White-Glove Loan Servicing at the Speed of Private Lending

Expert loan servicing so your team can get back to lending.

0:45

From Closing to Payoff, Handled

From Closing to Payoff, Handled

Complete loan servicing with visibility for your team, your investors, and your borrowers throughout the process.

Complete loan servicing with visibility for your team, your investors, and your borrowers throughout the process.

1

Drag-and-Drop Onboarding

Drop the closing documents into the portal and we’ll board the loan, with nothing for your team to re-key.

2

Payments and Distributions

3

Proactive Loan Management

4

Portfolio Monitoring

5

Payoff and Release

Onboard a New Loan

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Onboard a New Loan

Drag-and-Drop Onboarding

Drop the closing documents into the portal and we’ll board the loan, with nothing for your team to re-key.

Onboard a New Loan

Drag-and-Drop Onboarding

Drop the closing documents into the portal and we’ll board the loan, with nothing for your team to re-key.

The Petra Standard

The Petra Standard

Unparalleled service comes as standard with Petra.

Unparalleled service comes as standard with Petra.

A payoff requested at 10:20 and ready to approve at 11:42 the same day

Speed

We answer payoff requests and questions the same business day (if requested by 2pm ET) and board new loans straight from the closing documents.

A construction loan funded by three lenders, with draws held in escrow, an interest reserve and default interest from maturity, each serviced as the loan documents set out

Fits How You Lend

Most loan servicers expect you to adapt to how they work. We mold our service to the way you operate, from how your loans are structured to how your team communicates.

A message from your Petra specialist on your own channel

Proactive

Chat to our expert team through a dedicated Slack or Teams channel (or email if you prefer!), so when something needs your attention—or ours—it’s easy to get in touch.

A payoff requested at 10:20 and ready to approve at 11:42 the same day

Speed

We answer payoff requests and questions the same business day (if requested by 2pm ET) and board new loans straight from the closing documents.

A payoff requested at 10:20 and ready to approve at 11:42 the same day

Speed

We answer payoff requests and questions the same business day (if requested by 2pm ET) and board new loans straight from the closing documents.

Two Ways to Work With Us

Two Ways to Work With Us

Full servicing or back-office support: the choice is yours.

Full servicing or back-office support: the choice is yours.

You collect, we keep the books

From $20

/mo per loan

Back Office

  • Loans boarded from your closing documents

  • Interest, late fee and default calculations

  • Monthly statements and 1098s

  • Lender portal and reporting

We handle the whole loan

From $30

/mo per loan

Loan Servicing

  • Everything in Back Office

  • Your independent servicer of record

  • ACH collections, paid out to every lender on the loan

  • Late payments chased for you

Most lenders

We handle the whole loan

From $30

/mo per loan

Loan Servicing

  • Everything in Back Office

  • Your independent servicer of record

  • ACH collections, paid out to every lender on the loan

  • Late payments chased for you

Most lenders

How to Get Started

How to Get Started

See your own loans in Petra at no cost before you commit to anything.

See your own loans in Petra at no cost before you commit to anything.

  1. 1

    A 30-Minute Demo

    A 30-Minute Demo

    We show you the platform and talk through your precise needs.

    We show you the platform and talk through your precise needs.

    We show you the platform and learn how you lend.

  2. 2

    Your Loans in Petra Within a Week

    Your Loans in Petra Within a Week

    Send us your loan records and we’ll rebuild them in Petra.

    Send us your loan records and we’ll rebuild them in Petra.

    We set up your loans in Petra so you can check them before you sign.

  3. 3

    Sign and Go Live

    Sign and Go Live

    We handle the switchover, including any paperwork your borrowers need to sign.

    We handle the switchover, including any paperwork your borrowers need to sign.

    You sign, and we handle the switchover.

Lender Testimonies

Lender Testimonies

Petra has transformed our private lending operations. Unlike other servicers we have used, they are responsive, proactive, and their platform has all the data we need to manage our loans.

F2 Finance

Petra has transformed our private lending operations. Unlike other servicers we have used, they are responsive, proactive, and their platform has all the data we need to manage our loans.

F2 Finance

Petra has transformed our private lending operations. Unlike other servicers we have used, they are responsive, proactive, and their platform has all the data we need to manage our loans.

F2 Finance

Questions Lenders Ask

Questions Lenders Ask

Back Office works in all 50 states. Loan Servicing covers 46 states and DC; the exceptions are Arizona, Minnesota, Nevada and South Dakota, where we don’t currently service loans.

We primarily service business-purpose real estate loans, including bridge, fix-and-flip and construction loans. We also service other business-purpose loans, so if you have one you’d like us to look at, get in touch. We do not currently service consumer or owner-occupied loans.

On Loan Servicing, borrowers pay into our trust account, reconciled every month, and we pay every lender their share. On Back Office, the money stays in your own bank.

For a new loan, you drop the closing documents into the portal and we board it. For loans moving from another servicer, we rebuild each loan’s payment history and tie it out before it goes live.

Get Back to Lending

In a free 30-minute demo, we’ll show you how to take the friction out of your servicing.

Or call us at

Get Back to Lending

In a free 30-minute demo, we’ll show you how to take the friction out of your servicing.

Or call us at

Get Back to Lending

In a free 30-minute demo, we’ll show you how to take the friction out of your servicing.

Or call us at