For sellers
From loan tape to monthly remittance, in one place.
Send the tape you already have. LoanBook maps it, prices it loan by loan, takes it to institutions it fits, and runs diligence, settlement and monthly reporting on one deal page.
The seller path
Nine steps from portfolio to reporting
Upload it, see the analytics and what a sale does to your balance sheet, then decide. The desk creates and posts the offering and runs the trade from there.
- Upload a PortfolioAny layout. We map it to standard fields., Not started
- AnalyticsPrivate pricing and analytics; you review them first., Not started
- ALM SimulationYour capital, income and rate risk without the pool., Not started
- Decide to SellChoose Prep for Sale when you are ready., Not started
- Offering Created and PostedPosted to buyers who fit; NDA online., Not started
- LOI DeliveredSigned outside LoanBook, recorded on your deal page., Not started
- Due DiligenceOne data room, one list of what is needed., Not started
- SettlementStatement, acknowledgements, funds wired., Not started
- ReportingServicing tapes and remittance, monthly., Not started
What you get
A cleaner sale
Priced the way buyers will check it
Every loan is run through the same cashflow, prepayment, default and loss models buyers see, so the levels hold up in their diligence.
Buyers who fit, not a blind list
Offerings go to banks and credit unions whose buy box and call report fit the pool.
Less back and forth in diligence
One data room with an online NDA, document requests, questions and answers, and a closing review everyone signs off on the same page.
Reporting after the sale
Upload the monthly servicing tape and each buyer sees its own remittance report, with no spreadsheets to send around.
Have a pool to sell?
Tell us about it. Signed-in customers upload a tape from the Sell page of their workspace.