Ursara$1.8M requested
Borrower profile receivedLoan origination software for private lenders.
Connect borrower contacts, credit review, marketing email, automations and native e-signing in one origination workspace. Bring the deal from its first conversation to a coordinated signing room and servicing handoff.
Ursara / OriginationIllustrative workspace
DEAL PIPELINE
See what moves the deal.
Intake01
Underwriting02
$2.4M requested
Budget review outstandingClosing03
$3.1M approved
Closing checklist in progressStage gates, documents and owners stay with the deal.
The relationship belongs
with the opportunity.
Give borrowers, brokers, guarantors and closing contacts their own records. Keep company relationships, contact details, conversation history and assigned follow-up connected to the deal instead of rebuilding the same address book for every loan.
When a repeat borrower returns, start with the relationship you already know. Keep each new opportunity distinct while preserving the people and history behind it.
Explore lending contacts and CRMA dedicated record for every relationship.
- Borrower and guarantor contacts
- Broker and company relationships
- Notes, email and activity history
- Owners, tasks and the next follow-up
Underwrite the deal.
Keep its evidence close.
A construction loan starts with different questions from an acquisition bridge. Keep property information, borrower relationships, requested terms and supporting documents connected to the opportunity your team is evaluating.
Review extracted document information before relying on it. Use stage approvals and assigned owners to distinguish a complete package from a deal that is actually approved to proceed.
Credit review · Riverside Commons
Illustrative construction underwriting checklist
- Borrower and ownership information
- Collateral and requested loan terms
- Construction budget and diligence review
- Credit approval before closing handoff
Credit pulls.
Evidence your reviewers can follow.
Bring borrower authorization, credit-report status and supporting financial information into diligence. Keep the distinction between a report that has been ordered, evidence received and a credit review completed.
Authorization and provider setup
Confirm the borrower’s authorization and the credit-provider connection before ordering a report. Provider access and permitted report scope are part of onboarding.
Borrower credit evidence
Keep bureau information and uploaded reports with the relevant borrower and deal. Review the report alongside liquidity, financials and the proposed loan terms.
A reviewed credit decision
See the outstanding evidence and the person responsible for review. Credit information supports underwriting; your authorized team makes the decision.
Credit-pull demos currently use provider test environments. We confirm production activation and availability for your account during implementation.
Terms, documents and signatures.
A coordinated closing package.
Stop treating the term sheet, fee details and closing checklist as unrelated files. Prepare the package from the deal’s information and track what is ready, requested and awaiting review.
Document generation
Generate documents from configured templates and deal fields. Review the generated package before sending it through your signing workflow.
Native e-sign and signing rooms
Prepare the signature package, assign borrower, guarantor and lender roles, and give each participant an embedded signing room. Track progress and access completed documents from the deal’s closing workspace.
Closing execution
Work through diligence, construction requirements and post-close tasks. Keep checklist ownership and stage approvals visible throughout the handoff.
One signing package. Clear participant status.
- Generated documents and mapped signature fields
- Borrower, guarantor and lender participants
- Pending, partially signed and completed status
- Completed-document access
Keep the signing experience
inside the closing workflow.
Prepare documents from your templates and deal information, review the package, then send it for signature. Borrowers and lenders have role-specific signing access without losing the context of the deal.
Keep the package and participant progress together. Your closer can identify the outstanding signature, review the completed package and coordinate the next closing requirement.
Build the relationship.
Automate the follow-through.
Origination starts before the application and continues through every follow-up. Connect dedicated contacts with marketing email and configured journeys so your team can work the relationship and the deal together.
Marketing email for your lending audience
Create branded campaigns and reusable email templates for borrowers, brokers and other contact segments. Use the appropriate sender, consent and unsubscribe controls, then review delivery and engagement reporting alongside the campaign.
Broker activation and borrower re-engagement
Start with a reviewed audience, send an introduction and schedule a follow-up. Journey recipes support broker activation and borrower reactivation, with configured waits and stop-on-reply behavior.
Deal-stage and contact automations
Respond to a form submission, contact update or pipeline-stage change. Configure email actions, owner assignment, tags, conditions and wait steps to match your process. Review the workflow before publishing.
A next step with an owner
Use the deal’s assigned responsibilities and activity history to coordinate missing-document requests, relationship follow-up and closing work. Automations carry out the configured process; your team retains review and approval.
Sending accounts, templates, audience permissions and enabled integrations are configured for your workspace.
Your inbox and CRM.
Connected to the deal.
Connect Microsoft 365 or Google Workspace for mailbox and calendar workflows. Use configured HubSpot contact and deal sync when your team wants lending activity to inform its existing marketing process.
A conversation with its context
Keep correspondence and follow-up close to the borrower relationship and deal. The connected mailbox, campaign sender and workflow audience are configured deliberately for your workspace.
Clear sync rules
Select supported contact and deal sharing, map the destination HubSpot pipeline stages and enable the lending signals you need. Your team controls the connection and configuration.
The closing is a beginning.
Before a construction deal becomes a live loan, confirm its servicing terms, approved budget and ownership. The people collecting payments and reviewing draws need the same context as the people who closed it.
Board the loan
without losing the deal.
Carry the approved information into the servicing handoff. Review boarding readiness and the post-close work while the underwriting evidence is still available to the team.
Explore the servicing handoffWhat your origination team can expect.
Explore the details with our team, using the way your business actually works.
Who is Ursara’s loan origination system built for?
Ursara focuses on private credit and real estate lending teams coordinating borrower intake, underwriting, documents, closing and servicing. Bring a representative bridge or construction deal to confirm fit for your loan structures, approvals and integrations.
Can origination and servicing work together?
Approved deal information continues into the servicing handoff. Your team reviews loan terms, opening balances, ownership and any construction budget before relying on the live servicing record.
Can we use our own document templates?
Document generation uses configured templates and mapped deal fields. Bring representative term sheets and closing documents to your demo so we can review their field and signature requirements.
Can borrowers and lenders sign inside Ursara?
Yes. Native signing rooms provide role-specific borrower and lender signing access. Your team prepares the package, assigns participants, tracks signature status and accesses completed documents in the closing workflow.
How do credit pulls work?
Credit-report workflows connect borrower evidence and review status with diligence. Current provider demos use test environments; live provider activation, authorization and available report scope are confirmed during implementation.
Can we manage contacts, campaigns and follow-up automations?
Yes. Contact records connect people and companies with their deals and activity. Marketing campaigns and journeys use configured senders, templates, audience permissions, triggers, conditions and follow-up steps.
Does AI approve the credit decision?
No. AI can support document classification and information review. Your authorized reviewers control credit approvals, stage decisions and closing readiness.
Is construction lending part of origination?
Yes. Construction diligence and closing requirements can stay with the deal, then the live loan’s budget and draw workflow continue in servicing.