UrsaraBorrower portal software for private lenders.
Give borrowers a place to see their loan, manage eligible payments, upload documents and request draws, payoffs or extensions. Reduce back-and-forth while keeping each request connected to the lender’s review.
Your loan. Your next step.
$6,250.00
Autopay enrollment and payment historyThe payment question
starts with the loan.
Borrowers can find their loan terms, payment activity and published statements without starting another email thread. Connect eligible payment and autopay actions to the loan they are actually paying.
Payments and autopay
Give borrowers access to available payment workflows and bank setup. Autopay depends on the loan’s eligibility, provider configuration and borrower authorization; enrollment is a clear action, not an assumption.
Statements and payoff quotes
Make published loan statements and reviewed payoff quotes available in the borrower experience. Keep the lender’s published information distinct from a borrower’s request for a new quote.
Three requests.
Three purposeful paths.
Borrowers should know where to ask for help. Each request goes back to the loan team with the information needed for review.
Construction draws
Submit a draw request with supporting documents and follow its status. Budget and inspection review stay with the lender’s construction workflow.
Payoff requests
Request a payoff for the target date. The lender reviews the loan and publishes the quote for the borrower to access.
Maturity extensions
Send an extension request and review the request history. The lender retains the review and approval decision.
Documents have a destination.
Organize applications and loan documents in the borrower’s document vault. Show the outstanding request, collect the file and keep the submission close to the relevant loan.
When a construction reviewer needs an updated certificate or a closing team requests another document, the borrower can act in the same portal they use for the rest of the relationship.
Read the borrower portal guideDocument request · Insurance certificate
- Requested for the Riverside construction loan
- Borrower uploads the current certificate
- Lender reviews the submitted file
A payment is part of a reconciliation loop.
Borrower self-service should make the servicing record easier to maintain. Keep the payment request, provider outcome and reviewed loan activity connected.
From authorization to payment status
Eligible borrowers can use the configured payment workflow. A submitted ACH request is distinct from a settled payment, so the servicing team reviews provider status and any return or exception.
From activity to the loan record
Connect reviewed payment activity with the loan’s balances and history. Give the borrower a consistent destination for the information made available to them.
From exception to follow-up
Use payment-status workflows and assigned tasks to manage outstanding work. Borrower document uploads, draw requests and payoff requests remain tied to the loan instead of becoming disconnected email threads.
Start with the application.
Continue with the same relationship.
A configured borrower application brings the lender’s requested information and document requirements into one workspace. The borrower can save progress, upload the requested evidence and submit the package when ready.
Lender-specific intake
Use the application configuration and requirements selected by the lender. Keep requested documents attached to their requirement so the review team knows what the borrower has supplied.
A continuing borrower workspace
Connect the application experience with signing and, once the loan is available, the borrower’s loan activity and servicing requests. Each stage shows the information and actions intended for that borrower.
From a document request to a signed package
- Submit the requested supporting file
- Review the documents prepared by the lender
- Open the assigned native signing room
- Access completed documents when available
Give the borrower
a clear path through closing.
Native e-signing brings assigned loan documents into a participant-specific signing room. Borrowers and other required signers can complete their part of the package while the lender follows signing status.
The signing experience connects to the lender’s document workflow. Your team prepares the package, selects the participants and manages what is shared; the borrower has a focused place to take the next step.
Explore native signing roomsA practical borrower experience.
Explore the details with our team, using the way your business actually works.
Can borrowers see internal underwriting notes?
The borrower portal is a separate audience experience. Borrower-visible documents, published information and available actions are controlled independently from the lender’s internal workspace.
Can a borrower request a draw and an extension?
Yes. Construction draw requests and servicing requests, including payoffs and maturity extensions, have their own workflows and request history.
Does submitting a request mean it is approved?
No. Submissions create work for the lender to review. Approval and funding remain separate steps.