our AI data handling and security approach.
For borrowers
Looking for financing?
Start with your deal.
Ursara connects borrowers with participating lenders. Share your property, financing needs and timeline in a short request. Available programs, terms and approval depend on each lender’s review.
Bridge loan request
For acquisitions, payoffs and short-term financing gaps.
Fix-and-flip financing
For acquisition plus rehab scope and an exit plan.
Construction & draw financing
For staged releases, budgets, invoices and milestone-based funding.
Rental property financing
For acquisitions, refinance and rental portfolio growth.
Make your next move an informed one.
Practical reading for teams evaluating their lending software and planning a transition.
See Ursara in action.
Explore your workflow with our team.
See how AI fits into your next chapter of private credit.