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We get it - onboarding new tech is a big commitment 

The real cost to adopting new tech isn't the annual budget line item, it's the effort it will take from the team.

We are committed to making the onboarding process as painless as possible.  We use tried and true project management processes with a dedicated onboarding manager.  Plus, a portal for transparency on your progress.

We all have scars from overpromised onboarding that drags on far too long.  We will be better.

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"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 | Executive Director - Investment Underwriting

Getting Started Is Simple

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Your Responsibilities

  • Send us your loan documents

  • Share the reports you already rely on

  • Provide access to your accounting system

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Our Responsibilities

  • Fully abstract every loan (400+ fields)

  • Replicate and automate your reports

  • Integrate with property accounting platform

The Onboarding Process

Smooth onboarding is driven by a well documented, methodical process. 

We will guide your team each step of the way and ensure the heavy lifting is on us, not you.

LoanBoss Onboarding Process

As Simple As 1, 2, 3

92% of clients are onboarded within 6 weeks

Send Loan Docs
Share Your Reports
Integrate
Send Loan Docs

Abstracted your way

  • 400+ data points
  • 2 rounds of QA
  • In-house team of specialists
  • Customizable 
  • Fast and accurate
Download Sample Loan Abstract
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Share Your Reports
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We replicate your reports

You already trust your reports, so we just recreate them in LoanBoss.

No more manual updating each month.  Waiting on data from teammates.  Downloading forward curves.

Plus, we have 20 stock reports that have been crowdsourced from clients. 

Keep using the reports your team already trusts but without the manual updating.

Sample Debt Summary
Integrate

Connected to your most important data

We have integrations with all the major accounting platforms.

Income statement.  Balance sheet.  Rent rolls.  Tenancy schedules.  

Paired with live interest rates, all of your calculations are real time.

Stop copying and pasting.

 

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Your entire team will have visibility

into onboarding progress and items needed.

 

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ONGOING SUPPORT

And when questions come up, you’re not calling a help desk.

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Real estate is a relationship business and LoanBoss is committed to building long-term relationships. Interacting with us will feel more like speaking with an experienced partner than a vendor.

Our client support team is staffed with real estate people, not tech people. We understand the difference between a rate cap and a cap rate. We know how to reconcile complex calculations. And we are obsessed with responsiveness. You will hear back from us within two hours, even if it’s just to say we are investigating and will revert shortly.

The accuracy LoanBoss delivers would cost multiple FTEs to replicate—and you'd still have key-person risk. The ROI is a no-brainer.

Bryan Kallenberg, SVP Capital Markets Big V Property Group

Ready to learn more?

Contact our team to set up a quick and customized 30 min call