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Notesheet

Name: Notesheet
Author: Notesheet

A extensive platform designed for private real estate lenders to streamline loan management by seamlessly handling origination, servicing, and reporting without relying on spreadsheets or manual calculations. Key features include precise interest mathematics based on immutable, auditable ledgers, automated interest accrual, delinquency monitoring, investor payout tracking, and tax-ready reporting, ultimately solving problems related to manual data entry, accounting errors, and regulatory compliance. This tool is ideal for private lenders, real estate investment portfolios, and loan servicing professionals seeking efficient, accurate, and compliant loan administration from initial funding to final payoff.

Notesheet can be found in Lending & Loan Origination Software categories.

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Details

Pricing: $199-$999/mo

Consumer Type: B2B

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Notesheet Main Features

Tax & Reporting
The system automatically fills out tax forms, provides year-end summaries, dashboards, and reports on portfolio aging and income.
Investor Payouts
You can see each investor’s share, earnings, and disbursements, with a built-in model to calculate yields and spreads.
Loan Origination
You can add new borrowers, properties, and loan details quickly, and see a preview of the payment schedule before starting the loan.
Payments & Ledger
You can record payments easily, with automatic plans or manual entries, and all records are kept in a secure, unchangeable ledger.
Payoffs & Holdover
You can get quick quotes to pay off loans, settle loans easily, and automatically calculate interest for overdue loans after the maturity date.
All-in-One Platform
Notesheet keeps everything from loan originations to servicing and reporting synchronized, so your records always match and are accurate.
Automated Servicing
The SaaS automatically calculates interest, tracks overdue payments, adds late fees, and generates statements every night.
Money Math & Ledger
All calculations are based on exact cents, and the platform uses a permanent, auditable ledger for full accuracy.
Flexible Payment Options
You can set up interest-only, amortizing, or balloon payments for each loan.

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Notesheet Alternatives

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Home › All Categories › Lending & Loan Origination Software › Notesheet

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