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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

step1Step 1:
Upload Your Documents 

Drag and drop loan agreements, notes, amendments, hedges, and more into our secure portal. No formatting required. 

step2Step 2:
AI-Assisted Intake 

 Our AI tools accelerate the process by extracting foundational terms and data points, giving our team a head start. 

step3Step 3:
Human-Led Abstraction  

Our CRE specialists take it from there—reviewing each document and abstracting 350+ detailed, customized data points per loan. 

step4Step 4:
Collaborative Review 

We walk through selected loans with your team to ensure everything matches your naming conventions, data structure, and reporting preferences. 

step5Step 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

What You Get

  • A centralized, single source of truth for your debt data
  • Automated alerts for maturities, covenants, and refi opportunities
  • Real-time analytics powered by market data and your actuals
  • Lender-ready exports built to your format
  • Business intelligence dashboards built on industry best practices
  • Minimal internal lift—maximum control, accuracy, and insight

See LoanBoss in Action