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?
- Portfolio Owners & Operators – Firms that own commercial and multifamily properties and need real-time visibility into their loan obligations.
- Investment Firms – Private equity groups, REITs, and family offices looking to optimize financing strategies and improve portfolio performance.
- Developers – Teams navigating complex financing structures and seeking better insights into loan terms, covenants, and refinancing opportunities.
- 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asset management, capital markets, and finance teams who need accurate, real-time loan data without relying on outdated spreadsheets.
- 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.
