FundStream runs your private lending operation autonomously. From inbound broker emails to funded mortgages, every stage moves itself forward. You stay in the loop for what matters: the approve or deny call.
Open Deal Pipeline →Every deal flows through a proven pipeline. FundStream auto-advances stages based on email signals, document submissions, and payment confirmations.
Not a generic CRM with mortgage skin. Every feature is designed for the private lending workflow, from LOI fee schedules to maturity tracking.
Every inbound email is classified, matched to a deal or broker prospect, and routed to the right pipeline stage. New deals are created automatically. Stage progressions trigger on payment confirmations and LOI acceptances.
Six-step prospecting cadence runs autonomously. Personalized emails sent from your real inbox. Call reminders pushed on schedule. Qualified brokers move to maintenance cadences automatically.
Deal Summaries, Letters of Intent, and Commitment Letters auto-generated with your branded templates. Fee schedules adjust by mortgage position and stage. Terms calculated from deal data.
Track every active loan. Payment monitoring, maturity alerts with urgency colors, renewal management, and discharge processing. Your full book at a glance, with nothing falling through the cracks.
Private lending shouldn't mean manual operations. FundStream keeps you focused on the one thing that matters: whether the deal is sound. Everything around that decision, from the first broker email to the final funding memo, moves autonomously.