UrsaraBuild 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
One loan lifecycle.
One connected workspace.
From the first borrower conversation to the investor update, keep the people, documents, and loan activity behind your work connected.
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.
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
A place for each part of the work.
Explore individual products, then see how the handoffs fit together in a demo.
Operate your lending
From the first deal to the final payment.
OriginationContacts, credit & native e-signServicingACH, follow-ups & accountingConstruction & drawsBudgets, inspections & releasesPortfolio intelligenceExposure, maturities & reportingConnect your people
A purpose-built experience for each relationship.
Lending CRMContacts, history & next stepsBorrower portalPayments, documents & requestsBroker workspaceLender networks & deal routingInvestor portalData rooms & statementsAI belongs inside the workflow.
urAgent helps bring loan questions into focus with the context behind the answer. Explore a sample conversation about missing documents and draw status, then review the source information before deciding on the next step.
Explore urAgentContext. Sources. Human review.
Start with the loan you are working on. Understand where the information comes from. Keep your team responsible for decisions and approvals.
Read about AI data handlingEvaluate the platform with your team.
Do we need to adopt every product at once?
Start with the workflows you need to improve. We can discuss the product areas, data dependencies, and rollout sequence that fit your team. The implementation scope should be agreed before work begins.
Can we see a complete loan workflow?
Yes. Ask for a walkthrough from relationship and intake through servicing and reporting. Include the people responsible for those handoffs so the demo can address practical questions across teams.
How do we assess data migration and integrations?
Bring your current systems, sample export formats, and required connections. We will review what needs to move, what needs to connect, and the validation required. Confirm the supported scope during implementation planning.
Make your next move an informed one.
Practical reading for teams evaluating their lending software and planning a transition.