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Who Uses LoanBoss? The Right Fit for Your Firm

The LoanBoss Team

LoanBoss is built for commercial real estate investment firms that manage debt in-house and need a better way to track, analyze, and optimize their loans.

Who Uses LoanBoss?

  1. Portfolio Owners & Operators – Firms that own commercial and multifamily properties and need real-time visibility into their loan obligations.
  2. Investment Firms – Private equity groups, REITs, and family offices looking to optimize financing strategies and improve portfolio performance.
  3. Developers – Teams navigating complex financing structures and seeking better insights into loan terms, covenants, and refinancing opportunities.
  4. Commercial Real Estate Finance Teams – Accounting, asset management, capital markets, and finance teams who need accurate, real-time loan data without relying on outdated spreadsheets.
  5. Executives & Decision-Makers – Leaders who require high-level financial insights to drive strategic debt management decisions.

Who Is It NOT Built For?

  • Lenders and banks – LoanBoss is designed for borrowers, not financial institutions originating loans.

Why LoanBoss?

  • Automates loan tracking and reporting so teams can focus on strategy, not spreadsheets.
  • Centralizes data across departments so everyone—accounting, finance, asset management, and capital markets—works with the same information.
  • Provides real-time insights to help firms manage risk, identify refinancing opportunities, and improve financial performance.
  • Flexible packages for every need and budget, from LoanBoss Lite, which abstracts your loans into an online portal, to LoanBoss Pro+, which offers automation of lender compliance. No matter your firm’s size or complexity, there’s a LoanBoss package that fits your needs.

If your firm is juggling complex loan portfolios and wants a smarter way to manage debt, LoanBoss is built for you.