The ultimate
AI loan platform.
The AI operating system for servicing, borrower intake, draws, broker distribution, and investor reporting.
Based on the deal details, here's a targeted strategy to win the Crescent Heights loan:
Strategy to fund Crescent Heights
Deal context:
Key opportunity signals:
- Large bridge execution - $1.85M requested for a 24-month term.
- Active migration intent - Considering moving from their current lender due to slow draw request processing.
| Loan ID | Borrower | Principal Bal | Rate | Next Pmt | Status |
|---|---|---|---|---|---|
| LN-402 | Oasis Development LLC | $2,450,000 | 11.5% | Apr 1 | Current |
| LN-559 | Meridian Industrial | $5,500,000 | 9.5% | Apr 1 | Current |
| LN-311 | Kitchen Row LLC | $420,000 | 12.0% | Mar 15 | Grace |
| LN-298 | Pine Street Holdco | $1,200,000 | 10.0% | Paid off | Matured |
AI native from day one.
Ditch the legacy spreadsheets and disconnected point solutions. Ursara combines everything you need into a single, intelligent platform.
AI Loan Management Software
Automate your entire backend. From tracking covenants to generating payoff quotes, our AI eliminates manual data entry.
AI Servicing
Intelligent payment reconciliation and automated ACH sweeps.
Broker Network
Connect directly with top-tier brokers to scale origination.
Investor Portals & Reporting
Provide limited partners with real-time, AI-generated reports on fund performance, capital calls, and distributions.
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
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
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
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
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.
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.
Frequently asked questions
Common questions from private credit teams evaluating Ursara for servicing, draws, borrower experience, and investor reporting.