Product
A Broker Portal built for placement.
Bring brokers and lenders into one marketplace workflow so submissions, lender interest, and status stay in one place.
Marketplace Workflow
Broker submissions routed to active lenders
14 brokers live
12 active lenders
Incoming
5
Kitchen Row LLC
$420k equipment + buildout
Docs complete
Apex Bridge Refi
$2.8M payoff bridge
Ready for routing
Lender Review
4
Harbor Point Capital
Fits term and collateral box
Term sheet requested
Northline Credit
Reviewing guarantor and payoff timing
In diligence
Placed
3
Meridian Industrial
Placed with Regent Private Credit
Closing checklist live
Broker status feed
Submitted, reviewing, passed, or moving forward
Always visible
Marketplace Activity
Submission routed
Kitchen Row LLC matched to 3 lender boxes
Now
Lender interested
Harbor Point requested call and draft term sheet
5 min
Broker updated
Status changed from submitted to lender review
Auto
Why it matters
More brokered opportunities reach active buyers without manual triage.
Route more deals to lenders already on platform.
Instead of forwarding the same packet lender by lender, route submissions into an active lender network with clearer fit, faster review, and less rework.
- Keep broker intake structured from the first submission
- Let lenders review live submissions instead of rebuilding the file
- Move accepted opportunities straight into the next operating workflow
Marketplace Flow
Submit
Broker uploads deal summary, docs, and target terms once.
Route
Ursara puts the deal in front of lenders that fit the box.
Place
Broker and lender see status, requests, and next steps in one feed.
Shared Status
Give brokers visibility without the inbox chase
Submitted
Package received and routed.
Under Review
Lender questions and requests stay attached to the deal.
Moving Forward
Clear handoff into term sheet, diligence, or closing.
Operational Payoff
Make the network visible on both sides.
Brokers should know whether a loan is getting traction. Lenders should see cleaner inbound opportunities. The portal works when both sides share the same status layer.
Fewer duplicate submissions because brokers can see where a deal stands.
Faster lender response because the packet arrives in a review-ready structure.
Cleaner placement workflow because deal routing, interest, and next actions stay connected.