RESOURCES

LoanBoss is an institutional debt management platform. It works by connecting the three most critical data sources:
1. Your abstracted loan documents (up to 400 fields)
2. Your G/L financials (from Yardi, MRI, RealPage, etc.)
3. Live market data (rates, curves, vol surfaces)By combining these, LoanBoss automates your most complex, repetitive work: compliance testing, portfolio reporting, hedge MtM, cashflow modeling, and debt valuations. It's the single, auditable source of truth for your entire portfolio.

LoanBoss is built for real estate owners, asset managers, and finance teams.  Our platform is designed for sophisticated users who manage complex portfolios with diverse loan structures, lender-specific requirements, and complex hedging strategies.It's for teams who have built great models in Excel but are now seeking to automate the repetitive work of monthly reporting, covenant testing, P&I projections, and valuations.

• Property financials sync automatically from your management system (Yardi, MRI, RealPage, etc.).
• Market rates and curves update continuously throughout the day.
• You never manually input loan terms. You never maintain amortization schedules. You never update rate curves. We create less work, not more.

All CRE loan types—bank, CMBS, agency, construction, bridge, mezz, lines of credit, and portfolio loans.  More   importantly, we handle the complex variations that break other platforms.  If it's in your loan docs, it's in our system.

LoanBoss supports all property types.  Multifamily, industrial, retail, office, self-storage, hospitality, medical, mixed use, etc.   More importantly, we handle property-specific complexities.  Hospitality is different than self-storage.  Multifamily repair schedules aren't needed for industrial reserves tracking.  The property type doesn't matter—the complexity does.

We integrate with all major property accounting platforms. But here's what sets us apart: property financials don't just feed reports—they can automatically override principal, interest, and loan balances in your amortization schedules and drive real-time covenant testing. Your property financials are your source of truth and you shouldn't have to manually upload them.

LoanBoss pulls financial data directly from all the major property accounting platforms like Yardi, MRI, and RealPage.  Automatically, no manual uploads.  No IT heavy lifting required.  Property financials flow straight into NOI adjusted covenant calculations, debt service coverage tests, and loan amortizations.  Set it and forget it.

• Portfolio Surveillance: What is my total lender exposure? Which floaters should I refi? Which loans have a MAC clause?
• Covenant Testing: What's my current DSCR? What was the DY in Q2 of last year?
• On-Demand Prepays: What is my exact defeasance or prepay in 180 days?
• Live Rates and Hedging: What would a new swap cost today, and how does it compare to my current rate? Monthly Mark to Market reports. What is my replacement cap projected to cost?

Yes. LoanBoss is built specifically for the complexity of institutional ownership. You can manage unlimited properties, portfolios, funds, and JVs from a single dashboard.

Our platform is designed to handle complex ownership structures, allowing you to allocate loans and track equity stakes across your entire organization.

Furthermore, you can securely share specific deals with external partners (like investors or JV partners) and set granular permissions so they only see what you've approved. This isn't just a centralized list; it's a true, multi-entity management system built for complex structures.

LoanBoss was created by the same founder as Pensford, (aka The Interest Rate People). While the companies operate independently, LoanBoss was built based on insights gained from decades of hands-on advisory experience in commercial real estate debt.

Check out Pensford