Lending
Industry 05 of 08
Private lenders: Deal flow and borrower history in one place.
Deal flow and borrower history spread across tools, with opportunities buried in old conversations. Handll pulls it into one record and flags the borrowers ready for the next loan.
Where the hours go
Three places the work piles up.
01History in too many tools
Borrower history lives in email, spreadsheets and a loan tracker that do not talk to each other.
Queue: history in too many toolsSample 4
tools hold one borrower's history
- Borrower, Kessler HoldingsEmail, a sheet and a loan tracker3 places
- Draw request, Lot 14Buried in a reply threadLost
- Payoff letter, 2022 loanSaved to a desktopDesktop
02Repeat borrowers missed
Investors who borrowed before are not contacted when they are likely to need capital again.
Queue: repeat borrowers missedSample 27
repeat borrowers not contacted this year
- Investor, 3 past fix-and-flipsLast loan paid off in MarchSilent
- Builder, two spec homesAsked about a new lotMissed
- Investor, rental portfolioRefinance due soonSilent
03Manual intake
New deal submissions are retyped by hand before anyone can review them.
Queue: manual intakeSample min40min
to retype one deal submission
- Submission, 6-unit rehabPDF and photos by emailRetyped
- Broker deal, bridge loanTerm sheet inside a replyRetyped
- Submission, land loanSpreadsheet attachedIn a queue
What we build
What we build for private lenders.
Each system is engineered to your process, then tested, human-reviewed and signed off before it ships.
01
Service 01
Custom CRM & Workflow Systems
One record of every borrower, deal and document.
- Pipelines and stages that match the real process
- One record of every contact, message and task
- Integration with an existing CRM, agency management or loan origination system
02
Service 03
Data Interpretation & Enrichment
Opportunity Surfacing for repeat borrowers and stalled deals.
- Calls and emails turned into structured notes
- Missing details filled from approved sources
- Viable deals flagged through Opportunity Surfacing
03
Service 02
Outreach & Lead Generation Automation
Defined follow-up for brokers and borrowers, every touch logged.
- Email-first sequences with every touch on the record
- Messages segmented and personalized by sub-vertical
- Replies routed to a named owner
Before and after
The same week, handled.
6/6
- 01 History in too many toolsBorrower, Kessler HoldingsEmail, a sheet and a loan tracker3 places
- 01 History in too many toolsDraw request, Lot 14Buried in a reply threadLost
- 02 Repeat borrowers missedInvestor, 3 past fix-and-flipsLast loan paid off in MarchSilent
- 02 Repeat borrowers missedBuilder, two spec homesAsked about a new lotMissed
- 03 Manual intakeSubmission, 6-unit rehabPDF and photos by emailRetyped
- 03 Manual intakeBroker deal, bridge loanTerm sheet inside a replyRetyped
- 01 History in too many toolsBorrower, Kessler HoldingsEmail, a sheet and a loan trackerOne record
- 01 History in too many toolsDraw request, Lot 14Buried in a reply threadLogged
- 02 Repeat borrowers missedInvestor, 3 past fix-and-flipsLast loan paid off in MarchFlagged
- 02 Repeat borrowers missedBuilder, two spec homesAsked about a new lotCall booked
- 03 Manual intakeSubmission, 6-unit rehabPDF and photos by emailStructured
- 03 Manual intakeBroker deal, bridge loanTerm sheet inside a replyStructured
Compliance
How compliance is handled.
Handll does not negotiate loan terms, and its fees are never contingent on a loan closing.
Trust, compliance and security- Negotiate loan termsNever
- Tie fees to a loan closingNever
- Support licensed people, never replace themAlways
- Numbers checked against the National and applicable state Do Not Call listsAlways
- Opt-outs honored across every channelAlways
Handll systems support, and never replace, licensed client personnel. Handll does not provide insurance advice, bind coverage, take mortgage loan applications, or negotiate loan terms, and its fees are never contingent on or calculated from commissions or loan closings.
Start here
Start with where the hours go.
Your next loan is probably sitting in an old email thread. We find it and put it in front of you.
No pricing before we hear the scope. A partner replies the same business day.
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