Servicing software
for the notes you hold.

Four roles. Owner has full control including billing, team management, deletions, and the audit trail. Admin does everything operational plus deletions and team management, reads the audit trail but cannot edit it, and never touches billing. Manager and Team Member both get full operational access (record and edit payments, manage documents and reports, add and edit loans, borrowers, lenders, owners, and properties) with no settings, billing, team, deletions, or audit.

Every audited edit (payments, loan terms, escrow, insurance, tax records) takes a reason of at least five characters from everybody, the owner included. The entry stores the old value, the new value, who did it, and that reason, and it reads back as English rather than as a field diff.

Reading the audit trail is Owner and Admin only; billing is Owner alone. So an employee can do the work and cannot quietly review or rewrite the record of having done it.

Channels with threaded replies and mentions, shared notes with comments, assignable tasks with their own comment threads, and a calendar: all inside the same account as the book.

The point is proximity. A decision about a late loan made in a separate chat app is gone in a week: unsearchable from the loan, invisible to whoever picks the file up next, and impossible to line up against the audit trail. Here the conversation sits beside the record it is about.

It is on every tier including the smallest one, because a one-person operation still needs to remember why it did something eight months ago.

$20/mo covers 20 rental units; each unit past that is $1.50/mo, and a multi-unit building counts each door. There is a 14-day free trial before the first charge.

Units and leases, tenants with their own resident portal, rent ledgers, maintenance requests, vendors with 1099-NEC at year end, and landlord and renters policies tracked against the property.

It earns its keep on the properties that change shape. A foreclosed note that becomes a rental, or a rental you later seller-finance, stays one continuous record with its basis and depreciation intact instead of restarting in a different system.