UrsaraWork your network. Place the right deal.
Organize submissions, lender relationships and placement activity in one broker workspace. Route a financing request to connected lenders, your own contacts or an Ursara-assisted placement path.
One deal. Multiple paths.
$3.1M · Bridge financing · 18-month request
Route to a connected lender
Work your existing relationships
Coordinate with the Ursara team
Your next deal does not
have just one route.
Choose the placement path that fits the opportunity and your relationships. A lender already using Ursara and a contact in your own rolodex are different relationships—and the workspace keeps that distinction clear.
Route to an on-platform lender
Send the opportunity into a connected lender’s origination workflow, with the borrower, property and requested financing together.
Work your own lender contacts
Use broker-owned contact records for the relationships you have built. Keep manual outreach updates and placement notes with the financing request.
Coordinate assisted placement
Use the Ursara-assisted path when you want help coordinating a placement. Keep the deal information available for the people supporting the process.
A lender network
that belongs to your workflow.
Import and organize your lender contacts, connect existing records and track introductions. Your contact directory remains distinct from Ursara’s lender organizations.
For the next acquisition deal, review who you contacted, what the lender said and which route you want to pursue. Keep the placement history attached rather than recreating it from scattered emails.
Existing relationship. New opportunity.
Use the lender contact you already know for the bridge request. Record their response, then compare the next placement option with the same borrower and property context.
Illustrative broker workflow. Placement does not guarantee lender acceptance or financing.A submission the lender can work with.
Start with a coherent package: borrower information, property or collateral, requested amount, loan purpose and terms. That foundation helps the receiving lender begin its own review.
The property
Keep the collateral and financing purpose together so the lender can understand what is being financed.
The supporting package
Connect the submission’s documents and borrower details to the opportunity being placed.
The placement record
Record outreach and routing activity without losing the original request as conversations progress.
Build the package once.
Keep each lender conversation connected.
A multi-property financing request needs more than a loan amount and an attachment. Organize the assets and documents before choosing where to route it.
Structured collateral
Record each asset’s address, type, occupancy and lien position. Keep estimated value, appraisal details, existing payoff and title status with the relevant property.
Documents by asset
Associate supporting documents with the collateral they describe. A lender reviewing a portfolio request can see which appraisal or title information belongs to which property.
Distribution and response tracking
Follow published submissions, information requests, accepted placements and declined routes. Keep the next broker follow-up and lender response attached to the same opportunity.
Acceptance starts the next workflow
An accepted on-platform placement can continue into the lender’s origination review. Broker routing status is distinct from a final credit approval or funding commitment.
Built around how brokers place deals.
Explore the details with our team, using the way your business actually works.
Do all our lender contacts have to be Ursara customers?
No. Broker-owned lender contacts are separate from on-platform lender organizations. Your network can include your existing relationships.
Can we bring our lender rolodex?
The broker network supports contact import and linking. We can review the structure of your existing contact list during implementation.
Does the broker workspace make a credit decision?
No. It organizes submissions and placement activity. The receiving lender controls underwriting, credit approval and loan terms.