Frequently Asked Questions

LoanBoss is a loan management software designed specifically for commercial real estate firms, helping them streamline portfolio management, optimize debt strategies, and make data-driven decisions.

LoanBoss is built for commercial real estate investment firms, asset managers, and finance teams who currently track loans in Excel and want a more automated, efficient, and insightful solution.

The LoanBoss team abstracts your loan information from your loan documents. If there are changes to your loan terms (i.e. an amendment or modification) our Loan Specialist team will handle the update free of charge. Your financial information is pulled automatically from your property management software as often as you’d like. Most clients update budget information quarterly or semi-annually and market values annually.

LoanBoss supports all types of commercial real estate loans, including fixed-rate, floating-rate, Agency, construction, bridge, and mezzanine loans. We also support credit facilities and portfolio loans.

LoanBoss supports all property types, including office, retail, industrial, multifamily, mixed-use, manufactured housing, self-storage, and more.

LoanBoss integrates with key financial and property management systems. We pull financial data from Yardi, MRI, RealPage, Entrata, and Sage Intacct. We are always open to adding new partners as well. Some firms pull our data via Excel export or API into their own data warehouse and internal reporting tools as well.

LoanBoss delivers real-time reporting, loan performance tracking, debt cash flows and amortization schedules, refinancing opportunities, market comparisons, and risk exposure analysis.

Yes! LoanBoss is designed for firms that own multiple properties and portfolios, providing a centralized view of all loans.

Yes, LoanBoss helps users manage interest rate risk by tracking hedges, swaps, and caps, and identifying the best strategies to protect against market volatility. Feel free to ask about our relationship with Pensford Financial - www.Pensford.com.

Yes, LoanBoss sends automated reminders for key loan events, such as maturities, rate resets, prepayment windows, and financial reporting deadlines.

Yes, LoanBoss can calculate current and future prepayment penalties.

Implementation time varies by firm. The Freddie shop with 20-30 deals is up within 2 weeks, whereas the construction/value-add shop with 300 deals takes more like two to three months.

We will have a timeline chat while discussing the specifics of your portfolio so there's clarity going in. Some of the timeline will also depend on several other factors (whether there are important missing documents, how deeply you'd like to discuss your line-by-line abstract preferences, if it's difficult for your team to make time for data validation, etc.). But at the end of the day, we will work with you to get everything up as efficiently and accurately as possible so that we can get you implementing your data!

We provide ongoing customer support via email, phone, and chat, along with training sessions and an extensive knowledge base. You have a designated Onboarding Manager during implementation and Client Success team for ongoing support and training.

Yes, LoanBoss prioritizes data security with bank-grade encryption and compliance with industry best practices.