How LoanBoss Works
LoanBoss is much more than a loan abstraction tool.
We’re a strategic partner that works alongside your team—not just another software vendor. From day one, our team is hands-on to ensure you’re set up for success—and we stay involved to keep your data accurate, actionable, and aligned with how you operate.
We combine your loan documents, property financials, and live interest rate data to centralize debt information, automate complex calculations, and streamline lender compliance reporting.
Below is why—and how—our onboarding process transforms messy documents into actionable data with minimal lift from your team.
Turnkey Debt Management. Built for Real Estate Teams.
We do the heavy lifting—so your team doesn’t have to. From uploading documents to delivering a fully customized, centralized debt platform, LoanBoss turns complexity into clarity.
“We've found LoanBoss to be an invaluable part of managing our portfolio and adjusting strategies in such a dynamic environment. There are very few vendors that feel like partners, but I can honestly say the LoanBoss team treats our business like their own.”
Brock Wright | Connor Group
Why It Works
Real CRE Experts at the Core
Our in-house loan specialists abstract over 340 data points per loan, capturing everything from prepayment language to refinance terms—tailored to your structure, reporting style, and preferences.
AI-Assisted Abstraction
Our proprietary AI tools were built internally to extract the basics—dates, loan amounts, rate types—so our experts can focus on what matters: the nuance and complexity in your documents.
Truly Turnkey Onboarding
Your biggest task? Upload your documents.
We handle the rest—abstracting, tagging, validating, and delivering a platform that reflects how your team manages debt.
Integrates With Your Existing Systems
LoanBoss connects with tools you already use, like Yardi, MRI, and real-time market data feeds—so you can track debt in context with your property financials.
Implementation
We do all the heavy lifting.
No implementation is effortless, but you will have a dedicated team to make it as smooth as possible. LoanBoss was built by real estate professionals for real estate professionals, so we already speak your language.
Training & Support
We’re more than a software company, we’re your partner.
We may be a software company, but we have commercial real estate values. We care about your team's growth and success in LoanBoss.
You will have a fully dedicated Onboarding Coordinator and Client Success Manager to personally assist you through implementation and provide unlimited ongoing support.
92% of Clients are Onboarded Within 5 Weeks
The Process
Step 1:
Upload Your Documents
Drag and drop loan agreements, notes, amendments, hedges, and more into our secure portal. No formatting required.
Step 2:
AI-Assisted Intake
Our AI tools accelerate the process by extracting foundational terms and data points, giving our team a head start.
Step 3:
Human-Led Abstraction
Our CRE specialists take it from there—reviewing each document and abstracting 350+ detailed, customized data points per loan.
Step 4:
Collaborative Review
We walk through selected loans with your team to ensure everything matches your naming conventions, data structure, and reporting preferences.
Step 5:
Ongoing Sync & Updates
New loan or amendment? Just upload it. We abstract and update your platform—so your data stays current without any manual effort.
“The LoanBoss team was great to work with throughout the onboarding process. Their attention to detail and prompt responses made setup a breeze.”
Ryan Montes | Brennan Investment Group
“Once we were onboarded, they continued helping me to understand and adjust the software for my company’s specific needs.”
Jake Katro | Birgo Capital