UrsaraKnow the relationship. Before the next deal.
A lending CRM that connects people, companies, properties and opportunities. Open a borrower or broker relationship and see the conversations, files and next steps behind it.
Riverside Capital
Company · Contacts · Linked deals
Relationship timeline
- Borrower reply
Updated financial package received.
- Relationship note
Discussed financing for the next acquisition.
- Next task
Review documents before the credit meeting.
People are connected.
Your CRM should show it.
The borrower company, its principals, a referral broker and a collateral property all belong to the same lending story. Linked relationship records give your team a clearer picture than an isolated list of names.
Borrower and company context
Keep contact details and company information with the relationships, linked assets and deals your team works on. A returning borrower does not need to become a brand-new relationship every time they request financing.
Broker and referral history
Connect the person introducing a deal with the opportunities they bring. Review the relationship before following up on another submission or discussing the next financing request.
Investor relationships
Keep investor-related context within the contact record while fund participation and investor reporting retain their own workflows. The relationship stays visible without mixing every audience’s access.
A next step,
with a reason behind it.
Put emails, notes, files and tasks beside the person or company. When a colleague picks up the relationship, they can see the last discussion and the work that remains.
Prepare a financing follow-up with the linked deal in view. Assign a task to review the borrower’s updated documents, record the conversation, and leave a useful handoff for underwriting.
“They’re buying another property.”
The note is useful. The note connected to the company, its active acquisition deal and the document-review task is more useful.
Illustrative relationship example.The relationship continues
after funding.
A lending relationship spans origination and active loans. Keep the contact history connected while the loan team handles collections, borrower requests and future financing opportunities.
One relationship record
Use the person and company record as a common starting point for the next conversation.
Linked opportunities
Move from the relationship into the deal workspace where underwriting and closing work happens.
Accountable follow-through
Keep tasks, notes and supporting files available to the colleague responsible for the next step.
Your relationships.
Organized for the next conversation.
Bring your existing contact book into Ursara, then turn it into useful audiences for borrower outreach, broker activation and investor updates.
Imports with field mapping
Map contact fields, preview the rows and review validation warnings before applying an import. Retain rejected rows for correction and export contact records with their tags, lists and source information.
Static lists and dynamic segments
Curate a list manually or define membership with tags and current pipeline stages. A segment can follow changing deal activity instead of becoming another spreadsheet to maintain.
Campaigns and relationship journeys
Use the audience in marketing email and configured follow-up journeys. Keep suppression and do-not-contact preferences with the contact so an outreach list respects the relationship.
Keep your existing tools
in the conversation.
Email and marketing connections belong beside the lending records they support. Choose the mailbox and sync rules your team needs during implementation.
Microsoft 365 and Google Workspace
Connect Outlook or Gmail and the associated calendar. Send and sync correspondence from the connected mailbox, with email activity available in the relationship workspace.
Configured HubSpot sync
Enable supported contact and deal sync, map Ursara stages to the selected HubSpot pipeline, and configure lending signals for marketing workflows. Your team selects which records and events are shared; installing the connection does not enable every sync automatically.
Notes that become accountable work
Turn a relationship note into a linked task, assign the next step and keep the original context available. Colleagues can follow the work back to the contact or deal rather than searching for a copied summary.
A CRM shaped around lending.
Explore the details with our team, using the way your business actually works.
What sits in the contact record?
Contact and company details, relationship context, linked assets, notes, files, tasks and email activity are available through the relationship workspace. Audience permissions still determine access.
How is this different from just tracking leads?
The record connects the people behind a financing request to the actual deal and related lending work. That context supports returning borrowers, broker relationships and the servicing handoff.